• Mutual Funds
  • HDFC Mutual Funds
  • HDFC Housing Opportunities Fund (Growth)

Formerly HDFC Housing Opportunities(1) Reg Gr

HDFC Mutual Funds

HDFC Housing Opportunities Fund (Growth)

EquitySectoral / Thematic - Esg

12.507

NAV (Aug 05)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,107 Cr

Outperformance Consistency

View all 7 analysis

View Less

Scripbox Recommended Equity Funds

Want the focused 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

12.507

NAV (Aug 5)

Fund Returns

Last 1Y

0%

Last 3Y

12.3%

Last 5Y

NA

Last 10Y

NA

Since Inception

4.9%

6 Month CAGR

-4.3%

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

2.28

Launched (5y ago)

Dec 06, 2017

AUM in Crores

1106.986

ISIN

INF179KC1AX7

Lock-in

No Lock-in

Benchmark

IISL Nifty Housing TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Sankalp Baid

Fund Manager

Rakesh Vyas

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-08-05

Top Stock Holdings

larsen & toubro ltd

9.9%
9.9%

hdfc bank ltd

9.7%
9.7%

state bank of india

9.1%
9.1%

icici bank ltd

9%
9%

housing development finance corp ltd

8.1%
8.1%
See all holdings

Allocation by Sector

financial services

41.3%
41.3%

industrials

18.4%
18.4%

basic materials

18.4%
18.4%

utilities

9%
9%

real estate

6.2%
6.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 448,419 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 32 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    11.5%

    4.6%

    6%

    7.8%

    3.5%

    5.8%

    5.6%

    5.7%

    5.5%

    5.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    HDFC Housing Opportunities Fund (G) Review

    HDFC Housing Opportunities Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 4.9% over a period of 4 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.

    Nav of HDFC Housing Opportunities Fund (G) as of 8/5/2022 is ₹12.51 with the total AUM as of 8/8/2022 is ₹1106.986. 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 2 fund in Equity and delivered 0% 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 - Esg Equity scheme predominantly investing across Equity stocks 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 Neutral 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 2.28% for regular plan.