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 (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,287.96 Cr As on 30-09-2025(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. |
22.914
-0.17 (-0.7244%)
11.02%
Benchmark: 14.27%
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 | 15.57 |
| Sharpe Ratio | 0.87 |
| Alpha | 5.28 |
| Beta | 0.93 |
| 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 | -0.4 | 17.15 | 18.68 | 22.79 | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 18.88 | 43.15 | - | - | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 11.77 | 22.69 | 19.9 | 32.38 | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 10.97 | 19.92 | 18.4 | 24.72 | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 9.4 | 22.57 | 22.39 | 32.54 | - |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | 7.39 | 20.14 | 15.9 | 21.49 | 16.89 |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 6.65 | 30.62 | 30.04 | 27.73 | 16.75 |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 5.88 | 21.71 | 19.97 | 23.74 | 13.42 |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 5.66 | 19.37 | 17.99 | - | - |
| HSBC India Export Opportunities Fund - Regular Growth | 25-09-2024 | 2.62 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
26.17%
Others
2.17%
Large Cap
65.37%
Mid Cap
6.29%
