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Useful articles for your finance management by our team of experts

Mutual Fund Review – HDFC Capital Builder

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Name of the Fund: HDFC capital builder (G)

Crisil Rank: 3

Category: Equity – Diversified

Expense Ratio: 2.76%

Risk Level: Medium

Benchmark: CNX 500

Objective:  To achieve long term capital appreciation by investing predominantly in equity oriented securities.

Returns (Annualized)


Our Review

HDFC Capital Builder fund has made its inception in the year 1994. Since launch, it has delivered a phenomenal return of 14% annualized. It has also consistently beaten its benchmark as well as category average.

Top holdings of the fund include Infosys, ICICI bank, RIL, ITC and TCS. The 5 year returns of the fund are phenomenal.  This in itself speaks about the fund’s future potential and value. The stock selection is the key to success for this fund.

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