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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 - Esg

13.433

NAV (Oct 21)

7.9%
Till Date CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in sectoral / thematic - esg mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - esg mutual funds.

These funds invest in companies that rank high on their environmental & social impact and governance.

It is based on the belief that this high ranking reflects in the stock performance of these companies over the long term.This strategy,however,limits the available universe of companies and the fund sizes are very small.On the other hand,other diversified funds can also invest in such companies and do.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Track Record

4 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

1,618 Cr. Large within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    No Lock-in
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Historical NAV

13.433

NAV (Oct 21)

Fund Returns

Last 1Y
65.7%
Last 3Y
16.2%
Last 5Y
NA
Last 10Y
NA
Since Inception
7.9%
6 Month CAGR
33.1%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.13
Launched (4y ago)
Dec 06, 2017
AUM in Crores
1617.502
ISIN
INF179KC1AX7
Lock-in
No Lock-in
Benchmark
India Housing & Allied Businesses TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Rakesh Vyas

Fund Manager

user-avatar

Sankalp Baid

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 475,688 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 29 hybrid funds.

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  • tel-amc-about
    1800 3010 6767/ 1800 419 7676 (Toll-free)
  • mail-amc-about
    cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    21.5%

    15.6%

    top-ranked-badge

    23.2%

    16.9%

    top-ranked-badge

    7%

    7.2%

    top-ranked-badge

    7.8%

    8.1%

    top-ranked-badge

    21.7%

    15.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About HDFC Housing Opportunities Fund (G)

    About HDFC Housing Opportunities Fund (G)

    HDFC Housing Opportunities Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 7.9% over a period of 3 years. The fund was previously known as HDFC Housing Opportunities(1) Reg Gr . The fund is managed by HDFC Asset Management Company Limited. The fund managers are Rakesh Vyas, Sankalp Baid

    HDFC Housing Opportunities Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    HDFC Housing Opportunities Fund (G) NAV,AUM,Risk

    The HDFC Housing Opportunities Fund (G) fund was launched on Dec 06, 2017. The NAV (Net Asset Value) of this Sectoral / Thematic - Esg Equity fund as of 2021-10-21 is ₹13.43. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹1617.502. The category risk of the HDFC Housing Opportunities Fund (G) fund is Very High Risk. The fund charges 2.13 % as expense ratio.

    HDFC Housing Opportunities Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.1% in this asset class. The top three holdings of the fund are , ntpc ltd , larsen & toubro ltd , hdfc bank ltd , housing development finance corp ltd , state bank of india , icici bank ltd , axis bank ltd , ambuja cements ltd , prestige estates projects ltd , ashoka buildcon ltd , tata steel ltd , orient cement ltd , dilip buildcon ltd , jmc projects (india) ltd , akzo nobel india ltd , sagar cements ltd , asian paints ltd , bharat dynamics ltd ordinary shares , crompton greaves consumer electricals ltd , bharat petroleum corp ltd , birla corp ltd , brookfield india real estate trust , gail (india) ltd , macrotech developers ltd , indian railway finance corp ltd ordinary shares , hindalco industries ltd , pnc infratech ltd , finolex cables ltd , power grid corp of india ltd , petronet lng ltd , ge power india ltd , rbl bank ltd , net current assets , bank of baroda , repco home finance ltd , sbi cards and payment services ltd ordinary shares , johnson controls - hitachi air conditioning india ltd , treps - tri-party repo , ncl industries ltd

    HDFC Housing Opportunities Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    HDFC Housing Opportunities Fund (G) Investment volatility and Horizon

    This fund 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 India Housing & Allied Businesses TR INR

    HDFC Housing Opportunities Fund (G) Review

    HDFC Housing Opportunities Fund (G) has a score of 2 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, HDFC Housing Opportunities Fund (G) has a score of 4 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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