Tata Housing Opportunities Fund does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 3.67% | -0.11% |
| 2 Year Return | 17.58% | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 2.09% | - |
AMC: TATA
Category: Equity • Sectoral/Thematic
Launch Date: 16 Aug 2022
Fund Manager: Mr. Aditya Bagul
Minimum Purchase: ₹5,000
Exit Load: Redemption / Switch-out / SWP / STP on or before expiry of 30 days from the date of allotment: 1%
Lock-in: 0
Risk: Moderate Risk
Tata Housing Opportunities Fund is managed by TATA and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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