TATA HOUSING OPPORTUNITIES FUND - Direct - Growth
A Equity Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
16.30%
Expense Ratio
0.80%
as of 01/02/2026
AUM
₹50.04 Cr
Qtr End: Dec 25
NAV
₹15.582
as of 02/03/2026
3Y Returns (CAGR)
16.30%
Expense Ratio
0.80%
as of 01/02/2026
AUM
₹50.04 Cr
Qtr End: Dec 25
NAV
₹15.582
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹15.2k
Abs. Returns52.2%
CAGR15.1%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -2.28% | -8.83% | 13.29% |
| 6M | -1.78% | -3.53% | 10.91% |
| 1Y | 12.33% | 12.33% | 13.08% |
| 3Y | 57.30% | 16.30% | 14.19% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 16/08/2022
- Fund Age
- 3.5 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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Top funds in the same category and sub-category.
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|---|---|---|---|
| Nippon India Taiwan Equity Fund - Direct - Growth | 45.42% | 1.05% | ₹92.83 |
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| Sundaram Services Fund - Direct - Growth | 19.28% | 0.68% | ₹392.47 |