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Best SWP Mutual Funds 2025 | SWP Calculator

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Best SWP Mutual Funds for 2025

Updated on May 19, 2025 , 53734 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Since, the amount withdrawn from SWP in fixed, it creates a disciplined habit of withdrawal.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
Canara Robeco Liquid Growth ₹3,121.7
↑ 0.74
₹5,7090.51.83.67.37.46.46%1M 9D1M 11D
DSP BlackRock Liquidity Fund Growth ₹3,702.25
↑ 0.84
₹17,8450.51.83.67.37.46.51%1M 6D1M 10D
Invesco India Liquid Fund Growth ₹3,564.5
↑ 0.90
₹13,7750.51.83.67.37.46.45%1M 14D1M 14D
Edelweiss Liquid Fund Growth ₹3,316.07
↑ 0.79
₹7,3500.51.83.67.27.36.46%1M 19D1M 19D
Mirae Asset Cash Management Fund Growth ₹2,719.41
↑ 0.66
₹12,4850.51.83.57.27.36.42%1M 13D1M 18D
LIC MF Liquid Fund Growth ₹4,688.52
↑ 1.04
₹11,0410.51.73.57.27.46.46%1M 8D1M 8D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 May 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 ₹544.724
↑ 0.27
₹17,2632.34.28.17.37.97.27%5M 16D6M 14D
ICICI Prudential Ultra Short Term Fund Growth ₹27.5154
↑ 0.01
₹15,0922.13.97.677.57.05%5M 1D8M 8D
SBI Magnum Ultra Short Duration Fund Growth ₹5,935.34
↑ 2.19
₹15,1252.13.87.677.46.77%5M 8D6M 22D
Invesco India Ultra Short Term Fund Growth ₹2,679.27
↑ 0.84
₹1,1302.13.87.56.87.56.88%5M 6D5M 18D
Kotak Savings Fund Growth ₹42.6029
↑ 0.02
₹14,9242.13.87.46.87.26.85%5M 16D5M 23D
Nippon India Ultra Short Duration Fund Growth ₹4,003.01
↑ 1.88
₹8,7672.13.87.46.87.27.11%5M 7D7M 16D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 May 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
JM Core 11 Fund Growth ₹19.1647
↑ 0.14
₹2606.8-2.8021.923.324.3
DSP BlackRock TOP 100 Equity Growth ₹471.288
↑ 2.28
₹5,6118.85.615.721.823.520.5
Invesco India Largecap Fund Growth ₹67.86
↑ 0.52
₹1,42411.53.49.919.12320
BNP Paribas Large Cap Fund Growth ₹217.361
↑ 1.42
₹2,5438.32.55.718.922.320.1
IDFC Large Cap Fund Growth ₹74.917
↑ 0.48
₹1,8289.53.210.118.82218.7
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. 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 3.9% 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 (21 May 25) ₹19.1647 ↑ 0.14   (0.75 %)
Net Assets (Cr) ₹260 on 30 Apr 25
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.45
Sharpe Ratio -0.42
Information Ratio 0.48
Alpha Ratio -7.2
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
30 Apr 25₹25,337

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 ₹543,623.
Net Profit of ₹243,623
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 1.2%
3 Month 6.8%
6 Month -2.8%
1 Year 0%
3 Year 21.9%
5 Year 23.3%
10 Year
15 Year
Since launch 3.9%
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 240.58 Yr.
Asit Bhandarkar25 Feb 0916.19 Yr.
Ruchi Fozdar4 Oct 240.57 Yr.
Deepak Gupta11 Apr 250.05 Yr.

Data below for JM Core 11 Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services30.29%
Consumer Cyclical27.71%
Industrials15.41%
Health Care5.94%
Basic Materials5.54%
Communication Services4.31%
Technology3.47%
Consumer Defensive2.47%
Asset Allocation
Asset ClassValue
Cash4.87%
Equity95.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK
6%₹15 Cr77,500
↑ 11,500
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 25 | CHOLAFIN
5%₹13 Cr86,661
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIBANK
5%₹13 Cr90,000
↑ 10,000
REC Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532955
4%₹11 Cr273,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 500034
4%₹11 Cr13,000
↓ -5,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL
4%₹11 Cr60,000
↑ 10,000
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | EICHERMOT
4%₹11 Cr20,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT
4%₹11 Cr31,507
↑ 11,900
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | 500251
4%₹10 Cr19,109
↑ 5,000
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 23 | AMBER
4%₹9 Cr15,298

3. 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 19% 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 (21 May 25) ₹471.288 ↑ 2.28   (0.49 %)
Net Assets (Cr) ₹5,611 on 30 Apr 25
Category Equity - Large Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.53
Information Ratio 1.26
Alpha Ratio 5.44
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
30 Apr 25₹26,100

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 ₹543,623.
Net Profit of ₹243,623
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 1.7%
3 Month 8.8%
6 Month 5.6%
1 Year 15.7%
3 Year 21.8%
5 Year 23.5%
10 Year
15 Year
Since launch 19%
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 222.92 Yr.

Data below for DSP BlackRock TOP 100 Equity as on 30 Apr 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

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.

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 12.9% 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 (21 May 25) ₹67.86 ↑ 0.52   (0.77 %)
Net Assets (Cr) ₹1,424 on 30 Apr 25
Category Equity - Large Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 0.14
Information Ratio 0.52
Alpha Ratio 0.86
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
30 Apr 25₹25,828

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 ₹530,691.
Net Profit of ₹230,691
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 3.4%
3 Month 11.5%
6 Month 3.4%
1 Year 9.9%
3 Year 19.1%
5 Year 23%
10 Year
15 Year
Since launch 12.9%
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 204.66 Yr.
Hiten Jain1 Dec 231.41 Yr.

Data below for Invesco India Largecap Fund as on 30 Apr 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

5. 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 16.1% 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 (21 May 25) ₹217.361 ↑ 1.42   (0.66 %)
Net Assets (Cr) ₹2,543 on 30 Apr 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 0.81
Alpha Ratio -2.22
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
30 Apr 25₹25,132

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 ₹530,691.
Net Profit of ₹230,691
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 3%
3 Month 8.3%
6 Month 2.5%
1 Year 5.7%
3 Year 18.9%
5 Year 22.3%
10 Year
15 Year
Since launch 16.1%
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 222.88 Yr.
Kushant Arora21 Oct 240.52 Yr.

Data below for BNP Paribas Large Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services29.62%
Industrials10.29%
Consumer Cyclical9.32%
Technology8.77%
Consumer Defensive8.4%
Energy7.97%
Health Care5.56%
Basic Materials4.99%
Utility4.83%
Communication Services4.05%
Asset Allocation
Asset ClassValue
Cash5.35%
Equity93.64%
Debt1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
8%₹213 Cr1,107,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
8%₹193 Cr1,350,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹152 Cr1,080,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹109 Cr495,000
↑ 36,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
4%₹90 Cr270,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
3%₹81 Cr234,000
↓ -20,700
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
3%₹76 Cr405,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
3%₹73 Cr486,000
↑ 29,700
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 23 | POWERINDIA
3%₹72 Cr49,500
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
2%₹61 Cr1,440,000
↓ -135,000

6. IDFC 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.

IDFC Large Cap Fund is a Equity - Large Cap fund was launched on 9 Jun 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.2% since its launch.  Ranked 57 in Large Cap category.  Return for 2024 was 18.7% , 2023 was 26.8% and 2022 was -2.3% .

Below is the key information for IDFC Large Cap Fund

IDFC Large Cap Fund
Growth
Launch Date 9 Jun 06
NAV (21 May 25) ₹74.917 ↑ 0.48   (0.64 %)
Net Assets (Cr) ₹1,828 on 30 Apr 25
Category Equity - Large Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.15
Information Ratio 0.26
Alpha Ratio 0.15
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹14,262
30 Apr 22₹16,556
30 Apr 23₹17,279
30 Apr 24₹23,513
30 Apr 25₹25,446

IDFC 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 ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for IDFC 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 2.3%
3 Month 9.5%
6 Month 3.2%
1 Year 10.1%
3 Year 18.8%
5 Year 22%
10 Year
15 Year
Since launch 11.2%
Historical performance (Yearly) on absolute basis
YearReturns
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 IDFC Large Cap Fund
NameSinceTenure
Manish Gunwani2 Dec 240.41 Yr.
Prateek Poddar2 Dec 240.41 Yr.
Ritika Behera7 Oct 231.57 Yr.
Gaurav Satra7 Jun 240.9 Yr.

Data below for IDFC Large Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services31.67%
Technology11.51%
Consumer Cyclical10.55%
Consumer Defensive8.78%
Energy7.79%
Basic Materials7.2%
Health Care6.45%
Utility4.88%
Industrials4.83%
Communication Services3.55%
Real Estate1.85%
Asset Allocation
Asset ClassValue
Cash0.94%
Equity99.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
10%₹173 Cr1,285,415
↑ 20,181
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
9%₹168 Cr916,493
↑ 12,708
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
7%₹129 Cr1,010,988
↓ -25,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹96 Cr265,229
↑ 101,123
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL
4%₹63 Cr361,624
↑ 57,957
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | VBL
3%₹61 Cr1,139,588
↑ 10,677
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 22 | ITC
3%₹59 Cr1,435,630
↑ 574,963
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | M&M
3%₹58 Cr216,908
↓ -9,269
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532215
3%₹57 Cr515,587
↑ 92,839
NTPC Ltd (Utilities)
Equity, Since 31 Dec 24 | 532555
3%₹55 Cr1,547,493
↑ 596,320

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):
%
Withdrawal Amount:
Per Month
Withdrawal Tenure:
Years

VALUE AT END OF TENOR:₹5,927

How to Invest in SWP Mutual Fund Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

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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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