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: 2.24% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,165.41 Cr As on 28-02-2025(Source:AMFI)
Turn over: 5.85% | Exit Load: Exit load of 1%, if redeemed within 30 days.

20.446

10.28%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty Housing TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 16.57
Sharpe Ratio 0.59
Alpha 5.06
Beta 0.81
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 2.33 24.21 18.75 25.2 -
HDFC Defence Fund - Growth Option 02-06-2023 19.94 - - - -
Franklin India Opportunities Fund - Growth 05-02-2000 17.7 38.36 27.35 33.18 14.69
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 16.16 - - - -
HSBC Business Cycles Fund - Regular Growth 20-08-2014 15.19 27.9 20.08 27.14 12.04
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 14.57 22.09 - - -
Samco Active Momentum Fund - Regular Plan - Growth Option 05-07-2023 14.5 - - - -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 13.96 26.66 19.01 28.65 13.01
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 13.18 30.3 23.79 34.82 -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 12.77 22.76 15.34 26.8 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

24.6%

Others

4.21%

Large Cap

64.58%

Mid Cap

6.61%

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