HDFC Housing Opportunities Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation18.0%
Sharpe Ratio-0.57
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services9.69%
ICICI Bank LtdFinancial Services9.28%
Larsen & Toubro LtdCapital Goods8.05%
Ambuja Cements LtdCapital Goods6.69%
Prestige Estates Projects LtdEnergy & Infra6.09%
NTPC LtdUtilities6.05%
State Bank of IndiaFinancial Services5.52%
Tata Steel LtdCapital Goods4.31%
Kalpataru Projects International LtdCapital Goods4.30%
UltraTech Cement LtdCapital Goods3.81%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.21%
Regulatory & Tax Information
INF179KC1AY5
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)