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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.
Benchmark · Nifty Housing TRITER · 2.48%Inception · 02-09-2022
NAV
₹14.43
-1.15% · as of 29-05-2026
Since inception
10.19%
CAGR
Benchmark (inception)
13.90%
CAGR
Fund size
₹476 Cr
AUM
Expense ratio
2.48%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +10.19% CAGR vs benchmark +13.90%.
Portfolio
Where the money is invested
Top holdings
ULTRATECH CEMENT LIMITED EQ8.91%
HDFC BANK LIMITED EQ NEW FV RE. 1/-8.87%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-8.07%
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.91%
NTPC LIMITED EQ6.72%
R R KABEL LIMITED EQ NEW FV RS 5/-4.78%
JSW STEEL LIMITED EQ NEW FV RE. 1/-4.68%
PG Electroplast Limited4.30%
CASH / NET CURRENT ASSET4.28%
PRESTIGE ESTATES PROJECTS LIMITED EQ4.17%
Sector allocation
Financial Services20.96%
Consumer Durables17.10%
Construction Materials13.92%
Metals & Mining9.33%
Realty9.30%
Capital Goods8.29%
Power8.25%
Construction8.07%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 10.2% p.a.₹10,000
10 years
Projected value
₹20,88,474
Invested: ₹12,00,000
Gained: ₹8,88,474
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
Other Equity: Thematic-Others funds
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