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Business News/Market/Market Stats/    Tata Housing Opportunities Fund Regular Growth

Tata Housing Opportunities Fund Regular Growth

+
  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
14.65 +0.11 (0.73%) NAV as on 21 May, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)519.54
  • CAGR -0.77%
  • Exit Load1.00%
  • Expense ratio2.39%
  • CategoryEquity
  • Min Investment5000
  • Min SIP100
  • Launch Date2022-09-02

Morning Star Rating N.A.

Medium
Risk
Return

Asset Allocation

Holdings As On - 22 May 2025

  • Name
  • Value (Cr)
  • Holding %
  • Dlf
  • 20.57
  • 3.96%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

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.

 

The Tata Housing Opportunities Fund Regular Growth has an AUM of 519.54 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.39%. The minimum investment in Tata Housing Opportunities Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Medium & - respectively.

 

The top holdings of the fund include Hdfc Bank, Prestige Estates Projects, Larsen And Toubro & Icici Bank.

 

The major sectors where the fund is invested are Regional Banks, Construction Services, Consumer Financial Services & Construction - Raw Materials.

 

Some of the similar funds are Union Business Cycle Fund Regular Growth, Bank of India Business Cycle Fund Regular Growth, Tata Housing Opportunities Fund Regular Growth, Bandhan Transportation and Logistics Fund Regular Growth, Union Active Momentum Fund Regular Growth. Tata Housing Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

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FAQs about Tata Housing Opportunities Fund Regular Growth

According to the morning star rating Tata Housing Opportunities Fund Regular Growth has a Medium risk & return.
Tata Housing Opportunities Fund Regular Growth is managed by Murthy Nagarajan,Tejas Gutka,Hasmukh Vishariya.
The expense ratio of Tata Housing Opportunities Fund Regular Growth is 2.39%.
The 5 year annualized return on Tata Housing Opportunities Fund Regular Growth is 0.00% & it has generated -0.77% in the last 1 year.
The minimum investment in Tata Housing Opportunities Fund Regular Growth is 5000 Rs.
Tata Housing Opportunities Fund Regular Growth has an AUM of 519.54 crores.
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