SWP (Systematic Withdrawal Plan) Mutual Funds provide a steady income stream while keeping your investments active and growing. They are ideal for retirees and those seeking regular cash flow.
In this article, we will look at the Best SWP Mutual Funds in India!
Below is a list of the Best SWP Mutual Funds in India based on AUM, NAV and minimum SIP:
| Name | AUM (Cr) | NAV (Rs) | Minimum SIP (Rs) |
| HDFC Balanced Advantage Fund | 94,865.70 | 530.52 | 100 |
| SBI Equity Hybrid Fund | 71,585.10 | 297.24 | 500 |
| ICICI Pru Balanced Advantage Fund | 62,050.90 | 76.62 | 100 |
| SBI Long Term Equity Fund | 28,732.50 | 451.76 | 500 |
| DSP Equity & Bond Fund | 10,327.40 | 379.12 | 100 |
| Aditya Birla SL Balanced Advantage Fund | 7,426.98 | 112.09 | 100 |
| Kotak Equity Hybrid Fund | 6,606.22 | 69.41 | 100 |
| Tata Hybrid Equity Fund | 4,312.06 | 472.65 | 100 |
| Franklin India Balanced Advantage Fund | 2,351.98 | 14.22 | 500 |
| Mirae Asset Equity Savings Fund | 1,353.36 | 20.22 | 99 |
Discover the Best SWP Mutual Funds in India and explore smart investment opportunities!
Best Mutual Funds in India
SWP Mutual Funds are a popular choice for investors looking to maintain steady withdrawals while benefiting from market growth. They offer flexibility, tax efficiency, and a sustainable approach to financial management.
Interested in regular income? Explore our top picks for SWP Mutual Funds in India and plan your investments smartly today!
HDFC Balanced Advantage Fund
HDFC Balanced Advantage Fund is a dynamic asset allocation fund that invests in equity and debt instruments. It aims to optimise returns while managing risks, making it suitable for investors seeking long-term wealth creation with controlled volatility through market cycles.
SBI Equity Hybrid Fund
SBI Equity Hybrid Fund combines equity and debt investments to provide capital growth and income. With a focus on diversified equity holdings and stable debt instruments, it caters to investors looking for balanced growth and reduced risks over the medium to long term.
ICICI Pru Balanced Advantage Fund
ICICI Pru Balanced Advantage Fund uses a dynamic asset allocation strategy, shifting between equity and debt based on market conditions. It aims to deliver consistent returns with reduced risk, making it ideal for investors seeking stability and growth in volatile markets.
SBI Long Term Equity Fund
SBI Long Term Equity Fund is an equity-linked savings scheme offering tax benefits under Section 80C. It focuses on long-term capital appreciation by investing in a diversified equity portfolio, making it a suitable choice for investors with a long-term financial horizon.
DSP Equity & Bond Fund
DSP Equity & Bond Fund is a hybrid mutual fund that balances equity growth with debt stability. It seeks long-term capital appreciation and regular income by investing in a mix of high-quality equity and fixed-income securities, catering to moderate risk investors.
Aditya Birla SL Balanced Advantage Fund
Aditya Birla SL Balanced Advantage Fund is a hybrid scheme employing a dynamic asset allocation strategy. It invests in equity and debt to optimize returns while managing risk, appealing to investors seeking a blend of growth and stability in their portfolios.
Kotak Equity Hybrid Fund
Kotak Equity Hybrid Fund combines equity and debt investments to achieve growth and income. It offers diversified exposure to high-potential equity and stable fixed-income assets, making it suitable for investors seeking moderate risk with steady returns over the long term.
Tata Hybrid Equity Fund
Tata Hybrid Equity Fund invests in a mix of equity and fixed-income securities, aiming to provide capital growth and income. With a focus on balanced asset allocation, it caters to investors looking for long-term wealth creation with lower market risk exposure.
Franklin India Balanced Advantage Fund
Franklin India Balanced Advantage Fund dynamically allocates assets between equity and debt based on market conditions. It aims to deliver consistent returns while managing risk, making it suitable for investors seeking long-term growth with controlled volatility in diverse market scenarios.
Mirae Asset Equity Savings Fund
Mirae Asset Equity Savings Fund combines equity, arbitrage, and debt strategies to provide stable returns and reduce risk. With its balanced approach, the fund is ideal for investors seeking moderate growth and regular income while ensuring lower exposure to market volatility.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time.
