May 19, 2026
RA Jainee
Tata Housing Opportunities Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 15.28 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 15.28 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | Nifty Housing TRI |
| AUM Rs. | 476 Cr |
| (As on 30-Apr-2026) | |
| Expense | 0.90% |
| 1 Year Return (%) | 0.16 |
| 3 Year Return (%) | 11.82 |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 12.15% |
⚖️ Sahifund Review – Tata Housing Opportunities Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Such thematic funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks 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.
Fund Manager:
1) Aditya Bagul
Education: Mr. Bagul has done B.Com, CA and CFA
Experience: Prior to joining Tata Mutual Fund, he has worked with Axis Capital Ltd., Ambit Capital and Reliance Capital
2) Murthy Nagarajan
Education: Mr. Nagarajan is a M.Com, ICWA and PGPMS.
Experience: Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
3) Kapil Malhotra
Education: Mr.Malhotra has done B.Sc(Hons.) in Business and Administration and MBA(PGPEM)
Experience: Prior to joining Tata Mutual Fund, he has worked with Trust Financial Consultancy Services Pvt Ltd., Avvanti Advisors Pvt. Ltd.and SHK India Pvt Ltd
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 30 days |
Basic Details of Tata Housing Opportunities Fund
| Fund House | Tata Mutual Fund |
| Launch Date | 02-Sep-22 |
| Return Since Launch | 12.15% |
| Benchmark | Nifty Housing TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 476 Cr |
| (As on 30-Apr-2026) | |
| Expense | 0.90% |
| (As on 30-Apr-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 59.01% |
Tata Housing Opportunities Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Tata Housing Opportunities Dir | -3.66 | -0.92 | 1.27 | -4.02 | -5.68 | 0.16 | 11.82 | — | — | — |
| BSE 500 TRI | -5.71 | -0.32 | -0.38 | -3.43 | -5.51 | -0.57 | 13.82 | — | — | — |
Peer Comparison of Tata Housing Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Tata Housing Opportunities Dir | Unrated | 0.16 | 11.82 | — | 0.90 | 476 | 12.15 | 1.00 (30) | 3Y 8M | 59.01 |
| ICICI Pru India Opportunities Dir | Unrated | 1.33 | 20.33 | 21.14 | 0.73 | 36,083 | 20.28 | 1.00 (365) | 7Y 4M | 61.00 |
| HDFC Defence Dir | Unrated | 20.39 | — | — | 0.83 | 9,124 | 41.71 | 1.00 (365) | 2Y 11M | 16.68 |
| Franklin India Opportunities Dir | Unrated | 0.67 | 25.32 | 20.88 | 0.58 | 8,535 | 16.99 | 1.00 (365) | 13Y 4M | 57.81 |
| Sundaram Services Dir | Unrated | -0.33 | 16.24 | 17.76 | 0.74 | 4,624 | 18.53 | 1.00 (365) | 7Y 7M | 26.90 |
Tata Housing Opportunities Fund Portfolio
| No. of Stocks | 29 |
| Top 10 Stocks | 60.49% |
| Top 5 Stocks | 37.58% |
| Top 3 Sectors | 69.25% |
| Portfolio P/B Ratio | 2.85 |
| Portfolio P/E Ratio | 25.48 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,10,294 | 1,37,835 |
| Giant (%) | — | — |
| Large (%) | 57.06 | 52.35 |
| Mid (%) | 15.67 | 29.26 |
| Small (%) | 27.27 | 20.98 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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