Wealth Builder funds
Best Wealth Builder funds, Wealth Builder funds at a Glance, Wealth Builder funds Table, Invest in Mutual Fund in India, Mutual fund analysis at @Sahifund.com
Wealth Builder Funds
Funds | Rating | 1 Yr Ret (%) | Category | Expense Ratio (%) | Net Assets (Cr) | Launch | Riskometer |
360 ONE Focused Fund | 4 | -0.71 | EQ-FLX | 0.81 | 7,593 | 2014-10-30 | Very High |
Axis Value Fund | 4 | 4.59 | EQ-VAL | 0.84 | 989 | 2021-09-22 | Very High |
Bandhan Focused Fund | 4 | 14.02 | EQ-FLX | 0.81 | 1,947 | 2013-01-01 | Very High |
Bandhan Large & Mid Cap Fund | 5 | 4.36 | EQ-L&MC | 0.56 | 9,735 | 2013-01-01 | Very High |
Bandhan Value Fund | 4 | -1.32 | EQ-VAL | 0.68 | 10,229 | 2013-01-01 | Very High |
Bank of India Flexi Cap Fund | 4 | -2.52 | EQ-FLX | 0.54 | 2,209 | 2020-06-29 | Very High |
Canara Robeco Focused Fund | 4 | 9.94 | EQ-FLX | 0.48 | 2,743 | 2021-05-17 | Very High |
Canara Robeco Value Fund | 4 | 2.15 | EQ-VAL | 0.62 | 1,325 | 2021-09-03 | Very High |
DSP Large & Mid Cap Fund | 4 | 1.81 | EQ-L&MC | 0.63 | 15,663 | 2013-01-01 | Very High |
DSP Value Fund | 4 | 8.20 | EQ-VAL | 0.94 | 1,042 | 2020-12-10 | Very High |
Edelweiss Flexi Cap Fund | 4 | 2.45 | EQ-FLX | 0.43 | 2,802 | 2015-02-03 | Very High |
Franklin India Flexi Cap Fund | 4 | 3.16 | EQ-FLX | 0.89 | 19,365 | 2013-01-01 | Very High |
Franklin India Focused Equity Fund | 4 | 2.56 | EQ-FLX | 0.95 | 12,536 | 2013-01-01 | Very High |
HDFC Flexi Cap Fund | 5 | 8.34 | EQ-FLX | 0.72 | 79,585 | 2013-01-01 | Very High |
HDFC Focused Fund | 5 | 9.27 | EQ-FLX | 0.60 | 20,868 | 2013-01-01 | Very High |
HDFC Large and Mid Cap Fund | 4 | 2.49 | EQ-L&MC | 0.85 | 26,849 | 2013-01-01 | Very High |
HDFC Retirement Savings Fund Equity Plan | 5 | 2.80 | EQ-FLX | 0.74 | 6,701 | 2016-02-25 | Very High |
HSBC Flexi Cap Fund | 4 | 3.47 | EQ-FLX | 1.17 | 5,169 | 2013-01-01 | Very High |
HSBC Value Fund | 4 | 2.77 | EQ-VAL | 0.77 | 14,054 | 2013-01-01 | Very High |
ICICI Prudential Flexicap Fund | 4 | 3.01 | EQ-FLX | 0.78 | 17,946 | 2021-07-17 | Very High |
Table Wealth Builder funds
Funds | Rating | 1 Yr Ret (%) | Category | Expense Ratio (%) | Net Assets (Cr) | Launch | Riskometer |
ICICI Prudential Focused Equity Fund | 4 | 8.10 | EQ-FLX | 0.57 | 12,244 | 2013-01-01 | Very High |
ICICI Prudential India Equity FOF | 5 | 5.73 | EQ-FLX | 0.63 | 191 | 2020-02-25 | Very High |
ICICI Prudential Large & Mid Cap Fund | 5 | 5.18 | EQ-L&MC | 0.77 | 22,857 | 2013-01-01 | Very High |
ICICI Prudential Passive Strategy Fund (FOF) | 4 | 4.42 | EQ-FLX | 0.15 | 203 | 2013-01-01 | Very High |
ICICI Prudential Retirement Fund – Pure Equity Plan | 4 | 11.02 | EQ-FLX | 0.72 | 1,326 | 2019-02-27 | Very High |
ICICI Prudential Value Fund | 5 | 4.88 | EQ-VAL | 0.98 | 54,096 | 2013-01-01 | Very High |
Invesco India Flexi Cap Fund | 4 | 10.72 | EQ-FLX | 0.64 | 3,267 | 2022-02-14 | Very High |
Invesco India Focused Fund | 4 | 9.80 | EQ-FLX | 0.63 | 4,153 | 2020-09-29 | Very High |
JM Flexicap Fund | 4 | -7.64 | EQ-FLX | 0.49 | 6,144 | 2013-01-01 | Very High |
Mahindra Manulife Flexi Cap Fund | 4 | 1.41 | EQ-FLX | 0.42 | 1,560 | 2021-08-23 | Very High |
Mahindra Manulife Focused Fund | 4 | -1.36 | EQ-FLX | 0.39 | 2,186 | 2020-11-17 | Very High |
Motilal Oswal Flexi Cap Fund | 4 | 9.39 | EQ-FLX | 0.86 | 13,894 | 2014-04-28 | Very High |
Motilal Oswal Large and Midcap Fund | 5 | 14.89 | EQ-L&MC | 0.64 | 11,816 | 2019-10-17 | Very High |
Nippon India Value Fund | 4 | 2.61 | EQ-VAL | 1.08 | 8,955 | 2013-01-01 | Very High |
Nippon India Vision Large & Mid Cap Fund | 4 | 3.70 | EQ-L&MC | 1.31 | 6,198 | 2013-01-01 | Very High |
Parag Parikh Flexi Cap Fund | 5 | 10.97 | EQ-FLX | 0.63 | 1,10,392 | 2013-05-24 | Very High |
SBI Contra Fund | 5 | -0.09 | EQ-VAL | 0.68 | 47,390 | 2013-01-01 | Very High |
SBI Large & Midcap Fund | 4 | 6.06 | EQ-L&MC | 0.73 | 33,031 | 2013-01-01 | Very High |
Templeton India Value Fund | 4 | -2.70 | EQ-VAL | 0.88 | 2,299 | 2013-01-01 | Very High |
UTI Large & Mid Cap Fund | 5 | 2.88 | EQ-L&MC | 1.05 | 4,866 | 2013-01-01 | Very High |
Wealth Builder funds Table
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
Quicklinks