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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹502 Cr
Lock In Period
N/A
Expense Ratio
2.39
Benchmark
Nifty Housing Total Return
Exit Load
Redemption / Switch-out / SWP / STP on or before expiry of 30 days from the date of allotment: 1%
Summary
Latest details for Tata Housing Opportunities Fund Growth include a ₹12.7083 NAV as of Mar 23,2026 and returns since inception of 29.09%. Minimum investments start at SIP ₹100. The Tata Housing Opportunities Fund Growth AUM is ₹502 Cr, with a lock-in of N/A years, expense ratio of 2.39%, and benchmark Nifty Housing Total Return. Exit load is - Redemption / Switch-out / SWP / STP on or before expiry of 30 days from the date of allotment: 1%. In the growth review for 1M Month/Year, the fund recorded -15.51% returns, against a category average of -1.63% and a category best of 20.84%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -15.51 | -1.63 | 20.84 |
| 6M | -16.40 | 0.73 | 52.57 |
| 1Y | -6.67 | 4.02 | 138.43 |
| 3Y | 8.88 | 11.13 | 227.22 |
Portfolio Analysis
- Equity: 97.60%
- Debt: 2.40%
- Others
As on: 2026-02-28
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About Fund
Tata Housing Opportunities Fund Growth managed by Tata Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹502 Crore. The fund benchmarks its performance against the Nifty Housing Total Return while maintaining an expense ratio of 2.39. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHDFC MNC Fund Growth | 0 | 544.35 CR | 2.45 |
| This FundInvesco India ESG Integration Strategy Fund Growth | 0 | 399.56 CR | 2.45 |
| This FundTata Housing Opportunities Fund Growth | 0 | 502.45 CR | 2.39 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 2021.84 CR | 2.08 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 519.5 CR | 2.42 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC MNC Fund Growth | -2.9269 | 18.6373 |
| This FundInvesco India ESG Integration Strategy Fund Growth | -11.8043 | 27.4978 |
| This FundTata Housing Opportunities Fund Growth | -6.6733 | 29.0864 |
| This FundICICI Prudential PSU Equity Fund Growth | 6.9538 | 100.2915 |
| This FundNippon India Taiwan Equity Fund Growth | 135.1208 | 213.8925 |
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 2.39. 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 : -15.51%
- 6 Months : -16.40%
- 1 Year : -6.67%
- 3 Years : 8.88%
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 ₹502 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.
Min Inv Amount: ₹500