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tata housing opportunities fund direct growth
Tata Housing Opportunities Fund Direct Growth

Tata Housing Opportunities Fund Direct Growth

  • Very High Risk
  • Equity
  • Equity - Other
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NAV as on Jul 11, 2025
i
Price per unit of the scheme.
16.2477-0.52%1 Day Change
0.35%
Minimum Investment₹5000
Expense Ratio0.70%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Tata Housing Opportunities Fund Direct Growth
VS
Equity: Equity - Other Average NAV
    Topper in Equity: Equity - Other
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Tata Housing Opportunities Fund Direct Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    bt_logoFUND MANAGER

    Tejas Gutka
    Tejas Gutka
    i
    Lead Fund Manager.
    Sep 2, 2022 - Present
    • Schemes managed3
    • Total AUM8,185.75 Cr
    • Highest Return In 1 Yr2.94 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 50.88
    -0.09%
    0.11%
    Very High Risk
    4,582.40Cr
    --
    ₹ 14.81
    0.13%
    0.33%
    Very High Risk
    3,069.43Cr
    --
    ₹ 16.25
    0.35%
    -%
    Very High Risk
    533.91Cr
    Tata India Tax Savings Fund Growth Direct Plan
    Very High Risk
    • NAV₹ 50.88
    • Fund Size4,582.40Cr
    Fund Return-0.09%
    Category Return0.11%
    Tata Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 14.81
    • Fund Size3,069.43Cr
    Fund Return0.13%
    Category Return0.33%
    Tata Housing Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.25
    • Fund Size533.91Cr
    Fund Return0.35%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Murthy Nagarajan
    Murthy Nagarajan
    i
    Lead Fund Manager.
    Sep 2, 2022 - Present
    • Schemes managed12
    • Total AUM23,289.28 Cr
    • Highest Return In 1 Yr187.22 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 79.92
    -1.55%
    -%
    Very High Risk
    2,082.94Cr
    ₹ 77.00
    -1.10%
    -%
    Very High Risk
    2,151.11Cr
    ₹ 37.17
    0.04%
    -%
    Moderately High risk
    177.53Cr
    Tata Retirement Savings Progressive Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 79.92
    • Fund Size2,082.94Cr
    Fund Return-1.55%
    Category Return--
    Tata Retirement Savings Moderate Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 77.00
    • Fund Size2,151.11Cr
    Fund Return-1.10%
    Category Return--
    Tata Retirement Savings Conservative Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 37.17
    • Fund Size177.53Cr
    Fund Return0.04%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Arvindkumar Chetty
    Arvindkumar Chetty
    i
    Lead Fund Manager.
    Dec 1, 2022 - Present
    • Schemes managed7
    • Total AUM23,568.01 Cr
    • Highest Return In 1 Yr3.50 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 578.28
    0.21%
    0.03%
    Very High Risk
    2,610.97Cr
    --
    ₹ 55.35
    -2.64%
    -2.32%
    Very High Risk
    11,688.32Cr
    --
    ₹ 19.54
    0.73%
    -0.08%
    Very High Risk
    960.20Cr
    Tata Large Cap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 578.28
    • Fund Size2,610.97Cr
    Fund Return0.21%
    Category Return0.03%
    Tata Digital India Fund Direct Growth
    Very High Risk--
    • NAV₹ 55.35
    • Fund Size11,688.32Cr
    Fund Return-2.64%
    Category Return-2.32%
    Tata Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.54
    • Fund Size960.20Cr
    Fund Return0.73%
    Category Return-0.08%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Kapil Malhotra
    Kapil Malhotra
    i
    Lead Fund Manager.
    Dec 19, 2023 - Present
    • Schemes managed8
    • Total AUM32,114.15 Cr
    • Highest Return In 1 Yr3.50 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 578.28
    0.21%
    0.03%
    Very High Risk
    2,610.97Cr
    --
    ₹ 19.54
    0.73%
    -0.08%
    Very High Risk
    960.20Cr
    --
    ₹ 16.25
    0.35%
    -%
    Very High Risk
    533.91Cr
    Tata Large Cap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 578.28
    • Fund Size2,610.97Cr
    Fund Return0.21%
    Category Return0.03%
    Tata Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.54
    • Fund Size960.20Cr
    Fund Return0.73%
    Category Return-0.08%
    Tata Housing Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.25
    • Fund Size533.91Cr
    Fund Return0.35%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Hasmukh Vishariya
    Hasmukh Vishariya
    i
    Lead Fund Manager.
    Mar 1, 2025 - Present
    • Schemes managed7
    • Total AUM23,568.01 Cr
    • Highest Return In 1 Yr3.50 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 20.30
    1.18%
    -%
    Very High Risk
    2,909.25Cr
    --
    ₹ 19.54
    0.73%
    -0.08%
    Very High Risk
    960.20Cr
    --
    ₹ 16.25
    0.35%
    -%
    Very High Risk
    533.91Cr
    Tata Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.30
    • Fund Size2,909.25Cr
    Fund Return1.18%
    Category Return--
    Tata Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.54
    • Fund Size960.20Cr
    Fund Return0.73%
    Category Return-0.08%
    Tata Housing Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.25
    • Fund Size533.91Cr
    Fund Return0.35%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Aditya Bagul
    Aditya Bagul
    i
    Lead Fund Manager.
    Jul 1, 2025 - Present
    • Schemes managed3
    • Total AUM6,175.42 Cr
    • Highest Return In 1 Yr8.48 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 50.21
    -0.28%
    -%
    Very High Risk
    2,378.60Cr
    ₹ 27.38
    1.06%
    0.26%
    Very High Risk
    3,262.92Cr
    --
    ₹ 16.25
    0.35%
    -%
    Very High Risk
    533.91Cr
    Tata India Consumer Fund Direct Growth
    Very High Risk--
    • NAV₹ 50.21
    • Fund Size2,378.60Cr
    Fund Return-0.28%
    Category Return--
    Tata Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 27.38
    • Fund Size3,262.92Cr
    Fund Return1.06%
    Category Return0.26%
    Tata Housing Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.25
    • Fund Size533.91Cr
    Fund Return0.35%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (98.32%)
    DEBT (-%)
    CASH (1.68%)
    Allocation by Market Cap
    Large Cap(45.62%)
    Mid Cap(20.02%)
    Small Cap(32.67%)
    Industry Holdings
    • Banks Regional19.81%
    • Building Products Equipment12.41%
    • Real Estate General11.44%
    • Specialty Finance11.08%
    • Building Materials9.99%
    • Electrical Equipment Parts8.59%
    Stock Holdings
    • HDFC Bank Ltd9.70%
    • Prestige Estates Projects Ltd6.52%
    • Larsen & Toubro Ltd5.59%
    • Can Fin Homes Ltd4.89%
    • ICICI Bank Ltd4.82%
    • DLF Ltd4.61%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      --
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      --
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    --
    ₹ 12.72
    2.31%
    --
    Very High Risk
    ₹ 1,910.17 Cr
    --
    ₹ 53.92
    2.22%
    --
    Very High Risk
    ₹ 1,117.63 Cr
    --
    ₹ 15.06
    2.17%
    --
    Very High Risk
    ₹ 858.50 Cr
    --
    ₹ 28.37
    2.07%
    --
    Very High Risk
    ₹ 895.62 Cr
    ₹ 1,534.24
    1.62%
    --
    Very High Risk
    ₹ 3,671.76 Cr
    --
    ₹ 34.14
    1.59%
    --
    Very High Risk
    ₹ 2,807.23 Cr
    Motilal Oswal Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 12.72
    • Fund Size₹ 1,910.17 Cr
    Fund Return2.31%
    Category Return--
    Tata Resources & Energy Fund Direct Growth
    Very High Risk--
    • NAV₹ 53.92
    • Fund Size₹ 1,117.63 Cr
    Fund Return2.22%
    Category Return--
    Samco Active Momentum Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.06
    • Fund Size₹ 858.50 Cr
    Fund Return2.17%
    Category Return--
    Edelweiss Recently Listed IPO Fund Direct Plan Growth
    Very High Risk--
    • NAV₹ 28.37
    • Fund Size₹ 895.62 Cr
    Fund Return2.07%
    Category Return--
    Aditya Birla Sun Life MNC Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 1,534.24
    • Fund Size₹ 3,671.76 Cr
    Fund Return1.62%
    Category Return--
    Kotak Pioneer Fund Direct Growth
    Very High Risk--
    • NAV₹ 34.14
    • Fund Size₹ 2,807.23 Cr
    Fund Return1.59%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    --
    ₹ 53.92
    2.22%
    --
    Very High Risk
    ₹ 1,117.63 Cr
    ₹ 46.15
    1.71%
    1.10%
    Very High Risk
    ₹ 10,529.36 Cr
    ₹ 51.39
    1.59%
    0.44%
    Very High Risk
    ₹ 2,796.92 Cr
    ₹ 493.34
    1.37%
    -0.22%
    Very High Risk
    ₹ 4,701.47 Cr
    --
    ₹ 20.30
    1.18%
    --
    Very High Risk
    ₹ 2,909.25 Cr
    --
    ₹ 35.27
    1.15%
    1.17%
    Very High Risk
    ₹ 1,231.67 Cr
    Tata Resources & Energy Fund Direct Growth
    Very High Risk--
    • NAV₹ 53.92
    • Fund Size₹ 1,117.63 Cr
    1 Month Return2.22%
    Category Return--
    Tata Small Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 46.15
    • Fund Size₹ 10,529.36 Cr
    1 Month Return1.71%
    Category Return1.10%
    Tata Banking & Financial Services Fund Direct Growth
    Very High Risk
    • NAV₹ 51.39
    • Fund Size₹ 2,796.92 Cr
    1 Month Return1.59%
    Category Return0.44%
    Tata Mid Cap Growth Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 493.34
    • Fund Size₹ 4,701.47 Cr
    1 Month Return1.37%
    Category Return-0.22%
    Tata Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.30
    • Fund Size₹ 2,909.25 Cr
    1 Month Return1.18%
    Category Return--
    Tata India Pharma & Healthcare Fund Direct Growth
    Very High Risk--
    • NAV₹ 35.27
    • Fund Size₹ 1,231.67 Cr
    1 Month Return1.15%
    Category Return1.17%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Tata Asset Management Limited
    Tata Asset Management Limited manages assets worth ₹ 1,94,918.35 crores. It’s current offering of mutual fund schemes includes 36 equity, 18 debt and 9 hybrid schemes.
    phone icon
    Phone
    +91 22 6657 8282
    mail icon
    Email
    kiran@tataamc.com
    aum
    AUM
    1,94,918.35 Cr (
    As on May 31, 2025
    )
    location
    Address
    Mafatlal Centre, 9th Floor, Mumbai,400 021

    bt_logoFAQ's

    What is the category of Tata Housing Opportunities Fund Direct Growth ?
    The category of Tata Housing Opportunities Fund Direct Growth is Equity - Equity - Other
    What is the current NAV of Tata Housing Opportunities Fund Direct Growth ?
    The current NAV of Tata Housing Opportunities Fund Direct Growth as on Jul 11, 2025 is ₹16.25
    How safe is Tata Housing Opportunities Fund Direct Growth ?
    The risk level of Tata Housing Opportunities Fund Direct Growth is Very High.
    What are short term returns given by Tata Housing Opportunities Fund Direct Growth ?
    The return given by Tata Housing Opportunities Fund Direct Growth in 1 month is 0.35%, 3 months is 15.95%, 6 months is 6.30%, and 1 year is -3.73%
    What are the long term returns given by Tata Housing Opportunities Fund Direct Growth ?
    The return given by Tata Housing Opportunities Fund Direct Growth in 3 years is -- and 5 years is --.
    What is the expense ratio of Tata Housing Opportunities Fund Direct Growth ?
    The expense ratio of Tata Housing Opportunities Fund Direct Growth is 0.70%
    What is the AUM of Tata Housing Opportunities Fund Direct Growth ?
    The assets under Management (AUM) of Tata Housing Opportunities Fund Direct Growth is Rs 533.91 crores.
    What is the minimum investment in Tata Housing Opportunities Fund Direct Growth ?
    The minimum Lumpsum investment in Tata Housing Opportunities Fund Direct Growth is ₹5,000.00 and the minimum SIP investment in Tata Housing Opportunities Fund Direct Growth is ₹1,000.00
    What is the asset allocation of Tata Housing Opportunities Fund Direct Growth?
    Tata Housing Opportunities Fund Direct Growth has an exposure of 98.32% in Equity and 1.68% in Cash & Money Market Securities