HDFC Housing Opportunities Fund Direct Growth

Scheme code: INF179KC1AU3 NAV value: ₹ 22.6580 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-9.0371.6231.0529.45
3 year3.6733.7622.0421.23
5 year5.9429.9516.3815.79
7 year10.1714.2312.2314.27

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5931.05
3 year 6.2833.3215.7922.04
5 year 3.5426.0213.516.38
7 year 3.3315.6211.7112.23
10 year 3.4917.2210.6
12 year 3.0716.1710.84
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0217.8531.05
3 year 6.5632.1215.8922.04
5 year 3.6726.213.3416.38
7 year 3.815.4211.8912.23
10 year 3.81811.04
12 year 3.6316.8611.23
15 year 7.0116.3611.2
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3719.1731.05
3 year 7.6833.3717.2922.04
5 year 3.427.6313.816.38
7 year 3.7616.0112.1112.23
10 year 3.5616.9410.91
12 year 3.3116.5411.04
15 year 6.5616.4210.97
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.7831.05
3 year 8.0434.4618.2722.04
5 year 3.3728.6414.2116.38
7 year 3.9716.4212.4112.23
10 year 3.5317.7211.22
12 year 3.116.9711.31
15 year 6.6816.9611.22

Rolling return for 1 year

- Average return: 31.05% - Median return: 36.86% - Average standard deviation: 5.96

Rolling return for 3 year

- Average return: 22.04% - Median return: 23.72% - Average standard deviation: 2.21

Rolling return for 5 year

- Average return: 16.38% - Median return: 17.78% - Average standard deviation: 1.16

Rolling return for 7 year

- Average return: 12.23% - Median return: 12.35% - Average standard deviation: 0.67

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,97,03497,0348.09
3 year36,00,00050,59,64714,59,64712.02
5 year60,00,0001,04,41,91044,41,91011.72
7 year84,00,0001,60,25,58376,25,5839.67

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.978.09
3 year 7.3112.02
5 year 7.4811.72
7 year 6.399.67
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 5.278.09
3 year 7.4812.02
5 year 7.4611.72
7 year 6.419.67
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 5.628.09
3 year 8.2412.02
5 year 7.8811.72
7 year 6.629.67
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.678.09
3 year 8.7212.02
5 year 8.2311.72
7 year 6.829.67

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,97,034 - Absolute Returns: ₹97,034 - CAGR: 8.09%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹50,59,647 - Absolute Returns: ₹14,59,647 - CAGR: 12.02%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,04,41,910 - Absolute Returns: ₹44,41,910 - CAGR: 11.72%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,60,25,583 - Absolute Returns: ₹76,25,583 - CAGR: 9.67%