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: 2.22% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,277.71 Cr As on 31-12-2025(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. |
22.005
-0.08 (-0.3817%)
10.13%
Benchmark: 13.78%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 15.51 |
| Sharpe Ratio | 0.7 |
| Alpha | 3.44 |
| 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 | 7.04 | 4.93 | 18.17 | 18.53 | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 26.78 | 24.66 | - | - | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 22.79 | 13.25 | 19.85 | 26.83 | - |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | 17.11 | 9.68 | 18.41 | 19.46 | 17.5 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.7 | 15.6 | 23.21 | 26.74 | - |
| ICICI Prudential Rural Opportunities Fund - Growth | 28-01-2025 | 13.13 | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 10.64 | 12.36 | 18.46 | 19.31 | - |
| ICICI Prudential Equity Minimum Variance Fund - Growth | 09-12-2024 | 10.46 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 9.58 | 13.06 | 19.3 | 19.17 | 13.56 |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 9.4 | 9.11 | 17.01 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
24.62%
Others
2.23%
Large Cap
66.93%
Mid Cap
6.22%
Scheme Documents
There are no scheme documents available
