Tata Housing Opportunities Fund Regular - IDCW
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Equity, Thematic, Principal at very high risk
1 Year Return 3.8% at 05 Feb 2026 10:39 AM
Fund Details
NAV 14.972
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 3.43
Fund Size(in Crores) 514.64
Fund Performance
1 Month -1.61%
3 Month -2.45%
6 Month -0.98%
1 Year 3.8%
3 Year 14.42%
5 Year 0.0%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (94.74%) Market Cap Mid Cap 16.25 Small Cap 28.49 Large Cap 50 Top Sectors Financial 27.51 Materials 21 Construction 17.57 Capital Goods 9.84 Consumer Discretionary 8.88 Energy 4.14 Chemicals 3 Metals & Mining 2.8 Top Holding Larsen & Toubro 6.7 Orient Electric 2.21 Astral 1.4 IDFC First Bank 1.68 Greenply Industries 1.59 Keystone Realtors 2.9 HDFC Bank 9.79 LG Electronics India 0.89 PG Electroplast 4 Wakefit Innovations 2.55 ICICI Bank 6.26 R R Kabel 3.23 Ultratech Cement 4.24 Axis Bank 2.52 The Ramco Cements 1.05 Asian Paints 5.32 Akzo Nobel India 1.33 India Shelter Finance Corporation 1.8 Ambuja Cements 4.4 Venus Pipes & Tubes 2.8 TARC 1.53 State Bank of India 3.63 Aavas Financiers 1.83 Godrej Properties 1.64 Greenpanel Industries 1.67 Prestige Estates Projects 4.8 NTPC 4.14 Kei Industries 3.21 Havells India 2.63 Pidilite Industries 3
Debt & Others (5.26%) Sector Allocation Repo 1.54 Cash/Net Current Assets 3.72 Debt Credit Ratings Debt Category Others 5.26
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -3.35% Ret 1Y 6.17% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -3.35% Ret 1Y 6.17% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 2.28% Ret 1Y 31.27% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 2.28% Ret 1Y 31.27% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -1.73% Ret 1Y 15.72% Ret 3Y 21.15% Ret 5Y 16.52%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -1.73% Ret 1Y 15.72% Ret 3Y 21.15% Ret 5Y 16.52%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -1.73% Ret 1Y 15.72% Ret 3Y 21.15% Ret 5Y 16.52%
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 -2.44% Ret 1Y 5.15% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -2.44% Ret 1Y 5.15% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -2.44% Ret 1Y 5.15% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.39%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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
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,
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) 28
Date of Incorporation 2022-09-02
Total AUM 2025-12-31
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.
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