Wealth Builder funds

June 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	1.90	EQ-FLX	0.81	7,400	2014-10-30	Very High
Axis Value Fund	4	7.95	EQ-VAL	0.84	921	2021-09-22	Very High
Bandhan Focused Fund	4	13.02	EQ-FLX	0.81	1,839	2013-01-01	Very High
Bandhan Large & Mid Cap Fund	5	8.96	EQ-L&MC	0.57	9,107	2013-01-01	Very High
Bandhan Value Fund	4	2.15	EQ-VAL	0.68	9,961	2013-01-01	Very High
Bank of India Flexi Cap Fund	4	0.11	EQ-FLX	0.51	2,153	2020-06-29	Very High
Canara Robeco Focused Equity Fund	4	12.34	EQ-FLX	0.48	2,615	2021-05-17	Very High
Canara Robeco Value Fund	4	5.79	EQ-VAL	0.63	1,283	2021-09-03	Very High
DSP Large & Mid Cap Fund	4	7.17	EQ-L&MC	0.68	15,013	2013-01-01	Very High
Edelweiss Flexi Cap Fund	4	5.48	EQ-FLX	0.44	2,642	2015-02-03	Very High
Franklin India Flexi Cap Fund	4	8.04	EQ-FLX	0.90	18,679	2013-01-01	Very High
Franklin India Focused Equity Fund	4	3.50	EQ-FLX	0.95	12,147	2013-01-01	Very High
HDFC Flexi Cap Fund	5	11.21	EQ-FLX	0.73	75,784	2013-01-01	Very High
HDFC Focused 30 Fund	5	11.57	EQ-FLX	0.61	19,578	2013-01-01	Very High
HDFC Large and Mid Cap Fund	4	4.85	EQ-L&MC	0.86	25,412	2013-01-01	Very High
HDFC Retirement Savings Fund Equity Plan	5	5.71	EQ-FLX	0.74	6,474	2016-02-25	Very High
HSBC Flexi Cap Fund	4	6.57	EQ-FLX	1.18	4,940	2013-01-01	Very High
HSBC Value Fund	4	4.64	EQ-VAL	0.78	13,325	2013-01-01	Very High
ICICI Prudential Flexicap Fund	4	5.95	EQ-FLX	0.78	17,484	2021-07-17	Very High
ICICI Prudential Focused Equity Fund	4	12.18	EQ-FLX	0.58	11,667	2013-01-01	Very High

Table Wealth Builder funds

Funds	Rating	1 Yr Ret (%)	Category	Expense Ratio (%)	Net Assets (Cr)	Launch	Riskometer
ICICI Prudential India Equity FOF	5	9.86	EQ-FLX	0.63	179	2020-02-25	Very High
ICICI Prudential Large & Mid Cap Fund	5	9.94	EQ-L&MC	0.78	21,657	2013-01-01	Very High
ICICI Prudential Passive Strategy Fund (FOF)	4	9.43	EQ-FLX	0.15	194	2013-01-01	Very High
ICICI Prudential Retirement Fund – Pure Equity Plan	4	8.47	EQ-FLX	0.74	1,214	2019-02-27	Very High
ICICI Prudential Value Discovery Fund	5	11.69	EQ-VAL	0.99	52,598	2013-01-01	Very High
Invesco India Flexi Cap Fund	4	12.38	EQ-FLX	0.64	2,987	2022-02-14	Very High
Invesco India Focused Fund	4	11.87	EQ-FLX	0.63	3,981	2020-09-29	Very High
JM Flexicap Fund	4	-1.83	EQ-FLX	0.47	5,917	2013-01-01	Very High
Kotak Equity Opportunities Fund	4	2.52	EQ-L&MC	0.55	27,046	2013-01-01	Very High
Mahindra Manulife Flexi Cap Fund	4	5.88	EQ-FLX	0.41	1,502	2021-08-23	Very High
Mahindra Manulife Focused Fund	4	5.09	EQ-FLX	0.40	2,112	2020-11-17	Very High
Motilal Oswal Flexi Cap Fund	4	12.28	EQ-FLX	0.87	13,023	2014-04-28	Very High
Motilal Oswal Large and Midcap Fund	5	16.47	EQ-L&MC	0.66	10,840	2019-10-17	Very High
Nippon India Value Fund	4	4.88	EQ-VAL	1.09	8,664	2013-01-01	Very High
Nippon India Vision Fund	4	6.54	EQ-L&MC	1.34	5,897	2013-01-01	Very High
Parag Parikh Flexi Cap Fund	5	12.52	EQ-FLX	0.63	1,03,868	2013-05-24	Very High
SBI Contra Fund	5	3.46	EQ-VAL	0.62	45,496	2013-01-01	Very High
SBI Large & Midcap Fund	4	7.33	EQ-L&MC	0.74	31,296	2013-01-01	Very High
Templeton India Value Fund	4	1.06	EQ-VAL	0.84	2,225	2013-01-01	Very High
UTI Large & Mid Cap Fund	5	8.91	EQ-L&MC	1.06	4,544	2013-01-01	Very High