\n\n\t\n\t\t\n\t\t\t\n\t\t\t\n\t\t\t

Stocks<\/td>\n\t\t\t

Holding %<\/td>\n\t\t<\/tr>\n\t\t

DLF Ltd.<\/td>\n\t\t\t

6.93<\/td>\n\t\t<\/tr>\n\t\t

NCC Ltd.<\/td>\n\t\t\t

4.33<\/td>\n\t\t<\/tr>\n\t<\/tbody>\n<\/table>\n<\/div>\n<\/center>\n\n\n\n

Data as of October 31, 2023
(Source: ACE MF, data collated by PersonalFN Research) <\/p>\n\n\n\n

The scheme holds a maximum exposure of 6.93% in stocks of DLF Ltd., which is Delhi Land & Finance one of India’s biggest commercial real estate development companies, having a market capitalization of Rs.70,000 crores. DLF’s primary business is development of residential, commercial and retail properties.<\/p>\n\n\n\n

The scheme also carries an allocation of 4.33% to NCC Ltd. which has ventured into diverse sectors of construction and infrastructural development, spanning across the nation. Currently, the overall exposure to real estate stocks accounts for 11.26% of the scheme’s assets.<\/p>\n\n\n\n

#2 Tata Housing Opportunities Fund<\/a><\/strong> (Thematic Fund)<\/p>\n\n\n\n

Launched in September 2022, Tata Housing Opportunities Fund invests in equity and equity-related instruments of entities engaged in and\/or expected to benefit from the growth in housing theme. The fund holds a 43.39% allocation to large-cap stocks, 22.54% in mid-cap stocks and 23.83% in small-cap stocks as of October 2023.<\/p>\n\n\n\n

However, since the scheme was launched a year ago, it does not have a long performance track record. Thus, investors may consider their suitability before investing in it.<\/p>\n\n\n\n

Tata Housing Opportunities Fund – Allocation to Real Estate Stocks<\/em><\/strong><\/p>\n\n\n\n

\n
\n\n\t\n\t\t\n\t\t\t\n\t\t\t\n\t\t\t\n\t\t\t
Stocks<\/td>\n\t\t\t Holding %<\/td>\n\t\t<\/tr>\n\t\t
DLF Ltd.<\/td>\n\t\t\t 3.77<\/td>\n\t\t<\/tr>\n\t\t
Prestige Estates Projects Ltd.<\/td>\n\t\t\t 3.66<\/td>\n\t\t<\/tr>\n\t\t
Brigade Enterprises Ltd.<\/td>\n\t\t\t 3.37<\/td>\n\t\t<\/tr>\n\t<\/tbody>\n<\/table>\n<\/div>\n<\/center>\n\n\n\n
Data as of October 31, 2023
(Source: ACE MF, data collated by PersonalFN Research) <\/p>\n\n\n\n
The overall allocation to real estate stocks is around 10.80%, and the highest is in stocks of DLF Ltd. The scheme also holds fair exposure to other stocks like – Prestige Estates Projects Ltd. (develops residential, commercial, retail, leisure and hospitality properties) and Brigade Enterprises Ltd., which are the market leaders in the segment.<\/p>\n\n\n\n
#3 Quant Focused Fund<\/a><\/strong> (Focused Fund)<\/p>\n\n\n\n
Quant Focused Fund seeks to generate capital appreciation & provide long-term growth opportunities by investing in a focused portfolio of large cap – blue chip companies. The fund holds 40.56% allocation to large-cap stocks, 9.42% in mid-cap stocks and 6.04% in small cap stocks, as of October, 2023.<\/p>\n\n\n\n
Quant Focused Fund – Allocation to Real Estate Stocks<\/em><\/strong><\/p>\n\n\n\n
\n
\n\n\t\n\t\t\n\t\t\t\n\t\t\t
Stocks<\/td>\n\t\t\t Holding %<\/td>\n\t\t<\/tr>\n\t\t
DLF Ltd.<\/td>\n\t\t\t 7.19<\/td>\n\t\t<\/tr>\n\t<\/tbody>\n<\/table>\n<\/div>\n<\/center>\n\n\n\n
Data as of October 31, 2023
(Source: ACE MF, data collated by PersonalFN Research) <\/p>\n\n\n\n
The overall allocation to real estate stocks is around 7.19% in DLF Ltd. stocks. However, do note that being a focused scheme it carries a portfolio of limited stocks, which may create a concentration risk. Thus, investors may consider their suitability before investing in it.<\/p>\n\n\n\n
#4 HSBC Small Cap Fund<\/a><\/strong> (Market Cap Fund)<\/p>\n\n\n\n
Launched in 2014, HSBC Small Cap Fund invests in equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks).<\/p>\n\n\n\n
Currently, the scheme holds an AUM of Rs 11,551.58 crore and is benchmarked against Nifty Smallcap 250 TRI.<\/p>\n\n\n\n
HSBC Small Cap Fund – Allocation to Real Estate Stocks<\/em><\/strong><\/p>\n\n\n\n
\n
\n\n\t\n\t\t\n\t\t\t\n\t\t\t\n\t\t\t\n\t\t\t\n\t\t\t
Stocks<\/td>\n\t\t\t Holding %<\/td>\n\t\t<\/tr>\n\t\t
Brigade Enterprises Ltd.<\/td>\n\t\t\t 2.02<\/td>\n\t\t<\/tr>\n\t\t
Mahindra Lifespace Developers Ltd.<\/td>\n\t\t\t 1.80<\/td>\n\t\t<\/tr>\n\t\t
NCC Ltd.<\/td>\n\t\t\t 0.98<\/td>\n\t\t<\/tr>\n\t\t
Sobha Ltd.<\/td>\n\t\t\t 0.88<\/td>\n\t\t<\/tr>\n\t<\/tbody>\n<\/table>\n<\/div>\n<\/center>\n\n\n\n\n
Data as of October 31, 2023
(Source: ACE MF, data collated by PersonalFN Research) <\/p>\n\n\n\n
The overall allocation to real estate stocks is around 5.68%, the scheme holds fair exposure to real estate market leaders like – Brigade Enterprises Ltd., Mahindra Lifespace Developers Ltd., NCC Ltd. and Sobha Ltd. The fund holds 2.87% allocation to large-cap stocks, 24.60% in mid-cap stocks and 69.54% in small cap stocks, as of October, 2023.<\/p>\n\n\n\n
Since this is a small cap scheme, investors may consider their suitability before investing in it based on risk tolerance, investment horizon and goals. Small cap funds are more sensitive to market fluctuations and require a long investment horizon due to their inherent volatility.<\/p>\n\n\n\n
#5 – SBI Infrastructure Fund<\/a><\/strong> (Sectoral Fund)<\/p>\n\n\n\n
SBI Infrastructure Fund provides investors with opportunities for long-term growth in capital through active management of investments in a diversified basket of equity stocks of companies directly or indirectly involved in the infrastructure growth in the Indian economy and in debt & money market instruments. Currently, the scheme holds an AUM of Rs 1,308.66 crore.<\/p>\n\n\n\n
As of October 2023, the fund has a 39.44% allocation in large-cap stocks and 19.59% in mid-cap stocks, whereas 30.10% in small-cap stocks. Do note it has a higher allocation to small-cap stocks, which are highly risky and sensitive to market fluctuations.<\/p>\n\n\n\n
SBI Infrastructure Fund – Allocation to Real Estate Stocks<\/em><\/strong><\/p>\n\n\n\n
\n
\n\n\t\n\t\t\n\t\t\t\n\t\t\t\n\t\t\t
Stocks<\/td>\n\t\t\t Holding %<\/td>\n\t\t<\/tr>\n\t\t
Sobha Ltd.<\/td>\n\t\t\t 2.72<\/td>\n\t\t<\/tr>\n\t\t
Brigade Enterprises Ltd.<\/td>\n\t\t\t 2.59<\/td>\n\t\t<\/tr>\n\t<\/tbody>\n<\/table>\n<\/div><\/center>\n\n\n\n
Data as of October 31, 2023
(Source: ACE MF, data collated by PersonalFN Research) <\/p>\n\n\n\n
The scheme has an overall allocation of 5.31% to real estate stocks. The scheme has significant exposure to Shobha Ltd., its residential projects portfolio comprises of residential apartments, row houses, villas, luxury and super luxury apartments. And Brigade Enterprises Ltd., the company constructs and develops residential, commercial, educational, retail and hospitality projects.<\/p>\n\n\n\n
[Read: <\/strong>Mutual Funds Are Betting Big on These Sectors: Are You Missing Out?<\/a>]<\/p>\n\n\n\n
Although sectoral mutual funds could be a good diversifier to your portfolio<\/a>, it takes at least a few years to reach their potential. Hence, investors may consider taking a plunge into these mutual funds only after thorough market research and assessing their suitability.<\/p>\n\n\n\n
What is the Outlook for the Indian Real Estate Sector?<\/strong><\/p>\n\n\n\n
As India continues to grow and develop, the real estate sector is poised to play an even more crucial role in shaping the nation’s future. Real estate businesses have an excellent opportunity with the Smart City Project, which aims to construct 100 smart cities.<\/p>\n\n\n\n
An increase in investment activity in the real estate sector is being caused by the growing demand for real estate. Private equity firms, institutional investors, and foreign investors are all pouring money into the Indian real estate market. This capital inflow is supporting the creation of new initiatives, enhanced infrastructure, and increased employment.<\/p>\n\n\n\n
The real estate sector is expected to grow substantially over the next five years, driven by strong demand for affordable housing, commercial real estate, and infrastructure development.<\/p>\n\n\n\n
Technology plays a pivotal role in the real estate sector; property buying is revolutionised by Augmented Reality (AR) and Virtual Reality (VR), allowing buyers to explore properties remotely and visualise their future homes\/office spaces virtually.<\/p>\n\n\n\n
Environmentally conscious buyers drive demand for sustainable and eco-friendly properties. The increasing significance of green building certifications, such Leadership in Energy and Environmental Design (LEED), will incentivize developers to integrate eco-friendly features in their projects to cater to this growing market segment.<\/p>\n\n\n\n
Indian real estate developers have changed course and taken up new challenges in response to a more informed consumer base and in light of globalisation.<\/p>\n\n\n\n
Since the Indian real estate sector is still in its early stages of development, there is a great deal of room for expansion. The industry is ideally positioned to gain from India’s rapid urbanisation and robust economic expansion.<\/p>\n\n\n\n
All things considered, the real estate industry is well-positioned to benefit from a number of trends. The government’s emphasis on affordable housing and infrastructure development is also anticipated to support the sector’s expansion. As a result, the real estate sector is expected to be one of the key drivers of India’s economic growth in the coming years.<\/p>\n\n\n\n
This article first appeared on PersonalFN\u00a0here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"
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