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SWP returns

₹10 lakh invested, a monthly income taken out: what is left, fund by fund. Pick a category.

Large Cap

avg ₹12.08 L left
  1. 1Nippon India Large Cap Fund₹14.55 L
  2. 2ICICI Prudential Large Cap Fund₹13.23 L
  3. 3Invesco India Largecap Fund₹13.16 L

Mid Cap

avg ₹15.48 L left
  1. 1Motilal Oswal Midcap Fund₹19.40 L
  2. 2Invesco India Midcap Fund₹18.42 L
  3. 3HSBC Midcap Fund₹17.68 L

Small Cap

avg ₹16.13 L left
  1. 1Invesco India Smallcap Fund₹19.08 L
  2. 2Bandhan Small Cap Fund₹18.91 L
  3. 3Bank of India Small Cap Fund₹18.40 L

Large and Mid Cap

avg ₹13.88 L left
  1. 1Motilal Oswal Large and Midcap Fund₹18.05 L
  2. 2Invesco India Large & Mid Cap Fund₹17.53 L
  3. 3Bandhan Large & Mid Cap Fund₹16.64 L

Flexi Cap

avg ₹13.05 L left
  1. 1HDFC Flexi Cap Fund₹16.96 L
  2. 2Bank of India Flexi Cap Fund₹16.52 L
  3. 3JM Flexicap Fund₹15.89 L

Multi Cap

avg ₹14.91 L left
  1. 1Kotak Multicap Fund₹17.11 L
  2. 2Nippon India Multi Cap Fund₹16.28 L
  3. 3Mahindra Manulife Multi Cap Fund₹15.46 L

Focused

avg ₹13.00 L left
  1. 1HDFC Focused Fund₹17.52 L
  2. 2ICICI Prudential Focused Equity Fund₹16.04 L
  3. 3Invesco India Focused Fund₹15.59 L

Value

avg ₹14.37 L left
  1. 1Axis Value Fund₹16.33 L
  2. 2HSBC Value Fund₹16.02 L
  3. 3ICICI Prudential Value Fund₹15.42 L

ELSS Tax Saving

avg ₹12.71 L left
  1. 1Motilal Oswal ELSS Tax Saver Fund₹16.56 L
  2. 2Quant ELSS Tax Saver Fund₹15.43 L
  3. 3SBI ELSS Tax Saver Fund₹15.30 L

Aggressive Hybrid

avg ₹12.58 L left
  1. 1ICICI Prudential Aggressive Hybrid Fund₹14.99 L
  2. 2Bank of India Aggressive Hybrid Fund₹14.90 L
  3. 3Edelweiss Aggressive Hybrid Fund₹14.66 L

Balanced Advantage

avg ₹12.11 L left
  1. 1HDFC Balanced Advantage Fund₹15.09 L
  2. 2Baroda BNP Paribas Balanced Advantage Fund₹13.08 L
  3. 3Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF₹13.06 L

Multi Asset Allocation

avg ₹13.85 L left
  1. 1Quant Multi Asset Allocation Fund₹18.05 L
  2. 2ICICI Prudential Multi Asset Allocation Fund₹15.65 L
  3. 3Nippon India Multi - Asset Omni FoF₹15.40 L

Arbitrage

avg ₹10.27 L left
  1. 1Invesco India Arbitrage Fund₹10.56 L
  2. 2Kotak Arbitrage Fund₹10.45 L
  3. 3Edelweiss Arbitrage Fund₹10.42 L

Contra

avg ₹15.14 L left
  1. 1SBI Contra Fund₹15.18 L
  2. 2Kotak Contra Fund₹15.15 L
  3. 3Invesco India Contra Fund₹14.23 L

Dividend Yield

avg ₹14.05 L left
  1. 1ICICI Prudential Dividend Yield Fund₹16.88 L
  2. 2LIC MF Dividend Yield Fund₹15.43 L
  3. 3HDFC Dividend Yield Fund₹14.38 L

Conservative Hybrid

avg ₹10.76 L left
  1. 1Bank of India Conservative Hybrid Fund Fund₹12.37 L
  2. 2Parag Parikh Conservative Hybrid Fund₹11.76 L
  3. 3Aditya Birla Sun Life Conservative Hybrid Active FOF₹11.38 L

Equity Savings

avg ₹11.13 L left
  1. 1HSBC Equity Savings Fund₹13.03 L
  2. 2Kotak Equity Savings Fund₹12.10 L
  3. 3Edelweiss Equity Savings Fund₹12.00 L

Retirement

avg ₹12.00 L left
  1. 1ICICI Prudential Retirement Fund - Pure Equity₹16.94 L
  2. 2ICICI Prudential Retirement Fund - Hybrid Aggressive₹15.04 L
  3. 3HDFC Retirement Fund - Equity Plan₹13.74 L

Children's

avg ₹11.79 L left
  1. 1SBI Children's Fund - Investment Plan₹18.25 L
  2. 2ICICI Prudential Children's Fund₹13.17 L
  3. 3HDFC Childrens Fund₹12.30 L

Value left of ₹10 lakh after 5 years of taking out 6% a year (₹5,000 a month), Direct Growth plans. Past performance does not indicate future returns.