Tata Housing Opportunities Fund Growth Return
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- 6M
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- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Tata Housing Opportunities Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹476 Cr
Lock In Period
N/A
Expense Ratio
2.41
Exit Load
Redemption / Switch-out / SWP / STP on or before expiry of 30 days from the date of allotment: 1%
Benchmark
Nifty Housing Total Return
Summary
Tata Housing Opportunities Fund Growth NAV is ₹14.4822 as of 16 May, 2026. Tata Housing Opportunities Fund Growth has delivered 34.35% returns since its launch. The minimum SIP investment amount in Tata Housing Opportunities Fund Growth is ₹100. The AUM of Tata Housing Opportunities Fund Growth is ₹476 Cr. The expense ratio of the fund is 2.41%, and its benchmark is Nifty Housing Total Return. The current exit load of the fund is Redemption / Switch-out / SWP / STP on or before expiry of 30 days from the date of allotment: 1%. In the last 1M months, Tata Housing Opportunities Fund Growth has delivered 3.59% returns.
Tata Housing Opportunities Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 3.59 | -0.16 | 24.36 |
| 6M | -6.45 | 1.39 | 110.16 |
| 1Y | 0.30 | 4.24 | 224.34 |
| 3Y | 10.34 | 10.71 | 378.09 |
Portfolio Analysis
- Equity: 95.22%
- Debt: 4.78%
- Others
As on: 2026-03-31
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About Fund Tata Housing Opportunities Fund Growth
Tata Housing Opportunities Fund Growth managed by Tata Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹476 Crore. The fund benchmarks its performance against the Nifty Housing Total Return while maintaining an expense ratio of 2.41. Under the expert guidance of Aditya Bagul ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Aditya Bagul
Mr. Aditya Bagul holds Chartered Financial Analyst (CFA), Chartered Accountant (ACA), B.Com. Prior to joining TATA Mutual Fund, he has worked with Axis Capital, Ambit Capital and Reliance Capital Asset Management.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Invesco India ESG Integration Strategy Fund Growth | 0 | 375.93 CR | 2.44 |
| Kotak ESG Exclusionary Strategy Fund Growth | 0 | 752.38 CR | 2.35 |
| Tata Housing Opportunities Fund Growth | 1 | 476.11 CR | 2.41 |
| ICICI Prudential PSU Equity Fund Growth | 2 | 1975.03 CR | 2.1 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1138.67 CR | 2.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundInvesco India ESG Integration Strategy Fund Growth | -9.6266 | 28.7614 |
| This FundKotak ESG Exclusionary Strategy Fund Growth | -2.8054 | 34.0199 |
| This FundTata Housing Opportunities Fund Growth | 0.3039 | 34.349 |
| This FundICICI Prudential PSU Equity Fund Growth | 10.7608 | 99.3694 |
| This FundNippon India Taiwan Equity Fund Growth | 219.8905 | 358.6217 |
Tata Housing Opportunities Fund Growth FAQs
Tata Housing Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Tata Housing Opportunities Fund Growth is 2.41. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Housing Opportunities Fund Growth’s fund performance is as follows:
- 1 Month : 3.59%
- 6 Months : -6.45%
- 1 Year : 0.30%
- 3 Years : 10.34%
You can invest in Tata Housing Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Tata Housing Opportunities Fund Growth is ₹476 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Housing Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
