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Best SWP Mutual Funds 2025 | SWP Calculator

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Best SWP Mutual Funds for 2025

Updated on April 28, 2025 , 53694 views

SWP or Systematic Withdrawal Plan is the reverse of SIP. In SWP, individuals first invest a considerable amount in a Mutual Fund scheme that generally carries a low level of risk. Then, they start to redeem a fixed sum of money at regular intervals as per their requirements.

SWP is suitable for individuals who are looking for a regular source of Income. In SWP, the withdrawal amount is fixed and the various intervals include monthly, quarterly, or weekly based on the individuals.

What is SWP

In SWP, individuals can choose the schemes that generally have a low level of risk. Some such schemes can be a liquid fund, ultra short-term fund, or other debt schemes. Additionally, individuals having high-risk appetite can choose to invest in Large cap funds. However, individuals whose risk appetite is high can choose to invest in large-cap funds under equity category. So, let us look at some of the best Mutual Fund schemes that can be chosen for SWP under Liquid Funds, ultra short-term funds, and large-cap funds.

Why Invest in SWP Mutual Funds?

SWP has numerous benefits. Some of the major benefits of SWP in Mutual Fund are as follows.

Fixed Income Flow

SWP is generally chosen by individuals seeking Fixed Income inflow such as retired individuals, people on sabbatical, and so on. Also, the investment in SWP generates returns based on the scheme’s performance.

Disciplined Withdrawal Habit

Since, the amount withdrawn from SWP in fixed, it creates a disciplined habit of withdrawal. As a consequence, this prevents Capital erosion on the investment in Mutual Funds.

Substitute for Pension

For retired individuals, SWP acts as a substitute for a pension. Therefore, retired individuals can assure themselves of some fixed returns.

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Best SWP Mutual Funds for FY 25 - 26

Liquid Funds

While doing SWP, one of the important objectives is to retain your capital position. Therefore, investors try to invest in schemes that carry a low-level of risk. Therefore, liquid funds are one of the preferable options as it carries the lowest level of risk. In addition, liquid funds help individuals to earn high returns as compared to savings Bank account. Moreover, people can do an instant Redemption in Mutual Funds. Therefore, liquid funds can be one of the investment options in case of SWP. Some of the Best Liquid Funds that can be chosen for investment are listed below as follows.

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DSP BlackRock Liquidity Fund Growth ₹3,688.54
↑ 0.72
₹15,8290.61.83.67.37.46.95%1M 20D1M 28D
Invesco India Liquid Fund Growth ₹3,551.12
↑ 0.62
₹10,9450.61.83.67.37.47.01%2M 5D2M 5D
Edelweiss Liquid Fund Growth ₹3,303.59
↑ 0.57
₹5,2430.61.83.67.37.37.01%1M 26D1M 26D
Tata Liquid Fund Growth ₹4,069.35
↑ 0.74
₹19,0740.61.83.67.37.37.06%2M 17D2M 17D
Mirae Asset Cash Management Fund Growth ₹2,709.26
↑ 0.47
₹8,6840.61.83.67.37.36.99%2M 5D2M 5D
LIC MF Liquid Fund Growth ₹4,671.32
↑ 0.81
₹9,3670.61.83.57.27.48.34%1M 29D2M
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Apr 25

Ultra Short Term Funds

Ultra short term funds are a notch above liquid funds. Individuals choosing this scheme have a marginally higher risk-appetite as compared to liquid funds. However, this scheme earns higher returns as compared to liquid funds. Ultra short-term fund invests its corpus in fixed income instruments whose maturity tenure is more than 91 days and less than one year. This scheme is suitable for short-term investments. Some of the best ultra short-term funds are listed below.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Savings Fund Growth ₹541.87
↑ 0.01
₹13,2942.2487.17.97.75%6M 25D7M 28D
SBI Magnum Ultra Short Duration Fund Growth ₹5,909.05
↑ 0.66
₹12,4702.13.87.66.87.47.28%5M 8D8M 16D
ICICI Prudential Ultra Short Term Fund Growth ₹27.3784
↑ 0.00
₹12,6742.13.87.56.87.57.53%5M 8D7M 28D
Kotak Savings Fund Growth ₹42.4072
↑ 0.00
₹11,87323.77.46.67.27.32%6M 4D6M 14D
Nippon India Ultra Short Duration Fund Growth ₹3,984.7
↑ 0.16
₹6,49823.77.46.67.27.73%5M 4D7M 1D
UTI Ultra Short Term Fund Growth ₹4,193.58
↑ 0.38
₹3,14323.67.36.57.27.57%5M 23D6M 23D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Apr 25

Large Cap Mutual Funds

Large Cap Mutual Funds in case of SWP is suitable for individuals who wish to invest in Equity Funds. However, it is possible to avoid equity funds while opting for SWP option. Though the Volatility in case of large-cap funds in less compared to other equity funds, yet; the returns are not guaranteed. However, they are good for a long-term investment option. Some of the best schemes under large-cap category are as follows.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05
₹6559.212.515.421.912.6
DSP BlackRock TOP 100 Equity Growth ₹462.936
↓ -1.34
₹5,0704.6114.119.321.220.5
JM Core 11 Fund Growth ₹18.5921
↓ -0.05
₹247-2.5-8.6-1.718.120.424.3
BNP Paribas Large Cap Fund Growth ₹212.645
↓ -0.28
₹2,4322-3.34.816.220.220.1
Invesco India Largecap Fund Growth ₹65.99
↓ -0.29
₹1,3293.3-1.67.915.820.920
Edelweiss Large Cap Fund Growth ₹81.27
↓ -0.11
₹1,1572.4-1.96.115.520.814.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

1. IDBI India Top 100 Equity Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related Instruments of Large Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.

IDBI India Top 100 Equity Fund is a Equity - Large Cap fund was launched on 15 May 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 45 in Large Cap category. .

Below is the key information for IDBI India Top 100 Equity Fund

IDBI India Top 100 Equity Fund
Growth
Launch Date 15 May 12
NAV (28 Jul 23) ₹44.16 ↑ 0.05   (0.11 %)
Net Assets (Cr) ₹655 on 30 Jun 23
Category Equity - Large Cap
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio 1.09
Information Ratio 0.14
Alpha Ratio 2.11
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹14,437
30 Apr 22₹17,470
30 Apr 23₹18,365

IDBI India Top 100 Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for IDBI India Top 100 Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 3%
3 Month 9.2%
6 Month 12.5%
1 Year 15.4%
3 Year 21.9%
5 Year 12.6%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for IDBI India Top 100 Equity Fund
NameSinceTenure

Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. DSP BlackRock TOP 100 Equity

The Fund is seeking to generate capital appreciation, from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates, by market capitalisation, listed in India.

DSP BlackRock TOP 100 Equity is a Equity - Large Cap fund was launched on 10 Mar 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.9% since its launch.  Ranked 60 in Large Cap category.  Return for 2024 was 20.5% , 2023 was 26.6% and 2022 was 1.4% .

Below is the key information for DSP BlackRock TOP 100 Equity

DSP BlackRock TOP 100 Equity
Growth
Launch Date 10 Mar 03
NAV (30 Apr 25) ₹462.936 ↓ -1.34   (-0.29 %)
Net Assets (Cr) ₹5,070 on 31 Mar 25
Category Equity - Large Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.57
Information Ratio 1.02
Alpha Ratio 7.15
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹14,271
30 Apr 22₹15,366
30 Apr 23₹16,687
30 Apr 24₹22,882

DSP BlackRock TOP 100 Equity SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for DSP BlackRock TOP 100 Equity

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 3.3%
3 Month 4.6%
6 Month 1%
1 Year 14.1%
3 Year 19.3%
5 Year 21.2%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.5%
2023 26.6%
2022 1.4%
2021 19.5%
2020 7.5%
2019 14.8%
2018 -2.7%
2017 26.5%
2016 4.9%
2015 -2.3%
Fund Manager information for DSP BlackRock TOP 100 Equity
NameSinceTenure
Abhishek Singh1 Jun 222.84 Yr.

Data below for DSP BlackRock TOP 100 Equity as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services43.88%
Consumer Cyclical13.27%
Health Care7.49%
Utility6.19%
Consumer Defensive5.52%
Technology4.18%
Energy3.22%
Communication Services1.54%
Basic Materials1.39%
Industrials1.18%
Asset Allocation
Asset ClassValue
Cash12.07%
Equity87.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK
9%₹461 Cr3,420,782
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
9%₹460 Cr2,515,326
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC
6%₹280 Cr6,825,082
↑ 572,154
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M
5%₹254 Cr951,834
↑ 88,418
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 532215
5%₹249 Cr2,257,989
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 500034
5%₹246 Cr274,515
Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | 500087
4%₹210 Cr1,455,004
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK
4%₹207 Cr953,830
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
4%₹200 Cr1,290,469
NTPC Ltd (Utilities)
Equity, Since 30 Nov 23 | 532555
4%₹198 Cr5,537,480

3. JM Core 11 Fund

The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies.

JM Core 11 Fund is a Equity - Large Cap fund was launched on 5 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of 3.7% since its launch.  Ranked 18 in Large Cap category.  Return for 2024 was 24.3% , 2023 was 32.9% and 2022 was 7.1% .

Below is the key information for JM Core 11 Fund

JM Core 11 Fund
Growth
Launch Date 5 Mar 08
NAV (30 Apr 25) ₹18.5921 ↓ -0.05   (-0.26 %)
Net Assets (Cr) ₹247 on 31 Mar 25
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.45
Sharpe Ratio 0.01
Information Ratio 0.55
Alpha Ratio -0.12
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹13,526
30 Apr 22₹15,375
30 Apr 23₹16,599
30 Apr 24₹25,783

JM Core 11 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for JM Core 11 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month -0.2%
3 Month -2.5%
6 Month -8.6%
1 Year -1.7%
3 Year 18.1%
5 Year 20.4%
10 Year
15 Year
Since launch 3.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 24.3%
2023 32.9%
2022 7.1%
2021 16.3%
2020 6.3%
2019 10.6%
2018 -5%
2017 43.1%
2016 11.1%
2015 -2.4%
Fund Manager information for JM Core 11 Fund
NameSinceTenure
Satish Ramanathan1 Oct 240.5 Yr.
Asit Bhandarkar25 Feb 0916.1 Yr.
Ruchi Fozdar4 Oct 240.49 Yr.
Deepak Gupta11 Apr 250 Yr.

Data below for JM Core 11 Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services29.12%
Consumer Cyclical26.38%
Industrials14.12%
Health Care6.91%
Technology5.85%
Basic Materials4.49%
Consumer Defensive3.61%
Communication Services3.51%
Utility2.81%
Asset Allocation
Asset ClassValue
Cash3.2%
Equity96.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 500034
7%₹16 Cr18,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 25 | CHOLAFIN
5%₹13 Cr86,661
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 24 | INDIGO
5%₹13 Cr25,000
↑ 2,500
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK
5%₹12 Cr66,000
REC Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532955
5%₹12 Cr273,000
↑ 120,000
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 23 | AMBER
4%₹11 Cr15,298
↑ 2,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIBANK
4%₹11 Cr80,000
↓ -27,676
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | EICHERMOT
4%₹11 Cr20,000
↑ 2,500
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI
4%₹10 Cr8,250
↓ -1,750
Infosys Ltd (Technology)
Equity, Since 28 Feb 21 | INFY
4%₹9 Cr60,110
↓ -20,000

4. BNP Paribas Large Cap Fund

(Erstwhile BNP Paribas Equity Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversifi ed and actively managed portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large & medium market capitalisation companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

BNP Paribas Large Cap Fund is a Equity - Large Cap fund was launched on 23 Sep 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 38 in Large Cap category.  Return for 2024 was 20.1% , 2023 was 24.8% and 2022 was 4.2% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (30 Apr 25) ₹212.645 ↓ -0.28   (-0.13 %)
Net Assets (Cr) ₹2,432 on 31 Mar 25
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.05
Information Ratio 0.71
Alpha Ratio -1.11
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹13,936
30 Apr 22₹16,004
30 Apr 23₹17,181
30 Apr 24₹23,976

BNP Paribas Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for BNP Paribas Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 2.8%
3 Month 2%
6 Month -3.3%
1 Year 4.8%
3 Year 16.2%
5 Year 20.2%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.1%
2023 24.8%
2022 4.2%
2021 22.1%
2020 16.8%
2019 17.2%
2018 -4%
2017 37%
2016 -5.5%
2015 5.6%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Jitendra Sriram16 Jun 222.79 Yr.
Kushant Arora21 Oct 240.44 Yr.

Data below for BNP Paribas Large Cap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services27.54%
Consumer Cyclical10.57%
Industrials10.38%
Technology9.75%
Consumer Defensive7.92%
Energy7.59%
Health Care5.46%
Basic Materials5.32%
Utility4.38%
Communication Services3.81%
Asset Allocation
Asset ClassValue
Cash6.04%
Equity92.91%
Debt1.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
8%₹202 Cr1,107,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
7%₹182 Cr1,350,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹138 Cr1,080,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹100 Cr459,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
4%₹94 Cr270,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹92 Cr254,700
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
3%₹72 Cr456,300
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
3%₹70 Cr405,000
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
3%₹65 Cr1,575,000
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 23 | POWERINDIA
3%₹63 Cr49,500
↑ 1,800

5. Invesco India Largecap Fund

(Erstwhile Invesco India Business Leaders Fund)

To generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives of companies which in our opinion are leaders in their respective industry or industry segment. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India Largecap Fund is a Equity - Large Cap fund was launched on 21 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 39 in Large Cap category.  Return for 2024 was 20% , 2023 was 27.8% and 2022 was -3% .

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund
Growth
Launch Date 21 Aug 09
NAV (30 Apr 25) ₹65.99 ↓ -0.29   (-0.44 %)
Net Assets (Cr) ₹1,329 on 31 Mar 25
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 0.1
Information Ratio 0.19
Alpha Ratio 1.4
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹13,965
30 Apr 22₹16,650
30 Apr 23₹17,084
30 Apr 24₹23,930

Invesco India Largecap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Invesco India Largecap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 4.6%
3 Month 3.3%
6 Month -1.6%
1 Year 7.9%
3 Year 15.8%
5 Year 20.9%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20%
2023 27.8%
2022 -3%
2021 32.5%
2020 14.1%
2019 10.5%
2018 -0.4%
2017 28.3%
2016 2.8%
2015 4.6%
Fund Manager information for Invesco India Largecap Fund
NameSinceTenure
Amit Nigam3 Sep 204.58 Yr.
Hiten Jain1 Dec 231.33 Yr.

Data below for Invesco India Largecap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services32.42%
Consumer Cyclical15.85%
Technology11.34%
Industrials9.5%
Consumer Defensive8.87%
Energy6.39%
Health Care6.16%
Communication Services4.37%
Utility2.37%
Basic Materials1.7%
Asset Allocation
Asset ClassValue
Cash1.03%
Equity98.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | HDFCBANK
9%₹121 Cr661,467
↓ -37,746
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
8%₹101 Cr747,101
↓ -10,590
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
4%₹58 Cr334,819
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹54 Cr424,891
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
4%₹52 Cr329,930
↓ -19,282
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
4%₹51 Cr458,923
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 25 | KOTAKBANK
4%₹48 Cr219,008
↑ 35,399
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 500034
3%₹40 Cr45,009
↑ 19,566
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | EICHERMOT
3%₹40 Cr74,457
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | 500800
3%₹38 Cr382,610
↓ -103,467

6. Edelweiss Large Cap Fund

(Erstwhile Edelweiss Large Cap Advantage Fund)

The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equity-related securities of the 100 largest corporate by market capitalisation listed in India. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Edelweiss Large Cap Fund is a Equity - Large Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 66 in Large Cap category.  Return for 2024 was 14.6% , 2023 was 25.7% and 2022 was 3.4% .

Below is the key information for Edelweiss Large Cap Fund

Edelweiss Large Cap Fund
Growth
Launch Date 20 May 09
NAV (30 Apr 25) ₹81.27 ↓ -0.11   (-0.14 %)
Net Assets (Cr) ₹1,157 on 31 Mar 25
Category Equity - Large Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.36
Sharpe Ratio 0
Information Ratio 0.62
Alpha Ratio -0.29
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹14,525
30 Apr 22₹16,730
30 Apr 23₹18,153
30 Apr 24₹24,265

Edelweiss Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Edelweiss Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23

DurationReturns
1 Month 3%
3 Month 2.4%
6 Month -1.9%
1 Year 6.1%
3 Year 15.5%
5 Year 20.8%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2024 14.6%
2023 25.7%
2022 3.4%
2021 23.4%
2020 17.3%
2019 11.5%
2018 1.7%
2017 33.8%
2016 0.4%
2015 0.8%
Fund Manager information for Edelweiss Large Cap Fund
NameSinceTenure
Bhavesh Jain2 May 177.92 Yr.
Bharat Lahoti1 Oct 213.5 Yr.

Data below for Edelweiss Large Cap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services32.78%
Health Care10.5%
Technology9.81%
Consumer Cyclical9.19%
Consumer Defensive7.26%
Industrials7.09%
Basic Materials6.2%
Energy5.3%
Communication Services3.58%
Utility3.33%
Asset Allocation
Asset ClassValue
Cash1.44%
Equity98.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | ICICIBANK
8%₹91 Cr673,215
↑ 11,257
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | HDFCBANK
7%₹81 Cr441,416
↑ 7,431
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE
5%₹55 Cr433,444
↑ 97,330
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 21 | 500034
4%₹44 Cr49,223
↑ 836
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 10 | LT
4%₹43 Cr123,431
↑ 2,093
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 15 | TCS
3%₹40 Cr110,224
↑ 1,883
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
3%₹38 Cr240,737
↑ 4,137
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | KOTAKBANK
3%₹33 Cr154,223
↑ 36,015
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹33 Cr296,522
↑ 4,996
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 10 | ITC
3%₹32 Cr779,732
↑ 13,144

SWP Calculator

SWP Calculator is a tool that helps individuals to calculate their SWP investment over a given tenure. The input data that needs to be entered in the SWP calculator includes withdrawal amount, withdrawal tenure, initial investment amount, and expected rate of returns on the investment. The output is the estimated figure that shows what are the net Earnings from the scheme.

SWP Calculator

Investment Corpus Amount:
Expected Returns (% pa):
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Withdrawal Amount:
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Withdrawal Tenure:
Years

VALUE AT END OF TENOR:₹5,927

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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