Best SWP Mutual Funds for 2025

Updated on November 30, 2025 , 54238 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.

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Since, the amount withdrawn from SWP in fixed, it creates a disciplined habit of withdrawal.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.

Fund	NAV	Net Assets (Cr)	1 MO (%)	3 MO (%)	6 MO (%)	1 YR (%)	2024 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Edelweiss Liquid Fund Growth	₹3,420.94 ↑ 0.52	₹10,621	0.5	1.4	2.9	6.6	7.3	5.98%	2M 5D	2M 5D
Canara Robeco Liquid Growth	₹3,219.45 ↑ 0.54	₹7,328	0.5	1.4	2.9	6.6	7.4	5.96%	1M 10D	1M 12D
DSP Liquidity Fund Growth	₹3,818.64 ↑ 0.54	₹19,055	0.5	1.4	2.9	6.6	7.4	5.99%	1M 24D	1M 28D
Invesco India Liquid Fund Growth	₹3,676.31 ↑ 0.60	₹16,638	0.5	1.4	2.9	6.6	7.4	5.95%	1M 8D	1M 8D
Mirae Asset Cash Management Fund Growth	₹2,804.54 ↑ 0.43	₹14,284	0.5	1.4	2.9	6.6	7.3	0.06%	1M 10D	1M 12D
Baroda Pioneer Liquid Fund Growth	₹3,074.34 ↑ 0.47	₹9,502	0.5	1.4	2.9	6.5	7.3	5.96%	1M 7D	1M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 25

Research Highlights & Commentary of 6 Funds showcased

Commentary	Edelweiss Liquid Fund	Canara Robeco Liquid	DSP Liquidity Fund	Invesco India Liquid Fund	Mirae Asset Cash Management Fund	Baroda Pioneer Liquid Fund
Point 1	Lower mid AUM (₹10,621 Cr).	Bottom quartile AUM (₹7,328 Cr).	Highest AUM (₹19,055 Cr).	Upper mid AUM (₹16,638 Cr).	Upper mid AUM (₹14,284 Cr).	Bottom quartile AUM (₹9,502 Cr).
Point 2	Established history (18+ yrs).	Established history (17+ yrs).	Oldest track record among peers (20 yrs).	Established history (19+ yrs).	Established history (16+ yrs).	Established history (16+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 4★ (upper mid).
Point 4	Risk profile: Low.	Risk profile: Low.	Risk profile: Low.	Risk profile: Low.	Risk profile: Low.	Risk profile: Low.
Point 5	1Y return: 6.62% (top quartile).	1Y return: 6.62% (upper mid).	1Y return: 6.59% (upper mid).	1Y return: 6.59% (lower mid).	1Y return: 6.57% (bottom quartile).	1Y return: 6.51% (bottom quartile).
Point 6	1M return: 0.47% (upper mid).	1M return: 0.47% (lower mid).	1M return: 0.48% (top quartile).	1M return: 0.47% (upper mid).	1M return: 0.47% (bottom quartile).	1M return: 0.47% (bottom quartile).
Point 7	Sharpe: 3.25 (top quartile).	Sharpe: 2.82 (bottom quartile).	Sharpe: 3.07 (upper mid).	Sharpe: 2.93 (lower mid).	Sharpe: 2.99 (upper mid).	Sharpe: 2.37 (bottom quartile).
Point 8	Information ratio: 0.00 (upper mid).	Information ratio: 0.26 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: -1.03 (bottom quartile).
Point 9	Yield to maturity (debt): 5.98% (upper mid).	Yield to maturity (debt): 5.96% (upper mid).	Yield to maturity (debt): 5.99% (top quartile).	Yield to maturity (debt): 5.95% (bottom quartile).	Yield to maturity (debt): 0.06% (bottom quartile).	Yield to maturity (debt): 5.96% (lower mid).
Point 10	Modified duration: 0.18 yrs (bottom quartile).	Modified duration: 0.11 yrs (lower mid).	Modified duration: 0.15 yrs (bottom quartile).	Modified duration: 0.11 yrs (upper mid).	Modified duration: 0.11 yrs (upper mid).	Modified duration: 0.10 yrs (top quartile).

Edelweiss Liquid Fund

Lower mid AUM (₹10,621 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Low.
1Y return: 6.62% (top quartile).
1M return: 0.47% (upper mid).
Sharpe: 3.25 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 5.98% (upper mid).
Modified duration: 0.18 yrs (bottom quartile).

Canara Robeco Liquid

Bottom quartile AUM (₹7,328 Cr).
Established history (17+ yrs).
Rating: 3★ (upper mid).
Risk profile: Low.
1Y return: 6.62% (upper mid).
1M return: 0.47% (lower mid).
Sharpe: 2.82 (bottom quartile).
Information ratio: 0.26 (top quartile).
Yield to maturity (debt): 5.96% (upper mid).
Modified duration: 0.11 yrs (lower mid).

DSP Liquidity Fund

Highest AUM (₹19,055 Cr).
Oldest track record among peers (20 yrs).
Rating: 3★ (lower mid).
Risk profile: Low.
1Y return: 6.59% (upper mid).
1M return: 0.48% (top quartile).
Sharpe: 3.07 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 5.99% (top quartile).
Modified duration: 0.15 yrs (bottom quartile).

Invesco India Liquid Fund

Upper mid AUM (₹16,638 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Low.
1Y return: 6.59% (lower mid).
1M return: 0.47% (upper mid).
Sharpe: 2.93 (lower mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 5.95% (bottom quartile).
Modified duration: 0.11 yrs (upper mid).

Mirae Asset Cash Management Fund

Upper mid AUM (₹14,284 Cr).
Established history (16+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Low.
1Y return: 6.57% (bottom quartile).
1M return: 0.47% (bottom quartile).
Sharpe: 2.99 (upper mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 0.06% (bottom quartile).
Modified duration: 0.11 yrs (upper mid).

Baroda Pioneer Liquid Fund

Bottom quartile AUM (₹9,502 Cr).
Established history (16+ yrs).
Rating: 4★ (upper mid).
Risk profile: Low.
1Y return: 6.51% (bottom quartile).
1M return: 0.47% (bottom quartile).
Sharpe: 2.37 (bottom quartile).
Information ratio: -1.03 (bottom quartile).
Yield to maturity (debt): 5.96% (lower mid).
Modified duration: 0.10 yrs (top quartile).

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.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2024 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
ICICI Prudential Ultra Short Term Fund Growth	₹28.4575 ↑ 0.01	₹17,841	1.6	3.2	7.2	7.2	7.5	6.64%	4M 24D	6M 11D
SBI Magnum Ultra Short Duration Fund Growth	₹6,132.72 ↑ 0.83	₹14,505	1.5	3.1	7.1	7.2	7.4	6.39%	4M 20D	5M 26D
Invesco India Ultra Short Term Fund Growth	₹2,765.6 ↑ 0.47	₹1,259	1.4	3	7	7	7.5	6.37%	4M 23D	5M 2D
Kotak Savings Fund Growth	₹43.9832 ↑ 0.01	₹15,149	1.5	3	6.9	7	7.2	6.49%	5M 12D	6M 11D
Nippon India Ultra Short Duration Fund Growth	₹4,132.66 ↑ 0.76	₹12,641	1.5	3	6.9	6.9	7.2	6.81%	5M 17D	7M 19D
DSP Money Manager Fund Growth	₹3,489.88 ↑ 0.65	₹3,960	1.4	2.9	6.8	6.8	6.9	6.54%	5M 12D	7M 20D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 25

Research Highlights & Commentary of 6 Funds showcased

Commentary	ICICI Prudential Ultra Short Term Fund	SBI Magnum Ultra Short Duration Fund	Invesco India Ultra Short Term Fund	Kotak Savings Fund	Nippon India Ultra Short Duration Fund	DSP Money Manager Fund
Point 1	Highest AUM (₹17,841 Cr).	Upper mid AUM (₹14,505 Cr).	Bottom quartile AUM (₹1,259 Cr).	Upper mid AUM (₹15,149 Cr).	Lower mid AUM (₹12,641 Cr).	Bottom quartile AUM (₹3,960 Cr).
Point 2	Established history (14+ yrs).	Oldest track record among peers (26 yrs).	Established history (14+ yrs).	Established history (21+ yrs).	Established history (24+ yrs).	Established history (19+ yrs).
Point 3	Top rated.	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Low.	Risk profile: Moderate.	Risk profile: Moderately Low.	Risk profile: Low.	Risk profile: Moderately Low.
Point 5	1Y return: 7.23% (top quartile).	1Y return: 7.06% (upper mid).	1Y return: 6.96% (upper mid).	1Y return: 6.93% (lower mid).	1Y return: 6.92% (bottom quartile).	1Y return: 6.82% (bottom quartile).
Point 6	1M return: 0.54% (top quartile).	1M return: 0.53% (upper mid).	1M return: 0.50% (bottom quartile).	1M return: 0.52% (lower mid).	1M return: 0.52% (upper mid).	1M return: 0.49% (bottom quartile).
Point 7	Sharpe: 2.79 (top quartile).	Sharpe: 2.48 (upper mid).	Sharpe: 2.37 (upper mid).	Sharpe: 1.86 (bottom quartile).	Sharpe: 2.13 (lower mid).	Sharpe: 1.47 (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 6.64% (upper mid).	Yield to maturity (debt): 6.39% (bottom quartile).	Yield to maturity (debt): 6.37% (bottom quartile).	Yield to maturity (debt): 6.49% (lower mid).	Yield to maturity (debt): 6.81% (top quartile).	Yield to maturity (debt): 6.54% (upper mid).
Point 10	Modified duration: 0.40 yrs (upper mid).	Modified duration: 0.39 yrs (top quartile).	Modified duration: 0.40 yrs (upper mid).	Modified duration: 0.45 yrs (lower mid).	Modified duration: 0.46 yrs (bottom quartile).	Modified duration: 0.45 yrs (bottom quartile).

ICICI Prudential Ultra Short Term Fund

Highest AUM (₹17,841 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 7.23% (top quartile).
1M return: 0.54% (top quartile).
Sharpe: 2.79 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.64% (upper mid).
Modified duration: 0.40 yrs (upper mid).

SBI Magnum Ultra Short Duration Fund

Upper mid AUM (₹14,505 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (upper mid).
Risk profile: Low.
1Y return: 7.06% (upper mid).
1M return: 0.53% (upper mid).
Sharpe: 2.48 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.39% (bottom quartile).
Modified duration: 0.39 yrs (top quartile).

Invesco India Ultra Short Term Fund

Bottom quartile AUM (₹1,259 Cr).
Established history (14+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderate.
1Y return: 6.96% (upper mid).
1M return: 0.50% (bottom quartile).
Sharpe: 2.37 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.37% (bottom quartile).
Modified duration: 0.40 yrs (upper mid).

Kotak Savings Fund

Upper mid AUM (₹15,149 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately Low.
1Y return: 6.93% (lower mid).
1M return: 0.52% (lower mid).
Sharpe: 1.86 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.49% (lower mid).
Modified duration: 0.45 yrs (lower mid).

Nippon India Ultra Short Duration Fund

Lower mid AUM (₹12,641 Cr).
Established history (24+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Low.
1Y return: 6.92% (bottom quartile).
1M return: 0.52% (upper mid).
Sharpe: 2.13 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.81% (top quartile).
Modified duration: 0.46 yrs (bottom quartile).

DSP Money Manager Fund

Bottom quartile AUM (₹3,960 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 6.82% (bottom quartile).
1M return: 0.49% (bottom quartile).
Sharpe: 1.47 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.54% (upper mid).
Modified duration: 0.45 yrs (bottom quartile).

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.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
IDBI India Top 100 Equity Fund Growth	₹44.16 ↑ 0.05	₹655	9.2	12.5	15.4	21.9	12.6
JM Core 11 Fund Growth	₹20.4175 ↓ -0.07	₹310	4.4	5.9	-0.7	17.3	16.8	24.3
DSP TOP 100 Equity Growth	₹486.348 ↓ -1.83	₹6,934	4.9	3.4	6.2	17	16.3	20.5
Invesco India Largecap Fund Growth	₹71.64 ↓ -0.24	₹1,686	4.3	5.2	4.5	16.4	17.3	20
Bandhan Large Cap Fund Growth	₹80.342 ↓ -0.37	₹2,017	5.4	6.9	6.2	16.2	16.4	18.7
JM Large Cap Fund Growth	₹159.114 ↓ -0.73	₹487	5.2	6.3	0.3	14.9	15.6	15.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

Research Highlights & Commentary of 6 Funds showcased

Commentary	IDBI India Top 100 Equity Fund	JM Core 11 Fund	DSP TOP 100 Equity	Invesco India Largecap Fund	Bandhan Large Cap Fund	JM Large Cap Fund
Point 1	Lower mid AUM (₹655 Cr).	Bottom quartile AUM (₹310 Cr).	Highest AUM (₹6,934 Cr).	Upper mid AUM (₹1,686 Cr).	Upper mid AUM (₹2,017 Cr).	Bottom quartile AUM (₹487 Cr).
Point 2	Established history (13+ yrs).	Established history (17+ yrs).	Established history (22+ yrs).	Established history (16+ yrs).	Established history (19+ yrs).	Oldest track record among peers (30 yrs).
Point 3	Rating: 3★ (upper mid).	Top rated.	Rating: 2★ (lower mid).	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 12.61% (bottom quartile).	5Y return: 16.81% (upper mid).	5Y return: 16.31% (lower mid).	5Y return: 17.32% (top quartile).	5Y return: 16.37% (upper mid).	5Y return: 15.57% (bottom quartile).
Point 6	3Y return: 21.88% (top quartile).	3Y return: 17.26% (upper mid).	3Y return: 17.01% (upper mid).	3Y return: 16.40% (lower mid).	3Y return: 16.20% (bottom quartile).	3Y return: 14.88% (bottom quartile).
Point 7	1Y return: 15.39% (top quartile).	1Y return: -0.74% (bottom quartile).	1Y return: 6.20% (upper mid).	1Y return: 4.52% (lower mid).	1Y return: 6.17% (upper mid).	1Y return: 0.30% (bottom quartile).
Point 8	Alpha: 2.11 (top quartile).	Alpha: -3.45 (bottom quartile).	Alpha: -2.26 (lower mid).	Alpha: 0.09 (upper mid).	Alpha: -0.04 (upper mid).	Alpha: -6.99 (bottom quartile).
Point 9	Sharpe: 1.09 (top quartile).	Sharpe: -0.20 (bottom quartile).	Sharpe: -0.10 (lower mid).	Sharpe: 0.08 (upper mid).	Sharpe: 0.11 (upper mid).	Sharpe: -0.36 (bottom quartile).
Point 10	Information ratio: 0.14 (bottom quartile).	Information ratio: 0.46 (lower mid).	Information ratio: 0.51 (upper mid).	Information ratio: 0.72 (top quartile).	Information ratio: 0.53 (upper mid).	Information ratio: 0.07 (bottom quartile).

IDBI India Top 100 Equity Fund

Lower mid AUM (₹655 Cr).
Established history (13+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.61% (bottom quartile).
3Y return: 21.88% (top quartile).
1Y return: 15.39% (top quartile).
Alpha: 2.11 (top quartile).
Sharpe: 1.09 (top quartile).
Information ratio: 0.14 (bottom quartile).

JM Core 11 Fund

Bottom quartile AUM (₹310 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 16.81% (upper mid).
3Y return: 17.26% (upper mid).
1Y return: -0.74% (bottom quartile).
Alpha: -3.45 (bottom quartile).
Sharpe: -0.20 (bottom quartile).
Information ratio: 0.46 (lower mid).

DSP TOP 100 Equity

Highest AUM (₹6,934 Cr).
Established history (22+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.31% (lower mid).
3Y return: 17.01% (upper mid).
1Y return: 6.20% (upper mid).
Alpha: -2.26 (lower mid).
Sharpe: -0.10 (lower mid).
Information ratio: 0.51 (upper mid).

Invesco India Largecap Fund

Upper mid AUM (₹1,686 Cr).
Established history (16+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.32% (top quartile).
3Y return: 16.40% (lower mid).
1Y return: 4.52% (lower mid).
Alpha: 0.09 (upper mid).
Sharpe: 0.08 (upper mid).
Information ratio: 0.72 (top quartile).

Bandhan Large Cap Fund

Upper mid AUM (₹2,017 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.37% (upper mid).
3Y return: 16.20% (bottom quartile).
1Y return: 6.17% (upper mid).
Alpha: -0.04 (upper mid).
Sharpe: 0.11 (upper mid).
Information ratio: 0.53 (upper mid).

JM Large Cap Fund

Bottom quartile AUM (₹487 Cr).
Oldest track record among peers (30 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.57% (bottom quartile).
3Y return: 14.88% (bottom quartile).
1Y return: 0.30% (bottom quartile).
Alpha: -6.99 (bottom quartile).
Sharpe: -0.36 (bottom quartile).
Information ratio: 0.07 (bottom quartile).

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.

Research Highlights for IDBI India Top 100 Equity Fund

Lower mid AUM (₹655 Cr).
Established history (13+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.61% (bottom quartile).
3Y return: 21.88% (top quartile).
1Y return: 15.39% (top quartile).
Alpha: 2.11 (top quartile).
Sharpe: 1.09 (top quartile).
Information ratio: 0.14 (bottom quartile).

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.

Date	Value
30 Nov 20	₹10,000
30 Nov 21	₹13,650
30 Nov 22	₹15,029

IDBI India Top 100 Equity Fund SIP 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

Duration	Returns
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

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for IDBI India Top 100 Equity Fund

Name	Since	Tenure

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

2. 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.

Research Highlights for JM Core 11 Fund

Bottom quartile AUM (₹310 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: High.
5Y return: 16.81% (upper mid).
3Y return: 17.26% (upper mid).
1Y return: -0.74% (bottom quartile).
Alpha: -3.45 (bottom quartile).
Sharpe: -0.20 (bottom quartile).
Information ratio: 0.46 (lower mid).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding One97 Communications Ltd (~5.5%).

Below is the key information for JM Core 11 Fund

JM Core 11 Fund Growth
Launch Date	5 Mar 08
NAV (02 Dec 25)	₹20.4175 ↓ -0.07 (-0.36 %)
Net Assets (Cr)	₹310 on 31 Oct 25
Category	Equity - Large Cap
AMC	JM Financial Asset Management Limited
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.38
Sharpe Ratio	-0.21
Information Ratio	0.46
Alpha Ratio	-3.45
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.

Date	Value
30 Nov 20	₹10,000
30 Nov 21	₹12,240
30 Nov 22	₹13,514
30 Nov 23	₹16,860
30 Nov 24	₹22,072
30 Nov 25	₹22,096

JM Core 11 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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

Duration	Returns
1 Month	-1.1%
3 Month	4.4%
6 Month	5.9%
1 Year	-0.7%
3 Year	17.3%
5 Year	16.8%
10 Year
15 Year
Since launch	4.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Satish Ramanathan	1 Oct 24	1.08 Yr.
Asit Bhandarkar	25 Feb 09	16.69 Yr.
Ruchi Fozdar	4 Oct 24	1.08 Yr.
Deepak Gupta	11 Apr 25	0.56 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	27.85%
Financial Services	25.59%
Technology	16.16%
Industrials	12.78%
Health Care	5.93%
Communication Services	4.05%
Basic Materials	3.98%
Real Estate	2.55%

Asset Allocation

Asset Class	Value
Cash	1.09%
Equity	98.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
One97 Communications Ltd (Technology) Equity, Since 31 May 25 \| 543396	5%	₹17 Cr	130,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 11 \| LT	5%	₹16 Cr	38,507
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Mar 23 \| AMBER	5%	₹15 Cr	19,048
Eicher Motors Ltd (Consumer Cyclical) Equity, Since 28 Feb 25 \| EICHERMOT	5%	₹15 Cr	21,000 ↑ 1,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| MARUTI	5%	₹15 Cr	9,000
Titan Co Ltd (Consumer Cyclical) Equity, Since 30 Sep 24 \| TITAN	5%	₹14 Cr	37,560 ↑ 12,000
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 May 25 \| 542904	4%	₹14 Cr	2,626,723
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jan 25 \| 500034	4%	₹13 Cr	127,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| HDFCBANK	4%	₹13 Cr	134,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 24 \| BHARTIARTL	4%	₹13 Cr	61,000

3. DSP 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.

Research Highlights for DSP TOP 100 Equity

Highest AUM (₹6,934 Cr).
Established history (22+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.31% (lower mid).
3Y return: 17.01% (upper mid).
1Y return: 6.20% (upper mid).
Alpha: -2.26 (lower mid).
Sharpe: -0.10 (lower mid).
Information ratio: 0.51 (upper mid).
Higher exposure to Financial Services vs peer median.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~90%).
Largest holding HDFC Bank Ltd (~8.6%).

Below is the key information for DSP TOP 100 Equity

DSP TOP 100 Equity Growth
Launch Date	10 Mar 03
NAV (02 Dec 25)	₹486.348 ↓ -1.83 (-0.37 %)
Net Assets (Cr)	₹6,934 on 31 Oct 25
Category	Equity - Large Cap
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.94
Sharpe Ratio	-0.1
Information Ratio	0.51
Alpha Ratio	-2.26
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.

Date	Value
30 Nov 20	₹10,000
30 Nov 21	₹12,526
30 Nov 22	₹13,466
30 Nov 23	₹15,620
30 Nov 24	₹20,207
30 Nov 25	₹21,609

DSP TOP 100 Equity SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for DSP 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

Duration	Returns
1 Month	1.4%
3 Month	4.9%
6 Month	3.4%
1 Year	6.2%
3 Year	17%
5 Year	16.3%
10 Year
15 Year
Since launch	18.6%

Historical performance (Yearly) on absolute basis

Year	Returns
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 TOP 100 Equity

Name	Since	Tenure
Abhishek Singh	1 Jun 22	3.42 Yr.

Data below for DSP TOP 100 Equity as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Financial Services	42.37%
Consumer Cyclical	10.03%
Health Care	9.19%
Technology	7.61%
Utility	6.86%
Consumer Defensive	5.9%
Energy	4.58%
Communication Services	1.53%
Basic Materials	1.14%
Industrials	0.79%

Asset Allocation

Asset Class	Value
Cash	9.54%
Equity	90.46%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 14 \| HDFCBANK	9%	₹595 Cr	6,025,402
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 16 \| ICICIBANK	8%	₹540 Cr	4,012,999 ↑ 486,706
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 28 Feb 22 \| M&M	6%	₹419 Cr	1,201,992 ↑ 97,537
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 21 \| ITC	6%	₹409 Cr	9,725,244
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 21 \| 532215	6%	₹387 Cr	3,138,674 ↑ 172,691
Infosys Ltd (Technology) Equity, Since 30 Sep 19 \| INFY	5%	₹373 Cr	2,515,703
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 May 24 \| KOTAKBANK	5%	₹353 Cr	1,679,850
NTPC Ltd (Utilities) Equity, Since 30 Nov 23 \| 532555	5%	₹323 Cr	9,580,004
Cipla Ltd (Healthcare) Equity, Since 30 Jun 20 \| 500087	4%	₹284 Cr	1,894,072 ↓ -137,371
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 17 \| SBILIFE	4%	₹280 Cr	1,433,259 ↓ -86,913

4. 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.

Research Highlights for Invesco India Largecap Fund

Upper mid AUM (₹1,686 Cr).
Established history (16+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.32% (top quartile).
3Y return: 16.40% (lower mid).
1Y return: 4.52% (lower mid).
Alpha: 0.09 (upper mid).
Sharpe: 0.08 (upper mid).
Information ratio: 0.72 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding HDFC Bank Ltd (~7.6%).

Below is the key information for Invesco India Largecap Fund

Invesco India Largecap Fund Growth
Launch Date	21 Aug 09
NAV (02 Dec 25)	₹71.64 ↓ -0.24 (-0.33 %)
Net Assets (Cr)	₹1,686 on 31 Oct 25
Category	Equity - Large Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.1
Sharpe Ratio	0.08
Information Ratio	0.72
Alpha Ratio	0.09
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.

Date	Value
30 Nov 20	₹10,000
30 Nov 21	₹13,853
30 Nov 22	₹14,219
30 Nov 23	₹16,122
30 Nov 24	₹21,320
30 Nov 25	₹22,577

Invesco India Largecap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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

Duration	Returns
1 Month	0.5%
3 Month	4.3%
6 Month	5.2%
1 Year	4.5%
3 Year	16.4%
5 Year	17.3%
10 Year
15 Year
Since launch	12.9%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Amit Nigam	3 Sep 20	5.16 Yr.
Hiten Jain	1 Dec 23	1.92 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	27.55%
Consumer Cyclical	16.22%
Industrials	15.82%
Technology	10.17%
Health Care	8.34%
Basic Materials	6.41%
Consumer Defensive	5.3%
Communication Services	3.9%
Real Estate	3.14%
Energy	1.31%
Utility	0.73%

Asset Allocation

Asset Class	Value
Cash	1.1%
Equity	98.9%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 09 \| HDFCBANK	8%	₹128 Cr	1,298,508
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 19 \| ICICIBANK	6%	₹97 Cr	718,081
Infosys Ltd (Technology) Equity, Since 30 Apr 18 \| INFY	6%	₹94 Cr	632,779 ↑ 17,779
Bajaj Finance Ltd (Financial Services) Equity, Since 28 Feb 25 \| 500034	4%	₹70 Cr	671,135
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 28 Feb 25 \| KOTAKBANK	4%	₹69 Cr	330,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 19 \| BHARTIARTL	4%	₹66 Cr	320,404
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 25 \| LT	3%	₹56 Cr	138,213 ↑ 138,213
Asian Paints Ltd (Basic Materials) Equity, Since 28 Feb 22 \| 500820	3%	₹49 Cr	195,000 ↑ 15,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 May 25 \| INDIGO	3%	₹49 Cr	87,000
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Oct 21 \| APOLLOHOSP	3%	₹46 Cr	60,153

5. Bandhan Large Cap Fund

(Erstwhile IDFC Equity Fund)

The investment objective of the scheme is to seek to generate capital growth from a portfolio of predominantly equity and equity related instruments (including Equity Derivatives). The scheme may also invest in debt & money market instruments to generate reasonable income. However there is no assurance or guarantee that the objectives of the scheme will be realized.

Research Highlights for Bandhan Large Cap Fund

Upper mid AUM (₹2,017 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.37% (upper mid).
3Y return: 16.20% (bottom quartile).
1Y return: 6.17% (upper mid).
Alpha: -0.04 (upper mid).
Sharpe: 0.11 (upper mid).
Information ratio: 0.53 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~9.2%).

Below is the key information for Bandhan Large Cap Fund

Bandhan Large Cap Fund Growth
Launch Date	9 Jun 06
NAV (02 Dec 25)	₹80.342 ↓ -0.37 (-0.46 %)
Net Assets (Cr)	₹2,017 on 31 Oct 25
Category	Equity - Large Cap
AMC	IDFC Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.07
Sharpe Ratio	0.11
Information Ratio	0.53
Alpha Ratio	-0.04
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Nov 20	₹10,000
30 Nov 21	₹13,387
30 Nov 22	₹13,832
30 Nov 23	₹15,511
30 Nov 24	₹20,258
30 Nov 25	₹21,836

Bandhan Large Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Bandhan 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

Duration	Returns
1 Month	0.7%
3 Month	5.4%
6 Month	6.9%
1 Year	6.2%
3 Year	16.2%
5 Year	16.4%
10 Year
15 Year
Since launch	11.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	18.7%
2023	26.8%
2022	-2.3%
2021	26.8%
2020	17.4%
2019	10.6%
2018	-4.2%
2017	34.2%
2016	5.3%
2015	-5.7%

Fund Manager information for Bandhan Large Cap Fund

Name	Since	Tenure
Manish Gunwani	2 Dec 24	0.91 Yr.
Prateek Poddar	2 Dec 24	0.91 Yr.
Ritika Behera	7 Oct 23	2.07 Yr.
Gaurav Satra	7 Jun 24	1.4 Yr.

Data below for Bandhan Large Cap Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Financial Services	29.29%
Consumer Cyclical	13.62%
Technology	11.83%
Industrials	7.97%
Basic Materials	7.49%
Energy	7.44%
Health Care	7.03%
Consumer Defensive	4.77%
Utility	3.87%
Real Estate	2.95%
Communication Services	2.69%

Asset Allocation

Asset Class	Value
Cash	0.42%
Equity	99.58%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 07 \| HDFCBANK	9%	₹185 Cr	1,871,931 ↑ 20,199
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 07 \| RELIANCE	7%	₹150 Cr	1,010,030
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	7%	₹137 Cr	1,020,426 ↓ -14,900
Infosys Ltd (Technology) Equity, Since 31 Aug 11 \| INFY	4%	₹74 Cr	501,210 ↑ 4,889
NTPC Ltd (Utilities) Equity, Since 31 Dec 24 \| 532555	3%	₹70 Cr	2,083,093 ↑ 69,711
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Jan 19 \| LT	3%	₹66 Cr	164,312 ↑ 35,179
Axis Bank Ltd (Financial Services) Equity, Since 30 Nov 22 \| 532215	3%	₹62 Cr	506,865 ↑ 4,992
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| 543320	3%	₹62 Cr	1,954,661 ↑ 25,447
State Bank of India (Financial Services) Equity, Since 31 Dec 24 \| SBIN	3%	₹62 Cr	658,021 ↑ 83,440
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| M&M	3%	₹60 Cr	170,861 ↑ 1,733

6. JM Large Cap Fund

(Erstwhile JM Equity Fund)

The scheme seeks to provide optimum capital growth and appreciation.

Research Highlights for JM Large Cap Fund

Bottom quartile AUM (₹487 Cr).
Oldest track record among peers (30 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.57% (bottom quartile).
3Y return: 14.88% (bottom quartile).
1Y return: 0.30% (bottom quartile).
Alpha: -6.99 (bottom quartile).
Sharpe: -0.36 (bottom quartile).
Information ratio: 0.07 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~9.1%).

Below is the key information for JM Large Cap Fund

JM Large Cap Fund Growth
Launch Date	1 Apr 95
NAV (02 Dec 25)	₹159.114 ↓ -0.73 (-0.46 %)
Net Assets (Cr)	₹487 on 31 Oct 25
Category	Equity - Large Cap
AMC	JM Financial Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.36
Sharpe Ratio	-0.36
Information Ratio	0.07
Alpha Ratio	-6.99
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.

Date	Value
30 Nov 20	₹10,000
30 Nov 21	₹12,591
30 Nov 22	₹13,673
30 Nov 23	₹15,800
30 Nov 24	₹20,556
30 Nov 25	₹20,860

JM Large Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for JM 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

Duration	Returns
1 Month	1%
3 Month	5.2%
6 Month	6.3%
1 Year	0.3%
3 Year	14.9%
5 Year	15.6%
10 Year
15 Year
Since launch	9.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	15.1%
2023	29.6%
2022	3.4%
2021	23.2%
2020	18.1%
2019	4.9%
2018	0.8%
2017	20.9%
2016	1.8%
2015	-1.3%

Fund Manager information for JM Large Cap Fund

Name	Since	Tenure
Satish Ramanathan	20 Aug 21	4.2 Yr.
Asit Bhandarkar	5 Oct 17	8.08 Yr.
Ruchi Fozdar	4 Oct 24	1.08 Yr.
Deepak Gupta	27 Jan 25	0.76 Yr.

Data below for JM Large Cap Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Financial Services	30.77%
Consumer Cyclical	14.55%
Industrials	14.49%
Technology	11.81%
Health Care	7.66%
Communication Services	5.23%
Basic Materials	4.79%
Energy	4.22%
Consumer Defensive	2.94%
Utility	1.84%
Real Estate	1.25%

Asset Allocation

Asset Class	Value
Cash	0.42%
Equity	99.56%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 12 \| HDFCBANK	9%	₹44 Cr	448,694 ↑ 14,750
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 11 \| ICICIBANK	5%	₹24 Cr	179,087 ↓ -15,500
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 25 \| RELIANCE	4%	₹21 Cr	138,250 ↓ -2,750
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 24 \| BHARTIARTL	4%	₹20 Cr	97,350 ↓ -12,000
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 25 \| LT	4%	₹18 Cr	43,850
Infosys Ltd (Technology) Equity, Since 30 Apr 15 \| INFY	3%	₹16 Cr	106,998
Bajaj Finance Ltd (Financial Services) Equity, Since 28 Feb 25 \| 500034	3%	₹16 Cr	149,999 ↑ 10,000
State Bank of India (Financial Services) Equity, Since 31 Oct 11 \| SBIN	3%	₹14 Cr	152,397 ↑ 11,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Sep 24 \| MARUTI	2%	₹12 Cr	7,217
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Mar 25 \| INDIGO	2%	₹11 Cr	20,100 ↓ -1,800

SWP Calculator

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SWP Calculator

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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.