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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HDFC Capital Protection Oriented Fund – Series II 36M May 2014 NFO

Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Buy Gold Mutual Funds Leave a missed Call on 94 8300 8300 HDFC Capital Protection Oriented Fund – Series II 36M May 2014 NFO will be open for subscription from 16th May 2014 to 30th May 2014. The key features of the scheme are as mentioned below: Type of Scheme A Close Ended Capital Protection Oriented Income Scheme Benchmark Crisil MIP Blended Index Fund Manager Mr. Anil Bamboli , Mr. Vinay R Kulkarni & Mr. Rakesh Vyas New Fund Offer (NFO) Period 16 th May 2014 to 30 th May 2014. Minimum Application Amount Rs. 5000 and in multiples of Rs.10 thereafter Plans/ Options Offered Growth and Dividend Payout Facility Liquidity To be listed For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

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Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Buy Gold Mutual Funds Leave a missed Call on 94 8300 8300 HDFC Prudence Fund Balanced funds are excellent investment options for investors with moderate risk tolerance, since they give very good risk adjusted returns. It is very surprising why balanced funds are not nearly as popular as diversified equity funds, despite being around in India for nearly two decades. Balanced funds are essentially hybrid funds with both debt and equity in its portfolio mix, to balance the portfolio risk. These portfolios typically hold up to 70% of its portfolio assets in equities and the balance in fixed income. On a risk adjusted basis, balanced funds have delivered excellent returns compared to other equity fund categories, e.g. large cap or diversified equity mutual funds. The chart below shows a comparison of category returns between large

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