HDFC Housing Opportunities Fund - Growth Option
Expense Ratio: 2.22
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty Housing TRI
Inception: 16-11-2017
Exit Load: Nil
Fund Size:₹1,272.90 Cr
Performance
1Y
Fund-5.19%
Cat. Avg.N/A
2Y
Fund-5.63%
Cat. Avg.N/A
3Y
Fund12.57%
Cat. Avg.N/A
5Y
Fund12.20%
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund9.35%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Larsen and Toubro Ltd. | 94.61 | 8.71% |
| 2 | NTPC Limited | 92.66 | 8.53% |
| 3 | HDFC Bank Ltd.£ | 91.44 | 8.42% |
| 4 | State Bank of India | 83.25 | 7.66% |
| 5 | ICICI Bank Ltd. | 81.40 | 7.49% |
| 6 | Ambuja Cements Ltd. | 64.20 | 5.91% |
| 7 | Tata Steel Ltd. | 57.56 | 5.30% |
| 8 | Kalpataru Projects International Ltd | 52.88 | 4.87% |
| 9 | UltraTech Cement Limited | 48.35 | 4.45% |
| 10 | Axis Bank Ltd. | 46.45 | 4.28% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59325 | -1.1% | -2.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.18 L. | -1.5% | -1.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.85 L. | +3.0% | +2.0% |
| 5Y | 09 Aug, 21 | 3 L. | 3.84 L. | +28.0% | +10.0% |
| SI | 07 Dec, 17 | 5.20 L. | 9.10 L. | +75.1% | +12.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 94812 | -5.2% | -5.2% |
| 2Y | 16 Jul, 24 | 1 L. | 89048 | -11.0% | -5.6% |
| 3Y | 17 Jul, 23 | 1 L. | 1.42 L. | +41.6% | +12.3% |
| 5Y | 16 Jul, 21 | 1 L. | 1.78 L. | +77.8% | +12.2% |
| SI | 07 Dec, 17 | 1 L. | 2.16 L. | +115.9% | +9.4% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.