List of Best SWP Mutual Funds in India
A Systematic Withdrawal Plan (SWP) is the reverse of a SIP (Systematic Investment Plan). SWP mutual funds allow a systematic withdrawal of your funds instead of a lump sum redemption on maturity. Some mutual funds from different categories have performed well in the last 365 days and have the SWP option.
- Kotak Small Cap Fund – With an Asset Under Management (AUM) of Rs 4765.5 crores, Kotak Small Cap has shown a 1-year return of 113%. It has delivered a 20% return in the longer five-year and ten-year horizon.
- Nippon India Small Cap Fund – Nippon India Small Cap has an AUM of Rs 15353.12 crores. It has given a 105% growth in one year, with a return of 23% in 10 years and 22% in the last five years.
- PGIM India Mid Cap Opportunities Fund – This mutual fund has an AUM of Rs 1952.07 crores. Its return in the last year is 92%. It has been giving a 19% return during the previous five years.
- Edelweiss Mid Cap Fund – With a one-year return of 80%, Edelweiss is among the better performing mid-caps with the SWP option. It has an AUM of Rs 1486.03 crores. It has given a 20% return in the last ten years, and 18% over the previous five years.
- Franklin India Bluechip Fund – This SWP fund has an AUM of Rs 6375.36 crores. The one-year return is 61%, while the five- and ten-year returns have been 12% and 13%, respectively.
- UTI Master share Unit Scheme – This fund has an AUM of Rs 8426.51 crores and a one-year return of 50%. The recovery in the last five years has been 14%, while in the previous ten years it has been 13%.
- IDFC Sterling Value Fund is a value fund with an AUM of Rs 3732.78 crores. It has had an impressive 98% return in the last year. Besides, it has returned 17% in the previous five years, and 16% in the last ten.
- Quant Tax Plan is an ELSS fund with an AUM of Rs 257.55 crores. A 98% one-year return is backed by a five-year return of 24% and a ten-year return of 17%.
- Aditya Birla Sun Life Digital India Fund – This sectoral/thematic fund has an AUM of Rs 1662.22 crores. Its return during one year is 90%, with solid 28% and 21% returns in the last five and ten years.
- SBI Contra Fund – This contra fund has an AUM of Rs 2393.84 crores and an annual return of 82% so far. It has given 14% and 13% returns in the last five and ten years, respectively.
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