Tata Housing Opportunities Fund
150
Min SIP
5,000
Min Lumpsum
0.68 %
Expense Ratio
Rating
386
Fund Size (in Cr)
9 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 11% | ||||
| Category Average | 14% | 25% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
H D F C
Larsen & Toubro
HDFC Bank
ICICI Bank
Voltas
Others
Advance Ratio
-
Alpha
-
SD
-
Beta
-
Sharpe
Exit Load
| Exit Load | Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investmen:1% Redemption / Switch-out/SWP/STP after expiry of 365 days from the date of allotmen: Nil |
|---|
Fund Objective
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund Managers
Tejas Gutka
Mr Vikram Gutka has more than 14 years of experience in the equity and fixed income markets. Both a Master of Management Studies (Finance) and a Bachelor of Science in Mathematics are held by Mr Gutka.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 2,373
-
30.4%Fund Size - 2,373
-
44.8%Fund Size - 2,373
-
16.7%Fund Size - 2,373
-
- Equity .
- Sectoral / Thematic .
-
- 293
-
-3%Fund Size - 293
-
5%Fund Size - 293
-
2.5%Fund Size - 293
-
- Equity .
- Sectoral / Thematic .
-
- 9,940
-
0.5%Fund Size - 9,940
-
39.4%Fund Size - 9,940
-
21.2%Fund Size - 9,940
-
- Equity .
- Sectoral / Thematic .
-
- 1,241
-
24.3%Fund Size - 1,241
-
36.8%Fund Size - 1,241
-
14.7%Fund Size - 1,241
-
- Equity .
- Sectoral / Thematic .
-
- 95
-
17.1%Fund Size - 95
-
33.1%Fund Size - 95
-
13.3%Fund Size - 95
AMC Contact Details
Tata Mutual Fund
AUM:
88,392 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
Frequently Asked Questions
How to invest in Tata Housing Opportunities Fund ?
You can invest in Tata Housing Opportunities Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Housing Opportunities Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Tata Housing Opportunities Fund ?
The NAV of Tata Housing Opportunities Fund is ₹11.1 as of 31 May 2023.
How to redeem Tata Housing Opportunities Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Tata Housing Opportunities Fund?
The minimum SIP amount of Tata Housing Opportunities Fund is ₹150
What are the top sectors Tata Housing Opportunities Fund has invested in??
The top sectors Tata Housing Opportunities Fund has invested in are
- H D F C - 7.19%
- Larsen & Toubro - 6.04%
- HDFC Bank - 5.87%
- ICICI Bank - 5.5%
- Voltas - 4.83%
How much returns have Tata Housing Opportunities Fund generated ?
The Tata Housing Opportunities Fund has delivered 11% since inception
What is the expense ratio of Tata Housing Opportunities Fund ?
The expense ratio of Tata Housing Opportunities Fund is 0.68 % as of 31 May 2023.
What is the AUM of Tata Housing Opportunities Fund?
The AUM of Tata Housing Opportunities Fund is ₹88,392 Cr as of 31 May 2023
What are the top stock holdings of Tata Housing Opportunities Fund?
The top stock holdings of Tata Housing Opportunities Fund are
- H D F C - 7.19%
- Larsen & Toubro - 6.04%
- HDFC Bank - 5.87%
- ICICI Bank - 5.5%
- Voltas - 4.83%