Tata Housing Opportunities Fund Direct Growth

Equity
Thematic
Very High Risk
Launch date16 Aug 2022
Allotment date02 Sep 2022
End date29 Aug 2022
NAV₹10.00

Expense ratio, exit load and tax

Expense ratio: 0.73%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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

Aditya Bagul
Jul 2025 - Present
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Education
Mr. Bagul has done B.Com, CA and CFA
Experience
Prior to joining Tata Mutual Fund, he has worked with Axis Capital Ltd., Ambit Capital and Reliance Capital
Also manages these schemes

Kapil Malhotra
Jul 2025 - Present
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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

Hasmukh Vishariya
Mar 2025 - Present
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Fund house & investment objective

Rank (total assets)#14 in India
Total AUM₹2,23,665.36Cr
Date of Incorporation30 Jun 1995

Tata Housing Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Murthy Nagarajan is the Current Fund Manager of Tata Housing Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,23,665 Cr and the Latest NAV as of 18 Dec 2025 is ₹15.67. The Tata Housing Opportunities Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹5,000. Exit load of 1%, if redeemed within 30 days. ;

Investment Objective

The scheme seeks 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. ;

Fund benchmarkNifty Housing Total Return Index

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995