No NFO data available for this page.

3 Year return

0
Dec '22Dec '22Feb '23Feb '23Apr '23Apr '23Jun '23Jun '23Aug '23Aug '23Oct '23Oct '23Dec '23Dec '23Feb '24Feb '24Apr '24Apr '24
Launched on August 2022 (3 years)

Investment Details

₹100

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,600
Gain
  • 0.00%
  • ₹0
  • Total Value
  • ₹3,600

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹565.65 Cr.

Expense Ratio

0.67% (inclusive of GST)

Exit Load

Redemption/Switch-out/SWP/STP on or before expiry of 30 days from the date of allotment: 1%

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings
₹565.65Crores
Other Holdings% of Asset
DLF4.81 %
ICICI Bank4.71 %
Can Fin Homes4.61 %
KEI Industries4.59 %
Ambuja Cements4.46 %
Brigade Enterpr.3.56 %
Supreme Inds.3.31 %
UltraTech Cem.3.26 %
Asian Paints2.99 %
Havells India2.79 %
St Bk of India2.78 %
Blue Star2.75 %
Kajaria Ceramics2.66 %
Cera Sanitary.2.54 %
PNB Housing2.53 %
Suraj Estate2.43 %
Net CA & Others2.4 %
Astral1.95 %
Bajaj Finance1.84 %
INDIA SHELTE FIN1.58 %
Kotak Mah. Bank1.58 %
R R Kabel1.55 %
Greenply Industr1.52 %
Electronics Mart1.26 %
Orient Electric1.15 %
The Ramco Cement1.12 %

Tata Mutual Fund Managers

TG

Tejas Gutka

Fund Manager since Aug 2022

View Details

Fund House Details

Tata Mutual Fund

Tata Mutual Fund Asset management company

AUM ₹147,271.50 Cr.
No. of Schemes 165
Setup Date March 1994

Peer Comparison

Comparison with other similar funds

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Growth

14.42%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout

14.42%
6.29%

About TATA Housing Opportunities Fund Direct Plan-Growth

TATA Housing Opportunities Fund Direct Plan-Growth is an open-ended equity mutual fund scheme provided by Tata Mutual Fund. Falling under the category of “sectoral/thematic funds”, this is a fund that mainly invests in company stocks of the real estate sector and other allied sectors. The fund invests in a diverse array of large-cap, small-cap, and mid-cap stocks.

Investment Objective of the Scheme

The predominant investment objective of TATA Housing Opportunities Fund Direct Plan-Growth is to offer investors capital appreciation by investing largely in the equity of companies engaged in real estate, housing, and other related businesses. The scheme aims to make the most of the growth potential of the housing and real estate sector, motivated by factors like a potential increase in demand for housing, urbanisation, and infrastructure development.

Key Features of The Fund

5-year return NA
Expense Ratio 0.67%
Fund Manager Tejas Gutka
Fund Size ₹565.65 Cr
Risk Profile Very High

Is This Scheme Right for Me?

Those considering the TATA Housing Opportunities Fund Direct Plan-Growth could invest in the scheme if they believe in the potential growth of the real estate sector. Investors who may want some exposure to this industry in this domain may think about investing in this fund. Additionally, those investors who would possibly like to focus on a particular thematic investment may consider this fund. Since the overall fund may likely be affected by possible shifts in the sector concerned, investors who do not mind some risk may consider investment. Nonetheless, before you invest, you must think of your individual and unique investment and financial goals.

AMC Contact Details

Name Tata Mutual Fund
Launch Date March 1994
Addresss Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact (022) 6282 7777
Email service@tataamc.com
Website https://www.tatamutualfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Use SIPs To Safeguard Your Child’s Education

Invest in your child's education using SIPs, a dependable option. The free SIP calculator online will help you plan systematically and build up your wealth over time. This strategy guarantees that you have sufficient funds to cover your child's tuition fees, books, and other educational costs, giving them a strong start for success in the future.

FAQs

What is today's NAV of TATA Housing Opportunities Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Housing Opportunities Fund on May 29 2024, is ₹15.2433