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Tata Housing Opportunities Fund-Reg(G)

FAQ : Tata Housing Opportunities Fund - Regular Plan - Growth

Tata Housing Opportunities Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 4.77 N/A N/A
Average Rolling Returns(%) 13.29 11.08 N/A N/A

The Current NAV of Tata Housing Opportunities Fund - Regular Plan - Growth is ₹15.16.

It is better to invest in a fund with a longer track record as Tata Housing Opportunities Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Tata Housing Opportunities Fund - Regular Plan - Growth fund’s expense ratio is 2.09%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Tata Housing Opportunities Fund - Regular Plan - Growth is currently ₹441 Crores.

The Top three stocks are HDFC Bank, Ultratech Cement and ICICI Bank and account for 26% of its portfolio. Top 5 and 10 stocks of fund account for 37% and 59% of fund’s portfolio respectively.

Top three sectors of Tata Housing Opportunities Fund - Regular Plan - Growth fund are Construction & Infrastructure, BFSI and Metals & Mining accounting for 74% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Tata Housing Opportunities Fund - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.

Murthy Nagarajan and Aditya Bagul manage the Tata Housing Opportunities Fund - Regular Plan - Growth Fund.

Tata Housing Opportunities Fund - Regular Plan - Growth current PE ratio is 30.00 and PB ratio is 3.94

The asset allocation of Tata Housing Opportunities Fund - Regular Plan - Growth is Stocks : 96.26%, Debt : 3.74% and Gold : 0%

The minimum SIP amount for Tata Housing Opportunities Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹5000.00

The exit load for Tata Housing Opportunities Fund - Regular Plan - Growth is 1% on or before 30 days, Nil after 30 days