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: 2.2% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,361.41 Cr As on 30-06-2025(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.

22.964

11.49%

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 16.41
Sharpe Ratio 1.2
Alpha 6.73
Beta 0.85
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 -4.26 21.82 23.5 24.94 -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 13.85 20.97 21.34 25.76 -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 7.24 24.42 25.75 31.06 -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 6.78 23.19 22.26 24.85 13.4
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 4.92 16.3 17.58 21.41 -
SBI COMMA Fund - REGULAR PLAN - Growth 05-08-2005 4.81 22.92 19.17 23.09 15.08
HDFC Defence Fund - Growth Option 02-06-2023 4.32 50.34 - - -
ICICI Prudential Housing Opportunities Fund - Growth 18-04-2022 4.16 20.92 20.13 - -
ICICI Prudential Commodities Fund - Growth Option 05-10-2019 4.08 21.2 23.25 34.36 -
Franklin India Opportunities Fund - Growth 05-02-2000 4.05 32.41 32.05 30.05 15.7

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

26.34%

Others

2.4%

Large Cap

64.06%

Mid Cap

7.2%

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