HDFC Capital Builder Value Fund Overview

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HDFC Capital Builder Value Fund is an open ended equity fund under value oriented category. Earlier this fund was named HDFC Capital Builder Fund. The investment objective of HDFC Capital Builder Value Fund is to generate long term wealth and regular income by mainly investing in the undervalued stocks. But the return from this fund is not guaranteed. 

HDFC Capital Builder Value Fund was launched on February 01, 1994. The investment focus of this fund is undervalued stocks which are traded at underprice that is below their intrinsic value that is measured by future cash flow growth, or the asset value. You can invest in any of the two investment options namely HDFC Capital Builder Value Fund growth scheme and HDFC Capital Builder Value Fund dividend scheme. Also, you can invest a minimum amount of Rs. 500 in HDFC Capital Builder Value Fund sip plan.

Investment Facts of HDFC Capital Builder Value Fund

  • HDFC Capital Builder Value Fund portfolio allocation includes at least 50% in equity stocks to generate a stable return.
  • Investors who aims to build wealth for a long term and is fine with undervalued stock investments can easily go for HDFC Capital Builder Value Fund.
  • The option of mutual fund investment online is available to the investors to ease their experience in mutual fund sector.
  • The suitable investment period for the investors in order to earn a higher return is 3 years or more.
  • Investment in HDFC Capital Builder Value Fund regular plan growth scheme and HDFC Capital Builder Value Fund regular plan dividend scheme are very helpful as fund managers invests after going for a intensive market research.

Top 5 Sectors of HDFC Capital Builder Value Fund

S.No.

Holding Name

Net Assets (in %)

1

Bank – Private

25.69

2

IT – Software

8.19

3

Refineries

7.93

4

Pharmaceuticals and Drugs

6.11

5

Cigarettes/Tobacco

4.08

(as on 26/04/2019)

Top 10 Holdings of HDFC Capital Builder Value Fund

S.No.

Holding Name

Net Assets (in %)

1

HDFC Bank Ltd.

9.06

2

Reliance Industries Ltd.

4.62

3

ITC Ltd.

4.08

4

Axis Bank Ltd.

4.06

5

ICICI Bank Ltd.

3.58

6

Vedanta Ltd.

3.45

7

Kotak Mahindra Bank Limited

3.36

8

Bharat Petroleum Corporation Ltd.

3.31

9

Indusind Bank Ltd.

3.13

10

Infosys Limited

3.07

(as on 26/04/2019)

HDFC Capital Builder Fund Details

Launch Date- February 01, 1994

Fund Manager- Mr. Miten Lathia,, Mr. Amar Kalkundrikar

Risk- Moderately High

Benchmark- NIFTY 500 Total Returns Index

Return Since Launch- 14.41% 

AUM- Rs. 4624.22 crore (as on March  31, 2019)

HDFC Capital Builder Value Fund performance table is depicted below-


1-Year 

3-Year

5-Year

10-Year

Fund

1.24

14.29

15.61

18.91

S&P BSE 500 TRI 

4.43

14.72

14.10

15.50

Category 

-3.13

12.33

15.51

17.73

Rank Within ategory

5

5

7

5

Number of Funds

14

14

13

12

(as on APR 26. 2019)

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Maximum Loan amount is Rs. 75 Lakhs!

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