TATA Mutual Fund

Tata Housing Opportunities Fund Direct Plan Growth

₹ 14.67

NAV (May 02)

15.452%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

Investment Objective

The scheme seeks 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.

Expense Ratio
0.76 %
Launched 2Y ago
2022-09-02
AUM in Crores
507.7
ISIN
INF277KA1497
Lock-in (days)
No Lock-in
Benchmark
Nifty Housing Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

HDFC Bank Ltd.

6.8%
6.8%

Prestige Estates Projects Ltd.

6.21%
6.21%

Voltas Ltd.

5.63%
5.63%

Larsen & Toubro Ltd.

5.33%
5.33%

Can Fin Homes Ltd.

4.55%
4.55%
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Allocation by Sector

Financial

31.45%
31.45%

Materials

24.52%
24.52%

Construction

20.83%
20.83%

Consumer Discretionary

10.64%
10.64%

Capital Goods

6.2%
6.2%
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Frequently Asked Questions

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