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Yogi Zone

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)

1-Year3-Year5-Year
26.47%8.76%22.18

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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