NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹706.79
1.60%
NAV as on 23 Nov 24, 12:00 AM
very high risk
value
equity
NAV as on 23 Nov 24, 12:00 AM
very high risk
value
equity
33.01%p.a.
Last 1Y
17.68%p.a.
Last 3Y
20.08%p.a.
Last 5Y
15.18%p.a.
Since Inception
About HDFC Capital Builder Value Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the HDFC Capital Builder Value Fund Growth scheme from HDFC Asset Management Co Ltd. It is a Value mutual fund scheme that predominantly invests in Value stocks of companies. Launched on Feb 1994, HDFC Capital Builder Value Fund Growth is Value fund of its category with 7,429.39 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Value funds.
- HDFC Capital Builder Value Fund Growth delivered 33.0% annual returns during the last year. It has delivered 15.2% average annual returns since the fund was launched.
- HDFC Capital Builder Value Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To achieve capital appreciation/income in the long term by primarily investing in undervalued stocks. There is no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
ICICI Bank Ltd
7.13%
HDFC Bank Ltd
6.78%
Infosys Ltd
4.43%
Bharti Airtel Ltd
4.23%
Axis Bank Ltd
3.98%
State Bank of India
3.64%
NTPC Ltd
3.41%
Sun Pharmaceuticals Industries Ltd
2.74%
Larsen & Toubro Ltd
2.68%
HCL Technologies Ltd
2.38%
Fund Managers
- Anand Laddha (Feb 2024 - Present)
- Dhruv Muchhal (Jun 2023 - Present)
Key Information
View Scheme Document
HDFC Capital Builder Value Fund Growth SIP Calculator
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NRI Mutual Fund Tax on HDFC Capital Builder Value Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in HDFC Capital Builder Value Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in HDFC Capital Builder Value Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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