Tata Housing Opportunities Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 9.06% .
The fund currently owns more than 32 stocks.
The top 10 holdings account for 58.30% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 6.19% | -0.11% |
| 2 Year Return | 23.47% | 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 | 0.75% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
9.06%
|
|
| 2 | Materials |
8.39%
|
|
| 3 | Financials |
6.99%
|
|
| 4 |
6.42%
|
||
| 5 | Utilities |
5.35%
|
|
| 6 | Industrials |
5.34%
|
|
| 7 | Real Estate |
5.08%
|
|
| 8 | Materials |
4.50%
|
|
| 9 | Consumer Electronics |
3.61%
|
|
| 10 | Materials |
3.56%
|
|
| 11 | Energy |
3.42%
|
|
| 12 | Steel - Tubes/Pipes |
3.33%
|
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: 1
Risk: Moderate Risk
Tata Housing Opportunities Fund - Direct Plan 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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