Tata Housing Opportunities Fund - Regular Plan - Growth

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Thematic-Others NAV 9.8823 0 17 March, 2023

Fund Details

Category Thematic-Others
Fund Type Open Ended
Investment Plan Growth
Launch Date 02 September, 2022
Benchmark Nifty Housing TRI
Asset Size(Cr) 369.78 (As on 28-02-2023)
Turn over 6.61%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 12% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.56% (As on 28-02-2023)
Fund Manager Murthy Nagarajan, Venkat Samala, Tejas Gutka, Arvindkumar Kumaresan Chetty

Investment Returns (As on 17 Mar, 2023)

Duration Returns Benchmark Category
1 W -1.04% -1.8% -1.6%
1 M -2.26% -4.7% -3.43%
3 M -2.3% -6.31% -5.02%
6 M -1.4% -2.23% -3.5%
1 Y - 0.1% 0.29%
2 Y - 9.06% 9.92%
3 Y - 25.46% 26.02%
5 Y - 12.26% 9.46%

Risk Mesasures (As on 17 Mar, 2023)

Std Dev Sharpe Beta Alpha
Fund 5.07
Benchmark 0 0 0 0
Returns Compare with Others
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Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Tata Housing Opportunities Fund - Regular Plan - Growth 0% 0% 0%

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