HDFC Value Fund

The HDFC Capital Builder Value Fund Growth Direct Plan is an open-ended investment scheme offered by HDFC Mutual Fund. It primarily invests in domestic equity and equity-related securities in large-cap, mid-cap, and small-cap companies. Around 60% of the fund’s corpus is allocated to companies trading at multiples lower than the median P/E or median P/B of the Nifty 500 index. The fund has a low expense ratio and zero entry and exit loads. Low associated costs would mean more money in your pocket.

The fund's objective is to generate long-term capital appreciation by investing in domestic equities using the value investing strategy. It targets stocks that are currently undervalued and trading at prices lower than their intrinsic values.

HDFC Capital Builder Value Fund Growth Direct Plan invests in value stocks that are currently trading at a lower price than their peers. These stocks may take a longer time to gain momentum. Hence, investors who are patient and have a longer investment horizon may consider investing in it. Moreover, it suits experienced investors who have advanced knowledge of value investing and can take selective bets in a value fund for higher returns. You may consider investing in the HDFC Capital Builder Value Fund Growth Direct Plan after evaluating your risk tolerance level and overall investment goal.

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