HDFC Capital Builder Value Fund(IDCW-Reinv)

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IDCWRegular

EquityValue Fund

Large-size FundAssets Under Mgmt: ₹ 7,251 Cr

Very High RiskPrinciple investment will be at very high risk

34.430.01% (+0.00)

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EquityValue Fund

Large-size FundAssets Under Mgmt: ₹ 7,251 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
1.84	40.48	0.81

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.48	34.53	0.74

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	0 yrs	1.00% 1% on or before 1Y Nil after 1Y

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 100 Initial: ₹ 100 Incremental: ₹ 100

BenchmarkBenchmark
NIFTY 500 - TRI

About Value Fund

Value funds are the equity funds. They invest in the stocks of companies which are undervalued but have a potential to grow.

AMC Profile

HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).

No.of Schemes
83
Total AUM
₹ 7,63,250.56 Cr.

Fund Manager Profile

Anand Laddha

AUM: ₹10,908.10 Cr.

Exp: 5yrs

Qualification

B. Com.,A.C.A.

Past Experience

Mr. Anand Laddha having 5 years of experience in Equity & Derivative Research and Sales. from Feb 2006 till date he is working with HDFC Asset Management Company Limited

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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HDFC Capital Builder Value Fund(IDCW-Reinv)