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: 2.24% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,165.41 Cr As on 28-02-2025(Source:AMFI)
Turn over: 5.85% | Exit Load: Exit load of 1%, if redeemed within 30 days.

20.674

10.42%

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

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 16.57
Sharpe Ratio 0.59
Alpha 5.06
Beta 0.81
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 1.22 26.11 19.66 26.51 -
HDFC Defence Fund - Growth Option 02-06-2023 20.26 - - - -
Franklin India Opportunities Fund - Growth 05-02-2000 15.08 39.0 27.61 34.05 14.85
HSBC Business Cycles Fund - Regular Growth 20-08-2014 13.48 29.44 20.63 28.95 12.39
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 13.37 27.74 19.1 29.58 13.36
Samco Active Momentum Fund - Regular Plan - Growth Option 05-07-2023 12.71 - - - -
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 12.04 - - - -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 12.04 23.99 15.23 27.74 -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 11.87 31.45 23.45 36.31 -
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 11.84 23.26 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

24.6%

Others

4.21%

Large Cap

64.58%

Mid Cap

6.61%

Feedback
Notification