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: 2.21% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,324.97 Cr As on 30-05-2025(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. |
22.735
-0.03 (-0.1232%)
11.42%
Benchmark: 14.35%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty Housing TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
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 | 17.01 |
| Sharpe Ratio | 0.95 |
| Alpha | 6.11 |
| Beta | 0.86 |
| 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 | -6.4 | 22.92 | 26.3 | 25.25 | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 15.28 | 23.12 | 24.1 | 26.9 | - |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 04-06-2024 | 14.1 | - | - | - | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 13.42 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 10.44 | 27.08 | 28.69 | 31.92 | - |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 10.37 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 9.31 | 25.51 | 24.13 | 26.1 | 14.08 |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 9.01 | 26.7 | 26.39 | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 8.15 | 21.52 | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 7.16 | 25.35 | 25.62 | 26.23 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.43%
Others
1.73%
Large Cap
64.42%
Mid Cap
8.42%
