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.

22.88

11.54%

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

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 -4.82 24.34 26.81 25.47 -
WhiteOak Capital Special Opportunities Fund - Regular Growth 04-06-2024 17.93 - - - -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 16.92 24.04 24.03 26.97 -
Bandhan Innovation Fund - Regular Plan - Growth 30-04-2024 16.42 - - - -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 12.05 28.44 28.76 31.92 -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 10.74 27.11 24.45 26.5 14.19
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 10.53 - - - -
ICICI Prudential Business Cycle Fund Growth 05-01-2021 9.88 28.28 26.58 - -
HDFC Defence Fund - Growth Option 02-06-2023 8.64 59.45 - - -
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 8.58 22.81 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

25.43%

Others

1.73%

Large Cap

64.42%

Mid Cap

8.42%

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