Tata Housing Opportunities Fund - Growth - Regular Plan

Other Plans and Options
  • 2.4 %Nav, as on 24-03-2026

  • Previous Nav

  • Net Change on 24-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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. 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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Housing - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 1.49 19.72 20.36 1.56 35,665.82
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 1.68 18.68 16.09 1.67 16,201.80
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated -1.66 23.49 17.30 1.75 8,428.48
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 6.02 22.09 18.81 1.83 6,600.72
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 11.41 30.19 25.26 1.82 6,545.08

Fund Holdings as on 28-February-2026

  • HDFC BANK LTD.

  • ULTRATECH CEMENT LTD.

  • LARSEN & TOUBRO LTD.

  • ICICI BANK LTD.

  • NTPC Ltd.

  • R R KABEL LTD

  • PG ELECTROPLAST LTD.

  • JSW STEEL LTD.

  • PRESTIGE ESTATES PROJECTS LTD.

  • AMBUJA CEMENTS LTD.

  • VENUS PIPES & TUBES LTD.

  • STEEL AUTHORITY INDIA LTD.

  • ASIAN PAINTS LTD.

  • HAVELLS INDIA LTD.

  • ORIENT ELECTRIC LTD.

  • KEYSTONE REALTORS LTD.

  • STATE BANK OF INDIA

  • CASH / NET CURRENT ASSET

  • ASTRAL LTD. (ERSTWHILE ASTRAL POLY TECHNIK LTD.)

  • AAVAS FINANCIERS LTD

  • GREENPANEL INDUSTRIES LTD.

  • TORRENT POWER LTD.

  • IDFC FIRST BANK LTD.

  • GODREJ PROPERTIES LTD.

  • GREENPLY INDUSTRIES LTD.

  • AKZO NOBEL INDIA LTD.

  • TARC LTD.

  • WAKEFIT INNOVATIONS LTD

  • THE RAMCO CEMENTS LTD.

  • JINDAL STEEL LTD.

  • LG ELECTRONICS INDIA LTD

  • A) REPO

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  • Bank - Private

  • Cement & Construction Materials

  • Steel & Iron Products

  • Construction - Real Estate

  • Engineering - Construction

  • Consumer Durables - Domestic Appliances

  • Power Generation/Distribution

  • Cable

  • Paints

  • Wood & Wood Products

  • Electric Equipment

  • Miscellaneous

  • Bank - Public

  • Plastic Products

  • Finance - Housing

  • Household & Personal Products

  • Steel/Sponge Iron/Pig Iron

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Fund Manager

  • Cash

  • Equity

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About Tata Housing Opportunities Fund

Scheme Analysis

Tata Housing Opportunities Fund is a Equity - Thematic Fund - Other fund and belongs to Tata Mutual Fund. It was launched on 02-Sep-2022 and currently has an AUM of ₹502.45 crore. Tata Housing Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Housing - TRI as secondary index.

The NAV of Tata Housing Opportunities Fund ended up ₹0.3(2.4%)yesterday to ₹13.0131.

Among its top 3 holdings the fund has exposure to HDFC BANK LTD., and

The Tata Housing Opportunities Fund is managed by Murthy Nagarajan and Aditya Bagul.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782