Wealth Builder funds

May 16, 2025

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Wealth Builder Funds

Funds	Rating	1 Yr Ret (%)	Category	Expense Ratio (%)	Net Assets (Cr)	Launch	Riskometer
360 ONE Focused Equity Fund	4	9.06	EQ-FLX	0.81	6,961	2014-10-30	Very High
Axis Value Fund	4	15.29	EQ-VAL	0.88	853	2021-09-22	Very High
Bandhan Core Equity Fund	5	13.75	EQ-L&MC	0.58	8,408	2013-01-01	Very High
Bandhan Focused Equity Fund	4	17.97	EQ-FLX	0.82	1,764	2013-01-01	Very High
Bandhan Sterling Value Fund	4	9.26	EQ-VAL	0.69	9,774	2013-01-01	Very High
Bank of India Flexi Cap Fund	4	4.81	EQ-FLX	0.53	1,982	2020-06-29	Very High
Canara Robeco Focused Equity Fund	4	17.09	EQ-FLX	0.50	2,509	2021-05-17	Very High
Canara Robeco Value Fund	4	11.94	EQ-VAL	0.65	1,237	2021-09-03	Very High
DSP Large & Mid Cap Fund	4	16.11	EQ-L&MC	0.68	14,387	2013-01-01	Very High
Edelweiss Flexi Cap Fund	4	14.76	EQ-FLX	0.45	2,542	2015-02-03	Very High
Franklin India Flexi Cap Fund	4	14.05	EQ-FLX	0.99	18,225	2013-01-01	Very High
Franklin India Focused Equity Fund	4	11.06	EQ-FLX	1.05	11,968	2013-01-01	Very High
HDFC Flexi Cap Fund	5	19.91	EQ-FLX	0.74	74,105	2013-01-01	Very High
HDFC Focused 30 Fund	5	19.73	EQ-FLX	0.65	18,560	2013-01-01	Very High
HDFC Large and Mid Cap Fund	4	10.91	EQ-L&MC	0.87	24,326	2013-01-01	Very High
HDFC Retirement Savings Fund Equity Plan	5	13.52	EQ-FLX	0.78	6,244	2016-02-25	Very High
HSBC Flexi Cap Fund	4	13.27	EQ-FLX	1.17	4,700	2013-01-01	Very High
HSBC Value Fund	4	12.42	EQ-VAL	0.78	13,095	2013-01-01	Very High
ICICI Prudential Flexicap Fund	4	11.32	EQ-FLX	0.77	16,677	2021-07-17	Very High
ICICI Prudential Focused Equity Fund	4	18.73	EQ-FLX	0.56	11,019	2013-01-01	Very High

Table Wealth Builder funds

ICICI Prudential India Equity FOF	5	14.39	EQ-FLX	0.62	168	2020-02-25	Very High
ICICI Prudential Large & Mid Cap Fund	5	15.76	EQ-L&MC	0.78	20,352	2013-01-01	Very High
ICICI Prudential Passive Strategy Fund (FOF)	4	15.40	EQ-FLX	0.15	191	2013-01-01	Very High
ICICI Prudential Retirement Fund – Pure Equity Plan	4	13.04	EQ-FLX	0.88	1,129	2019-02-27	Very High
ICICI Prudential Value Discovery Fund	5	16.03	EQ-VAL	1.00	51,112	2013-01-01	Very High
Invesco India Flexi Cap Fund	4	17.47	EQ-FLX	0.56	2,753	2022-02-14	Very High
Invesco India Focused Fund	4	16.77	EQ-FLX	0.58	3,693	2020-09-29	Very High
JM Flexicap Fund	5	6.59	EQ-FLX	0.48	5,625	2013-01-01	Very High
JM Focused Fund	4	5.79	EQ-FLX	0.72	260	2013-01-01	Very High
Kotak Equity Opportunities Fund	4	9.23	EQ-L&MC	0.57	25,712	2013-01-01	Very High
Mahindra Manulife Flexi Cap Fund	4	12.89	EQ-FLX	0.42	1,460	2021-08-23	Very High
Mahindra Manulife Focused Fund	4	10.69	EQ-FLX	0.41	2,059	2020-11-17	Very High
Motilal Oswal Flexi Cap Fund	4	20.90	EQ-FLX	0.87	12,418	2014-04-28	Very High
Motilal Oswal Large and Midcap Fund	5	16.51	EQ-L&MC	0.68	9,176	2019-10-17	Very High
Nippon India Value Fund	4	12.76	EQ-VAL	1.09	8,383	2013-01-01	Very High
Parag Parikh Flexi Cap Fund	5	16.49	EQ-FLX	0.62	98,541	2013-05-24	Very High
Quant Large and Mid Cap Fund	4	-0.78	EQ-L&MC	0.64	3,645	2013-01-01	Very High
SBI Contra Fund	5	9.94	EQ-VAL	0.63	44,069	2013-01-01	Very High
SBI Large & Midcap Fund	4	14.06	EQ-L&MC	0.75	30,133	2013-01-01	Very High
Templeton India Value Fund	4	8.74	EQ-VAL	0.85	2,195	2013-01-01	Very High
UTI Large & Mid Cap Fund	5	16.19	EQ-L&MC	0.93	4,349	2013-01-01	Very High