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  • HDFC Housing Opportunities Fund (Growth)

Formerly HDFC Housing Opportunities(1) Reg Gr

HDFC Mutual Funds

HDFC Housing Opportunities Fund (Growth)

EquitySectoral / Thematic - Infra

22.351

NAV (May 28)

17.5%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in sectoral / thematic - infra mutual funds.

Sectoral / thematic - infra funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

The Infrastructure index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.

This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

22.351

NAV (May 28)

Fund Returns

Last 1Y
60.7%
Last 3Y
25.3%
Last 5Y
17.5%
Last 10Y
NA
Since Inception
13.3%
6 Month CAGR
29.3%

Scheme Information

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 realized.

Expense Ratio
2.19
Launched (7y ago)
Dec 06, 2017
AUM in Crores
1430.615
ISIN
INF179KC1AX7
Lock-in
No Lock-in
Benchmark
IISL Nifty Housing TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.3
Standard Deviation (5yr)
21.8
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.35
Sharpe Ratio (5yr)
0.651
YTM
0
Fund Managers

Srinivasan Ramamurthy

Fund Manager

Dhruv Muchhal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Housing Opportunities Fund (Growth)70%11,37,424 4,04,81217.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-05-28

Top Stock Holdings

ntpc ltd

8.1%
8.1%

ambuja cements ltd

7.7%
7.7%

icici bank ltd

7.7%
7.7%

larsen & toubro ltd

7.5%
7.5%

hdfc bank ltd

7.5%
7.5%
See all holdings

Allocation by Sector

financial services

28.2%
28.2%

basic materials

23.5%
23.5%

industrials

20.4%
20.4%

utilities

9%
9%

real estate

8.9%
8.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 14,859 cr

₹ 18,691 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 694,519 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR

25.6%

13.1%

12.6%

6.5%

6%

7.8%

5.2%

5.9%

9.2%

6.2%

HDFC Housing Opportunities Fund (G) Review

HDFC Housing Opportunities Fund (G) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 13.3% over a period of 6 years. The fund was previously known as HDFC Housing Opportunities(1) Reg Gr. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Dhruv Muchhal, Srinivasan Ramamurthy.

Nav of HDFC Housing Opportunities Fund (G) as of 5/28/2024 is ₹22.35 with the total AUM as of 5/29/2024 is ₹1430.615. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Housing Opportunities Fund (G) was launched on Dec 06, 2017. The category risk of the fund is Very High Risk.

The minimum SIP amount for HDFC Housing Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

HDFC Housing Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Housing TR INR.

HDFC Housing Opportunities Fund (G) is rated as a 1 fund in Equity and delivered 60.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Housing Opportunities Fund (G).

Frequently Asked Questions

What is HDFC Housing Opportunities Fund (G)?

HDFC Housing Opportunities Fund (G) is a Sectoral / Thematic - Infra Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in HDFC Housing Opportunities Fund (G)?

You can invest in HDFC Housing Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of HDFC Housing Opportunities Fund (G)?

The minimum sip amount for HDFC Housing Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is HDFC Housing Opportunities Fund (G) good to invest in?

As per Scripbox experts, HDFC Housing Opportunities Fund (G) is a Not Recommended fund. You can investHDFC Housing Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HDFC Housing Opportunities Fund (G)?

The expense ratio of the HDFC Housing Opportunities Fund (G) is 2.19% for regular plan.