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
0.23 (1.1054%)
10.28%
Benchmark: 14.07%
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
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
PORTFOLIO
Market Cap Distribution
Small Cap
24.6%
Others
4.21%
Large Cap
64.58%
Mid Cap
6.61%
