Tata Housing Opportunities Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata Housing Opportunities Growth Direct Plan

NAV
₹15.6407
+0.54%
(14 Nov)
AUM
658 Cr
TER
0.68%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+51.6%
+50.7%
+44.8%
+44.5%
+22.4%
3Y
+33.2%
+30.6%
+32.9%
+30.5%
NA
5Y
+25.3%
+28.1%
NA
+31.1%
NA
ALL
+12.4%
+17.6%
+29.0%
+17.9%
+22.5%
VOL
20.3%
19.6%
22.8%
18.2%
13.2%
TER
0.8%
0.8%
0.5%
1.2%
0.7%
AUM
₹4,471 Cr
₹1,331 Cr
₹5,456 Cr
₹6,779 Cr
₹658 Cr
INFO
0.61
0.90
1.27
0.99
1.71
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Housing Opportunities (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
HDFC Bank Ltd
6.9%
Voltas Ltd
6.4%
Prestige Estates Projects Ltd
6.2%
Larsen & Toubro Ltd
5.2%
KEI Industries Ltd
4.7%
Can Fin Homes Ltd
4.6%
ICICI Bank Ltd
4.4%
A) Repo
4.4%
DLF Ltd
4.0%
Ambuja Cements Ltd
3.9%
Top industry exposure
Industrials
34.0%
Financial Services
26.1%
Real Estate
17.8%
Basic Materials
13.1%
Consumer Cyclical
2.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
9%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
To generate long-term capital appreciation by investing predominantly in equity and equity related instruments of entities engaged in and/or expected to benefit from the growth in housing theme. 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.
Fund manager(s)
Murthy Nagarajan
Tejas Gutka
Kapil Malhotra

FAQs