HDFC Capital Builder Value Fund

Mutual Fund

By Rajendra Apr 8, 2023 image source -HDFC MF Scheme Analysis

Investment Strategy

Focus on buying value stocks Bottom-up stock picking within sector Sectoral diversification

Top 5 Holding

ICICI Bank HDFC Bank Infosys Axis Bank SBI 9.58 9.54 8.14 4.99 4.38 Total - 37.63

Investment Strategy

No Sector bias: Well diversified across sectors, with a bias towards attractive companies in each sector Ensuring consistency of risk adjusted returns

Bank

29.29 12.00 5.94 4.30 4.05

Investment Strategy

No Market cap bias: Being a multi-cap fund benchmarked to the NIFTY 500 there is an attempt to have good representation across market cap based on opportunity & risk-reward

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 28 Feb. 2023 1 Year 3 Year 5 Year 12,107 45,455 81,814 1.72% 15.77% 12.37% Monthly SIP of 1,000

Scheme Performance

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Mutual Fund

hdfc capital builder value fund

Category

Inception

Benchmark

AUM - 5,227 Cr

Fund Manager

Gopal Agrawal