Wealth Builder funds

July 25, 2026

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Wealth Builder funds

Funds	Rating	1 Yr Ret (%)	Category	Base Expense Ratio (%)	Net Assets (Cr)	Riskometer	Launch	Age
Aditya Birla Sun Life Flexi Cap Fund	4	7.15	EQ-FLX	0.72	26,727	Very High	2013-01-01	13Y 6M
Axis Value Fund	4	7.27	EQ-VAL	0.65	1,668	Very High	2021-09-22	4Y 9M
Bandhan Large & Mid Cap Fund	5	6.68	EQ-L&MC	0.45	17,461	Very High	2013-01-01	13Y 6M
Bank of India Flexi Cap Fund	5	9.64	EQ-FLX	0.50	2,615	Very High	2020-06-29	6Y 0M
DSP Large & Mid Cap Fund	4	1.50	EQ-L&MC	0.54	17,906	Very High	2013-01-01	13Y 6M
DSP Value Fund	5	10.74	EQ-VAL	1.03	1,975	Very High	2020-12-10	5Y 7M
Edelweiss Flexi Cap Fund	4	2.91	EQ-FLX	0.46	3,484	Very High	2015-02-03	11Y 5M
Franklin India Flexi Cap Fund	4	-1.97	EQ-FLX	0.75	19,274	Very High	2013-01-01	13Y 6M
HDFC Flexi Cap Fund	5	3.05	EQ-FLX	0.58	1,06,496	Very High	2013-01-01	13Y 6M
HDFC Large and Mid Cap Fund	4	1.81	EQ-L&MC	0.75	29,285	Very High	2013-01-01	13Y 6M
HDFC Retirement Savings Fund – Equity Plan	4	-3.83	EQ-FLX	0.74	6,832	Very High	2016-02-25	10Y 4M
HSBC Flexi Cap Fund	4	3.24	EQ-FLX	0.89	5,633	Very High	2013-01-01	13Y 6M
HSBC Large and Mid Cap Fund	4	11.73	EQ-L&MC	0.66	5,344	Very High	2019-03-28	7Y 3M
HSBC Value Fund	4	3.38	EQ-VAL	0.63	14,828	Very High	2013-01-01	13Y 6M
ICICI Prudential Diversified Equity All Cap Omni FoF	5	3.16	EQ-FLX	0.29	307.00	Very High	2020-02-25	6Y 4M
ICICI Prudential Flexicap Fund	4	8.17	EQ-FLX	0.67	22,507	Very High	2021-07-17	5Y 0M
ICICI Prudential Large & Mid Cap Fund	5	3.94	EQ-L&MC	0.67	30,971	Very High	2013-01-01	13Y 6M
ICICI Prudential Retirement Fund – Pure Equity Plan	5	8.77	EQ-FLX	0.65	1,998	Very High	2019-02-27	7Y 4M

Funds	Rating	1 Yr Ret (%)	Category	Base Expense Ratio (%)	Net Assets (Cr)	Riskometer	Launch	Age
ICICI Prudential Value Fund	5	-1.20	EQ-VAL	0.79	60,198	Very High	2013-01-01	13Y 6M
Invesco India Flexi Cap Fund	4	3.23	EQ-FLX	0.52	5,274	Very High	2022-02-14	4Y 5M
Invesco India Large & Mid Cap Fund	4	10.21	EQ-L&MC	0.56	11,164	Very High	2013-01-01	13Y 6M
ITI Flexi Cap Fund	5	9.73	EQ-FLX	0.55	1,412	Very High	2023-02-17	3Y 5M
JM Flexicap Fund	4	0.50	EQ-FLX	0.55	5,178	Very High	2013-01-01	13Y 6M
Kotak Contra Fund	4	3.32	EQ-VAL	0.55	5,331	Very High	2013-01-01	13Y 6M
Kotak Large & Midcap Fund	4	3.99	EQ-L&MC	0.50	31,263	Very High	2013-01-01	13Y 6M
Motilal Oswal BSE Enhanced Value Index Fund	5	7.99	EQ-VAL	0.35	2,223	Very High	2022-08-22	3Y 10M
Motilal Oswal Large and Midcap Fund	5	6.63	EQ-L&MC	0.59	18,413	Very High	2019-10-17	6Y 9M
Nippon India Retirement Fund – Wealth Creation Scheme	4	0.63	EQ-FLX	0.86	3,084	Very High	2015-02-11	11Y 5M
Nippon India Value Fund	4	-0.36	EQ-VAL	0.91	8,962	Very High	2013-01-01	13Y 6M
Nippon India Vision Large & Mid Cap Fund	4	1.86	EQ-L&MC	0.97	7,459	Very High	2013-01-01	13Y 6M
Parag Parikh Flexi Cap Fund	5	-1.61	EQ-FLX	0.53	1,43,388	Very High	2013-05-24	13Y 1M
SBI Children’s Fund – Investment Plan	5	17.22	EQ-FLX	0.73	6,944	Very High	2020-09-29	5Y 9M
SBI Contra Fund	4	-2.24	EQ-VAL	0.61	47,362	Very High	2013-01-01	13Y 6M
SBI Large & Midcap Fund	4	4.83	EQ-L&MC	0.63	40,850	Very High	2013-01-01	13Y 6M
Union Retirement Fund	4	6.58	EQ-FLX	0.98	206.00	Very High	2022-09-22	3Y 9M
UTI Large & Mid Cap Fund	4	3.53	EQ-L&MC	0.77	6,218	Very High	2013-01-01	13Y 6M
UTI Nifty 500 Value 50 Index Fund	5	13.78	EQ-VAL	0.50	775.00	Very High	2023-05-10	3Y 2M
WhiteOak Capital Flexi Cap Fund	4	4.43	EQ-FLX	0.48	9,079	Very High	2022-08-02	3Y 11M