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-4.71%
Cat. Avg.N/A
2Y
Fund-4.53%
Cat. Avg.N/A
3Y
Fund12.04%
Cat. Avg.N/A
5Y
Fund12.55%
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund9.37%
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. | 103.58 | 8.68% |
| 2 | HDFC Bank Ltd.£ | 99.74 | 8.36% |
| 3 | ICICI Bank Ltd. | 92.83 | 7.78% |
| 4 | NTPC Limited | 89.16 | 7.48% |
| 5 | State Bank of India | 71.88 | 6.03% |
| 6 | Ambuja Cements Ltd. | 67.50 | 5.66% |
| 7 | UltraTech Cement Limited | 56.27 | 4.72% |
| 8 | Kalpataru Projects International Ltd | 54.80 | 4.59% |
| 9 | TREPS - Tri-party Repo | 54.66 | 4.58% |
| 10 | Axis Bank Ltd. | 53.83 | 4.51% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59471 | -0.9% | -1.8% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.19 L. | -1.2% | -1.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.86 L. | +3.3% | +2.2% |
| 5Y | 09 Aug, 21 | 3 L. | 3.85 L. | +28.3% | +10.1% |
| SI | 07 Dec, 17 | 5.20 L. | 9.13 L. | +75.5% | +12.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 94613 | -5.4% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 90420 | -9.6% | -4.9% |
| 3Y | 20 Jul, 23 | 1 L. | 1.41 L. | +40.6% | +12.0% |
| 5Y | 20 Jul, 21 | 1 L. | 1.81 L. | +80.6% | +12.6% |
| SI | 07 Dec, 17 | 1 L. | 2.16 L. | +116.5% | +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.