Tata Housing Opportunities Fund Regular Growth
Medium
Risk
Equity
Other
+
0.00
%
0.00
%
3Y annualised
+
0.26
%
0.26
%
1D
1M
6M
1Y
3Y
All
Fund size
525
NAV:
Mar 7, 2024
13.8077
Sector
Tech
Type
Equity
Launched
Sep 2022
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
7.16
%
Larsen & Toubro Ltd
5.88
%
DLF Ltd
5.22
%
Can Fin Homes Ltd
5.03
%
Voltas Ltd
4.92
%
Prestige Estates Projects Ltd
4.83
%
Ambuja Cements Ltd
4.68
%
ICICI Bank Ltd
4.63
%
KEI Industries Ltd
3.96
%
Brigade Enterprises Ltd
3.71
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 30.0 Days, 0.0 % if redeemed after 30.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Tata Housing Opportunities Fund Regular Growth
More details
Investment objective
To generate long-term capital appreciation by investing predominantly in equity and equity related instruments of entities engaged in and/or expected to benefit from the growth in housing theme. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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