Money Lancer
Equity: Thematic-Others
Tata Mutual Fund
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 · 2.44%Inception · 02-09-2022
NAV
15.13
+1.32% · as of 10-07-2026
Since inception
11.23%
CAGR
Benchmark (inception)
13.90%
CAGR
Fund size
₹473 Cr
AUM
Expense ratio
2.44%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +11.23% CAGR vs benchmark +13.90%.

Portfolio

Where the money is invested

Top holdings

CASH / NET CURRENT ASSET9.40%
HDFC BANK LIMITED EQ NEW FV RE. 1/-9.40%
ULTRATECH CEMENT LIMITED EQ8.44%
ICICI BANK LIMITED EQ NEW FV RS. 2/-8.37%
NTPC LIMITED EQ6.22%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-5.76%
JSW STEEL LIMITED EQ NEW FV RE. 1/-4.72%
PRESTIGE ESTATES PROJECTS LIMITED EQ4.49%
VENUS PIPES & TUBES LIMITED EQ4.22%
AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/-3.85%

Sector allocation

Financial Services22.96%
Construction Materials13.23%
Consumer Durables13.11%
Metals & Mining10.91%
Realty8.92%
Power8.49%
Capital Goods6.76%
Construction5.76%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 11.2% p.a.
₹10,000
10 years
Projected value
₹22,19,745
Invested: ₹12,00,000
Gained: ₹10,19,745
Start this SIP →

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
C
Chandraprakash Padiyar
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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