Tata Housing Opportunities Fund - Regular Plan - IDCW Reinvestment

Tata Housing Opportunities Fund - Regular Plan - IDCW Reinvestment - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 96.11%Others: 3.89%

Market Cap

Large Cap: 47.21%Mid Cap: 21.90%Small Cap: 24.57%Equity: 2.42%

Number of stocks

33

Top 10 Holdings

102.48% of portfolio

Market Cap of Equity

Large Cap
47.21%
Mid Cap
21.90%
Small Cap
24.57%
Equity
2.42%

Companies Allocation of Equity

HDFC Bank Ltd19.85%
Prestige Estates Projects Ltd12.98%
Larsen & Toubro Ltd11.25%
ICICI Bank Ltd10.03%
Ambuja Cements Ltd8.82%
DLF Ltd8.76%
Asian Paints Ltd8.67%
UltraTech Cement Ltd8.30%
KEI Industries Ltd7.32%
PNB Housing Finance Ltd6.50%

Sector Allocation of Equity

Financial Services31.36%
Real Estate14.86%
Industrials24.58%
Basic Materials18.78%
Consumer Cyclical6.54%

SIP Amount

Monthly SIP Date

Tata Housing Opportunities Fund - Regular Plan - IDCW Reinvestment

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.