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.

22.82

11.42%

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 -6.08 22.55 24.91 25.85 -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 13.92 21.69 22.93 26.89 -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 8.0 25.4 27.35 32.13 -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 7.25 24.49 23.95 25.71 13.54
Franklin India Opportunities Fund - Growth 05-02-2000 2.98 33.16 33.89 31.19 15.8
ICICI Prudential Housing Opportunities Fund - Growth 18-04-2022 2.65 21.85 21.1 - -
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 2.22 17.15 18.66 21.74 -
HDFC Defence Fund - Growth Option 02-06-2023 1.73 52.21 - - -
SBI COMMA Fund - REGULAR PLAN - Growth 05-08-2005 0.99 22.28 20.64 24.02 15.15
ICICI Prudential Commodities Fund - Growth Option 05-10-2019 -1.12 20.26 24.12 35.27 -

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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