HDFC Housing Opportunities Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.87
• Std Deviation 15.00%
• Tracking Error 0.00%

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 1247.54 crores & has delivered CAGR of 13.92% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.23%. 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 Larsen & Toubro Ltd, HDFC Bank, State Bank of India & 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 Tata Resources & Energy Fund Regular Growth, HDFC Housing Opportunities Fund Regular Growth, Axis Innovation Fund Regular Growth, Mahindra Manulife Business Cycle Fund Regular Growth, DSP Business Cycle Fund Regular Growth. HDFC Housing Opportunities Fund Regular Growth has a sharpe ratio of 0.87 & a standard deviation of 15.00%.