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Jama - HDFC Capital Builder Value Fund


HDFC Capital Builder Value Fund

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Equity-Value-Oriented
NAV : 298.497
(+0.5769999999999982arrow_upward)
AUM : ₹3,883 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
8.42%14.4%-9.25%-2.71%-6.61%-0.27%5.49%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme following a value investment strategy
NAV298.497
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio2.45%
Exit Load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switchedout within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switchedout after 1 year from the date of allotment.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : -0.27% Past 3 yr Data




Fund Objective:
To achieve capital appreciation/income in the long term by primarily investing in undervalued stocks.
Fund Manager:
Mr. Miten Lathia, Amar Kalkundrikar