Wealth Builder Funds

Funds	Rating	1 Yr Ret (%)	Category	Expense Ratio (%)	Net Assets (Cr)	Launch	Riskometer
Axis Value Fund	4	4.45	EQ-VAL	0.65	1,445	2021-09-22	Very High
Bandhan Large & Mid Cap Fund	5	4.20	EQ-L&MC	0.54	14,780	2013-01-01	Very High
Bandhan Value Fund	4	-1.33	EQ-VAL	0.74	10,145	2013-01-01	Very High
Bank of India Flexi Cap Fund	4	4.13	EQ-FLX	0.58	2,186	2020-06-29	Very High
Canara Robeco Focused Fund	4	-0.52	EQ-FLX	0.61	2,823	2021-05-17	Very High
DSP Large & Mid Cap Fund	4	-0.78	EQ-L&MC	0.65	17,653	2013-01-01	Very High
DSP Value Fund	5	10.06	EQ-VAL	0.96	1,484	2020-12-10	Very High
Edelweiss Flexi Cap Fund	4	2.44	EQ-FLX	0.46	3,203	2015-02-03	Very High
Edelweiss Focused Fund	4	1.11	EQ-FLX	0.68	1,057	2022-08-01	Very High
Franklin India Flexi Cap Fund	4	-2.11	EQ-FLX	0.91	19,598	2013-01-01	Very High
Franklin India Focused Equity Fund	4	-3.08	EQ-FLX	1.02	12,129	2013-01-01	Very High
HDFC Flexi Cap Fund	5	1.10	EQ-FLX	0.68	1,00,455	2013-01-01	Very High
HDFC Focused Fund	5	0.18	EQ-FLX	0.65	27,136	2013-01-01	Very High
HDFC Large and Mid Cap Fund	4	-0.60	EQ-L&MC	0.88	28,580	2013-01-01	Very High
HDFC Retirement Savings Fund – Equity Plan	4	-2.02	EQ-FLX	0.80	6,987	2016-02-25	Very High
HSBC Flexi Cap Fund	4	0.48	EQ-FLX	1.22	5,279	2013-01-01	Very High
HSBC Value Fund	4	6.19	EQ-VAL	0.70	14,750	2013-01-01	Very High
ICICI Prudential Diversified Equity All Cap Omni FoF	5	-0.58	EQ-FLX	0.31	274	2020-02-25	Very High
ICICI Prudential Flexicap Fund	4	4.36	EQ-FLX	0.80	20,437	2021-07-17	Very High
ICICI Prudential Focused Equity Fund	5	3.24	EQ-FLX	0.59	15,145	2013-01-01	Very High
ICICI Prudential Large & Mid Cap Fund	5	2.60	EQ-L&MC	0.80	28,506	2013-01-01	Very High
ICICI Prudential Retirement Fund – Pure Equity Plan	5	10.76	EQ-FLX	0.71	1,729	2019-02-27	Very High
ICICI Prudential Value Fund	5	1.84	EQ-VAL	0.99	60,571	2013-01-01	Very High

Table Wealth Builder funds

Funds	Rating	1 Yr Ret (%)	Category	Expense Ratio (%)	Net Assets (Cr)	Launch	Riskometer
Invesco India Flexi Cap Fund	5	-2.27	EQ-FLX	0.52	4,680	2022-02-14	Very High
Invesco India Focused Fund	4	-8.02	EQ-FLX	0.49	4,917	2020-09-29	Very High
Invesco India Large & Mid Cap Fund	4	2.06	EQ-L&MC	0.61	9,392	2013-01-01	Very High
ITI Flexi Cap Fund	5	3.89	EQ-FLX	0.36	1,267	2023-02-17	Very High
JM Flexicap Fund	4	-5.62	EQ-FLX	0.68	5,159	2013-01-01	Very High
Kotak Contra Fund	4	2.70	EQ-VAL	0.58	5,225	2013-01-01	Very High
Kotak Focused Fund	4	7.78	EQ-FLX	0.54	4,014	2019-07-16	Very High
Kotak Large & Midcap Fund	4	3.86	EQ-L&MC	0.55	30,712	2013-01-01	Very High
Mahindra Manulife Flexi Cap Fund	4	-0.69	EQ-FLX	0.56	1,556	2021-08-23	Very High
Mahindra Manulife Focused Fund	4	1.44	EQ-FLX	0.52	2,238	2020-11-17	Very High
Motilal Oswal BSE Enhanced Value Index Fund	5	12.40	EQ-VAL	0.36	1,749	2022-08-22	Very High
Motilal Oswal Large and Midcap Fund	5	5.50	EQ-L&MC	0.76	15,017	2019-10-17	Very High
Nippon India Retirement Fund – Wealth Creation Scheme	4	-1.19	EQ-FLX	1.02	3,133	2015-02-11	Very High
Nippon India Value Fund	4	-0.75	EQ-VAL	1.07	9,034	2013-01-01	Very High
Nippon India Vision Large & Mid Cap Fund	4	-0.07	EQ-L&MC	1.14	6,963	2013-01-01	Very High
Parag Parikh Flexi Cap Fund	5	1.64	EQ-FLX	0.62	1,34,253	2013-05-24	Very High
SBI Contra Fund	5	-0.97	EQ-VAL	0.75	49,111	2013-01-01	Very High
SBI Focused Fund	4	6.21	EQ-FLX	0.77	43,311	2013-01-01	Very High
SBI Large & Midcap Fund	4	3.77	EQ-L&MC	0.74	38,766	2013-01-01	Very High
Tata Flexi Cap Fund	4	-0.24	EQ-FLX	0.59	3,699	2018-09-06	Very High
Union Retirement Fund	4	3.85	EQ-FLX	1.16	196	2022-09-22	Very High
UTI Large & Mid Cap Fund	4	3.53	EQ-L&MC	0.88	5,724	2013-01-01	Very High
WhiteOak Capital Flexi Cap Fund	4	0.95	EQ-FLX	0.62	7,287	2022-08-02	Very High