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: 2.18% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,189.15 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 5.22% | 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. |
21.285
0.52 (2.4242%)
9.25%
Benchmark: 13.7%
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 | 18.49 |
| Sharpe Ratio | 0.55 |
| Alpha | -0.51 |
| Beta | 0.96 |
| 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 | -4.23 | -5.04 | 13.39 | 12.75 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
23.32%
Others
3.92%
Large Cap
67.33%
Mid Cap
5.43%
