Overview (as on 25 Feb 2021)
NAV
₹11.095
1y returns
14.65%
Fund AUM
₹2,132 Cr
Expense Ratio
2.03%
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
Asset Allocation
Equity (93.67%)
Debt & Cash (6.33%)
Sector Allocation
Financial Services
53.27%
Industrials
17.35%
Basic Materials
14.06%
Utilities
11.84%
Energy
2.09%
Real Estate
1.40%
Size Breakup
Large Cap
81.49%
Small Cap
11.71%
Mid Cap
6.80%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
LIC Housing Finance Limited
CRISIL - AAA
Debt
0.86%
LIC Housing Finance Limited
CRISIL - AAA
Debt
0.86%
Mindspace Business Parks REIT Unit
Real Estate
Others
0.04%
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 Regular Growth
Scheme Document
Exit Load
For 0 - 1 Years: 1%
After 1 Years : 0%
Plan Started
06 December, 2017
Fund Manager
Rakesh Vyas
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 Regular Growth
NAV
₹11.095
INDmoney Analysis
Return Score
Below Average
Risk Score
Below Average
Fund is in Bottom 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
Rakesh Vyas
leader
Work Experience
"null"
Amar Kalkundrikar
manager
Work Experience
"null"
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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