Tata Housing Opportunities Fund Regular Growth
3Y Annualised
13.57%
-1.57% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.89%
-1.57% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
5 years 5 months
5 years 4 months
9 years 7 months
Fund info
Fund size
₹494.24 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0%
Redemption / Switch-out /SWP / STP on or before expiryof 30 days from the date ofallotment: 1%
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal S&P BSE Low Volatility ETF
2nd
Motilal Oswal Nifty 200 Momentum 30 ETF
3rd
Aditya Birla Sun Life PSU Equity Fund Direct Payout Inc Dist cum Cap Wdrl
4th
Aditya Birla Sun Life PSU Equity Fund Direct Growth
5th
Aditya Birla Sun Life PSU Equity Fund Regular Growth
314th
Tata Housing Opportunities Fund Regular Growth
Fund Managers
About Tata Housing Opportunities Fund Regular Growth
Tata Housing Opportunities Fund Regular Growth is a Equity mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 3 years, having been launched on 2022-09-02. Tata Housing Opportunities Fund Regular Growth has ₹494.24 Cr worth of assets under management (AUM) as of Thu Mar 05 2026. The latest Net Asset Value (NAV) of Tata Housing Opportunities Fund Regular Growth as of Wed Mar 04 2026 is ₹14.2877. The fund has an expense ratio of 2.39%, which is medium comparable to most other Equity funds.
Tata Housing Opportunities Fund Regular Growth returns for the last 1 year are 14.08%. Since launch, it has delivered 11.59% average annual returns.
The Tata Housing Opportunities Fund Regular Growth has the majority of its money invested in Financial Services, Basic Materials, Industrials, Utilities, Real Estate, Technology sectors.
Top 5 Holdings of Tata Housing Opportunities Fund Regular Growth.
- HDFC Bank Ltd: 9.55%
- UltraTech Cement Ltd: 8.93%
- Larsen & Toubro Ltd: 6.72%
- ICICI Bank Ltd: 6.58%
- NTPC Ltd: 4.66%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| Founding Date | 2022-09-02 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Housing Opportunities Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
