10 Best Rated 5-Star Wealth Builder Funds You Can Add To Your Portfolio: Value Research Rated
The generation of wealth is an important part of your financial strategy. Whether you're trying to save money on taxes or invest for the future, you'll need an asset portfolio that can help you earn potentially higher returns and increase your money over time. You may have exposure to stock for greater growth, the promise of stability from debt funds, and diversity with gold to hedge your risks with the correct asset folio.
Wealth Builder Funds are a type of investment that allows you to build wealth by investing in a variety of asset and sub-asset classes while also taking advantage of tax benefits from long-term capital gains and dividends. Depending on your risk tolerance, you may pick from a range of investment techniques. These funds helps safeguard your investment by responding dynamically to markets and rebalancing your folio with minimal transactional expenses, allowing you to "set and forget" your investment.
The Wealth Builder fund is calculated using the current needed amount and a 6% inflation rate. The estimated amount is determined by the investing strategy you choose.
Here are Top 10 5-Star Rated Wealth Builder Funds Rated by Value Research you can bet on:
1. Axis Growth Opportunities Fund - Direct Plan
Asset Under Management - Rs 7249.62 Crore
NAV - Rs 21.53
Expense Ratio - 0.46%
1-Year | 2-Year | 3-Year | Since Inception |
---|---|---|---|
29.23% | 43.54% | 25.32% | 24.53% |
2. Canara Robeco Emerging Equities Fund - Direct Plan
Asset Under Management - Rs 12994.2 Crore
NAV - Rs 174.49
Expense Ratio - 0.62%
1-Year | 2-Year | 3-Year | 5-Year | Since Inception |
---|---|---|---|---|
26.58% | 41.30% | 19.97% | 15.31% | 21.81% |
3. Canara Robeco Flexi Cap Fund - Direct Plan
Asset Under Management - Rs 7256.26 Crore
NAV - Rs 235.65
Expense Ratio - 0.57%
1-Year | 2-Year | 3-Year | 5-Year | Since Inception |
---|---|---|---|---|
23.47% | 36.20% | 18.91% | 16.48% | 14.97% |
4. ICICI Prudential Retirement Fund - Pure Equity Plan - Direct Plan
Asset Under Management - Rs 156.95 Crore
NAV - Rs 17.79
Expense Ratio - 1.04%
1-Year | 2-Year | 3-Year | Since Inception |
---|---|---|---|
39.53% | 45.79% | 19.42% | 20.10% |
5. IIFL Focused Equity Fund - Direct Plan
Asset Under Management - Rs 2824.37 Crore
NAV - Rs 31.5931
Expense Ratio - 0.87%
1-Year | 2-Year | 3-Year | 5-Year | Since Inception |
---|---|---|---|---|
25.52% | 40.33% | 23.30% | 18.19% | 16.59% |
6. Kotak India EQ Contra Fund - Direct Plan
Asset Under Management - Rs 1255.46 Crore
NAV - Rs 93.422
Expense Ratio - 0.92%
1-Year | 2-Year | 3-Year | 5-Year | Since Inception |
---|---|---|---|---|
23.83% | 40.62% | 17.51% | 16.78% | 15.93% |
7. Mirae Asset Emerging Bluechip Fund - Direct Plan
Asset Under Management - Rs 21932.38 Crore
NAV - Rs 103.852
Expense Ratio - 0.71%
1-Year | 2-Year | 3-Year | 5-Year | Since Inception |
---|---|---|---|---|
25.04% | 43.99% | 22.26% | 17.91% | 23.94% |
8. PGIM India Flexi Cap Fund - Direct Plan
Asset Under Management - Rs 4082.87 Crore
NAV - Rs 28.33
Expense Ratio - 0.44%
1-Year | 2-Year | 3-Year | 5-Year | Since Inception |
---|---|---|---|---|
27.27% | 50.85% | 26.11% | 18.60% | 15.72% |
9. Parag Parikh Flexi Cap Fund - Direct Plan
Asset Under Management - Rs 21768.48 Crore
NAV - Rs 51.6804
Expense Ratio - 0.46%
1-Year | 2-Year | 3-Year | 5-Year | Since Inception |
---|---|---|---|---|
26.33% | 45.55% | 25.43% | 20.98% | 20.24% |
10. UTI Flexi Cap Fund - Direct Plan
Asset Under Management - Rs 24898.96 Crore
NAV - Rs 251.776
Expense Ratio - 0.93%
1-Year | 2-Year | 3-Year | 5-Year | Since Inception |
---|---|---|---|---|
16.07% | 39.95% | 19.24% | 16.88% | 15.99% |
NAV as of 20th April 2022
Disclaimers
Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.