Wealth Builder funds

December 10, 2025

RA Jainee

Wealth Builder Funds

Funds	Rating	1 Yr Ret (%)	Category	Expense Ratio (%)	Net Assets (Cr)	Riskometer	Launch
360 ONE Focused Fund	4	-0.69	EQ-FLX	0.81	7,448	Very High	2014-10-30
Axis Value Fund	4	2.44	EQ-VAL	0.76	1,151	Very High	2021-09-22
Bandhan Large & Mid Cap Fund	5	4.50	EQ-L&MC	0.56	11,799	Very High	2013-01-01
Bandhan Value Fund	4	0.84	EQ-VAL	0.69	10,302	Very High	2013-01-01
Bank of India Flexi Cap Fund	4	-5.73	EQ-FLX	0.56	2,261	Very High	2020-06-29
Canara Robeco Focused Fund	4	3.32	EQ-FLX	0.49	2,857	Very High	2021-05-17
DSP Value Fund	5	7.85	EQ-VAL	0.95	1,197	Very High	2020-12-10
Edelweiss Flexi Cap Fund	4	1.09	EQ-FLX	0.43	3,006	Very High	2015-02-03
Edelweiss Focused Fund	4	-0.24	EQ-FLX	0.64	1,030	Very High	2022-08-01
Franklin India Flexi Cap Fund	4	0.60	EQ-FLX	0.89	19,796	Very High	2013-01-01
Franklin India Focused Equity Fund	4	1.91	EQ-FLX	0.96	12,669	Very High	2013-01-01
HDFC Flexi Cap Fund	5	8.32	EQ-FLX	0.67	94,069	Very High	2013-01-01
HDFC Focused Fund	5	8.37	EQ-FLX	0.62	26,230	Very High	2013-01-01
HDFC Large and Mid Cap Fund	4	2.22	EQ-L&MC	0.84	28,487	Very High	2013-01-01
HDFC Retirement Savings Fund Equity Plan	5	2.04	EQ-FLX	0.71	7,055	Very High	2016-02-25
HSBC Flexi Cap Fund	4	-3.16	EQ-FLX	1.17	5,248	Very High	2013-01-01
HSBC Value Fund	4	0.13	EQ-VAL	0.76	14,553	Very High	2013-01-01
ICICI Prudential Diversified Equity All Cap Omni FoF	5	4.71	EQ-FLX	0.63	238.00	Very High	2020-02-25
ICICI Prudential Flexicap Fund	4	6.82	EQ-FLX	0.76	20,055	Very High	2021-07-17
ICICI Prudential Focused Equity Fund	4	11.42	EQ-FLX	0.60	14,146	Very High	2013-01-01
ICICI Prudential Large & Mid Cap Fund	5	9.41	EQ-L&MC	0.77	26,939	Very High	2013-01-01
ICICI Prudential Retirement Fund – Pure Equity Plan	5	7.77	EQ-FLX	0.67	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	9.72	EQ-VAL	0.96	60,391	Very High	2013-01-01
Invesco India Flexi Cap Fund	5	-1.19	EQ-FLX	0.56	4,680	Very High	2022-02-14
Invesco India Focused Fund	5	-7.58	EQ-FLX	0.57	4,802	Very High	2020-09-29
Invesco India Large & Mid Cap Fund	4	4.11	EQ-L&MC	0.61	9,407	Very High	2013-01-01
JM Flexicap Fund	4	-9.16	EQ-FLX	0.55	6,015	Very High	2013-01-01
Kotak Contra Fund	4	2.63	EQ-VAL	0.58	4,921	Very High	2013-01-01
Kotak Focused Fund	4	7.29	EQ-FLX	0.55	3,869	Very High	2019-07-16
Mahindra Manulife Flexi Cap Fund	4	3.98	EQ-FLX	0.42	1,605	Very High	2021-08-23
Mahindra Manulife Focused Fund	4	2.75	EQ-FLX	0.39	2,232	Very High	2020-11-17
Motilal Oswal BSE Enhanced Value Index Fund	5	7.43	EQ-VAL	0.39	1,181	Very High	2022-08-22
Motilal Oswal Flexi Cap Fund	4	-4.36	EQ-FLX	0.85	14,312	Very High	2014-04-28
Motilal Oswal Large and Midcap Fund	5	-3.95	EQ-L&MC	0.69	15,146	Very High	2019-10-17
Nippon India Value Fund	4	0.10	EQ-VAL	1.08	9,246	Very High	2013-01-01
Nippon India Vision Large & Mid Cap Fund	4	1.70	EQ-L&MC	1.19	6,866	Very High	2013-01-01
Parag Parikh Flexi Cap Fund	5	6.50	EQ-FLX	0.63	1,25,800	Very High	2013-05-24
SBI Contra Fund	5	1.45	EQ-VAL	0.68	49,218	Very High	2013-01-01
SBI Focused Fund	4	13.09	EQ-FLX	0.75	40,824	Very High	2013-01-01
SBI Large & Midcap Fund	4	5.41	EQ-L&MC	0.73	35,514	Very High	2013-01-01
Tata Focused Fund	4	-1.42	EQ-FLX	0.63	1,881	Very High	2019-12-05
Templeton India Value Fund	4	1.68	EQ-VAL	0.89	2,260	Very High	2013-01-01
UTI Large & Mid Cap Fund	4	2.59	EQ-L&MC	0.95	5,498	Very High	2013-01-01
WhiteOak Capital Flexi Cap Fund	4	2.75	EQ-FLX	0.50	6,481	Very High	2022-08-02