- Mutual Funds
- HDFC Mutual Fund
- HDFC Housing Opportunities Fund (G)
HDFC Housing Opportunities Fund (G)
₹ 24.203
NAV (Sep 13)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 24.203
NAV (Sep 13)
Fund Returns
Last 1Y | 46.9% |
Last 3Y | 23.6% |
Last 5Y | 22.3% |
Last 10Y | NA |
Since Inception | 13.9% |
6 Month CAGR | 19.3% |
Scheme Information
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.
Expense Ratio | 2.17 |
Launched (0y ago) | 2.17 |
AUM in Crores | 1545.8 |
ISIN | INF179KC1AX7 |
Lock-in | |
Benchmark | Nifty Housing Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 15 |
Beta | 1 |
Sharpe Ratio | 1.3 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Housing Opportunities Fund (G) | 12,94,418 | 5,61,806 | 22.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Ambuja Cements Ltd.
7.7%ICICI Bank Ltd.
7.4%Larsen & Toubro Ltd.
7.3%HDFC Bank Ltd.
7.2%NTPC Ltd.
7.1%Allocation by Sector
Financial
26.87%Construction
23.4%Materials
19.01%Energy
8.65%Consumer Discretionary
6.38%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
HDFC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.681% | 6.283% | ||
5.553% | 5.86% | ||
24.888% | 13.427% | ||
6.285% | 7.786% | ||
5.895% | 8.095% |
HDFC Housing Opportunities Fund (G) Review
HDFC Housing Opportunities Fund (G) is a Equity Equity fund and has delivered an annualised return of 13.937% over a period of 6 years. The fund is managed by HDFC Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of HDFC Housing Opportunities Fund (G) as of 9/13/2024 is ₹24.20 with the total AUM as of 9/14/2024 is ₹1545.8389. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Housing Opportunities Fund (G) was launched on 2017-12-06. The category risk of the fund is null.
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 Nifty Housing Total Return Index.
HDFC Housing Opportunities Fund (G) is rated as a 1 fund in Equity and delivered 46.88% 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)?
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 1 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 2.17% for regular plan.