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3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
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%
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
Other Holdings | % of Asset |
---|---|
DLF | 4.81 % |
ICICI Bank | 4.71 % |
Can Fin Homes | 4.61 % |
KEI Industries | 4.59 % |
Ambuja Cements | 4.46 % |
Brigade Enterpr. | 3.56 % |
Supreme Inds. | 3.31 % |
UltraTech Cem. | 3.26 % |
Asian Paints | 2.99 % |
Havells India | 2.79 % |
St Bk of India | 2.78 % |
Blue Star | 2.75 % |
Kajaria Ceramics | 2.66 % |
Cera Sanitary. | 2.54 % |
PNB Housing | 2.53 % |
Suraj Estate | 2.43 % |
Net CA & Others | 2.4 % |
Astral | 1.95 % |
Bajaj Finance | 1.84 % |
INDIA SHELTE FIN | 1.58 % |
Kotak Mah. Bank | 1.58 % |
R R Kabel | 1.55 % |
Greenply Industr | 1.52 % |
Electronics Mart | 1.26 % |
Orient Electric | 1.15 % |
The Ramco Cement | 1.12 % |
Tata Mutual Fund Managers
TG
Tejas Gutka
Fund Manager since Aug 2022
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Invesco India PSU Equity Fund Direct Plan IDCW (Payout / Payout) |
42.14% |
0 |
Quant Infrastructure Fund IDCW Direct Plan Payout |
38.55% |
0 |
Invesco India Infrastructure Fund Direct Plan IDCW (Payout / Payout) |
37.43% |
0 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
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 |
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.