HDFC Housing Opportunities Fund
HDFC Housing Opportunities Fund is a sectoral / thematic fund of HDFC Asset Management Company Limited with ₹1,086 cr under management. It is ahead of its benchmark (Nifty Housing TRI) in 1 of 3 periods. Its direct plan charges 1.41% a year. Ashish Shah has managed it for 0.1 years.
Has HDFC Housing Opportunities Fund beaten its benchmark?
Ahead of its benchmark, Nifty Housing TRI, in 1 of 3 periods in AMFI's figures; −8.63% over the last year against −4.60%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.61% | −3.60% | — |
| 3 months | −6.03% | −5.03% | — |
| 6 months | −4.06% | −1.83% | — |
| 1 year | −8.63% | −4.06% | −4.57 pts |
| 3 years | +7.39% | +9.27% | −1.88 pts |
| 5 years | +9.67% | +8.00% | +1.67 pts |
| 10 years | — | +12.69% | — |
| Since start from 7 Dec 2017 | +9.39% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −8.63% | −9.47% | −4.60% | −4.03 | 🔒 |
| 3y | +7.38% | +6.35% | +8.38% | −1.00 | 🔒 |
| 5y | +9.67% | +8.59% | +7.77% | +1.90 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Dec 2017 to 13 Oct 2026₹100 put in at the start of Dec 2017 would be ₹218 on 13 Oct 2026, against ₹255 in the Nifty 500 TRI.
What does HDFC Housing Opportunities Fund cost?
1.41% a year on the direct plan, 2.26% on the regular plan; 121 of 174 funds in its category charge less.
Who manages HDFC Housing Opportunities Fund?
Ashish Shah, since 11 Sep 2026; Gopal Agrawal, since 1 Sep 2026; Bhagyesh Kagalkar, since 26 Aug 2026.
What does HDFC Housing Opportunities Fund hold?
40 holdings as of 30 Sep 2026; the ten largest are 61.5% of the fund, the largest Larsen and Toubro Ltd. at 8.5%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does HDFC Housing Opportunities Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is HDFC Housing Opportunities Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages HDFC Housing Opportunities Fund?
Ashish Shah (manager) since 11 Sep 2026; Gopal Agrawal (manager) since 1 Sep 2026; Bhagyesh Kagalkar (manager) since 26 Aug 2026.
What is the expense ratio of HDFC Housing Opportunities Fund?
1.41% a year on the direct plan and 2.26% on the regular plan (expense report, Oct 2026).
How has HDFC Housing Opportunities Fund done?
Its direct plan returned +7.38% a year over 3 years against +8.38% for its benchmark, Nifty Housing TRI, as of 13 Oct 2026.
See HDFC Housing Opportunities Fund beside your own funds in Valarth
