Active Stocks
Fri Feb 14 2025 15:59:54
  1. Tata Motors share price
  2. 680.25 -0.50%
  1. Tata Steel share price
  2. 134.40 -1.32%
  1. Axis Bank share price
  2. 996.75 -1.14%
  1. State Bank Of India share price
  2. 722.00 -0.73%
  1. ITC share price
  2. 410.55 0.18%
Business News/Market/Market Stats/    HDFC Housing Opportunities Fund Regular Growth

HDFC Housing Opportunities Fund Regular Growth

+
  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
19.48 -0.36 (-1.80%) NAV as on 14 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1391.51
  • CAGR -3.57%
  • Exit Load1.00%
  • Expense ratio2.19%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2017-12-06

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 16 February 2025

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.68
  • Std Deviation 15.98%
  • Tracking Error 0.00%

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 1391.51 crores & has delivered CAGR of 16.02% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.19%. 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 & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, HDFC Bank, Larsen & Toubro & Ambuja Cements.

 

The major sectors where the fund is invested are Regional Banks, Construction Services, Construction - Raw Materials & Electric Utilities.

 

Some of the similar funds are HDFC Housing Opportunities Fund Regular Growth, Bandhan Innovation Fund Regular Growth, Axis Momentum Fund Regular Growth, Baroda BNP Paribas Manufacturing Fund Regular Growth, HDFC Transportation and Logistics Fund Regular Growth. HDFC Housing Opportunities Fund Regular Growth has a sharpe ratio of 0.68 & a standard deviation of 15.98%.

FAQs about HDFC Housing Opportunities Fund Regular Growth

According to the morning star rating HDFC Housing Opportunities Fund Regular Growth has a Medium risk & Exceptional 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 2.19%.
The 5 year annualized return on HDFC Housing Opportunities Fund Regular Growth is 16.02% & it has generated -3.57% 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 1391.51 crores.
Recommended For You