Tata Housing Opportunities Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
1M
6M
All
NAV: 29 Mar 2023₹9.88
Min. SIP amount₹150
RatingNA
Fund size₹369.78Cr

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 Sectoral / Thematic
Absolute returns
1M3M6MAll
Fund returns-1.4%3.2%NA0.4%
Category averageNANANANA
Rank with in categoryNA518NA
Understand terms

Holdings (26)

NameSectorInstrumentAssets
Ultratech Cement Ltd.ConstructionEquity8.0%
Housing Development Finance Corporation Ltd.FinancialEquity7.1%
HDFC Bank Ltd.FinancialEquity5.8%
Voltas Ltd.Consumer DiscretionaryEquity5.6%
Larsen & Toubro Ltd.ConstructionEquity5.6%
ICICI Bank Ltd.FinancialEquity5.4%
Supreme Industries Ltd.ChemicalsEquity5.0%
Can Fin Homes Ltd.FinancialEquity4.7%
Asian Paints Ltd.ChemicalsEquity4.5%
Ambuja Cements Ltd.ConstructionEquity3.8%
See All

Expense ratio, exit load and tax

Expense ratio: 0.68%

Inclusive of GST

Exit load

Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 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₹150

Fund management

Murthy Nagarajan
Aug 2022 - Present
View details

Education
Mr. Nagarajan is a M.Com, ICWA and PGPMS.
Experience
Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
Also manages these schemes

Tejas Gutka
Aug 2022 - Present
View details

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
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

Tata Housing Opportunities Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2023 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.8.0
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI