Friday, September 21, 2018
by
Indian Real Estate News
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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