HDFC Housing Opportunities Fund - Growth Option
Category: Equity: Thematic-Others
Launch Date: 06-12-2017
AUM:
₹ 1,444.4 Cr
Expense Ratio
2.19%
Benchmark
Nifty Housing TRI
ISIN
INF179KC1AX7
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
500
Fund Manager
Srinivasan Ramamurthy, Dhruv Muchhal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HDFC Housing Opportunities Fund - Growth Option | 61.08 | 26.9 | 19.72 |
| Nifty Housing TRI | 43.05 | 19.6 | 20.43 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
23.815
Last change
0.14 (0.5795%)
Fund Size (AUM)
₹ 1,444.4 Cr
Performance
14.19% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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.
Fund Manager
Srinivasan Ramamurthy, Dhruv Muchhal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Ambuja Cements Ltd. | 7.79 |
| Larsen & Toubro Ltd. | 7.62 |
| ICICI Bank Ltd. | 7.47 |
| HDFC Bank Ltd. | 7.47 |
| NTPC Ltd. | 7.46 |
| Prestige Estates Projects Ltd. | 6.64 |
| State Bank of India | 5.17 |
| Kalpataru Projects International Ltd. | 4.14 |
| Tata Steel Ltd. | 4.1 |
| Ultratech Cement Ltd. | 3.5 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 27.2 |
| Construction | 22.6 |
| Materials | 18.39 |
| Energy | 8.41 |
| Consumer Discretionary | 5.97 |
| Capital Goods | 5.93 |
| Metals & Mining | 5.77 |
| Services | 3.36 |
| Others | 2.39 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HDFC Housing Opportunities Reg Gr | 19.72 |
| HDFC Defence Fund Gr | 0.0 |
| Franklin India Opportunities Gr | 25.95 |
| quant Business Cycle Fund Reg Gr | 0.0 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 21.02 |
| Tata Business Cycle Fund Reg Gr | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |
| Taurus Ethical Fund Reg Gr | 20.19 |
| ICICI Pru India Opportunities Cum | 24.44 |