₹ 16.7603
NAV (Oct 15)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 16.7603
NAV (Oct 15)
Last 1Y | 33.6% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 27.1% |
6 Month CAGR | 16.9% |
The scheme seeks 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.
Expense Ratio | 2.31 |
Launched (0y ago) | 2.31 |
AUM in Crores | 657.9 |
ISIN | INF277KA1521 |
Lock-in | - |
Benchmark | Nifty Housing Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Tata Housing Opportunities Fund (G) | 17,87,651 | 10,55,039 | 33.6% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
HDFC Bank Ltd.
6.8%Prestige Estates Projects Ltd.
6.2%Voltas Ltd.
5.6%Larsen & Toubro Ltd.
5.3%Can Fin Homes Ltd.
4.6%Financial
25.6%Construction
24.8%Materials
24.1%Consumer Discretionary
12.1%Capital Goods
7.2%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
Tata Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
14% | 18.8% | ||
14.3% | 16.7% | ||
28.5% | 16.2% | ||
6.4% | 6.7% | ||
11.4% | 13.2% |
Tata Housing Opportunities Fund (G) is a Sectoral / Thematic Equity fund and has delivered an annualised return of 27.113% over a period of 2 years. The fund is managed by Tata Mutual Fund. The fund managers are Kapil Malhotra, Murthy Nagarajan, Tejas Gutka.
Nav of Tata Housing Opportunities Fund (G) as of 10/15/2024 is ₹16.76 with the total AUM as of 10/16/2024 is ₹657.857197. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Housing Opportunities Fund (G) was launched on 2022-09-02. The category risk of the fund is null.
The minimum SIP amount for Tata Housing Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Housing Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Housing Total Return Index.
It is rated as a null fund in Equity and delivered 33.574% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Housing Opportunities Fund (G).
What is Tata Housing Opportunities Fund (G)?
How to invest in Tata Housing Opportunities Fund (G)?
You can invest in Tata Housing Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Housing Opportunities Fund (G)?
The minimum sip amount for Tata Housing Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Housing Opportunities Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Housing Opportunities Fund (G)?
The expense ratio of the Tata Housing Opportunities Fund (G) is 2.31% for regular plan.
What is the NAV of Tata Housing Opportunities Fund (G)?
Today's Tata Housing Opportunities Fund (G) NAV is ₹16.76.