Wealth Builder funds

November 4, 2025

RA Jainee

Wealth Builder Funds

Funds	Rating	1 Yr Ret (%)	Category	Expense Ratio (%)	Net Assets (Cr)	Riskometer	Launch
360 ONE Focused Fund	4	3.60	EQ-FLX	0.81	7,280	Very High	2014-10-30
Axis Value Fund	4	7.12	EQ-VAL	0.78	1,073	Very High	2021-09-22
Bandhan Large & Mid Cap Fund	5	9.18	EQ-L&MC	0.56	10,818	Very High	2013-01-01
Bandhan Value Fund	4	2.59	EQ-VAL	0.69	9,942	Very High	2013-01-01
Bank of India Flexi Cap Fund	4	3.68	EQ-FLX	0.53	2,165	Very High	2020-06-29
Canara Robeco Focused Fund	4	9.87	EQ-FLX	0.49	2,749	Very High	2021-05-17
DSP Value Fund	4	10.99	EQ-VAL	0.95	1,125	Very High	2020-12-10
Edelweiss Flexi Cap Fund	4	5.78	EQ-FLX	0.44	2,842	Very High	2015-02-03
Edelweiss Focused Fund	4	5.23	EQ-FLX	0.64	989	Very High	2022-08-01
Franklin India Flexi Cap Fund	4	5.54	EQ-FLX	0.89	18,912	Very High	2013-01-01
Franklin India Focused Equity Fund	4	6.26	EQ-FLX	0.95	12,303	Very High	2013-01-01
HDFC Flexi Cap Fund	5	11.11	EQ-FLX	0.68	85,560	Very High	2013-01-01
HDFC Focused Fund	5	11.15	EQ-FLX	0.61	23,533	Very High	2013-01-01
HDFC Large and Mid Cap Fund	4	7.38	EQ-L&MC	0.84	26,949	Very High	2013-01-01
HDFC Retirement Savings Fund Equity Plan	5	4.86	EQ-FLX	0.71	6,693	Very High	2016-02-25
HSBC Flexi Cap Fund	4	5.58	EQ-FLX	1.17	5,049	Very High	2013-01-01
HSBC Value Fund	4	6.21	EQ-VAL	0.76	13,712	Very High	2013-01-01
ICICI Prudential Flexicap Fund	4	8.95	EQ-FLX	0.77	18,868	Very High	2021-07-17
ICICI Prudential Focused Equity Fund	4	11.58	EQ-FLX	0.60	12,909	Very High	2013-01-01
ICICI Prudential India Equity FOF	5	7.22	EQ-FLX	0.63	229	Very High	2020-02-25

Table Wealth Builder funds

Funds	Rating	1 Yr Ret (%)	Category	Expense Ratio (%)	Net Assets (Cr)	Riskometer	Launch
ICICI Prudential Large & Mid Cap Fund	5	10.60	EQ-L&MC	0.78	24,424	Very High	2013-01-01
ICICI Prudential Passive Strategy Fund (FOF)	4	7.93	EQ-FLX	0.15	200	Very High	2013-01-01
ICICI Prudential Retirement Fund – Pure Equity Plan	5	14.84	EQ-FLX	0.68	1,410	Very High	2019-02-27
ICICI Prudential Value Fund	5	8.26	EQ-VAL	0.97	55,445	Very High	2013-01-01
Invesco India Flexi Cap Fund	5	7.62	EQ-FLX	0.56	4,000	Very High	2022-02-14
Invesco India Focused Fund	5	2.14	EQ-FLX	0.59	4,202	Very High	2020-09-29
Invesco India Large & Mid Cap Fund	4	13.69	EQ-L&MC	0.61	8,441	Very High	2013-01-01
JM Flexicap Fund	4	-3.51	EQ-FLX	0.53	5,990	Very High	2013-01-01
Kotak Focused Fund	4	11.47	EQ-FLX	0.55	3,697	Very High	2019-07-16
Mahindra Manulife Flexi Cap Fund	4	7.03	EQ-FLX	0.43	1,524	Very High	2021-08-23
Mahindra Manulife Focused Fund	4	6.06	EQ-FLX	0.40	2,127	Very High	2020-11-17
Motilal Oswal BSE Enhanced Value Index Fund	5	13.28	EQ-VAL	0.40	887	Very High	2022-08-22
Motilal Oswal Flexi Cap Fund	4	6.62	EQ-FLX	0.87	13,554	Very High	2014-04-28
Motilal Oswal Large and Midcap Fund	5	9.23	EQ-L&MC	0.67	13,778	Very High	2019-10-17
Nippon India Value Fund	4	5.09	EQ-VAL	1.08	8,791	Very High	2013-01-01
Nippon India Vision Large & Mid Cap Fund	4	7.92	EQ-L&MC	1.22	6,395	Very High	2013-01-01
Parag Parikh Flexi Cap Fund	5	9.77	EQ-FLX	0.63	1,19,723	Very High	2013-05-24
SBI Contra Fund	5	4.36	EQ-VAL	0.75	47,205	Very High	2013-01-01
SBI Focused Fund	4	12.77	EQ-FLX	0.77	38,917	Very High	2013-01-01
SBI Large & Midcap Fund	4	8.17	EQ-L&MC	0.79	34,065	Very High	2013-01-01
Templeton India Value Fund	4	2.51	EQ-VAL	0.87	2,198	Very High	2013-01-01
UTI Large & Mid Cap Fund	4	5.20	EQ-L&MC	0.98	4,993	Very High	2013-01-01
WhiteOak Capital Flexi Cap Fund	4	8.83	EQ-FLX	0.51	6,003	Very High	2022-08-02