Tata Housing Opportunities Fund Regular-Growth
Equity, Thematic-Other, Principal at very high risk
1 Year Return -9.84% at 30 Oct 2026 02:01 PM
Tata Housing Opportunities Fund Regular-Growth: Mutual Fund Overview
Tata Housing Opportunities Fund Regular-Growth is an Thematic-Other mutual fund with over 4.16 years of performance history. The scheme manages an AUM of ₹450.83 Cr and has a NAV of ₹13.9841. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -9.84%.
Fund Details
NAV 13.9841
Sub-Type Thematic-Other
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 4.16
Fund Size(in Crores) 450.83
Fund Performance
1 Month -1.4%
3 Month -7.62%
6 Month -4.33%
1 Year -9.84%
3 Year 5.1%
5 Year 0.0%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.81%) Market Cap Small Cap 25.63 Mid Cap 16.69 Large Cap 53.49 Top Sectors Financial 26.78 Materials 17.4 Construction 14.93 Metals & Mining 12.48 Energy 11.3 Consumer Discretionary 7.33 Capital Goods 5.59 Top Holding Keystone Realtors 2.27 Petronet LNG 3.79 Ambuja Cements 3.37 Aavas Financiers 1.73 Voltas 2.73 JSW Dulux 1.47 Adani Energy Solutions 2.07 Kotak Mahindra Bank 2.64 The Ramco Cements 0.96 Jindal Steel 1.1 Ultratech Cement 8.45 TARC 0.48 Venus Pipes & Tubes 4.7 PG Electroplast 3.17 LG Electronics India 1.15 Bajaj Electricals 1.19 Prestige Estates Projects 5.09 ICICI Bank 7.04 State Bank of India 1.92 Orient Electric 2.26 HDFC Bank 9.38 Home First Finance Company India 2.25 NTPC 5.44 Larsen & Toubro 5.57 Diamond Power 2.42 JSW Steel 4.86 Godrej Properties 1.52 Tata Steel 1.82 Asian Paints 3.15 IDFC First Bank 1.82
Debt & Others (4.19%) Sector Allocation Cash/Net Current Assets 3.73 Repo 0.46 Debt Credit Ratings Debt Category Others 4.19
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular-Growth Ret 1M -2.61% Ret 1Y -9.21% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular-IDCW Ret 1M -2.61% Ret 1Y -9.21% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -2.97% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -2.97% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -1.82% Ret 1Y 4.73% Ret 3Y 17.39% Ret 5Y 11.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -1.82% Ret 1Y 4.73% Ret 3Y 17.39% Ret 5Y 11.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -1.82% Ret 1Y 4.73% Ret 3Y 17.39% Ret 5Y 11.47%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular-Growth Ret 1M 0.75% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty India Defence Index Fund Regular-Growth Ret 1M -3.01% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Services Opportunities Fund Regular-Growth Ret 1M -0.21% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Services Opportunities Fund Regular-IDCW Payout Ret 1M -0.21% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.61%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
Hasmukh Vishariya
Education Chartered Accountant
Experience Prior to joining Tata MF he was associated with Star Union Dai-Ichi Life Insurance 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
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
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..
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) 32
Date of Incorporation 2022-09-02
Total AUM 224588.36
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.
Take Your Next Step
Tata Housing Opportunities Fund Regular-Growth FAQs
How to invest in Tata Housing Opportunities Fund Regular-Growth?
Investing in Tata Housing Opportunities Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Tata Housing Opportunities Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Tata Housing Opportunities Fund Regular-Growth?
The term expense ratio for Tata Housing Opportunities Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Tata Housing Opportunities Fund Regular-Growth is 2.61% as of 30 Oct 2026.
What is the NAV of Tata Housing Opportunities Fund Regular-Growth?
The NAV of Tata Housing Opportunities Fund Regular-Growth is ₹13.9841 as of 30 Oct 2026.
What is the AUM of Tata Housing Opportunities Fund Regular-Growth?
The AUM (Assets Under Management) of Tata Housing Opportunities Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Tata Housing Opportunities Fund Regular-Growth is ₹450.83 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Tata Housing Opportunities Fund Regular-Growth?
The PE ratio of Tata Housing Opportunities Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Tata Housing Opportunities Fund Regular-Growth?
Yes, you can invest in Tata Housing Opportunities Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Tata Housing Opportunities Fund Regular-Growth in the last 5 years?
The return of Tata Housing Opportunities Fund Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Tata Housing Opportunities Fund Regular-Growth?
The minimum SIP investment in Tata Housing Opportunities Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Tata Housing Opportunities Fund Regular-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Tata Housing Opportunities Fund Regular-Growth?
The NAV of Tata Housing Opportunities Fund Regular-Growth, as of 30 Oct 2026, is ₹13.9841.
Who manages the Tata Housing Opportunities Fund Regular-Growth?
The fund managers responsible for Tata Housing Opportunities Fund Regular-Growth are:
- Tejas Gutka
- Hasmukh Vishariya
- Kapil Malhotra
- Aditya Bagul
- Murthy Nagarajan