Value Research

Generate on: 10-Apr-2020 11:03

Wealth Builder Funds

Fund Name Rating Analyst's Choice? Category

Aditya Birla Sun Life Equ 4 Coming Soon Equity: Multi Cap
Axis Focused 25 Fund - D 5 Coming Soon Equity: Multi Cap
Axis Focused 25 Fund 5 Coming Soon Equity: Multi Cap
Canara Robeco Emerging E 5 Coming Soon Equity: Large & MidCap
Canara Robeco Emerging 5 Coming Soon Equity: Large & MidCap
Canara Robeco Equity Div 4 Coming Soon Equity: Multi Cap
Canara Robeco Equity Div 4 Coming Soon Equity: Multi Cap
DSP Equity Fund - Direct 4 Coming Soon Equity: Multi Cap
DSP Equity Opportunitie 4 Coming Soon Equity: Large & MidCap
DSP Equity Fund 4 Coming Soon Equity: Multi Cap
Edelweiss Multi Cap Fund 4 Coming Soon Equity: Multi Cap
Edelweiss Multi Cap Fund 4 Coming Soon Equity: Multi Cap
IIFL Focused Equity Fund 5 Coming Soon Equity: Multi Cap
IIFL Focused Equity Fund 5 Coming Soon Equity: Multi Cap
Invesco India Contra Fund 5 Coming Soon Equity: Value Oriented
Invesco India Contra Fu 5 Coming Soon Equity: Value Oriented
Invesco India Growth Opp 4 Coming Soon Equity: Large & MidCap
Invesco India Growth Op 4 Coming Soon Equity: Large & MidCap
JM Multicap Fund - Direc 4 Coming Soon Equity: Multi Cap
JM Multicap Fund 4 Coming Soon Equity: Multi Cap
Kotak Equity Opportuniti 4 Coming Soon Equity: Large & MidCap
Kotak Equity Opportuniti 4 Coming Soon Equity: Large & MidCap
Kotak India EQ Contra Fu 4 Coming Soon Equity: Value Oriented
Kotak India EQ Contra Fu 4 Coming Soon Equity: Value Oriented
Kotak Standard Multicap 4 Coming Soon Equity: Multi Cap
Kotak Standard Multicap 4 Coming Soon Equity: Multi Cap
LIC MF Large & Mid Cap F 4 Coming Soon Equity: Large & MidCap
LIC MF Large & Mid Cap 4 Coming Soon Equity: Large & MidCap
L&T India Value Fund - D 4 Coming Soon Equity: Value Oriented
L&T India Value Fund 4 Coming Soon Equity: Value Oriented
Mirae Asset Emerging Blu 5 Coming Soon Equity: Large & MidCap
Mirae Asset Emerging Bl 5 Coming Soon Equity: Large & MidCap
Motilal Oswal Multicap 3 4 Coming Soon Equity: Multi Cap
Motilal Oswal Multicap 3 4 Coming Soon Equity: Multi Cap
Parag Parikh Long Term E 5 Coming Soon Equity: Multi Cap
Parag Parikh Long Term E 5 Coming Soon Equity: Multi Cap
Principal Emerging Bluec 4 Coming Soon Equity: Large & MidCap
Principal Emerging Blue 4 Coming Soon Equity: Large & MidCap
SBI Focused Equity Fund 5 Coming Soon Equity: Multi Cap
SBI Focused Equity Fund 5 Coming Soon Equity: Multi Cap
SBI Magnum Multicap Fun 4 Coming Soon Equity: Multi Cap
SBI Magnum Multicap F 4 Coming Soon Equity: Multi Cap
Sundaram Large and Mid 4 Coming Soon Equity: Large & MidCap
Sundaram Large and Mid 4 Coming Soon Equity: Large & MidCap
Tata Equity PE Fund - Dir 4 Coming Soon Equity: Value Oriented
Tata Equity PE Fund - Re 4 Coming Soon Equity: Value Oriented
Tata Retirement Savings 5 Coming Soon Equity: Multi Cap
Tata Retirement Savings 5 Coming Soon Equity: Multi Cap
UTI Equity Fund - Direct 4 Coming Soon Equity: Multi Cap
UTI Equity Fund - Regula 4 Coming Soon Equity: Multi Cap
1 Year Returns (%) 1 Year Returns (growth o1 Year SIP Returns (%) 1 Year SIP Returns (gro
-20.90 79,098 -40.02 95,088
-9.98 90,017 -33.82 99,275
-11.13 88,869 -34.63 98,736
-13.99 86,006 -31.17 1,01,021
-15.00 85,000 -32.03 1,00,458
-10.22 89,778 -27.17 1,03,605
-11.25 88,747 -28.11 1,03,001
-10.60 89,401 -32.08 1,00,422
-18.76 81,238 -38.97 95,806
-11.42 88,578 -32.81 99,942
-17.81 82,190 -36.77 97,298
-19.26 80,739 -37.97 96,491
-7.01 92,992 -29.48 1,02,119
-8.37 91,629 -30.57 1,01,410
-17.72 82,275 -35.83 97,930
-18.58 81,415 -36.56 97,440
-15.14 84,859 -35.22 98,340
-16.02 83,975 -35.94 97,858
-11.79 88,206 -34.94 98,532
-12.48 87,521 -35.48 98,169
-16.53 83,470 -35.91 97,878
-17.41 82,587 -36.65 97,381
-19.56 80,438 -40.17 94,985
-20.70 79,298 -41.03 94,387
-18.88 81,119 -40.04 95,071
-19.65 80,347 -40.67 94,639
-12.79 87,209 -33.01 99,809
-13.95 86,048 -34.07 99,110
-25.64 74,356 -46.38 90,616
-26.36 73,636 -46.95 90,207
-14.52 85,478 -34.86 98,580
-15.35 84,646 -35.48 98,167
-19.57 80,428 -41.20 94,268
-20.27 79,727 -41.77 93,876
-8.60 91,404 -24.66 1,05,204
-9.33 90,674 -25.30 1,04,798
-15.65 84,353 -33.17 99,708
-16.60 83,398 -33.96 99,179
-9.58 90,416 -27.88 1,03,153
-10.47 89,529 -28.65 1,02,656
-18.30 81,695 -39.78 95,251
-19.04 80,960 -40.39 94,832
-20.06 79,941 -41.90 93,784
-20.89 79,106 -42.61 93,288
-20.86 79,143 -40.89 94,489
-22.05 77,954 -41.86 93,814
-11.41 88,593 -30.47 1,01,478
-12.82 87,182 -31.63 1,00,721
-14.18 85,817 -31.28 1,00,951
-14.65 85,345 -31.68 1,00,685
3 Year Returns (%) 3 Year Returns (growth o3 Year SIP Returns (%) 3 Year SIP Returns (gro
-1.79 94,726 -14.21 2,89,589
5.70 1,18,096 -7.20 3,23,044
4.42 1,13,852 -8.43 3,16,995
1.10 1,03,330 -10.25 3,08,207
-0.13 99,614 -11.37 3,02,846
4.83 1,15,199 -5.30 3,32,525
3.97 1,12,376 -6.24 3,27,812
2.54 1,07,826 -7.67 3,20,721
-2.09 93,872 -13.76 2,91,661
1.72 1,05,235 -8.52 3,16,578
1.25 1,03,797 -11.41 3,02,683
-0.06 99,822 -12.93 2,95,508
4.96 1,15,635 -3.62 3,41,108
3.39 1,10,532 -5.13 3,33,396
2.21 1,06,781 -11.22 3,03,576
0.89 1,02,697 -12.35 2,98,218
3.66 1,11,393 -9.49 3,11,853
2.25 1,06,892 -10.69 3,06,104
0.85 1,02,579 -9.82 3,10,252
0.07 1,00,209 -10.57 3,06,647
-0.26 99,230 -10.65 3,06,299
-1.43 95,764 -11.71 3,01,239
2.27 1,06,956 -11.52 3,02,163
0.83 1,02,526 -12.84 2,95,943
0.17 1,00,523 -11.86 3,00,551
-0.87 97,420 -12.82 2,96,028
1.54 1,04,704 -9.48 3,11,903
0.00 1,00,012 -10.85 3,05,334
-5.71 83,833 -19.89 2,64,258
-6.57 81,557 -20.73 2,60,626
2.62 1,08,060 -8.98 3,14,333
1.76 1,05,371 -9.85 3,10,095
-2.81 91,813 -15.55 2,83,477
-3.70 89,316 -16.38 2,79,716
5.96 1,18,959 -4.22 3,38,030
5.25 1,16,581 -4.96 3,34,275
-0.58 98,274 -12.47 2,97,663
-1.70 94,990 -13.54 2,92,696
6.45 1,20,620 -4.03 3,39,000
5.41 1,17,108 -5.04 3,33,843
-0.17 99,488 -12.52 2,97,436
-1.21 96,421 -13.45 2,93,085
0.12 1,00,372 -12.83 2,95,996
-0.97 97,110 -13.87 2,91,174
-2.72 92,067 -16.16 2,80,713
-3.94 88,644 -17.45 2,74,953
2.94 1,09,082 -8.31 3,17,602
1.46 1,04,453 -9.82 3,10,270
2.97 1,09,175 -7.74 3,20,405
2.44 1,07,511 -8.25 3,17,889
5 Year Returns (%) 5 Year Returns (growth o5 Year SIP Returns (%) 5 Year SIP Returns (gro
3.90 1,21,106 -2.72 5,60,879
7.22 1,41,688 3.05 6,46,927
5.88 1,33,092 1.68 6,25,435
6.71 1,38,346 0.82 6,12,283
5.49 1,30,624 -0.50 5,92,547
4.06 1,22,044 2.34 6,35,692
3.30 1,17,624 1.44 6,21,706
4.25 1,23,132 0.97 6,14,591
3.25 1,17,332 -3.02 5,56,708
3.47 1,18,594 0.09 6,01,404
3.77 1,20,327 -0.86 5,87,320
2.64 1,13,907 -2.25 5,67,470
6.47 1,36,826 3.66 6,56,738
5.12 1,28,360 2.14 6,32,596
5.52 1,30,792 0.09 6,01,274
4.05 1,21,957 -1.39 5,79,657
4.94 1,27,272 0.68 6,10,216
3.32 1,17,744 -0.85 5,87,442
5.18 1,28,704 0.55 6,08,257
3.90 1,21,074 -0.53 5,92,224
4.32 1,23,573 -0.65 5,90,467
3.02 1,16,044 -1.94 5,71,804
3.87 1,20,899 -0.60 5,91,142
2.30 1,12,052 -2.19 5,68,301
4.83 1,26,569 -0.95 5,86,005
3.71 1,19,974 -2.10 5,69,469
5.56 1,31,057 1.00 6,14,970
4.21 1,22,927 -0.57 5,91,625
2.16 1,11,267 -6.84 5,05,978
1.26 1,06,482 -7.82 4,93,810
9.06 1,54,262 2.59 6,39,684
8.14 1,47,872 1.63 6,24,682
4.02 1,21,787 -3.36 5,51,919
3.10 1,16,490 -4.34 5,38,581
7.05 1,40,581 3.15 6,48,502
6.39 1,36,272 2.41 6,36,831
5.04 1,27,899 -0.91 5,86,613
3.92 1,21,221 -2.13 5,69,164
7.08 1,40,782 3.91 6,60,883
6.05 1,34,138 2.84 6,43,679
4.24 1,23,076 -1.90 5,72,368
3.19 1,16,997 -3.02 5,56,691
3.76 1,20,255 -1.57 5,77,064
2.93 1,15,510 -2.63 5,62,107
3.58 1,19,219 -3.18 5,54,386
2.52 1,13,278 -4.49 5,36,617
6.48 1,36,848 2.11 6,32,105
4.93 1,27,229 0.47 6,06,952
3.43 1,18,350 0.13 6,01,970
2.92 1,15,501 -0.41 5,93,933
10 Year Returns (%) 10 Year Returns (growth10 Year SIP Returns (%) 10 Year SIP Returns (gr
-- -- -- --
-- -- -- --
-- -- -- --
-- -- -- --
14.61 3,90,971 13.04 23,50,207
-- -- -- --
8.89 2,34,292 7.34 17,43,062
-- -- -- --
8.71 2,30,541 6.87 17,01,241
8.67 2,29,567 7.35 17,44,049
-- -- -- --
-- -- -- --
-- -- -- --
-- -- -- --
-- -- -- --
9.76 2,53,832 8.79 18,80,109
-- -- -- --
9.41 2,45,716 7.63 17,69,680
-- -- -- --
6.27 1,83,717 7.17 17,28,385
-- -- -- --
8.48 2,25,638 7.23 17,33,465
-- -- -- --
7.24 2,01,200 5.81 16,11,246
-- -- -- --
10.07 2,61,083 8.33 18,35,809
-- -- -- --
-- -- -- --
-- -- -- --
9.49 2,47,682 7.31 17,40,625
-- -- -- --
-- -- -- --
-- -- -- --
-- -- -- --
-- -- -- --
-- -- -- --
-- -- -- --
11.06 2,85,374 10.80 20,88,206
-- -- -- --
13.22 3,46,209 10.91 21,00,502
-- -- -- --
8.09 2,17,648 7.62 17,68,921
-- -- -- --
7.19 2,00,189 6.29 16,51,571
-- -- -- --
8.97 2,36,061 7.21 17,32,190
-- -- -- --
-- -- -- --
-- -- -- --
9.57 2,49,442 7.46 17,54,163
Expense Ratio (%)
1.06
0.64
1.83
0.77
1.93
1.01
2.26
0.93
1.96
2.05
0.61
2.42
0.90
2.32
0.86
1.93
1.01
1.98
1.32
2.13
1.08
2.10
1.15
2.39
0.72
1.66
0.62
2.61
0.84
1.88
0.98
1.84
0.90
1.80
1.14
1.99
0.98
2.11
0.86
1.88
1.00
1.84
0.88
2.18
0.44
1.92
0.81
2.43
1.36
1.81