Tata Housing Opportunities Fund - Growth - Direct Plan

Other Plans and Options
  • 1.07 %Nav, as on 17-04-2025

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  • Net Change on 17-04-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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. 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Housing - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 14.33 23.33 34.44 0.74 25,696.42
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 2.86 21.96 31.52 0.88 6,161.56
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 14.62 28.42 32.98 0.57 6,046.75
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 9.19 11.88 21.92 1.34 5,433.25
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth Dec 30, 2019 -2.34 28.54 33.52 0.51 5,342.23

Fund Holdings as on 31-March-2025

  • HDFC BANK LTD

  • LARSEN & TOUBRO LTD

  • PRESTIGE ESTATES PROJECTS LTD

  • ICICI BANK LTD

  • CAN FIN HOMES LTD

  • AMBUJA CEMENTS LTD

  • ULTRATECH CEMENT LTD

  • DLF LTD

  • VOLTAS LTD

  • A) REPO

  • BLUE STAR LTD

  • BRIGADE ENTERPRISES LTD

  • PNB HOUSING FINANCE LTD

  • KEI INDUSTRIES LTD

  • STATE BANK OF INDIA

  • HAVELLS INDIA LTD

  • ASIAN PAINTS (INDIA) LTD

  • BAJAJ FINANCE LTD

  • SUPREME INDUSTRIES LTD

  • INDIA SHELTER FINANCE CORPORATION LTD

  • KOTAK MAHINDRA BANK LTD

  • CERA SANITARYWARE LTD

  • KAJARIA CERAMICS LTD

  • CASH / NET CURRENT ASSET

  • GREENPLY INDUSTRIES LTD

  • TARC LTD

  • GREENPANEL INDUSTRIES LTD

  • R R KABEL LTD

  • THE RAMCO CEMENTS LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • ORIENT ELECTRIC LTD

  • ELECTRONICS MART INDIA LTD

  • SURAJ ESTATE DEVELOPERS LTD

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  • Bank - Private

  • Construction - Real Estate

  • Finance - Housing

  • Cement & Construction Materials

  • Air Conditioners

  • Engineering - Construction

  • Miscellaneous

  • Cable

  • Ceramics/Marble/Granite/Sanitaryware

  • Plastic Products

  • Wood & Wood Products

  • Bank - Public

  • Electric Equipment

  • Paints

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Retailing

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Fund Manager

  • Cash

  • Equity

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About Tata Housing Opportunities Fund

Scheme Analysis

Tata Housing Opportunities Fund is a Equity - Thematic Fund - Other fund and belongs to Tata Mutual Fund. It was launched on 02-Sep-2022 and currently has an AUM of ₹507.68 crore. Tata Housing Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Housing - TRI as secondary index.

The NAV of Tata Housing Opportunities Fund ended up ₹0.15(1.07%)yesterday to ₹14.6323.

Among its top 3 holdings the fund has exposure to HDFC BANK LTD, and

The Tata Housing Opportunities Fund is managed by Murthy Nagarajan and Tejas Gutka.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782