3 Year return

28.38%
Launched on November 2017 (7 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,00,000
Gain
  • Total Value

ENTER AMOUNT

Your Investment
Gain
  • Total Value

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 IDCW Direct Plan Payout

The HDFC Housing Opportunities Fund IDCW Direct Plan Payout is managed by HDFC Mutual Fund. This fund falls under the sectoral or thematic category, indicating its focus on a specific theme, which in this case is the housing and allied business activities. The HDFC Housing Opportunities Fund is an open-ended fund, which means you can buy and sell units on any business day. The expense ratio of the fund is slightly higher than the category average.

Investment Objectives of the Scheme

The primary objective of the HDFC Housing Opportunities Fund is to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments of companies within the housing and real estate sector. The fund aims to benefit from growth opportunities within this specific industry.

Key Features of The Fund

5-year return 20.86%
Expense Ratio 1.22%
Fund Manager Rakesh Vyas
Fund Size ₹1444.4 Cr
Risk Profile Very High

Is This Scheme Right for Me?

This fund could be suitable for investors who believe in the potential growth of the housing and related sectors in India. It's important to note that thematic funds, like the HDFC Housing Opportunities Fund, tend to be more focused and potentially more volatile compared to diversified equity funds. Therefore, it's best suited for investors who are willing to accept a higher level of risk in pursuit of potentially higher returns within this sector.

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.

Invest Right, Choose the Best SIP for You

Utilise our mutual fund SIP calculator to craft the ideal investment plan and explore a diverse range of top-performing mutual funds. Backed by comprehensive analysis, make investment decisions with confidence, knowing that your financial future is in capable hands. Embark on a journey towards lasting prosperity, empowered by strategic investment planning and informed decision-making.

FAQs

What is today's NAV of HDFC Housing Opportunities Fund IDCW Direct Plan Payout?

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 IDCW Direct Plan Payout Jun 21 2024 is 20.165

What is the AUM of HDFC Housing Opportunities Fund IDCW Direct Plan Payout?

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 IDCW Direct Plan Payout is 1444.4 crore.

What is the expense ratio of HDFC Housing Opportunities Fund IDCW Direct Plan Payout?

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 IDCW Direct Plan Payout is 1.22%

What are the returns of HDFC Housing Opportunities Fund IDCW Direct Plan Payout since inception?

The HDFC Housing Opportunities Fund IDCW Direct Plan Payout was launched on Nov 16 2017. The fund has delivered a CAGR of 15.35 since inception.

What is the minimum SIP amount to invest in HDFC Housing Opportunities Fund IDCW Direct Plan Payout?

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 IDCW Direct Plan Payout is 100.

How do I invest in HDFC Housing Opportunities Fund IDCW Direct Plan Payout?

  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 IDCW Direct Plan Payout?

  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 IDCW Direct Plan Payout?

  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 IDCW Direct Plan Payout?

  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.