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EQUITY•SECTORAL / THEMATIC

TATA Housing Opportunities Fund Direct Plan IDCW Reinvestment

3 Year return

15.57%
NAV on December 22, 2025
15.8045
1D Returns
+0.13%
Launched on August 2022(3 years)

Investment Details

₹100
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
28.08%₹1,011
Total Value ₹4,611

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹529.53 Cr.
Expense Ratio
0.72% (inclusive of GST)
Exit Load
Redemption/Switch-out/SWP/STP on or before expiry of 30 days from the date of allotment: 1%

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

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

Tata Mutual Fund Manager

AB

Aditya Bagul

Fund Manager since Jul 2025

HV

Hasmukh Vishariya

Fund Manager since Mar 2025

KM

Kapil Malhotra

Fund Manager since Dec 2023

KM

Kapil Malhotra

Fund Manager since Dec 2023

MN

Murthy Nagarajan

Fund Manager since Jan 2023

Fund House Details

Tata Mutual Fund

Tata Mutual Fund

Asset management company

AUM
₹2,17,939.09 Cr.
No. of Schemes
189
Setup Date
March 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Infrastructure Fund24.4445%
0
SBI PSU Fund28.1108%
0
Aditya Birla Sun Life PSU Equity Fund26.2719%
0

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

About TATA Housing Opportunities Fund Direct Plan IDCW Reinvestment

TATA Housing Opportunities Fund Direct Plan IDCW Reinvestment is an equity fund managed by Tata Mutual Fund. The fund invests in a diversified portfolio of equity securities of companies that are involved in the housing and construction sector. The fund's asset allocation can vary depending on the market conditions.

Investment Objective of the Scheme

The investment objective of TATA Housing Opportunities Fund Direct Plan IDCW Reinvestment is to provide long-term capital appreciation by investing in a diversified portfolio of equity securities of companies in the housing and construction sector.

Key Features of The Fund

5-year return
0%
Expense Ratio
0.72%
Fund Manager
Aditya Bagul
Fund Size
₹529.53 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

TATA Housing Opportunities Fund Direct Plan IDCW Reinvestment is a good option for investors who are looking for a long-term investment in the housing and construction sector. The fund is suitable for investors who are comfortable with the market volatility risk and are looking for the potential to generate high returns. The fund is not suitable for investors who are looking for a low-risk investment. However, it is important to remember that all investments carry some risk.

AMC Contact Details

NameTata Mutual Fund
Launch DateMarch 1994
AddressMulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact(022) 6282 7777
Emailservice@tataamc.com
Websitehttps://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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Use our SIP calculator to compare SIPs across different mutual funds. Moreover, by comparing the different expected rates of returns, you can compare the returns on the same amount for different SIPs. Open our SIP calculator to estimate returns and get started on your investment journey today!

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Housing Opportunities Fund Direct Plan IDCW Reinvestment on December 22, 2025, is ₹15.8045
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Housing Opportunities Fund Direct Plan IDCW Reinvestment, is ₹529.53 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of TATA Housing Opportunities Fund Direct Plan IDCW Reinvestment is 0.72%
The TATA Housing Opportunities Fund Direct Plan IDCW Reinvestment was launched on August 16, 2022. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Housing Opportunities Fund Direct Plan IDCW Reinvestment is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,611 in 3Y at 15.5717% returns
SIP Date1st of every month

Your next SIP Payment will be on 22 January 2026

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