- Mutual Funds
- HDFC Mutual Fund
- HDFC Housing Opportunities Fund Direct Growth
HDFC Housing Opportunities Fund Direct Plan Growth
₹ 21.79
NAV (Apr 04)
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.
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 | 1.25 % |
Launched 7Y ago | 2017-12-06 |
AUM in Crores | 1165.4 |
ISIN | INF179KC1AU3 |
Lock-in (days) | No Lock-in |
Benchmark | Nifty Housing Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 16.6 |
Beta | 1.1 |
Sharpe Ratio | 0.7 |
Asset allocation and Holdings
Top Stock Holdings
Ambuja Cements Ltd.
7.66%ICICI Bank Ltd.
7.42%Larsen & Toubro Ltd.
7.26%HDFC Bank Ltd.
7.23%NTPC Ltd.
7.13%
Allocation by Sector
Financial
32.84%Construction
19.83%Materials
16.62%Energy
7.7%Metals & Mining
6.35%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 21,526 cr | ||
₹ 14,981 cr |
