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.
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.