Tata Housing Opportunities Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 07 Feb 2025₹14.95
Min. SIP amount₹100
RatingNA
Fund size₹566.57Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Thematic
Absolute returns
3M6M1YAll
Fund returns-8.8%-9.3%5.5%49.5%
Category averageNANA10.4%NA
Rank with in category806348NA
Understand terms

Holdings (31)

NameSectorInstrumentAssets
FinancialEquity8.40%
ConstructionEquity6.52%
ConstructionEquity5.38%
FinancialEquity4.58%
ConstructionEquity4.44%
FinancialEquity4.18%
Consumer DiscretionaryEquity4.17%
Capital GoodsEquity4.07%
Consumer DiscretionaryEquity3.93%
ConstructionEquity3.85%
ConstructionEquity3.73%
ConstructionEquity3.73%
ChemicalsEquity3.07%
Capital GoodsEquity2.81%
FinancialEquity2.79%
FinancialEquity2.67%
ConstructionEquity2.65%
ConstructionEquity2.56%
Consumer StaplesEquity2.50%
ChemicalsEquity2.37%
ConstructionEquity2.18%
Consumer DiscretionaryEquity2.10%
FinancialEquity1.88%
Consumer StaplesEquity1.82%
FinancialEquity1.81%
FinancialEquity1.73%
ConstructionEquity1.71%
ChemicalsEquity1.52%
ConstructionEquity1.36%
Consumer DiscretionaryEquity1.23%
ServicesEquity0.98%
See All

Pros and cons

Category: Equity Thematic

Pros

Lower expense ratio: 0.74%

Cons

1Y annualised returns lower than category average by 4.83%

Expense ratio, exit load and tax

Expense ratio: 0.74%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Tejas Gutka
Aug 2022 - Present
View details

Education
Mr. Gutka is a BSc, MMS (Finance)
Experience
Prior to joining Tata Mutual Fund, he has worked with Tamohara Investment Managers, Barclays Securities India Pvt Ltd.
Also manages these schemes

Kapil Malhotra
Dec 2023 - Present
View details

Education
Mr.Malhotra has done B.Sc(Hons.) in Business and Administration and MBA(PGPEM)
Experience
Prior to joining Tata Mutual Fund, he has worked with Trust Financial Consultancy Services Pvt Ltd., Avvanti Advisors Pvt. Ltd.and SHK India Pvt Ltd
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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