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Tata Housing Opportunities Fund Regular - Growth
Equity, Thematic, Principal at very high risk
1 Year Return 12.71%
Fund Details
NAV 15.1305
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount 100.0
Fund Age(Year) 3.46
Fund Size 494.24
Fund Performance
1 Month 2.02%
3 Month -1.41%
6 Month 1.65%
1 Year 12.71%
3 Year 14.36%
5 Year 0.0%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M 0.47% Ret 1Y 10.18% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M 0.47% Ret 1Y 10.18% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 4.17% Ret 1Y 52.35% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 4.17% Ret 1Y 52.35% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.78% Ret 1Y 20.87% Ret 3Y 21.07% Ret 5Y 15.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.78% Ret 1Y 20.87% Ret 3Y 21.07% Ret 5Y 15.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.78% Ret 1Y 20.87% Ret 3Y 21.07% Ret 5Y 15.98%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M 0.1% Ret 1Y 12.51% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M 0.1% Ret 1Y 12.51% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M 0.1% Ret 1Y 12.51% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.38%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Aditya Bagul
Education Mr. Bagul has done B.Com, CA and CFA
Experience Prior to joining Tata Mutual Fund, he has worked with Axis Capital Ltd., Ambit Capital and Reliance Capital
Hasmukh Vishariya
Education Chartered Accountant
Experience Prior to joining Tata MF he was associated with Star Union Dai-Ichi Life Insurance Ltd,
Murthy Nagarajan
Education Mr. Nagarajan is a M.Com, ICWA and PGPMS.
Experience Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
Tejas Gutka
Education Mr. Gutka is a BSc, MMS (Finance)
Experience Prior to joining Tata Mutual Fund, he has worked with Tamohara Investment Managers, Barclays Securities India Pvt Ltd.
Kapil Malhotra
Education Mr.Malhotra has done B.Sc(Hons.) in Business and Administration and MBA(PGPEM)
Experience Prior to joining Tata Mutual Fund, he has worked with Trust Financial Consultancy Services Pvt Ltd., Avvanti Advisors Pvt. Ltd.and SHK India Pvt Ltd
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk%
AMC and Fund details
Rank (total sets) 19
Date of Incorporation 2022-09-02
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.31%) Market Cap Small Cap 25.44 Mid Cap 17.55 Large Cap 53.32 Top Sectors Financial 25.16 Materials 23.31 Construction 16.93 Capital Goods 8.85 Metals & Mining 8.72 Consumer Discretionary 8.68 Energy 4.66 Top Holding Wakefit Innovations 1.15 Havells India 2.47 Kei Industries 3.01 Keystone Realtors 2.86 Aavas Financiers 1.91 Ambuja Cements 4.2 Steel Authority Of India 2 The Ramco Cements 1.16 Jindal Steel 1 Ultratech Cement 8.93 Venus Pipes & Tubes 2.58 TARC 1.43 PG Electroplast 3.37 LG Electronics India 0.89 R R Kabel 4.3 Prestige Estates Projects 4.58 ICICI Bank 6.58 Axis Bank 1.27 State Bank of India 4.14 Orient Electric 2.34 Akzo Nobel India 1.22 HDFC Bank 9.55 NTPC 4.66 Larsen & Toubro 6.72 Astral 1.55 JSW Steel 3.14 Godrej Properties 1.34 Asian Paints 3.13 Greenply Industries 1.39 IDFC First Bank 1.71 Greenpanel Industries 1.73
Debt & Others (3.69%) Sector Allocation Cash/Net Current Assets 2.89 Repo 0.8 Debt Credit Ratings Debt Category Others 3.69
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