- Mutual Funds
- TATA Mutual Fund
- Tata Housing Opportunities Fund Direct (Growth)
Tata Housing Opportunities Fund Direct (Growth)
₹ 14.4402
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.4402
NAV (Apr 18)
Fund Returns
Last 1Y | 39.7% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 25.3% |
6 Month CAGR | 13.4% |
Scheme Information
To generate long-term capital appreciation by investing predominantly in equity and equity related instruments of entities engaged in and/or expected to benefit from the growth in housing theme. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Expense Ratio | 0.69 |
Launched (2y ago) | Sep 02, 2022 |
AUM in Crores | 526.114 |
ISIN | INF277KA1497 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Housing TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Housing Opportunities Fund Direct (Growth) | 21,47,700 | 14,15,088 | 39.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
cash / net current asset
8.8%hdfc bank ltd
7.4%larsen & toubro ltd
6.4%dlf ltd
5.2%voltas ltd
4.9%Allocation by Sector
industrials
32%financial services
27.4%real estate
15.2%basic materials
14.1%consumer cyclical
2.3%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.6% | 12.7% | ||
31.1% | 25.4% | ||
20.2% | 18.3% | ||
5.8% | 6.7% | ||
5.1% | 4.7% |
Tata Housing Opportunities Fund Direct (G) Review
Tata Housing Opportunities Fund Direct (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 25.3% over a period of 1 years. The fund is managed by Tata Asset Management Limited. The fund managers are Kapil Malhotra, Murthy Nagarajan, Tejas Gutka.
Nav of Tata Housing Opportunities Fund Direct (G) as of 4/18/2024 is ₹14.44 with the total AUM as of 4/19/2024 is ₹526.114. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Housing Opportunities Fund Direct (G) was launched on Sep 02, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for Tata Housing Opportunities Fund Direct (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Housing Opportunities Fund Direct (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Housing TR INR.
Tata Housing Opportunities Fund Direct (G) is rated as a 0 fund in Equity and delivered 39.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Housing Opportunities Fund Direct (G).
Frequently Asked Questions
What is Tata Housing Opportunities Fund Direct (G)?
How to invest in Tata Housing Opportunities Fund Direct (G)?
You can invest in Tata Housing Opportunities Fund Direct (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Housing Opportunities Fund Direct (G)?
The minimum sip amount for Tata Housing Opportunities Fund Direct (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Housing Opportunities Fund Direct (G) good to invest in?
As per Scripbox experts, Tata Housing Opportunities Fund Direct (G) is a Not Reviewed Yet fund. You can investTata Housing Opportunities Fund Direct (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Housing Opportunities Fund Direct (G)?
The expense ratio of the Tata Housing Opportunities Fund Direct (G) is 0.69% for regular plan.