Top SWP Funds - Best Fund For SWP English

Top SWP Funds – Best Fund For SWP

The table below shows the Top SWP Funds based on AUM & NAV.

NameAUM (Cr)NAV (Rs)
SBI Equity Hybrid Fund65010.1270.99
ICICI Pru Equity & Debt Fund32429.17363.46
HDFC Hybrid Equity Fund22473.57110.77
Canara Rob Equity Hybrid Fund9808.56339.97
Aditya Birla SL Equity Hybrid ’95 Fund7409.411432.22
Tata Hybrid Equity Fund3693.58430.39
Nippon India Equity Hybrid Fund3398.9599.87
Quant Absolute Fund1787.77419.51
Franklin India Equity Hybrid Fund1701.32261.55
PGIM India Hybrid Equity Fund210.01129.49

Content:

Best Fund For SWP

The table below shows the Best Fund For SWP based on the lowest to highest expense ratio.

NameExpense Ratio %
Canara Rob Equity Hybrid Fund0.64
PGIM India Hybrid Equity Fund0.69
SBI Equity Hybrid Fund0.76
Quant Absolute Fund0.83
Tata Hybrid Equity Fund0.97
HDFC Hybrid Equity Fund1.01
ICICI Pru Equity & Debt Fund1.02
Aditya Birla SL Equity Hybrid ’95 Fund1.07
Franklin India Equity Hybrid Fund1.19
Nippon India Equity Hybrid Fund1.21
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Best SWP In Mutual Fund

The table below shows the Best SWP In Mutual Funds based on the Highest 5Y CAGR. 

NameCAGR 5Y (Cr)
Quant Absolute Fund25.36
ICICI Pru Equity & Debt Fund20.89
Canara Rob Equity Hybrid Fund15.72
Franklin India Equity Hybrid Fund15.63
HDFC Hybrid Equity Fund14.88
Tata Hybrid Equity Fund14.4
SBI Equity Hybrid Fund14.21
PGIM India Hybrid Equity Fund12.47
Aditya Birla SL Equity Hybrid ’95 Fund12.41
Nippon India Equity Hybrid Fund11.51

Top SWP Funds

The table below shows the Top SWP Funds based on exit load, which is the fee the AMC charges investors when they exit or redeem their fund units.

NameExit Load %AMC
PGIM India Hybrid Equity Fund0.5PGIM India Asset Management Private Limited
SBI Equity Hybrid Fund1.0SBI Funds Management Limited
ICICI Pru Equity & Debt Fund1.0ICICI Prudential Asset Management Company Limited
HDFC Hybrid Equity Fund1.0HDFC Asset Management Company Limited
Canara Rob Equity Hybrid Fund1.0Canara Robeco Asset Management Company Limited
Aditya Birla SL Equity Hybrid ’95 Fund1.0Aditya Birla Sun Life AMC Limited
Tata Hybrid Equity Fund1.0Tata Asset Management Private Limited
Nippon India Equity Hybrid Fund1.0Nippon Life India Asset Management Limited
Quant Absolute Fund1.0Quant Money Managers Limited
Franklin India Equity Hybrid Fund1.0Franklin Templeton Asset Management (India) Private Limited

Best SWP Mutual Fund In India

The table below shows the Best SWP Mutual Fund In India based on Absolute 1-year return and AMC. 

NameAMCAbsolute Returns – 1Y %
ICICI Pru Equity & Debt FundICICI Prudential Asset Management Company Limited39.79
Quant Absolute FundQuant Money Managers Limited39.19
Nippon India Equity Hybrid FundNippon Life India Asset Management Limited33.43
Franklin India Equity Hybrid FundFranklin Templeton Asset Management (India) Private Limited32.67
Aditya Birla SL Equity Hybrid ’95 FundAditya Birla Sun Life AMC Limited29.25
Canara Rob Equity Hybrid FundCanara Robeco Asset Management Company Limited27.88
SBI Equity Hybrid FundSBI Funds Management Limited27.34
Tata Hybrid Equity FundTata Asset Management Private Limited26.43
HDFC Hybrid Equity FundHDFC Asset Management Company Limited24.19
PGIM India Hybrid Equity FundPGIM India Asset Management Private Limited22.69
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Best Fund For SWP – FAQ

What Are The Best SWP Mutual Funds in India?

Top 5 best SWP Mutual funds in India based on AUM, NAV:

  1. SBI Equity Hybrid Fund
  2. ICICI Pru Equity & Debt Fund
  3. HDFC Hybrid Equity Fund
  4. Canara Rob Equity Hybrid Fund
  5. Aditya Birla SL Equity Hybrid ’95 Fund

What does SWP mean?

SWP stands for Systematic Withdrawal Plan, a service mutual funds offer that allows investors to withdraw a fixed amount or percentage from their investments at regular intervals.

Is It Good To Invest In SWP?

SWP investment can benefit investors seeking regular income from their mutual fund investments. It provides a systematic way to withdraw funds, helping to manage cash flow while benefiting from market returns over time.

Can I start SWP immediately?

Whether you can start a Systematic Withdrawal Plan (SWP) immediately depends on the mutual fund company’s policy. Some allow immediate initiation, while others may have specific waiting periods or conditions before enabling SWP activation.

Introduction to Top SWP Funds

Top SWP Funds – Best Fund For SWP – AUM, NAV

SBI Equity Hybrid Fund

The SBI Equity Hybrid Fund Direct Plan-Growth is an Aggressive Hybrid mutual fund scheme offered by SBI Mutual Fund. This fund has a tenure of 11 years and two months, commencing its launch on January 1, 2013.

The SBI Equity Hybrid Fund imposes an exit load of 1.0% and maintains an expense ratio of 0.76%. It’s crucial to highlight that this fund carries a very high risk level. Despite this, it has exhibited robust performance over the last five years, achieving a Compound Annual Growth Rate (CAGR) of 14.21%. Furthermore, the fund oversees significant assets, with its Assets Under Management (AUM) reaching ₹65,010.1 crore.

The distribution of holdings includes 1.38% in cash and equivalents, 1.69% in REITs & InvIT, 9.29% in corporate debt, 10.79% in government securities, and the majority, 76.39%, in equity.

ICICI Pru Equity & Debt Fund

The ICICI Prudential Equity & Debt Fund Direct-Growth is an Aggressive Hybrid mutual fund offered by ICICI Prudential Mutual Fund. This scheme has a tenure of 11 years and two months, having commenced on January 1st, 2013.

The ICICI Pru Equity & Debt Fund imposes an exit load of 1.0% and maintains an expense ratio of 1.02%. It’s important to highlight that this fund carries a very high level of risk. However, it has shown strong performance over the last five years, achieving a Compound 

Annual Growth Rate (CAGR) of 20.89%. Furthermore, the fund oversees significant assets, with its Assets Under Management (AUM) totaling ₹32,429.17 crore.

The distribution of holdings shows 2.38% in rights, 5.90% in cash and equivalents, 6.91% in corporate debt, 11.36% in government securities, and the majority, 69.12%, in equity.

HDFC Hybrid Equity Fund

The HDFC Hybrid Equity Fund Direct Plan-Growth is an Aggressive Hybrid mutual fund scheme offered by HDFC Mutual Fund. This fund has been operational for 11 years and two months, beginning on January 1st, 2013.

The HDFC Hybrid Equity Fund imposes an exit load of 1.0% and maintains an expense ratio of 1.01%. It’s crucial to note that this fund carries a very high level of risk. Nonetheless, it has exhibited strong performance over the last five years, achieving a Compound Annual Growth Rate (CAGR) of 14.88%. Furthermore, the fund manages a substantial amount of assets, with its Assets Under Management (AUM) totaling ₹22,473.57 crore.

The allocation of holdings reveals 1.37% in mutual funds, 2.43% in cash and equivalents, 7.56% in government securities, 19.67% in corporate debt, and the majority, 67.99%, in equity.

Best Fund For SWP – Expense Ratio

Canara Rob Equity Hybrid Fund

The Canara Robeco Equity Hybrid Fund Direct-Growth is an Aggressive Hybrid mutual fund offered by Canara Robeco Mutual Fund. This scheme has a tenure of 11 years and two months, and it was launched on January 1st, 2013.

The Canara Rob Equity Hybrid Fund imposes an exit load of 1.0% and maintains an expense ratio of 0.64%. It’s essential to emphasize that this fund carries a very high level of risk. Nonetheless, it has demonstrated robust performance over the past five years, achieving a Compound Annual Growth Rate (CAGR) of 15.72%. Moreover, the fund manages a considerable amount of assets, with its Assets Under Management (AUM) totaling ₹9,808.56 crore.

The distribution of holdings includes 0.75% in commercial paper, 6.80% in cash and equivalents, 9.57% in government securities, 10.16% in corporate debt, and the majority, 72.36%, in equity.

PGIM India Hybrid Equity Fund

The PGIM India Hybrid Equity Fund Direct Plan-Growth is an Aggressive Hybrid mutual fund scheme offered by PGIM India Mutual Fund. It was launched on January 1st, 2013, and has a tenure of 11 years and 2 months.

The PGIM India Hybrid Equity Fund imposes an exit load of 0.5% and maintains an expense ratio of 0.69%. It’s worth noting that this fund carries a very high level of risk. However, it has displayed strong performance over the past 5 years, achieving a Compound Annual Growth Rate (CAGR) of 12.47%. Furthermore, the fund manages a substantial amount of assets, with its Assets Under Management (AUM) totaling ₹210.01 crore.

The distribution of holdings displays 1.47% in cash and equivalents, 2.19% in corporate debt, 11.94% in mutual funds, 17.81% in government securities, and the majority, 66.59%, in equity.

Quant Absolute Fund

The Quant Absolute Fund Direct-Growth is an aggressive hybrid mutual fund scheme offered by Quant Mutual Fund. It was initiated on January 1st, 2013, and has been operational for 11 years and 2 months.

The Quant Absolute Fund imposes an exit load of 1.0% and maintains an expense ratio of 0.83%. This fund carries a very high level of risk. Despite this risk, it has exhibited strong performance over the past five years, achieving a Compound Annual Growth Rate (CAGR) of 25.36%. Furthermore, the fund manages a substantial amount of assets, with its Assets Under Management (AUM) totaling ₹1787.77 crore.

The shareholding composition indicates 5.85% invested in government securities, 7.33% in cash and equivalents, 8.01% in futures & options, 13.42% in treasury bills, and the majority, 62.32%, in equity.

Best SWP In Mutual Fund – 5Y CAGR

Franklin India Equity Hybrid Fund

The Franklin India Equity Hybrid Fund Direct-Growth is an aggressive hybrid mutual fund scheme offered by Franklin Templeton Mutual Fund. This fund has a tenure of 11 years and two months, commencing its launch on January 1st, 2013.

The Franklin India Equity Hybrid Fund imposes an exit load of 1.0% and maintains an expense ratio of 1.19%. This fund carries a very high level of risk. Despite this risk, it has shown strong performance over the past 5 years, achieving a Compound Annual Growth Rate (CAGR) of 15.63%. Furthermore, the fund manages significant assets, with its Assets Under Management (AUM) totaling ₹1701.32 crore.

The shareholding distribution includes 3.22% in certificate of deposit, 5.20% in cash and equivalents, 9.03% in government securities, 9.85% in corporate debt, and the majority, 69.48%, in equity.

Tata Hybrid Equity Fund

The Tata Hybrid Equity Fund Direct Plan-Growth is an aggressive hybrid mutual fund scheme offered by Tata Mutual Fund. This fund has a tenure of 11 years and 2 months, commencing its launch on January 1st, 2013.

The Tata Hybrid Equity Fund imposes an exit load of 1.00% and maintains an expense ratio of 0.97%. This fund carries a very high level of risk. Nevertheless, it has exhibited robust performance over the past five years, achieving a Compound Annual Growth Rate (CAGR) of 14.4%. Additionally, the fund manages a considerable amount of assets, with its Assets Under Management (AUM) totaling ₹3693.58 crore.

The distribution of holdings comprises 1.05% in rights, 3.88% in cash and equivalents, 9.05% in corporate debt, 11.11% in government securities, and the majority, 74.91%, in equity.

Aditya Birla SL Equity Hybrid ’95 Fund

The Aditya Birla Sun Life Equity Hybrid ’95 Fund Direct-Growth is an aggressive hybrid mutual fund scheme offered by Aditya Birla Sun Life Mutual Fund. This fund has been operational for 11 years and 2 months, and it was initiated on January 1st, 2013.

The Aditya Birla SL Equity Hybrid ’95 Fund imposes an exit load of 1.00% and maintains an expense ratio of 1.07%. This fund carries a very high level of risk. Nonetheless, it has showcased strong performance over the past five years, achieving a Compound Annual Growth Rate (CAGR) of 12.41%. Furthermore, the fund manages significant assets, with its Assets Under Management (AUM) totaling ₹7409.41 crore.

The shareholding distribution includes an additional 1.58%, along with 2.05% in REITs & InvIT, 2.67% in cash and equivalents, 7.55% in government securities, 11.46% in corporate debt, and the majority, 74.69%, in equity.

Top SWP Funds – Exit Load

Nippon India Equity Hybrid Fund

The Nippon India Equity Hybrid Fund Direct-Growth is an aggressive hybrid mutual fund scheme offered by Nippon India Mutual Fund. This fund has a tenure of 11 years and 2 months, starting its inception on January 1st, 2013.

The Nippon India Equity Hybrid Fund imposes an exit load of 1.00% and maintains an expense ratio of 1.21%. This fund carries a very high level of risk. Nevertheless, it has demonstrated strong performance over the past five years, achieving a Compound Annual Growth Rate (CAGR) of 11.51%. Additionally, the fund manages a substantial amount of assets, with its Assets Under Management (AUM) totaling ₹3398.95 crore.

The distribution of holdings indicates 1.84% in rights, 2.16% in cash and equivalents, 4.04% in government securities, 19.51% in corporate debt, and the majority, 70.73%, in equity.

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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.

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