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Best SWP in Mutual Fund

Top SWP Funds

Scheme Name AMC Name Launch Date Lumpsum Amount Withdrawal Period No of Mly. Installments Total Withdrawal Amount Current Value Return XIRR % Cash Flow
SBI Equity Hybrid Reg Gr | Invest Online SBIMF 01-12-1995 100,000 01-01-2013 to 28-10-2021 68 204,000 1,267 22.36
L&T Hybrid Equity Reg Gr L&TMF 05-01-2011 100,000 01-01-2013 to 28-10-2021 65 195,000 2,789 21.61
ICICI Pru Equity & Debt Gr ICICIMF 05-11-1999 100,000 01-01-2013 to 27-10-2021 65 195,000 829 21.4
Tata Hybrid Equity Reg Gr TataMF 08-10-1995 100,000 01-01-2013 to 28-10-2021 64 192,000 1,616 21.16
HDFC Hybrid Equity Gr HDFCMF 05-04-2005 100,000 01-01-2013 to 28-10-2021 62 186,000 2,457 20.56
Nippon India Equity Hybrid Gr NipponIndiaMF 05-06-2005 100,000 01-01-2013 to 28-10-2021 62 186,000 1,233 20.42
Principal Hybrid Equity Gr PrincipalMF 14-01-2000 100,000 01-01-2013 to 28-10-2021 61 183,000 1,351 20.07
Quant Absolute Fund Gr QuantMF 21-03-2001 100,000 01-01-2013 to 28-10-2021 59 177,000 268 19.14
ABSL Equity Hybrid 95 Reg Gr ABSLMF 10-02-1995 100,000 01-01-2013 to 28-10-2021 59 177,000 72 19.11
Franklin India Equity Hybrid Gr FranklinMF 10-12-1999 100,000 01-01-2013 to 28-10-2021 58 174,000 2,617 19.06
Canara Robeco Equity Hybrid Reg Gr CanaraMF 01-02-1993 100,000 01-01-2013 to 28-10-2021 57 171,000 1,132 18.42
PGIM India Hybrid Equity Gr PGIMIndiaMF 29-01-2004 100,000 01-01-2013 to 28-10-2021 55 165,000 2,403 17.71
UTI Hybrid Equity Reg Gr UTIMF 20-03-1995 100,000 01-01-2013 to 27-10-2021 55 165,000 1,056 17.49
JM Equity Hybrid Gr JMMF 01-04-1995 100,000 01-01-2013 to 28-10-2021 54 162,000 2,680 17.27
DSP Equity & Bond Reg Gr DSPMF 27-05-1999 100,000 01-01-2013 to 28-10-2021 53 159,000 2,919 16.82
Edelweiss Aggr Hybrid Reg Gr EdelweissMF 12-08-2009 100,000 01-01-2013 to 27-10-2021 52 156,000 322 15.84
Edelweiss Aggr Hybrid Plan B Gr EdelweissMF 16-06-2009 100,000 01-01-2013 to 27-10-2021 52 156,000 149 15.81
LIC MF Equity Hybrid Reg Gr LICMF 31-03-1991 100,000 01-01-2013 to 27-10-2021 51 153,000 2,436 15.68
Baroda Hybrid Equity Plan A Gr BarodaMF 12-09-2003 100,000 01-01-2013 to 28-10-2021 51 153,000 1,906 15.58
Sundaram Equity Hybrid Reg Gr SundaramMF 23-06-2000 100,000 01-01-2013 to 28-10-2021 47 141,000 1,981 13.19

Mutual Fund Investors are aware about Systematic Withdrawal Plan or SWP as it is known popularly. What is SWP and how it works can be read here Mutual Fund SWP: Smart investment solution for cash flow needs and wealth creation. In a normal SWP, generally investors can withdraw a fixed amount at a fixed frequency from their investments. However, we can try another innovative way of doing SWP You can call it SWP with Annual increase. The concept is that you can decide to increase the SWP amount annually by a certain percentage / or by increasing the fixed amount. This helps you get higher regular cash flow which helps you keep pace with the increasing inflation. But most of the AMCs do not provide this facility through a standard product. Therefore, if you want to use this innovative option, you should give SWP mandate annually by increasing the amount to the extent you want.

However, whether you want to opt for a normal SWP or SWP with annual increase, the key is to select the good performing funds. Best SWP in Mutual Fund research tool helps you in that. Here we have back tested the SWP results of all the schemes in a category and picked the best SWP funds basis the returns generated in the selected period post withdrawal of the SWP amount. You can check the best SWP Funds by selecting the scheme category that you want to invest in and start SWP, select from and to period and provide the lump sum and fixed withdrawal amounts along with the SWP frequency. You will see the results with scheme names in order of highest to lowest returns. This helps you know which scheme/s did well in the past in the category chosen by you. However, investors should note that past performance of mutual funds are no guarantee or assurance for future returns.

Advisorkhoj develops innovative mutual fund research tools that may help you in your mutual fund investments. Mutual Fund Distributors wanting to display Mutual Fund Research on their website may write to pradip@advisorkhoj.com for APIs. We would be happy to get your feedback, suggestions. Please leave your comments below.

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