HDFC Housing Opportunities Fund
Get the latest NAV of HDFC Housing Opportunities Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹23.93
1D
NAV as on 28 Apr 2026
10.96%/per year
Since Inception
▲▼
623 people have invested ₹ 4.7L in HDFC Housing Opportunities Fund in the last three months
HDFC Housing Opportunities Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (28-Apr-26)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
HDFC Housing Opportunities Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 42 out of 48 mutual funds in the equity - other category as per INDmoney.
HDFC Housing Opportunities Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HDFC Housing Opportunities Fund Asset Allocation
See fund asset allocation details as on (13-Apr-26)
Fund Distribution
as on (13-Apr-26)
HDFC Housing Opportunities Fund Sector Allocation
See fund sector allocation details as on (13-Apr-26)
Sector Allocation
Top 3 Sectors in March were Financial Services, Basic Materials & Industrial
Financial Services
33%
Basic Materials
25%
Industrial
19%
Financial Services
33%
Basic Materials
25%
Industrial
19%
HDFC Housing Opportunities Fund Holdings Details
as on (31-Mar-26)
HDFC Housing Opportunities Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.23% |
Benchmark | IISL Nifty Housing TR INR |
| AUM | ₹1086 Cr |
| Inception Date | 6 December, 2017 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 5.35% |
| Risk |   Very High Risk |
About HDFC Housing Opportunities Fund
HDFC Housing Opportunities Fund is an equity fund. This fund was started on 6 December, 2017. The fund is managed by Srinivasan Ramamurthy, Dhruv Muchhal. The fund could potentially beat inflation in the long-run.
Key Parameters
- HDFC Housing Opportunities Fund has ₹1086 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
- The fund has an expense ratio 1.2.
Returns
HDFC Housing Opportunities Fund has given a CAGR return of 10.96% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.32%, 17.37% and 16.87% respectively.
Holdings
HDFC Housing Opportunities Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Basic Materials, Industrial, Utilities, Consumer Cyclical, Real Estate. Its top holdings are Larsen & Toubro Ltd, NTPC Ltd, HDFC Bank Ltd, State Bank of India, ICICI Bank Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of HDFC Housing Opportunities 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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. HDFC Housing Opportunities Fund has no lock in period.
Fund Manager
Srinivasan Ramamurthy
Fund Manager of HDFC Housing Opportunities Fund, since 12 January 2024
Dhruv Muchhal
Fund Manager of HDFC Housing Opportunities Fund, since 22 June 2023
- AUM of the fund stands at 1.3K Cr as of Mar'26
- AUM has remained same between Mar'26 and Feb'26
Compare HDFC Housing Opportunities Fund
HDFC Housing Opportunities Fund
VS
ICICI Prudential India Opportunities Fund
Frequently Asked Questions for HDFC Housing Opportunities Fund
How do I invest in HDFC Housing Opportunities Fund?
- Download the INDmoney app.
- Search for ‘HDFC Housing Opportunities Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.