Value Fund / Contra Fund comparison
HDFC Capital Builder Value Fund vs DSP Value Fund
Over the last 3 years, HDFC Capital Builder Value Fund returned 13.3% a year versus 14.3% for DSP Value Fund. The category average was 10.7%. In its deepest fall over the same period, HDFC Capital Builder Value Fund dropped 6.0% versus 5.1% for DSP Value Fund. Qonfido rates HDFC Capital Builder Value Fund Premier and DSP Value Fund Premier within the Value Fund / Contra Fund peer group.
Ratings and metrics as of
At a glance
Higher 3-year return
DSP Value Fund
Smaller worst fall
DSP Value Fund
Smoother ride (higher Sharpe)
DSP Value Fund
Head-to-head
Swap either fund or add a third to see how they line up.
HDFC Capital Builder Value
Value Fund / Contra Fund
0/4
rounds won
DSP Value
Value Fund / Contra Fund
3/4
rounds won
Round by round
Three questions in one shape. A bigger triangle = stronger all round.
- HDFC Capital Builder Value
- DSP Value
Growth
Who grew money faster?
Average yearly return over the last 3 years.
13.3%14.3%✓Dip protection
Who fell less in the worst dip?
Biggest fall from a peak in the period. Smaller hurts less.
-6.0%-5.1%✓Smooth ride
Who gave a smoother ride?
Return earned for every unit of ups and downs. Higher is smoother.
0.641.00✓
Qonfido rating
Quality vs peers in the same category. Premier is the top tier.
Same tier
What matters most to you?
Quick take for “Balanced”
DSP Value comes out ahead — it grew money faster and fell less in bad markets.
Based on the last 3 years of data. A starting point for research, not advice.
What could your money become?
If each fund repeated its last 3 years. Drag to try.
You’d put in ₹12.00 L. DSP Value ends about ₹1.57 L ahead — that’s roughly 16 months of your SIP.
Illustration only. Past returns rarely repeat exactly.
Key numbers
| Metric | HDFC Capital Builder Value Fund | DSP Value Fund |
|---|---|---|
| Qonfido rating | Premier | Premier |
| 3Y return (CAGR) | 13.3% | 14.3% |
| Worst fall (max drawdown) | 6.0% | 5.1% |
| Sharpe ratio (3Y) | 0.64 | 1.00 |
| Beta (3Y) | 0.93 | 0.66 |
| Fund size (AUM) | ₹5,761 Cr | ₹1,260 Cr |
| Category average 3Y return | 10.7% | |
Frequently asked questions
Which is better, HDFC Capital Builder Value Fund or DSP Value Fund?
Neither fund is better for every investor. Based on data as of 11 Oct 2026. Over the last 3 years, HDFC Capital Builder Value Fund returned 13.3% a year versus 14.3% for DSP Value Fund. The category average was 10.7%. In its deepest fall over the same period, HDFC Capital Builder Value Fund dropped 6.0% versus 5.1% for DSP Value Fund. Qonfido rates HDFC Capital Builder Value Fund Premier and DSP Value Fund Premier within the Value Fund / Contra Fund peer group. Which fits depends on your goal, time horizon and comfort with falls. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
Which has given higher returns, HDFC Capital Builder Value Fund or DSP Value Fund?
Based on data as of 11 Oct 2026. Over the last 3 years, HDFC Capital Builder Value Fund returned 13.3% a year versus 14.3% for DSP Value Fund. The category average was 10.7%. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
Which is less risky, HDFC Capital Builder Value Fund or DSP Value Fund?
Based on data as of 11 Oct 2026. In its deepest fall over the same period, HDFC Capital Builder Value Fund dropped 6.0% versus 5.1% for DSP Value Fund. Sharpe ratio, a measure of return per unit of volatility, was 0.64 for HDFC Capital Builder Value Fund and 1.00 for DSP Value Fund. Lower falls and a higher Sharpe ratio point to a smoother past ride, not a guarantee.
What is the Qonfido rating of HDFC Capital Builder Value Fund and DSP Value Fund?
Qonfido rates HDFC Capital Builder Value Fund Premier and DSP Value Fund Premier within the Value Fund / Contra Fund peer group. Ratings compare funds with their category peers on risk-adjusted consistency and are explained on the Qonfido rating methodology page.
Should I invest in both HDFC Capital Builder Value Fund and DSP Value Fund?
Both funds sit in the Value Fund / Contra Fund category, so their portfolios can overlap and holding both may add limited diversification. Review holdings overlap, costs and your overall allocation before combining them. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
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Comparisons are educational research support only. They are not personalised investment advice, suitability assessments, or predictions of returns. Mutual fund investments are subject to market risks. Read scheme documents and consider your goals, horizon, and risk tolerance before investing.