Tata Housing Opportunities Fund Regular Growth
3Y Annualised
14.51%
1.37% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.40%
1.37% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
5 years 1 months
5 years 3 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
ICICI Prudential Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl
2nd
ICICI Prudential Housing Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl
3rd
Mirae Asset Nifty Metal ETF
4th
ICICI Prudential Nifty Metal ETF
5th
Motilal Oswal S&P BSE Low Volatility ETF
350th
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 Wed Feb 11 2026. The latest Net Asset Value (NAV) of Tata Housing Opportunities Fund Regular Growth as of Tue Feb 10 2026 is ₹15.1931. The fund has an expense ratio of 2.38%, which is medium comparable to most other Equity funds.
Tata Housing Opportunities Fund Regular Growth returns for the last 1 year are 5.37%. Since launch, it has delivered 12.73% 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
