Tata Housing Opportunities Fund - Regular Plan - IDCW Reinvestment

Tata Housing Opportunities Fund - Regular Plan - IDCW Reinvestment is a scheme launched by Tata Mutual Fund on September 02, 2022, and falls under the Other Themes fund category. It currently manages an AUM of Rs 522.37 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 2.36% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Tata Housing Opportunities Fund - Regular Plan - IDCW Reinvestment trailing returns over different times are -8.85% (1 year), 15.96% (3 year) and 0% (5 year). The average annual return of this fund stands at -3.3%.