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  • Tata Housing Opportunities Fund (Growth)
TATA Mutual Fund

Tata Housing Opportunities Fund (Growth)

EquitySectoral/ Thematic

13.7096

NAV (Feb 22)

23.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.7096

NAV (Feb 22)

Fund Returns

Last 1Y
35.5%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
23.9%
6 Month CAGR
14.5%

Scheme Information

Investment Objective

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
2.37
Launched (2y ago)
Sep 02, 2022
AUM in Crores
525.007
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
Fund Managers

Murthy Nagarajan

Fund Manager

Tejas Gutka

Fund Manager

Kapil Malhotra

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Housing Opportunities Fund (Growth)70%18,92,618 11,60,00635.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-02-22

Top Stock Holdings

hdfc bank ltd

7.5%
7.5%

a) repo

6.1%
6.1%

larsen & toubro ltd

5.9%
5.9%

prestige estates projects ltd

5.3%
5.3%

can fin homes ltd

5.1%
5.1%
See all holdings

Allocation by Sector

industrials

31.1%
31.1%

financial services

27.3%
27.3%

real estate

16%
16%

basic materials

14.4%
14.4%

consumer cyclical

2.6%
2.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 20,949 cr

₹ 13,846 cr

₹ 16,033 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 147,708 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
022-66578282
service@tataamc.com
Fund NameScripbox Opinion
Till Date CAGR

12.3%

13%

21.5%

18.1%

31.1%

15.5%

19.3%

16.5%

12.3%

13%

Tata Housing Opportunities Fund (G) Review

Tata Housing Opportunities Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 23.9% 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 (G) as of 2/22/2024 is ₹13.71 with the total AUM as of 2/23/2024 is ₹525.007. 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 35.5% 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)?

Tata Housing Opportunities Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 2.37% for regular plan.