- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↑ 0.56%
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 - Regular Plan - Growth and its peers as on 2 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Tata Housing Opportunities Fund - Regular Plan - Growth | -0.05% | 0.56% | 1.05% | 5.1% | 16.92% | -2.3% | 9.57% | - | - | - |
| SBI HEALTHCARE OPPORTUNITIES FUND - REGULAR PLAN -GROWTH | 16.77% | -0.26% | 1.38% | 7.7% | 18.42% | 13.88% | 24.03% | 16.27% | 23.84% | 13.62% |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | -3.34% | 0.75% | 0.51% | 3.97% | 11.01% | -1.04% | 10.27% | 10.12% | 11.85% | 11.83% |
| SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH | 3.6% | 0.18% | 0.03% | 1.57% | 15.81% | 0.91% | 18.02% | 18.56% | 17.92% | 14.99% |
| SBI PSU Fund - REGULAR PLAN -Growth | 2.04% | -0.14% | 0.09% | 0.56% | 4.38% | 7.09% | 27.69% | 23.2% | 18.14% | 14.29% |
| SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH | -5.06% | 0.75% | 1.92% | 5.21% | 8.35% | -7.34% | 8.31% | 13.2% | 14.76% | 13.41% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | 38.72% | 12.68% | -3.52% |
Discrete returns (monthly)
| Month | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -1.21% | 3.57% | -1.6% | -1.11% | -4.32% | 0.94% | -15.05% | 11.82% | -1.1% | 3.82% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | -6.87% |
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 | JSWDULUX (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 | WAKEFIT (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 - Regular Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 2 July, 2026 | 15.0419 | 0.56% |
| 1 July, 2026 | 14.9576 | 0.92% |
| 30 June, 2026 | 14.8209 | -0.27% |
| 29 June, 2026 | 14.8605 | -0.16% |
| 25 June, 2026 | 14.8850 | 0.26% |
| 24 June, 2026 | 14.8464 | 0.73% |
| 23 June, 2026 | 14.7384 | -1.15% |
| 22 June, 2026 | 14.9096 | 0.61% |
| 19 June, 2026 | 14.8199 | -0.08% |
| 18 June, 2026 | 14.8313 | 0.8% |
| 17 June, 2026 | 14.7142 | 0.42% |
| 16 June, 2026 | 14.6524 | 0.54% |
| 15 June, 2026 | 14.5738 | 1.27% |
| 12 June, 2026 | 14.3910 | 2.5% |
| 11 June, 2026 | 14.0401 | -0.39% |
| 10 June, 2026 | 14.0945 | -0.43% |
| 9 June, 2026 | 14.1552 | 0.72% |
| 8 June, 2026 | 14.0547 | -1.51% |
| 5 June, 2026 | 14.2695 | -0.34% |
| 4 June, 2026 | 14.3189 | 0.32% |
| 3 June, 2026 | 14.2731 | -0.27% |
| 2 June, 2026 | 14.3122 | 0.26% |
| 1 June, 2026 | 14.2752 | -1.09% |
| 29 May, 2026 | 14.4327 | -1.13% |
| 27 May, 2026 | 14.5982 | 0.29% |
| 26 May, 2026 | 14.5556 | 0.03% |
| 25 May, 2026 | 14.5514 | 1.14% |
| 22 May, 2026 | 14.3869 | 0.59% |
| 21 May, 2026 | 14.3020 | 0.07% |
| 20 May, 2026 | 14.2913 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Tata Housing Opportunities Fund - Regular Plan - Growth?
The latest NAV of Tata Housing Opportunities Fund - Regular Plan - Growth is 15.0419 as on 2 July, 2026.What are YTD (year to date) returns of Tata Housing Opportunities Fund - Regular Plan - Growth?
The YTD (year to date) returns of Tata Housing Opportunities Fund - Regular Plan - Growth are -0.05% as on 2 July, 2026.What are 1 year returns of Tata Housing Opportunities Fund - Regular Plan - Growth?
The 1 year returns of Tata Housing Opportunities Fund - Regular Plan - Growth are -2.3% as on 2 July, 2026.What are 3 year CAGR returns of Tata Housing Opportunities Fund - Regular Plan - Growth?
The 3 year annualized returns (CAGR) of Tata Housing Opportunities Fund - Regular Plan - Growth are 9.57% as on 2 July, 2026.