Overview (as on 02 Aug 2021)
NAV
₹12.825
1y returns
69.218%
Fund AUM
₹1,691 Cr
Expense Ratio
1.21%
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
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (99.17%)
Debt & Cash (0.83%)
Sector Allocation
Financial Services
42.58%
Basic Materials
19.64%
Industrials
19.61%
Utilities
10.06%
Real Estate
4.08%
Energy
2.49%
Consumer
1.19%
Tech
0.36%
Size Breakup
Large Cap
71.61%
Mid Cap
14.43%
Small Cap
13.95%
Key Metrics
Beta
0.0
Std deviation
0.0%
Sharpe Ratio
0.0
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
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
Sankalp Baid
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
cliser@hdfcfund.com
Phone
+912222821144
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 1.21% | 67.58% | |
| Direct | 1.21% | 63.73% | |
| Regular | 2.16% | 66.30% | |
| Regular | 2.16% | 62.48% |
Peer Funds
HDFC Housing Opportunities Fund Direct Growth
NAV
₹12.825
INDmoney Analysis
Return Score
Average
Risk Score
Below Average
Fund is in Top 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers
Sankalp Baid
manager
Work Experience
"null"
Rakesh Vyas
leader
Work Experience
"null"
