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 (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,257.48 Cr As on 31-03-2025(Source:AMFI)
Turn over: 5.85% | Exit Load: Exit load of 1%, if redeemed within 30 days.

21.435

10.85%

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 17.2
Sharpe Ratio 0.69
Alpha 5.66
Beta 0.82
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 0.78 25.23 19.67 25.93 -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 16.64 25.63 17.35 28.12 -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 14.28 31.59 22.88 34.33 -
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 14.12 - - - -
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 14.08 24.15 - - -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 13.76 28.04 19.76 27.8 13.64
Franklin India Opportunities Fund - Growth 05-02-2000 13.29 40.27 29.31 32.47 15.51
HDFC Defence Fund - Growth Option 02-06-2023 13.14 - - - -
ICICI Prudential Innovation Fund - Growth 05-04-2023 13.13 - - - -
HSBC Business Cycles Fund - Regular Growth 20-08-2014 12.15 28.62 21.27 28.51 12.78

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

24.3%

Others

2.78%

Large Cap

66.44%

Mid Cap

6.48%

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