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Tata Mutual Fund · Equity: Thematic-Others
Tata HousIng Opportunities Fund - Regular Plan - Growth
The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.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.
EquityBenchmark · Nifty Housing TRITER · 2.65%Inception · 02-09-2022
NAV
₹14.09
+0.72% · as of 13-10-2026
Since inception
8.57%
CAGR
Benchmark (inception)
13.25%
CAGR
Fund size
₹451 Cr
AUM
Expense ratio
2.65%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +8.57% CAGR vs benchmark +13.25%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-9.88%
ICICI BANK LIMITED EQ NEW FV RS. 2/-8.98%
ULTRATECH CEMENT LIMITED EQ8.11%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-5.74%
NTPC LIMITED EQ5.62%
PRESTIGE ESTATES PROJECTS LIMITED EQ5.03%
JSW STEEL LIMITED EQ NEW FV RE. 1/-4.44%
AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/-3.56%
VENUS PIPES & TUBES LIMITED EQ3.54%
PG Electroplast Limited3.21%
Sector allocation
Financial Services28.96%
Consumer Durables13.12%
Construction Materials12.66%
Realty9.57%
Power7.82%
Metals & Mining7.14%
Construction5.74%
Capital Goods5.20%
Oil, Gas & Consumable Fuels2.04%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 8.6% p.a.₹10,000
10 years
Projected value
₹19,02,287
Invested: ₹12,00,000
Gained: ₹7,02,287
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Murthy Nagarajan, Hasmukh Vishariya, Aditya Bagul, Kapil Malhotra
Manager since fund inception data not available
ISIN & identifiers
AMFI code
150537
ISIN (Growth)
INF277KA1521
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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