Wealth Builder funds
March 31, 2025
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Wealth Builder funds
| Funds | Rating | 1 Yr Ret (%) | Category | Expense Ratio (%) | Net Assets (Cr) |
| 360 ONE Focused Equity Fund | 4 | 8.34 | EQ-FLX | 0.61 | 6,352 |
| Bandhan Core Equity Fund | 5 | 13.10 | EQ-L&MC | 0.60 | 7,234 |
| Bandhan Focused Equity Fund | 4 | 12.97 | EQ-FLX | 0.82 | 1,595 |
| Bandhan Sterling Value Fund | 4 | 5.71 | EQ-VAL | 0.72 | 8,996 |
| Bank of India Flexi Cap Fund | 4 | 6.67 | EQ-FLX | 0.51 | 1,787 |
| Canara Robeco Focused Equity Fund | 4 | 12.27 | EQ-FLX | 0.55 | 2,270 |
| Canara Robeco Value Fund | 4 | 8.02 | EQ-VAL | 0.68 | 1,111 |
| Edelweiss Flexi Cap Fund | 4 | 11.29 | EQ-FLX | 0.45 | 2,209 |
| Franklin India Flexi Cap Fund | 4 | 9.92 | EQ-FLX | 0.94 | 16,139 |
| Franklin India Focused Equity Fund | 4 | 5.77 | EQ-FLX | 1.02 | 10,907 |
| HDFC Flexi Cap Fund | 5 | 15.74 | EQ-FLX | 0.81 | 64,124 |
| HDFC Focused 30 Fund | 5 | 16.86 | EQ-FLX | 0.71 | 15,516 |
| HDFC Large and Mid Cap Fund | 4 | 8.63 | EQ-L&MC | 0.96 | 21,527 |
| HDFC Retirement Savings Fund Equity Plan | 5 | 8.39 | EQ-FLX | 0.85 | 5,571 |
| HSBC Flexi Cap Fund | 4 | 8.50 | EQ-FLX | 1.19 | 4,183 |
| HSBC Value Fund | 4 | 8.57 | EQ-VAL | 0.81 | 11,580 |
| ICICI Prudential Flexicap Fund | 4 | 5.02 | EQ-FLX | 0.81 | 14,946 |
| ICICI Prudential Focused Equity Fund | 4 | 13.32 | EQ-FLX | 0.65 | 9,533 |
| ICICI Prudential India Equity FOF | 5 | 10.85 | EQ-FLX | 0.61 | 145 |
| ICICI Prudential Large & Mid Cap Fund | 5 | 12.61 | EQ-L&MC | 0.85 | 17,818 |
| ICICI Prudential Passive Strategy Fund (FOF) | 4 | 9.56 | EQ-FLX | 0.18 | 168 |
| ICICI Prudential Retirement Fund – Pure Equity Plan | 5 | 8.78 | EQ-FLX | 0.83 | 982 |
| ICICI Prudential Value Discovery Fund | 5 | 11.35 | EQ-VAL | 1.08 | 46,114 |
| Invesco India Flexi Cap Fund | 4 | 13.22 | EQ-FLX | 0.56 | 2,336 |
| Invesco India Focused Fund | 4 | 16.30 | EQ-FLX | 0.58 | 3,182 |
| JM Flexicap Fund | 5 | 8.82 | EQ-FLX | 0.57 | 4,899 |
| JM Focused Fund | 4 | 7.14 | EQ-FLX | 0.78 | 217 |
| JM Value Fund | 4 | 5.10 | EQ-VAL | 1.06 | 937 |
| Kotak Equity Opportunities Fund | 4 | 9.76 | EQ-L&MC | 0.61 | 22,853 |
| Kotak India EQ Contra Fund | 4 | 8.69 | EQ-VAL | 0.60 | 3,603 |
| Mahindra Manulife Focused Fund | 4 | 8.45 | EQ-FLX | 0.44 | 1,819 |
| Motilal Oswal Flexi Cap Fund | 4 | 19.47 | EQ-FLX | 0.89 | 11,172 |
| Motilal Oswal Large and Midcap Fund | 5 | 15.28 | EQ-L&MC | 0.55 | 7,625 |
| Nippon India Value Fund | 4 | 10.21 | EQ-VAL | 1.12 | 7,615 |
| Parag Parikh Flexi Cap Fund | 5 | 14.65 | EQ-FLX | 0.63 | 88,005 |
| Quant Large and Mid Cap Fund | 4 | -1.00 | EQ-L&MC | 0.65 | 3,242 |
| SBI Contra Fund | 5 | 8.00 | EQ-VAL | 0.76 | 39,590 |
| SBI Large & Midcap Fund | 4 | 12.19 | EQ-L&MC | 0.84 | 27,385 |
| SBI Retirement Benefit Fund – Aggressive Plan | 4 | 5.82 | EQ-FLX | 0.97 | 2,494 |
| Templeton India Value Fund | 4 | 4.86 | EQ-VAL | 0.89 | 1,979 |
| Union Flexi Cap Fund | 4 | 5.12 | EQ-FLX | 1.02 | 1,995 |
| UTI Large & Mid Cap Fund | 4 | 13.31 | EQ-L&MC | 0.98 | 3,789 |
Wealth Builder funds Table
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