HDFC Housing Opportunities Fund - Growth Option
Fund House: HDFC Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 06-12-2017 |
| Asset Class: Equity |
| Benchmark: Nifty Housing TRI |
| TER: 2.22% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,293.4 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 5.85% | Exit Load: In respect of each purchase/switch in of units- an Exit load of 1% is payable if units are redeemed/switched out within 30 days from the date of allotment. No Exit Load is payable if units are redeemed/switched-out after 30 days from the date of allotment. |
22.065
0.15 (0.6707%)
10.32%
Benchmark: 14.01%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To provide long-term capital appreciation by investing predominantly in equity and equity related instruments of entities engaged in and/or expected to benefit from the growth in housing and its allied business activities. There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.5 |
| Sharpe Ratio | 0.72 |
| Alpha | 4.11 |
| Beta | 0.92 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HDFC Housing Opportunities Fund - Growth Option | 06-12-2017 | -4.02 | 6.51 | 15.41 | 18.3 | - |
| ICICI Prudential Equity Minimum Variance Fund - Growth | 09-12-2024 | 11.41 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 10.84 | 17.7 | 22.42 | 26.76 | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 10.17 | 12.04 | 15.59 | 25.39 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 8.73 | 16.49 | 19.2 | 20.34 | 13.69 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 8.14 | 14.18 | 17.45 | 20.36 | - |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | 02-03-2019 | 5.89 | 8.51 | 12.78 | 14.25 | - |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | 4.7 | 11.46 | 15.66 | 17.54 | 16.82 |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 3.35 | 10.27 | 15.91 | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 2.89 | 22.76 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
24.88%
Others
2.34%
Large Cap
66.58%
Mid Cap
6.2%
