Wealth Builder Funds

Funds	Rating	1 Yr Ret (%)	Category	Expense Ratio (%)	Net Assets (Cr)	Riskometer	Launch
Axis Value Fund	4	6.13	EQ-VAL	0.73	1,192	Very High	2021-09-22
Bandhan Large & Mid Cap Fund	5	7.81	EQ-L&MC	0.55	12,784	Very High	2013-01-01
Bandhan Value Fund	4	5.45	EQ-VAL	0.69	10,440	Very High	2013-01-01
Bank of India Flexi Cap Fund	4	-0.08	EQ-FLX	0.56	2,252	Very High	2020-06-29
Canara Robeco Focused Fund	4	6.97	EQ-FLX	0.51	2,890	Very High	2021-05-17
DSP Value Fund	5	12.40	EQ-VAL	0.95	1,249	Very High	2020-12-10
Edelweiss Flexi Cap Fund	4	5.83	EQ-FLX	0.43	3,073	Very High	2015-02-03
Edelweiss Focused Fund	4	3.75	EQ-FLX	0.64	1,041	Very High	2022-08-01
Franklin India Flexi Cap Fund	4	3.29	EQ-FLX	0.89	20,022	Very High	2013-01-01
Franklin India Focused Equity Fund	4	5.20	EQ-FLX	0.98	12,815	Very High	2013-01-01
HDFC Flexi Cap Fund	5	11.28	EQ-FLX	0.65	94,069	Very High	2013-01-01
HDFC Focused Fund	5	11.50	EQ-FLX	0.61	26,230	Very High	2013-01-01
HDFC Large and Mid Cap Fund	4	6.12	EQ-L&MC	0.83	28,892	Very High	2013-01-01
HDFC Retirement Savings Fund Equity Plan	5	5.06	EQ-FLX	0.71	7,055	Very High	2016-02-25
HSBC Flexi Cap Fund	4	0.98	EQ-FLX	1.20	5,248	Very High	2013-01-01
HSBC Value Fund	4	7.30	EQ-VAL	0.74	14,553	Very High	2013-01-01
ICICI Prudential Diversified Equity All Cap Omni FoF	5	9.02	EQ-FLX	0.59	249.00	Very High	2020-02-25
ICICI Prudential Flexicap Fund	4	8.82	EQ-FLX	0.79	20,055	Very High	2021-07-17
ICICI Prudential Focused Equity Fund	4	16.46	EQ-FLX	0.59	14,146	Very High	2013-01-01
ICICI Prudential Large & Mid Cap Fund	5	13.61	EQ-L&MC	0.76	26,939	Very High	2013-01-01
ICICI Prudential Retirement Fund – Pure Equity Plan	5	14.36	EQ-FLX	0.66	1,589	Very High	2019-02-27

Table Wealth Builder funds

Funds	Rating	1 Yr Ret (%)	Category	Expense Ratio (%)	Net Assets (Cr)	Riskometer	Launch
ICICI Prudential Value Fund	5	12.81	EQ-VAL	0.96	60,391	Very High	2013-01-01
Invesco India Flexi Cap Fund	5	-0.05	EQ-FLX	0.56	4,679	Very High	2022-02-14
Invesco India Focused Fund	5	-6.31	EQ-FLX	0.57	4,801	Very High	2020-09-29
Invesco India Large & Mid Cap Fund	4	5.49	EQ-L&MC	0.61	9,406	Very High	2013-01-01
JM Flexicap Fund	4	-6.60	EQ-FLX	0.58	6,015	Very High	2013-01-01
Kotak Contra Fund	4	7.92	EQ-VAL	0.58	5,010	Very High	2013-01-01
Kotak Focused Fund	4	13.96	EQ-FLX	0.55	3,942	Very High	2019-07-16
Mahindra Manulife Flexi Cap Fund	4	7.80	EQ-FLX	0.43	1,605	Very High	2021-08-23
Mahindra Manulife Focused Fund	4	8.10	EQ-FLX	0.40	2,232	Very High	2020-11-17
Motilal Oswal BSE Enhanced Value Index Fund	5	22.00	EQ-VAL	0.37	1,181	Very High	2022-08-22
Motilal Oswal Large and Midcap Fund	5	-3.51	EQ-L&MC	0.69	15,146	Very High	2019-10-17
Nippon India Value Fund	4	4.87	EQ-VAL	1.09	9,246	Very High	2013-01-01
Nippon India Vision Large & Mid Cap Fund	4	5.21	EQ-L&MC	1.19	6,866	Very High	2013-01-01
Parag Parikh Flexi Cap Fund	5	7.06	EQ-FLX	0.63	1,29,783	Very High	2013-05-24
SBI Contra Fund	5	6.29	EQ-VAL	0.68	49,838	Very High	2013-01-01
SBI Focused Fund	4	15.11	EQ-FLX	0.74	42,773	Very High	2013-01-01
SBI Large & Midcap Fund	4	10.24	EQ-L&MC	0.73	37,045	Very High	2013-01-01
Tata Focused Fund	4	0.95	EQ-FLX	0.64	1,881	Very High	2019-12-05
Templeton India Value Fund	4	7.40	EQ-VAL	0.89	2,319	Very High	2013-01-01
UTI Large & Mid Cap Fund	4	7.74	EQ-L&MC	0.91	5,498	Very High	2013-01-01
WhiteOak Capital Flexi Cap Fund	4	4.85	EQ-FLX	0.50	6,865	Very High	2022-08-02