Overview (as on 13 Apr 2021)

NAV

₹10.645

1y returns

15.28%

Fund AUM

₹1,918 Cr

Expense Ratio

0.95%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
44.03%
Basic Materials
18.55%
Industrials
18.33%
Utilities
12.07%
Real Estate
2.77%
Energy
2.25%
Consumer
1.63%
Tech
0.38%
Size Breakup
Large Cap
75.53%
Small Cap
12.75%
Mid Cap
11.72%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Holdings

Fund Details

Investment Objectives
"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."
Scheme Name
HDFC Housing Opportunities Fund Direct Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
06 December, 2017
Fund Manager
Amar Kalkundrikar
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
NA
Phone
+912222821144
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Peer Funds

HDFC Housing Opportunities Fund Direct Growth

NAV

₹10.645

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Amar Kalkundrikar
Amar Kalkundrikar

manager

Work Experience
"null"
Rakesh Vyas
Rakesh Vyas

leader

Work Experience
"null"
Prashant Jain
Prashant Jain

manager

Qualifications
CFA - AIMR, USA, PGDM-IIM Bangalore, B.Tech. - IIT, Kanpur
Work Experience
"Mr. Prashant Jain is the Executive Director & Chief Investment Officer of HDFC Asset Management Company. He is 27 years of experience in fund management and research in the Mutual Fund industry. His prior assignments include Zurich Asset Management Company (India) Private Limited and Chief Investment Officer of SBI Mutual Funds. Mr. Jain has a PGDM from IIM Bangalore, B. Tech from IIT, Kanpur and is also CFA Charterholder."

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