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 (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,326.35 Cr As on 31-10-2025(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. |
22.518
-0.04 (-0.1776%)
10.68%
Benchmark: 14.16%
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 | 15.5 |
| Sharpe Ratio | 0.85 |
| Alpha | 4.82 |
| Beta | 0.92 |
| 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 | 0.49 | 13.02 | 16.98 | 19.89 | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 12.15 | 21.4 | 22.57 | 29.54 | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 11.39 | 18.0 | 17.71 | 22.03 | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 11.04 | 16.62 | 17.13 | 27.82 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 10.17 | 20.95 | 19.28 | 22.46 | 13.74 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 8.44 | 34.1 | - | - | - |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | 02-03-2019 | 6.63 | 11.71 | 12.9 | 15.95 | - |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 5.66 | 16.72 | 17.02 | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 5.18 | 26.05 | 28.38 | 24.87 | 16.69 |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | 4.92 | 14.32 | 15.09 | 18.73 | 16.88 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.81%
Others
2.52%
Large Cap
65.56%
Mid Cap
6.11%
