HDFC Housing Opportunities Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹1,188.81 Cr
Expense Ratio
2.18%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
6 Dec 2017
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.57% | -- |
| 3 Months | +1.86% | -- |
| 6 Months | -2.82% | -- |
| 1 Year | -4.78% | -4.78% |
| 2 Years | -- | -5.46% |
| 3 Years | +42.53% | +12.54% |
| 5 Years | +79.36% | +12.39% |
| Since Launch | +116.2% | +9.38% |
Holdings as on 15 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Larsen & Toubro Ltd | 103.59 | 8.68 |
| HDFC Bank | 99.75 | 8.36 |
| ICICI Bank | 92.83 | 7.78 |
| NTPC | 89.17 | 7.48 |
| State Bank of India | 71.89 | 6.03 |
| Ambuja Cements | 67.50 | 5.66 |
| UltraTech Cement | 56.27 | 4.72 |
| Kalpataru Projects International | 54.81 | 4.59 |
| Treps - Tri-Party Repo | 54.66 | 4.58 |
| AXIS Bank Ltd | 53.83 | 4.51 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.43
Sharpe Ratio
18.28%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth | +17.11% | +19.68% | +13.83% |
| Axis Innovation Fund Regular Growth | +8.28% | +15.02% | +11.39% |
| HDFC Housing Opportunities Fund Regular Growth | -4.78% | +12.54% | +12.39% |
| Bandhan Business Cycle Fund Regular Growth | -1.95% | -- | -- |
| DSP Business Cycle Fund Regular Growth | +2.96% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The HDFC Housing Opportunities Fund Regular Growth has an AUM of 1188.81 crores & has delivered CAGR of 12.39 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.18%. The minimum investment in HDFC Housing Opportunities Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Larsen & Toubro Ltd, HDFC Bank, ICICI Bank, NTPC.
The major sectors where the fund is invested are Regional Banks, Construction Services, Construction - Raw Materials, Electric Utilities.
Some of the similar funds are Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth, Axis Innovation Fund Regular Growth, HDFC Housing Opportunities Fund Regular Growth, Bandhan Business Cycle Fund Regular Growth, DSP Business Cycle Fund Regular Growth. HDFC Housing Opportunities Fund Regular Growth has a sharpe ratio of 0.43 & a standard deviation of 18.28%.
FAQs
According to the morning star rating HDFC Housing Opportunities Fund Regular Growth has a Medium risk & High return.
HDFC Housing Opportunities Fund Regular Growth is managed by Srinivasan Ramamurthy,Dhruv Muchhal.
The expense ratio of HDFC Housing Opportunities Fund Regular Growth is 2.18%.
The 5 year annualized return on HDFC Housing Opportunities Fund Regular Growth is 12.39% & it has generated -4.78% in the last 1 year.
The minimum investment in HDFC Housing Opportunities Fund Regular Growth is 100 Rs.
HDFC Housing Opportunities Fund Regular Growth has an AUM of 1188.81 crores.
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