3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹639.81 Cr.
Expense Ratio
0.63% (inclusive of GST)
Exit Load
Redemption/Switch-out/SWP/STP on or before expiry of 30 days from the date of allotment: 1%
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Tata Mutual Fund Managers
TG
Tejas Gutka
Fund Manager since Aug 2022
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Invesco India Infrastructure Fund |
31.78% |
0 |
Quant Infrastructure Fund |
29.97% |
0 |
DSP Healthcare Fund |
22.82% |
0 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
About TATA Housing Opportunities Fund Direct Plan-Growth
TATA Housing Opportunities Fund Direct Plan-Growth is an open-ended equity mutual fund scheme provided by Tata Mutual Fund. Falling under the category of “sectoral/thematic funds”, this is a fund that mainly invests in company stocks of the real estate sector and other allied sectors. The fund invests in a diverse array of large-cap, small-cap, and mid-cap stocks.
Investment Objective of the Scheme
The predominant investment objective of TATA Housing Opportunities Fund Direct Plan-Growth is to offer investors capital appreciation by investing largely in the equity of companies engaged in real estate, housing, and other related businesses. The scheme aims to make the most of the growth potential of the housing and real estate sector, motivated by factors like a potential increase in demand for housing, urbanisation, and infrastructure development.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.63% |
Fund Manager | Tejas Gutka |
Fund Size | ₹639.81 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
Those considering the TATA Housing Opportunities Fund Direct Plan-Growth could invest in the scheme if they believe in the potential growth of the real estate sector. Investors who may want some exposure to this industry in this domain may think about investing in this fund. Additionally, those investors who would possibly like to focus on a particular thematic investment may consider this fund. Since the overall fund may likely be affected by possible shifts in the sector concerned, investors who do not mind some risk may consider investment. Nonetheless, before you invest, you must think of your individual and unique investment and financial goals.
AMC Contact Details
Name | Tata Mutual Fund |
Launch Date | March 1994 |
Addresss | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
Contact | (022) 6282 7777 |
service@tataamc.com | |
Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
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What is the expense ratio of TATA Housing Opportunities Fund?
What are the returns of TATA Housing Opportunities Fund since inception?
What is the minimum SIP amount to invest in TATA Housing Opportunities Fund?
How do I invest in TATA Housing Opportunities Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Housing Opportunities Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Housing Opportunities Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Housing Opportunities Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.