TickerKhojTata Mutual Fund · Equity · Sectoral / Thematic · Regular plan
TATA HOUSING OPPORTUNITIES FUND - Regular Plan - Growth
₹14.1666NAV on 2 Nov 2026Expense ratio 2.61%
3 Nov 2025NAV low 12.66 · high 15.45-8.3%
In plain words
Over 3 years it returned +5.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -25.9%.
On 3-year return it ranks 127 of 139 funds in Sectoral / Thematic.
A monthly SIP over 3 years ended ₹8,932 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 | +0.5% | +1.9% |
| 3 months | -6.2% | -5.1% |
| 6 months | -1.9% | -3.2% |
| 1 year | -8.0% | -10.2% |
| 3 years (yearly) | +5.1% | +7.4% |
| Since start (yearly) | +8.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,410 | -5.5% |
| 3 years | ₹3,60,000 | ₹3,48,447 | -2.1% |
Other plan of this fund: TATA HOUSING OPPORTUNITIES FUND - Direct Plan - Growth