HDFC Capital Builder Value Fund

Mutual Fund

By Rajendra Sep 17, 2022 image source -HDFC MF Scheme Analysis

HDFC Capital Builder Value Fund

Thick Brush Stroke Value Feb 01, 1994 Nifty 500 Scribbled Arrow

Investment Strategy

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

Investment Strategy

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

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

Top 5 Holding

ICICI Bank HDFC Bank Infosys SBI Axis Bank 9.92 7.74 7.61 4.78 4.42 Total - 34.47

Bank

Market Exposure

Large Cap Jul 71.20 13.90 13.50 Aug 70.10 Mid Cap Small Cap 14.30 13.60

Scheme Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 31 Aug. 2022 1 Year 3 Year 5 Year 4.67% 18.06% 10.52%

SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 31 Aug. 2022 1 Year 3 Year 5 Year 12,372 49,338 85,660 5.82% 21.63% 14.23% Monthly SIP of 1,000

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Mutual Fund

hdfc capital builder value fund