HDFC Capital Builder Value Fund Review

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HDFC Capital Builder Value Fund

About HDFC Mutual Fund 

HDFC Mutual fund is one of the leading names in the field of the mutual fund industry. It’s one of the most profitable AMC in India in term of net profits. Since, its inception, this AMC is the second to list on the stock exchanges of our country. It has more than Rs 3 lakh crore of asset under management. Its profit has grown every year after the start of their operation.  

The Segment of HDFC Mutual Fund 

HDFC Mutual Fund is an investment program which provides investors a wide range of investment option like equity, debt and balanced. It has left no stone unturned to cater investors from all walks of life. Be it any financial goals- long term, short term, tax saving and retirement. HDFC has schemes for every type of investor. Most of the HDFC Mutual Fund product have a CRISIL rating of more than 3. Any investor can choose from the list of products depending upon their risk profile.  

Selecting the best HDFC mutual funds with Gulaq is economical. But, the reasons to select HDFC are stated. Here:  

  • Invest Profitably: One of the important factors that brings-in HDFC a good pick for selecting mutual funds is that the investor gets the chance to invest profitably in the financial world without worrying about the ups and downs of the market.  
  • Risk is Controlled: HDFC strong emphasis on controlling and managing portfolio risk avoids chasing the latest trends. 
  • Analysis and Research: To make the belief amongst the investors, HDFC mutual fund has set-up the infrastructure required to conduct all the fundamental research, thus, backing it up with effective analysis. 

About HDFC Capital Builder Value Fund 

HDFC Capital Builder Value Fund is an equity mutual fund scheme that was launched on 1st Feb 1994 to its investors. Currently, the fund is managed by Miten LathiaTalking about AUM, it is of INR 4564 Cr, and, NAV is INR 304.64 (dated as of 1st Jan 2020). The fund growth is moderately high risk. Also, the minimum SIP is INR 500, and, lumpsum is INR 5000. Exit load of 1% only if redeemed within 1 year.  

Investment Objective 

The objective is to achieve capital appreciation in fixed period of time by investing pre-dominantly in equity-oriented securities.  

Top Holdings 

Top Holdings Weightage
HDFC Bank Ltd 8.53%
Axis Bank Ltd 6.18%
Reliance Industries Ltd 5.75%
ICICI Bank Ltd 4.95%
ITC Ltd 4.67%
IndusInd Bank Ltd 4.20%
Kotak Mahindra Bank Ltd 3.80%
Infosys Ltd 3.42%
Larsen & Toubro Ltd 2.97%
Grasim Industries Ltd 2.62%


How to Invest in HDFC Capital Builder Value Fund with Gulaq? 

One of the advantages of having HDFC Capital Builder ValueFund(https://customer.gulaq.com/mutual-fund/hdfc-capital-builder-value-fund-direct-plan-growth-optionis the stability they bring in your investment portfolio. Because of their presence for many years in the market, the investor can access their profitability as well as financial details for a certain time-span of their performance before finalizing any decision.   

*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

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