HDFC Capital Builder Fund

HDFC Capital Builder Fund is now called

HDFC Capital Builder Value Fund

 

HDFC Capital Builder Fund approach is opportunity dependent, primarily buying value stocks. Focus on undervalued stocks that are trading below intrinsic value, as measured by potential earnings or asset values, and/or future cash flow growth, Does not consciously seek to be contrarian. However, many opportunities would require a contrarian view. The Scheme may own good businesses going through a temporary difficult period as they usually present an attractive entry point. Seeks to buy companies with strong track record. As a result, unproven business models usually do not enter the portfolio. Avoids companies where management quality is poor and there is history of corporate governance issues, Overall preference is to buy companies with good cash flows and strong management and own them for an extended period of time.

 

HDFC Capital Builder Fund Strategy

• No Sector bias
• Value Bias

No Market cap bias

Bottom-up value stock picking across sectors has generated alpha over benchmark in 19 out of 24 financial years .

HDFC Capital Builder Fund 14 Year Dividend Track Record

 

Inception Date-  February 01, 1994

Fund Manager-  Mr Miten Lathia

 

HDFC Capital Builder Fund outperformed the category median on all 1230 observations
HDFC Capital Builder Fund	No of Funds in Category	No of Observations	% times > Median	Average CAGR of 1230 observations
3 Year Rolling Returns	70	1230	100%	16.60%
5 Year Rolling Returns	66	1230	100%	16.70%

 

 

Performance as on 14/05/2018
Scheme	NAV (Rs.)	Corpus Apr 2018 (crs.)	180 Days    Absolute	270 Days    Absolute	1 Year    Absolute	2 Years    CAGR	3 Years    CAGR	5 Years    CAGR	10 Years    CAGR	15 Years    CAGR	Since Inception
HDFC Capital Builder -(G)	297.253	3053.17	5.28	12.99	16.84	22.48	14.78	20.67	14.45	24.40	14.98
Nifty 500 TRI	Benchmark		5.00	9.25	14.43	20.93	12.70	16.17	9.96	20.29	17.35

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