Tata Housing Opportunities Fund Regular Growth

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

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.

The Tata Housing Opportunities Fund Regular Growth has an AUM of 466.46 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 2.38%. The minimum investment in Tata Housing Opportunities Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

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

The top holdings of the fund include HDFC Bank, A) Repo, Canfin Homes & Larsen & Toubro.

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 Invesco India PSU Equity Fund Growth, SBI Magnum Comma Fund Regular Growth, HDFC Transportation and Logistics Fund Regular Growth, Tata Housing Opportunities Fund Regular Growth, HDFC MNC Fund Regular Growth. Tata Housing Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.