3 Year return

28.42%
Launched on November 2017 (7 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹1444.4 Cr.

Expense Ratio

1.22% (inclusive of GST)

Exit Load

1.00% - If Units are redeemed / switched-out within 30 days from the date of allotment. Nil - If Units are redeemed / switched-out after 30 days from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

HDFC Mutual Fund Managers

RV

Rakesh Vyas

Fund Manager since Jun 2019

View Details

Fund House Details

HDFC Mutual Fund

HDFC Mutual Fund Asset management company

AUM ₹617,677.76 Cr.
No. of Schemes 168
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by HDFC Mutual Fund

List of mutual fund schemes by AMC

About HDFC Housing Opportunities Fund Growth Direct Plan

A sectoral/thematic fund, the HDFC Housing Opportunities Fund Growth Direct Plan is an open-ended equity mutual fund scheme by HDFC Mutual Fund. The fund lies within the sectoral or thematic category of mutual funds and aims to offer investors exposure to the opportunities potentially arising from the development and growth of the real estate and housing sector in India. The fund emphasizes investment in the housing sector and other related sectors as well. The direct nature of the scheme allows investors to invest directly with the mutual fund house, and save on costs of expense ratios.

Investment Objective of the Scheme

The main investment objective of the HDFC Housing Opportunities Fund Growth Direct Plan is to give investors long-term capital appreciation by investing largely in equity instruments of companies engaged in the real estate and housing sector. The fund seeks to invest in companies that have a growth edge in the real estate industry. The fund also aims to mitigate any risk by investing a small percentage in debt.

Key Features of The Fund

5-year return 20.89%
Expense Ratio 1.22%
Fund Manager Rakesh Vyas
Fund Size ₹1444.4 Cr
Risk Profile Very High

Is This Scheme Right for Me?

You may wish to invest in the HDFC Housing Opportunities Fund Growth Direct Plan if you believe in the positive development and growth of the Indian real estate sector. Investors having a moderate to high risk level and are ready for long-term investment could consider this fund. Nevertheless, when you wish to invest, you should evaluate your investment requirements and personal financial goals and see that these correspond with your potential investment.

AMC Contact Details

Name HDFC Mutual Fund
Launch Date July 2000
Addresss "HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
Contact 1800 3010 6767 1800 419 7676
Email hello@hdfcfund.com
Website https://www.hdfcfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Your Guide Map for Investing

Investing without setting a financial goal takes out the aspect of clarity for an investor. Once a goal is set such as purchasing that dream car, you need to determine the optimum SIP amount vis a vis to the number of years of investing. Angel One's SIP calculator can serve as a map to guide you to take the smoothest road to your goals by finding the optimum balance between the variables affecting the SIP.

FAQs

What is today's NAV of HDFC Housing Opportunities Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HDFC Housing Opportunities Fund Jun 20 2024 is 25.609

What is the AUM of HDFC Housing Opportunities Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HDFC Housing Opportunities Fund is 1444.4 crore.

What is the expense ratio of HDFC Housing Opportunities Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of HDFC Housing Opportunities Fund is 1.22%

What are the returns of HDFC Housing Opportunities Fund since inception?

The HDFC Housing Opportunities Fund was launched on Nov 16 2017. The fund has delivered a CAGR of 15.25 since inception.

What is the minimum SIP amount to invest in HDFC Housing Opportunities Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HDFC Housing Opportunities Fund is 100.

How do I invest in HDFC Housing Opportunities Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in HDFC Housing Opportunities Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in HDFC Housing Opportunities Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in HDFC Housing Opportunities Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.