
Tata Housing Opportunities Fund(G)-Direct Plan
+6.71%
3Y annualised
+6.71%
3Y annualised
+0.21% 1D
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Buy, Hold or Sell?
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NAV : 16 Sep 2026
₹15.36
Min. SIP amount
₹100
Fund size (AUM)
478 Cr
Expense ratio
0.72%
Launched on
02 Sep 2022
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 16 Sep 2026
₹15.36
Min. SIP amount
₹100
Fund size (AUM)
478 Cr
Expense ratio
0.72%
Launched on
02 Sep 2022
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
56.17%
Mid Cap
16.60%
Small Cap
21.75%
Others
5.48%
Sector Allocation
Bank
22.45%
Construction Materials
12.67%
Iron & Steel
10.97%
Consumer Durables
10.02%
Realty
9.73%
Power
7.31%
Infrastructure
5.65%
Cash & Cash Equivalents And Net Assets
5.48%
Others
15.71%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 30D, Nil after 30D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Murthy Nagarajan
Present
Aditya Bagul
Present
Kapil Malhotra
Present
Hasmukh Vishariya
Present
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FAQs
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