- Mutual Funds
- HDFC Mutual Funds
- HDFC Housing Opportunities Fund (Growth)
Formerly HDFC Housing Opportunities(1) Reg Gr
HDFC Housing Opportunities Fund (Growth)
₹ 20.84
NAV (Apr 18)
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
₹ 20.84
NAV (Apr 18)
Fund Returns
Last 1Y | 52.7% |
Last 3Y | 26.2% |
Last 5Y | 16.9% |
Last 10Y | NA |
Since Inception | 12.2% |
6 Month CAGR | 22.9% |
Scheme Information
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 | 1355.032 |
ISIN | INF179KC1AX7 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Housing TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.2 |
Standard Deviation (5yr) | 21.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.184 |
Sharpe Ratio (5yr) | 0.584 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Housing Opportunities Fund (Growth) | 11,19,360 | 3,86,748 | 16.9% | |
| 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
ntpc ltd
9.2%larsen & toubro ltd
8.7%ambuja cements ltd
8%icici bank ltd
7.8%hdfc bank ltd
7.5%Allocation by Sector
financial services
26.3%basic materials
24%industrials
22.6%utilities
9.4%real estate
8.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
26.3% | 12.9% | ||
14.6% | 6.7% | ||
6% | 7.8% | ||
5.1% | 5.9% | ||
6.6% | 6% |
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 12.2% 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 4/18/2024 is ₹20.84 with the total AUM as of 4/19/2024 is ₹1355.032. 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 52.7% 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)?
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.