- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↑ 0.3%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Tata Housing Opportunities Fund - Direct Plan - Growth and its peers as on 27 May, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Tata Housing Opportunities Fund - Direct Plan - Growth | -2.38% | 0.3% | 2.18% | -0.18% | -1.7% | 0.47% | 12.18% | - | - | - |
| SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | -7.1% | 0.32% | 0.07% | -3.19% | -2.56% | -6.47% | 10.35% | 14.32% | 15.08% | 14.98% |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | -5.48% | 0.35% | 1.77% | -0.62% | -3.3% | -1.16% | 11.72% | 11.19% | 12.27% | 12.69% |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | 10.97% | -0.1% | -0.29% | 9.23% | 7.02% | 12.45% | 26.8% | 16.8% | 23.66% | 14.43% |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | 4.66% | 0.53% | 2.22% | 1.89% | 5.78% | 5.31% | 21.49% | 20.51% | 18.7% | 16.71% |
| SBI PSU Fund - DIRECT PLAN - GROWTH | 4.62% | 0.33% | 2.01% | -3.23% | -4.28% | 12.5% | 32.13% | 25.63% | 19.56% | 16.62% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | 41.11% | 14.58% | -1.92% |
Discrete returns (monthly)
| Month | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -0.96% | -0.52% | -1.08% | 3.71% | -1.46% | -0.98% | -4.18% | 1.08% | -14.93% | 11.96% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | -7.41% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 95.22% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 4.78% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| ULTRATECH CEMENT LTD | ULTRACEMCO (INE481G01011) | Cement & Cement Products | 8.91% |
| HDFC BANK LTD | HDFCBANK (INE040A01034) | Banks | 8.87% |
| LARSEN & TOUBRO LTD | LT (INE018A01030) | Construction | 8.07% |
| ICICI BANK LTD | ICICIBANK (INE090A01021) | Banks | 6.91% |
| NTPC LTD | NTPC (INE733E01010) | Power | 6.72% |
| R R KABEL LTD | RRKABEL (INE777K01022) | Industrial Products | 4.78% |
| JSW STEEL LTD | JSWSTEEL (INE019A01038) | Ferrous Metals | 4.68% |
| PG ELECTROPLAST LTD | PGEL (INE457L01029) | Consumer Durables | 4.30% |
| PRESTIGE ESTATES PROJECTS LTD | PRESTIGE (INE811K01011) | Realty | 4.17% |
| AMBUJA CEMENTS LTD | AMBUJACEM (INE079A01024) | Cement & Cement Products | 3.89% |
| VENUS PIPES & TUBES LTD | VENUSPIPES (INE0JA001018) | Industrial Products | 3.51% |
| STEEL AUTHORITY INDIA LTD | SAIL (INE114A01011) | Ferrous Metals | 3.49% |
| HAVELLS INDIA LTD | HAVELLS (INE176B01034) | Consumer Durables | 2.70% |
| KEYSTONE REALTORS LTD | RUSTOMJEE (INE263M01029) | Realty | 2.53% |
| ORIENT ELECTRIC LTD | ORIENTELEC (INE142Z01019) | Consumer Durables | 2.41% |
| STATE BANK OF INDIA | SBIN (INE062A01020) | Banks | 2.10% |
| AAVAS FINANCIERS LTD | AAVAS (INE216P01012) | Finance | 1.66% |
| GREENPANEL INDUSTRIES LTD | GREENPANEL (INE08ZM01014) | Consumer Durables | 1.53% |
| TORRENT POWER LTD | TORNTPOWER (INE813H01021) | Power | 1.53% |
| GODREJ PROPERTIES LTD | GODREJPROP (INE484J01027) | Realty | 1.47% |
| AKZO NOBEL INDIA LTD | AKZOINDIA (INE133A01011) | Consumer Durables | 1.46% |
| IDFC FIRST BANK LTD | IDFCFIRSTB (INE092T01019) | Banks | 1.42% |
| GREENPLY INDUSTRIES LTD | GREENPLY (INE461C01038) | Consumer Durables | 1.31% |
| ASIAN PAINTS LTD | ASIANPAINT (INE021A01026) | Consumer Durables | 1.23% |
| JINDAL STEEL LTD | JINDALSTEL (INE749A01030) | Ferrous Metals | 1.16% |
| WAKEFIT INNOVATIONS LTD | INE0E7301029 | Consumer Durables | 1.13% |
| TARC LTD | TARC (INE0EK901012) | Realty | 1.13% |
| THE RAMCO CEMENTS LTD | RAMCOCEM (INE331A01037) | Cement & Cement Products | 1.12% |
| LG ELECTRONICS INDIA LTD | LGEINDIA (INE324D01010) | Consumer Durables | 1.03% |
Portfolio data is as on date 31 March, 2026
NAV history
Tata Housing Opportunities Fund - Direct Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 27 May, 2026 | 15.5605 | 0.3% |
| 26 May, 2026 | 15.5144 | 0.03% |
| 25 May, 2026 | 15.5093 | 1.16% |
| 22 May, 2026 | 15.3320 | 0.6% |
| 21 May, 2026 | 15.2408 | 0.08% |
| 20 May, 2026 | 15.2288 | -0.12% |
| 19 May, 2026 | 15.2464 | 0.19% |
| 18 May, 2026 | 15.2173 | -0.45% |
| 15 May, 2026 | 15.2864 | -0.92% |
| 14 May, 2026 | 15.4282 | 0.64% |
| 13 May, 2026 | 15.3306 | 0.91% |
| 12 May, 2026 | 15.1924 | -1.75% |
| 11 May, 2026 | 15.4625 | -1.68% |
| 8 May, 2026 | 15.7275 | -0.73% |
| 7 May, 2026 | 15.8438 | 1.05% |
| 6 May, 2026 | 15.6787 | 1.03% |
| 5 May, 2026 | 15.5192 | -0.5% |
| 4 May, 2026 | 15.5966 | 1.49% |
| 30 April, 2026 | 15.3676 | -1.26% |
| 29 April, 2026 | 15.5633 | 0.2% |
| 28 April, 2026 | 15.5316 | -0.37% |
| 27 April, 2026 | 15.5889 | 1.72% |
| 24 April, 2026 | 15.3253 | -0.63% |
| 23 April, 2026 | 15.4223 | -0.65% |
| 22 April, 2026 | 15.5233 | 0.17% |
| 21 April, 2026 | 15.4976 | 0.97% |
| 20 April, 2026 | 15.3491 | 0.23% |
| 17 April, 2026 | 15.3136 | 0.72% |
| 16 April, 2026 | 15.2045 | 0.73% |
| 15 April, 2026 | 15.0946 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Tata Housing Opportunities Fund - Direct Plan - Growth?
The latest NAV of Tata Housing Opportunities Fund - Direct Plan - Growth is 15.5605 as on 27 May, 2026.What are YTD (year to date) returns of Tata Housing Opportunities Fund - Direct Plan - Growth?
The YTD (year to date) returns of Tata Housing Opportunities Fund - Direct Plan - Growth are -2.38% as on 27 May, 2026.What are 1 year returns of Tata Housing Opportunities Fund - Direct Plan - Growth?
The 1 year returns of Tata Housing Opportunities Fund - Direct Plan - Growth are 0.47% as on 27 May, 2026.What are 3 year CAGR returns of Tata Housing Opportunities Fund - Direct Plan - Growth?
The 3 year annualized returns (CAGR) of Tata Housing Opportunities Fund - Direct Plan - Growth are 12.18% as on 27 May, 2026.