NSE ScannerTata Mutual Fund · Equity · Sectoral / Thematic · Direct plan
TATA HOUSING OPPORTUNITIES FUND - Direct Plan - Growth
₹14.9723NAV on 30 Oct 2026Expense ratio 1.10%
29 Oct 2025NAV low 13.47 · high 16.38-8.6%
In plain words
Over 3 years it returned +6.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -24.2%.
On 3-year return it ranks 127 of 139 funds in Sectoral / Thematic.
A monthly SIP over 3 years ended ₹9,324 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.7% | +1.9% |
| 3 months | -7.2% | -5.1% |
| 6 months | -2.6% | -3.2% |
| 1 year | -8.4% | -10.2% |
| 3 years (yearly) | +6.5% | +7.4% |
| Since start (yearly) | +10.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,876 | -6.9% |
| 3 years | ₹3,60,000 | ₹3,54,197 | -1.0% |
Other plan of this fund: TATA HOUSING OPPORTUNITIES FUND - Regular Plan - Growth