HDFC Housing Opportunities Fund - Direct Plan - Growth Option
code 141924 Sectoral/Thematic direct plan · growth NAVs 2017-12-07 to 2026-11-09
Growth of ₹10,000
From 2017-12-07. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 7.20% | 2026-10-09 → 2026-11-09 |
| 3M | -1.05% | 2026-08-07 → 2026-11-09 |
| 6M | -0.96% | 2026-05-08 → 2026-11-09 |
| 1Y | -4.22% | 2025-11-07 → 2026-11-09 |
| 3Y | 9.12% | 2023-11-09 → 2026-11-09 |
| 5Y | 10.56% | 2021-11-09 → 2026-11-09 |
| 7Y | 13.90% | 2019-11-08 → 2026-11-09 |
| 10Y | - | |
| since inception | 10.07% | 2017-12-07 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| fund | -8.75% | 2.99% | 3.50% | 31.24% | 14.27% | 40.56% | 15.16% | 0.85% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 1,952 | 14.62% | 5.98% | -37.08% | 80.75% | 66% |
| 3 years | 1,460 | 17.71% | 17.31% | -2.26% | 32.20% | 98% |
| 5 years | 966 | 17.39% | 17.84% | 6.22% | 29.88% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 7.26% | 9.66% |
| volatility | 18.33% | 17.20% |
| max drawdown | -23.09% | -23.09% |
| downside deviation | 12.54% | 11.32% |
| Sharpe ratio | 0.15 | 0.29 |
| Sortino ratio | 0.22 | 0.44 |
| Calmar ratio | 0.31 | - |
Sector/theme fund: not ranked. Compare with its benchmark above.