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: 2.19% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,444.4 Cr As on (31-05-2024)
Turn over: 5.85% | Exit Load: Exit load of 1%, if redeemed within 30 days.

23.658

14.05%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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

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 14.61
Sharpe Ratio 1.23
Alpha 5.7
Beta 1.01
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 60.76 46.87 27.1 19.86 -
HDFC Defence Fund - Growth Option 05-06-2023 133.92 - - - -
Franklin India Opportunities Fund - Growth 05-02-2000 72.53 55.8 30.71 26.45 18.75
Quant Business Cycle Fund - Growth Option - Regular Plan 30-05-2023 69.83 - - - -
ICICI Prudential Innovation Fund - Growth 27-04-2023 58.88 - - - -
Tata Business Cycle Fund-Regular Plan-Growth 04-08-2021 51.59 41.88 - - -
HSBC Business Cycles Fund - Regular Growth 20-08-2014 51.12 42.51 26.3 21.15 -
ICICI Prudential Business Cycle Fund Growth 05-01-2021 47.89 37.17 25.03 - -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 46.69 39.13 28.67 24.95 -
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 05-09-2021 46.57 35.87 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

29.59%

Others

2.39%

Large Cap

60.45%

Mid Cap

7.59%

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