HDFC Housing Opportunities Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
26.85%
3Y annualised
+1.38% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2023₹19.30
Min. SIP amount₹100
RatingNA
Fund size₹1,152.58Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns27.9%26.9%16.3%11.6%
Category average20.9%22.5%16.6%NA
Rank with in category1159NA
Understand terms

Holdings (35)

NameSectorInstrumentAssets
FinancialEquity9.0%
ConstructionEquity8.2%
EnergyEquity8.0%
FinancialEquity7.6%
ConstructionEquity7.1%
ConstructionEquity6.5%
ConstructionEquity6.0%
FinancialEquity4.9%
ServicesEquity4.2%
ConstructionEquity3.7%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

Lower expense ratio: 1.27%
5Y annualised returns lower than category average by 0.32%
Consistently higher annualised returns than category average for the past 1Y and 3Y
Higher alpha: 4.84 The fund has generated returns higher than benchmark - Nifty Housing Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 1.27%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Rakesh Vyas
Jun 2019 - Present
View details

Dhruv Muchhal
Jun 2023 - Present
View details

Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House", 2nd Floor,H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
NA
Launch Date
10 Dec 1999
E-mail
NA
HDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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