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Business News/Market/Market Stats/    HDFC Housing Opportunities Fund Regular Growth

HDFC Housing Opportunities Fund Regular Growth

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  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
21.19 -0.29 (-1.35%) NAV as on 12 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1373.25
  • CAGR 57.90%
  • Exit Load1.00%
  • Expense ratio2.19%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2017-12-06

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 15 April 2024

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

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.18
  • Std Deviation 15.24%
  • 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 1373.25 crores & has delivered CAGR of 17.73% 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 Moderate & Exceptional respectively.

 

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

 

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

 

Some of the similar funds are ICICI Prudential Exports and Services Fund Growth, HDFC Housing Opportunities Fund Regular Growth, Aditya Birla Sun Life Business Cycle Fund Regular Growth, ICICI Prudential MNC Fund Regular Growth, Nippon India Innovation Fund Regular Growth. HDFC Housing Opportunities Fund Regular Growth has a sharpe ratio of 1.18 & a standard deviation of 15.24%.

FAQs about HDFC Housing Opportunities Fund Regular Growth

According to the morning star rating HDFC Housing Opportunities Fund Regular Growth has a Moderate 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 17.73% & it has generated 57.90% 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 1373.25 crores.
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