- Mutual Funds
- TATA Mutual Fund
- Tata Housing Opportunities Fund (Growth)
Tata Housing Opportunities Fund (Growth)
₹ 12.0955
NAV (Sep 22)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.0955
NAV (Sep 22)
Fund Returns
Last 1Y | 21.3% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 19.8% |
6 Month CAGR | 22.3% |
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 | 2.38 |
Launched (1y ago) | Sep 02, 2022 |
AUM in Crores | 466.465 |
ISIN | INF277KA1521 |
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 (Growth) | NaN | NaN | % | |
| 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
a) repo
10.5%hdfc bank ltd
9%larsen & toubro ltd
5.7%can fin homes ltd
5.5%icici bank ltd
4.8%Allocation by Sector
industrials
35.5%financial services
28.1%basic materials
13.2%real estate
9.5%consumer cyclical
2.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.3% | 11.8% | ||
26.1% | 16.3% | ||
23.1% | 16.3% | ||
39.1% | 14.5% | ||
14.3% | 11.8% |
Tata Housing Opportunities Fund (G) Review
Tata Housing Opportunities Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 19.8% over a period of 1 years. The fund is managed by Tata Asset Management Limited. The fund managers are Arvindkumar Chetty, Murthy Nagarajan, Tejas Gutka.
Nav of Tata Housing Opportunities Fund (G) as of 9/22/2023 is ₹12.10 with the total AUM as of 9/24/2023 is ₹466.465. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Housing Opportunities Fund (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 (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 (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 (G) is rated as a 0 fund in Equity and delivered 21.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Housing Opportunities Fund (G).
Frequently Asked Questions
What is Tata Housing Opportunities Fund (G)?
How to invest in Tata Housing Opportunities Fund (G)?
You can invest in Tata Housing Opportunities Fund (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 (G)?
The minimum sip amount for Tata Housing Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Housing Opportunities Fund (G) good to invest in?
As per Scripbox experts, Tata Housing Opportunities Fund (G) is a Not Reviewed Yet fund. You can investTata Housing Opportunities Fund (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 (G)?
The expense ratio of the Tata Housing Opportunities Fund (G) is 2.38% for regular plan.