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Wealth Steady Mutual Funds

Low-turnover, patient investing funds; perfect for disciplined investors building wealth over the long haul

About Wealth Steady Theme

Low-turnover, patient investing funds; perfect for disciplined investors building wealth over the long haul This theme includes 50 carefully selected mutual funds in the Strategy-Based category with Advancedcomplexity level. Top fund houses include Aditya Birla Sun Life AMC Ltd.

50 funds in this theme

Aditya Birla SL Liquid Fund - Inst (IDCW-D)

Liquid Fund
Very Low
Regular

NAV

₹108.02

AUM

₹49.80k Cr

Returns

3Y Returns

+11.7%

1Y Returns

+10.1%

Expense Ratio

0.34%

Min. SIP

₹100

SBI Equity Hybrid Fund (IDCW)

Aggressive Hybrid Fund
Low
Regular

NAV

₹65.65

AUM

₹79.01k Cr

Returns

3Y Returns

+13.4%

1Y Returns

+5.8%

Expense Ratio

1.39%

Min. SIP

₹500

Franklin India Retirement Fund (G)

Retirement Fund
Very Low
Regular

NAV

₹221.36

AUM

₹513.48 Cr

Returns

3Y Returns

+10.5%

1Y Returns

+2.7%

Expense Ratio

2.26%

Min. SIP

₹500

Franklin India Retirement Fund (IDCW)

Retirement Fund
Very Low
Regular

NAV

₹18.21

AUM

₹513.48 Cr

Returns

3Y Returns

+10.5%

1Y Returns

+2.7%

Expense Ratio

2.26%

Min. SIP

₹500

DSP Aggressive Hybrid Fund - Regular (G)

Aggressive Hybrid Fund
Low
Regular

NAV

₹364.31

AUM

₹11.56k Cr

Returns

3Y Returns

+15.1%

1Y Returns

+1.5%

Expense Ratio

1.70%

Min. SIP

₹100

DSP Aggressive Hybrid Fund - Regular (IDCW)

Aggressive Hybrid Fund
Low
Regular

NAV

₹29.55

AUM

₹11.56k Cr

Returns

3Y Returns

+14.8%

1Y Returns

+1.5%

Expense Ratio

1.70%

Min. SIP

₹100

SBI Large & Midcap Fund (IDCW)

Large & Mid Cap Fund
Low
Regular

NAV

₹291.20

AUM

₹34.07k Cr

Returns

3Y Returns

+17.2%

1Y Returns

+1.3%

Expense Ratio

1.58%

Min. SIP

₹500

Canara Robeco Equity Hybrid Fund (IDCW-M)

Aggressive Hybrid Fund
Low
Regular

NAV

₹97.41

AUM

₹11.07k Cr

Returns

3Y Returns

+13.2%

1Y Returns

+0.4%

Expense Ratio

1.72%

Min. SIP

₹1000

ICICI Pru Large & Mid Cap Fund - (IDCW)

Large & Mid Cap Fund
Low
Regular

NAV

₹30.63

AUM

₹24.42k Cr

Returns

3Y Returns

+21.1%

1Y Returns

+0.4%

Expense Ratio

1.65%

Min. SIP

₹100

ICICI Pru Large & Mid Cap Fund - (G)

Large & Mid Cap Fund
Low
Regular

NAV

₹1043.85

AUM

₹24.42k Cr

Returns

3Y Returns

+21.1%

1Y Returns

+0.4%

Expense Ratio

1.65%

Min. SIP

₹100

Nippon India Vision Large & Mid Cap Fund - (G)

Large & Mid Cap Fund
Low
Regular

NAV

₹1497.17

AUM

₹6.40k Cr

Returns

3Y Returns

+20.4%

1Y Returns

+0.3%

Expense Ratio

1.92%

Min. SIP

₹100

Nippon India Growth Mid Cap Fund - (G)

Mid Cap Fund
Low
Regular

NAV

₹4199.75

AUM

₹39.33k Cr

Returns

3Y Returns

+24.3%

1Y Returns

+0.1%

Expense Ratio

1.55%

Min. SIP

₹100

Franklin India Aggressive Hybrid Fund (G)

Aggressive Hybrid Fund
Low
Regular

NAV

₹274.62

AUM

₹2.27k Cr

Returns

3Y Returns

+14.7%

1Y Returns

+0.0%

Expense Ratio

2.06%

Min. SIP

₹100

Sundaram ELSS Tax Saver Fund - Regular (G)

ELSS
Low
Regular

NAV

₹526.14

AUM

₹1.36k Cr

Returns

3Y Returns

+14.7%

1Y Returns

-0.0%

Expense Ratio

2.18%

Min. SIP

₹500

Aditya Birla SL Equity Hybrid '95 Fund (G)

Aggressive Hybrid Fund
Low
Regular

NAV

₹1568.70

AUM

₹7.37k Cr

Returns

3Y Returns

+12.7%

1Y Returns

-0.1%

Expense Ratio

1.84%

Min. SIP

₹100

Aditya Birla SL Equity Hybrid '95 Fund (IDCW)

Aggressive Hybrid Fund
Low
Regular

NAV

₹181.34

AUM

₹7.37k Cr

Returns

3Y Returns

+12.7%

1Y Returns

-0.1%

Expense Ratio

1.84%

Min. SIP

₹100

ICICI Pru ELSS Tax Saver Fund - (G)

ELSS
Low
Regular

NAV

₹962.97

AUM

₹14.43k Cr

Returns

3Y Returns

+16.2%

1Y Returns

-0.2%

Expense Ratio

1.72%

Min. SIP

₹500

Aditya Birla SL Flexi Cap Fund (G)

Flexi Cap Fund
Low
Regular

NAV

₹1877.92

AUM

₹23.27k Cr

Returns

3Y Returns

+17.0%

1Y Returns

-0.3%

Expense Ratio

1.67%

Min. SIP

₹100

Aditya Birla SL Flexi Cap Fund (IDCW)

Flexi Cap Fund
Low
Regular

NAV

₹161.78

AUM

₹23.27k Cr

Returns

3Y Returns

+17.0%

1Y Returns

-0.3%

Expense Ratio

1.67%

Min. SIP

₹100

LIC MF Aggressive Hybrid Fund - Regular (IDCW)

Aggressive Hybrid Fund
Low
Regular

NAV

₹16.06

AUM

₹522.20 Cr

Returns

3Y Returns

+12.8%

1Y Returns

-0.3%

Expense Ratio

2.48%

Min. SIP

₹100

ICICI Pru ELSS Tax Saver Fund - (IDCW)

ELSS
Low
Regular

NAV

₹23.45

AUM

₹14.43k Cr

Returns

3Y Returns

+16.2%

1Y Returns

-0.3%

Expense Ratio

1.72%

Min. SIP

₹500

Franklin India Large Cap Fund (G)

Large Cap Fund
Low
Regular

NAV

₹1069.82

AUM

₹7.67k Cr

Returns

3Y Returns

+13.9%

1Y Returns

-0.4%

Expense Ratio

1.84%

Min. SIP

₹100

Nippon India Growth Mid Cap Fund - (IDCW)

Mid Cap Fund
Low
Regular

NAV

₹121.99

AUM

₹39.33k Cr

Returns

3Y Returns

+24.0%

1Y Returns

-0.5%

Expense Ratio

1.55%

Min. SIP

₹100

Aditya Birla SL ELSS Tax Saver Fund (IDCW)

ELSS
Low
Regular

NAV

₹204.22

AUM

₹15.17k Cr

Returns

3Y Returns

+13.7%

1Y Returns

-0.9%

Expense Ratio

1.68%

Min. SIP

₹500

UTI-Nifty 50 Index Fund (IDCW)

Index Fund
Low
Regular

NAV

₹90.30

AUM

₹24.34k Cr

Returns

3Y Returns

+13.0%

1Y Returns

-1.3%

Expense Ratio

0.27%

Min. SIP

₹500

Franklin India Mid Cap Fund (G)

Mid Cap Fund
Low
Regular

NAV

₹2791.48

AUM

₹12.21k Cr

Returns

3Y Returns

+21.8%

1Y Returns

-2.1%

Expense Ratio

1.76%

Min. SIP

₹100

Taurus ELSS Tax Saver Fund (G)

ELSS
Low
Regular

NAV

₹183.95

AUM

₹76.30 Cr

Returns

3Y Returns

+18.1%

1Y Returns

-2.1%

Expense Ratio

2.44%

Min. SIP

₹500

SBI ESG Exclusionary Strategy Fund (IDCW)

Sectoral / Thematic
Low
Regular

NAV

₹77.39

AUM

₹5.61k Cr

Returns

3Y Returns

+12.8%

1Y Returns

-2.4%

Expense Ratio

1.94%

Min. SIP

₹500

UTI-Large Cap Fund (IDCW)

Large Cap Fund
Low
Regular

NAV

₹55.78

AUM

₹12.95k Cr

Returns

3Y Returns

+12.1%

1Y Returns

-2.9%

Expense Ratio

1.75%

Min. SIP

₹500

Tata Aggressive Hybrid Fund - Regular (G)

Aggressive Hybrid Fund
Low
Regular

NAV

₹448.72

AUM

₹4.03k Cr

Returns

3Y Returns

+11.4%

1Y Returns

-2.9%

Expense Ratio

1.92%

Min. SIP

₹100

Aditya Birla SL MNC Fund - (IDCW)

Sectoral / Thematic
Low
Regular

NAV

₹230.56

AUM

₹3.68k Cr

Returns

3Y Returns

+12.2%

1Y Returns

-3.0%

Expense Ratio

2.00%

Min. SIP

₹100

Aditya Birla SL MNC Fund - (G)

Sectoral / Thematic
Low
Regular

NAV

₹1334.95

AUM

₹3.68k Cr

Returns

3Y Returns

+12.2%

1Y Returns

-3.0%

Expense Ratio

2.00%

Min. SIP

₹100

Franklin India Flexi Cap Fund - (G)

Flexi Cap Fund
Low
Regular

NAV

₹1668.49

AUM

₹18.91k Cr

Returns

3Y Returns

+18.2%

1Y Returns

-3.0%

Expense Ratio

1.69%

Min. SIP

₹100

HDFC Large and Mid Cap Fund (G)

Large & Mid Cap Fund
Low
Regular

NAV

₹346.86

AUM

₹26.95k Cr

Returns

3Y Returns

+19.8%

1Y Returns

-3.3%

Expense Ratio

1.64%

Min. SIP

₹100

SBI ELSS Tax Saver Fund (IDCW)

ELSS
Low
Regular

NAV

₹91.01

AUM

₹30.42k Cr

Returns

3Y Returns

+23.5%

1Y Returns

-3.4%

Expense Ratio

1.58%

Min. SIP

₹500

ICICI Pru Multicap Fund - (G)

Multi Cap Fund
Low
Regular

NAV

₹794.70

AUM

₹15.44k Cr

Returns

3Y Returns

+20.0%

1Y Returns

-3.5%

Expense Ratio

1.73%

Min. SIP

₹100

UTI-MNC Fund (IDCW)

Sectoral / Thematic
Low
Regular

NAV

₹207.48

AUM

₹2.86k Cr

Returns

3Y Returns

+12.2%

1Y Returns

-3.8%

Expense Ratio

2.04%

Min. SIP

₹500

DSP Flexi Cap Fund (IDCW)

Flexi Cap Fund
Low
Regular

NAV

₹64.90

AUM

₹11.91k Cr

Returns

3Y Returns

+13.0%

1Y Returns

-4.0%

Expense Ratio

1.72%

Min. SIP

₹100

Tata Large Cap Fund - Regular (G)

Large Cap Fund
Low
Regular

NAV

₹524.08

AUM

₹2.68k Cr

Returns

3Y Returns

+14.3%

1Y Returns

-4.1%

Expense Ratio

2.01%

Min. SIP

₹100

LIC MF Flexi Cap Fund - (G)

Flexi Cap Fund
Low
Regular

NAV

₹101.20

AUM

₹1.03k Cr

Returns

3Y Returns

+13.1%

1Y Returns

-4.6%

Expense Ratio

2.29%

Min. SIP

₹100

SBI Contra Fund (IDCW)

Contra Fund
Low
Regular

NAV

₹68.52

AUM

₹47.21k Cr

Returns

3Y Returns

+20.1%

1Y Returns

-4.8%

Expense Ratio

1.50%

Min. SIP

₹500

Sundaram Nifty 100 Equal Weight Fund (G)

Index Fund
Low
Regular

NAV

₹178.33

AUM

₹123.06 Cr

Returns

3Y Returns

+15.8%

1Y Returns

-5.3%

Expense Ratio

1.08%

Min. SIP

₹100

UTI-ELSS Tax Saver Fund (IDCW)

ELSS
Low
Regular

NAV

₹40.18

AUM

₹3.68k Cr

Returns

3Y Returns

+12.2%

1Y Returns

-5.6%

Expense Ratio

1.88%

Min. SIP

₹500

Taurus Mid Cap Fund (G)

Mid Cap Fund
Low
Regular

NAV

₹121.34

AUM

₹128.58 Cr

Returns

3Y Returns

+17.5%

1Y Returns

-7.5%

Expense Ratio

2.56%

Min. SIP

₹500

Templeton India Value Fund - (IDCW)

Value Fund
Low
Regular

NAV

₹105.49

AUM

₹2.20k Cr

Returns

3Y Returns

+17.7%

1Y Returns

-7.7%

Expense Ratio

2.04%

Min. SIP

₹100

Aditya Birla SL Digital India Fund (G)

Sectoral / Thematic
Low
Regular

NAV

₹179.28

AUM

₹4.51k Cr

Returns

3Y Returns

+14.1%

1Y Returns

-10.0%

Expense Ratio

1.89%

Min. SIP

₹100

Aditya Birla SL Digital India Fund (IDCW)

Sectoral / Thematic
Low
Regular

NAV

₹44.48

AUM

₹4.51k Cr

Returns

3Y Returns

+14.1%

1Y Returns

-10.0%

Expense Ratio

1.89%

Min. SIP

₹100

Quant Small Cap Fund - (G)

Small Cap Fund
Low
Regular

NAV

₹253.20

AUM

₹29.29k Cr

Returns

3Y Returns

+23.9%

1Y Returns

-10.6%

Expense Ratio

1.59%

Min. SIP

₹1000

Quant Small Cap Fund - (IDCW)

Small Cap Fund
Low
Regular

NAV

₹201.36

AUM

₹29.29k Cr

Returns

3Y Returns

+24.0%

1Y Returns

-10.6%

Expense Ratio

1.59%

Min. SIP

₹1000

Tata Ethical Fund - (G)

Sectoral / Thematic
Low
Regular

NAV

₹388.27

AUM

₹3.62k Cr

Returns

3Y Returns

+11.4%

1Y Returns

-11.5%

Expense Ratio

1.90%

Min. SIP

₹100