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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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This post first appeared on Prajna Capital - An Investment Guide, please read the originial post: here

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HDFC Capital Builder Fund

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