Wealth Builder Funds

Funds	Rating	1 Yr Ret (%)	Category	Expense Ratio (%)	Net Assets (Cr)	Launch	Riskometer
Axis Value Fund	4	12.74	EQ-VAL	0.69	1,445	2021-09-22	Very High
Bandhan Large & Mid Cap Fund	5	12.32	EQ-L&MC	0.54	13,968	2013-01-01	Very High
Bandhan Value Fund	4	6.96	EQ-VAL	0.72	10,104	2013-01-01	Very High
Bank of India Flexi Cap Fund	4	11.64	EQ-FLX	0.58	2,167	2020-06-29	Very High
Canara Robeco Focused Fund	4	9.98	EQ-FLX	0.55	2,793	2021-05-17	Very High
DSP Value Fund	5	14.48	EQ-VAL	0.95	1,414	2020-12-10	Very High
Edelweiss Flexi Cap Fund	4	12.40	EQ-FLX	0.43	3,203	2015-02-03	Very High
Edelweiss Focused Fund	4	10.78	EQ-FLX	0.64	1,057	2022-08-01	Very High
Franklin India Flexi Cap Fund	4	7.49	EQ-FLX	0.89	19,528	2013-01-01	Very High
Franklin India Focused Equity Fund	4	5.64	EQ-FLX	0.99	12,255	2013-01-01	Very High
HDFC Flexi Cap Fund	5	11.02	EQ-FLX	0.70	1,00,455	2013-01-01	Very High
HDFC Focused Fund	5	10.17	EQ-FLX	0.63	27,136	2013-01-01	Very High
HDFC Large and Mid Cap Fund	4	9.43	EQ-L&MC	0.86	28,240	2013-01-01	Very High
HDFC Retirement Savings Fund Equity Plan	4	6.59	EQ-FLX	0.78	6,941	2016-02-25	Very High
HSBC Flexi Cap Fund	4	9.94	EQ-FLX	1.20	5,318	2013-01-01	Very High
HSBC Value Fund	4	15.55	EQ-VAL	0.74	14,552	2013-01-01	Very High
ICICI Prudential Diversified Equity All Cap Omni FoF	5	9.51	EQ-FLX	0.31	263	2020-02-25	Very High
ICICI Prudential Flexicap Fund	4	12.60	EQ-FLX	0.78	20,437	2021-07-17	Very High
ICICI Prudential Focused Equity Fund	5	14.59	EQ-FLX	0.58	15,145	2013-01-01	Very High
ICICI Prudential Large & Mid Cap Fund	5	10.83	EQ-L&MC	0.77	28,506	2013-01-01	Very High
ICICI Prudential Retirement Fund – Pure Equity Plan	5	19.35	EQ-FLX	0.72	1,729	2019-02-27	Very High
ICICI Prudential Value Fund	5	10.87	EQ-VAL	0.95	60,571	2013-01-01	Very High

Table Wealth Builder funds

Funds	Rating	1 Yr Ret (%)	Category	Expense Ratio (%)	Net Assets (Cr)	Launch	Riskometer
Invesco India Flexi Cap Fund	5	7.26	EQ-FLX	0.52	4,680	2022-02-14	Very High
Invesco India Focused Fund	4	-2.33	EQ-FLX	0.48	4,841	2020-09-29	Very High
Invesco India Large & Mid Cap Fund	4	13.25	EQ-L&MC	0.60	9,392	2013-01-01	Very High
ITI Flexi Cap Fund	4	13.58	EQ-FLX	0.36	1,247	2023-02-17	Very High
JM Flexicap Fund	4	2.31	EQ-FLX	0.66	5,159	2013-01-01	Very High
Kotak Contra Fund	4	12.84	EQ-VAL	0.58	5,087	2013-01-01	Very High
Kotak Focused Fund	4	17.89	EQ-FLX	0.54	3,940	2019-07-16	Very High
Mahindra Manulife Flexi Cap Fund	4	7.75	EQ-FLX	0.54	1,549	2021-08-23	Very High
Mahindra Manulife Focused Fund	4	10.07	EQ-FLX	0.57	2,208	2020-11-17	Very High
Motilal Oswal BSE Enhanced Value Index Fund	5	25.87	EQ-VAL	0.36	1,749	2022-08-22	Very High
Motilal Oswal Large and Midcap Fund	4	13.39	EQ-L&MC	0.75	15,017	2019-10-17	Very High
Nippon India Value Fund	4	7.44	EQ-VAL	1.05	9,034	2013-01-01	Very High
Nippon India Vision Large & Mid Cap Fund	4	10.35	EQ-L&MC	1.12	6,963	2013-01-01	Very High
Parag Parikh Flexi Cap Fund	5	7.06	EQ-FLX	0.63	1,33,970	2013-05-24	Very High
SBI Contra Fund	5	7.67	EQ-VAL	0.73	48,729	2013-01-01	Very High
SBI Focused Fund	4	15.54	EQ-FLX	0.73	42,998	2013-01-01	Very High
SBI Large & Midcap Fund	4	13.29	EQ-L&MC	0.72	37,497	2013-01-01	Very High
Tata Flexi Cap Fund	4	8.75	EQ-FLX	0.61	3,699	2018-09-06	Very High
Templeton India Value Fund	4	8.37	EQ-VAL	0.89	2,265	2013-01-01	Very High
Union Retirement Fund	4	13.29	EQ-FLX	1.14	190	2022-09-22	Very High
UTI Large & Mid Cap Fund	4	11.96	EQ-L&MC	0.87	5,724	2013-01-01	Very High
WhiteOak Capital Flexi Cap Fund	4	8.47	EQ-FLX	0.57	7,132	2022-08-02	Very High