Tata Housing

Opportunities
Fund
Mutual fund management presentation
 Introduction
housing opportunities fund:- The scheme seeks to generate long-term
capital appreciation by investing in equity and equity related instruments
of entities engaged in and/or expected to benefit from the growth in
housing theme.

Launched :- The fund was launched on Sep 02, 2022.

 SCHEME & FEATURES

generate long-term capital High risk Starting amount to invest Fund size
appreciation The Tata Housing The Tata Housing Opportunities Fund
Opportunities Fund Direct - Direct Plan currently holds Assets
Growth is rated Very High risk under Management worth of Rs
by investing predominantly in Minimum investment required
520.81 crore as on Dec 31, 2023.
equity and equity related is Rs 5000 and minimum
instruments of entities engaged additional investment is Rs
in and/or expected to benefit 1000. Minimum SIP
from the growth in housing Benchmark investment is Rs 100.
theme. Returns
Nifty Housing Total Return Its trailing returns over
Index different time periods are:
41.3% (1yr) and 27.22%
 01. High returns

Long term
Advantages 02.
investment
Tata housing opportunities fund

lower expense
03.
ratio
 Conclusion
You can buy this fund from various online platforms, such as Moneycontrol, Value
Research, Morningstar, or Groww. You can also visit the Tata Mutual Fund website
for more details about the fund, its performance, portfolio, and risk profile
 Presented by Sandra Haro

Thank you very

much!