Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl

Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl

Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl
Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl

Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl

Equity
Direct
Equity - Other

NAV: ₹ 9.9 as on 23-09-2022

Fund Performance
About the Fund

Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl is an equity fund. This fund was started on  2 September, 2022. The fund is managed by Murthy Nagarajan, Venkat Samala, Tejas Gutka. The fund could potentially beat inflation in the long-run.

Key parameters

1) Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has a NAV of 9.8905 as on 23-09-2022.

2) Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has 0 Cr worth of assets under management (AUM) as on 31-07-2022 and is less than category average.

3) The fund has an expense ratio 0 %.

Fund Overview

Expense ratio
Expense ratio
--
Benchmark
Benchmark
IISL Nifty Housing TR INR
AUM
AUM
₹0 Cr
Inception Date
Inception Date
2 September, 2022
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹150
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
0%

Fund Manager

Murthy Nagarajan

Murthy Nagarajan

Managing this fund since 2 September 2022

Top funds managed

Scheme
Annualised Returns(3Y)
Category Returns(3Y)
Tata Hybrid Equity Fund Direct Plan Growth
14.3%
14.31%
Tata Retirement Savings Moderate Fund Direct Plan Growth
13.96%
--
Tata Short Term Bond Fund Direct Plan Growth
6.18%
6.24%
Venkat Samala

Venkat Samala

Managing this fund since 2 September 2022

Top funds managed

Scheme
Annualised Returns(3Y)
Category Returns(3Y)
Tata Digital India Fund Direct Growth
28.83%
27.92%
Tata Focused Equity Fund Direct Growth
0%
16.28%
Tata Large Cap Fund Direct Plan Growth
14.65%
15%
Tejas Gutka

Tejas Gutka

Managing this fund since 2 September 2022

Top funds managed

Scheme
Annualised Returns(3Y)
Category Returns(3Y)
Tata India Tax Savings Fund Growth Direct Plan
16.88%
16.49%

AMC details

Address
Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India
Phone
+912266578282
Fund House
Tata Asset Management Limited

Frequently Asked Questions

The current NAV of Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl is 9.89.
Existing (Absolute + CAGR)
Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl
Absolute Returns
CAGR Returns
1 Month Returns
0%
0%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%
5 Years Returns
0%
0%
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The alpha ratio for the Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl
-
-
-
As on month end.
The alpha for Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl is calculated against IISL Nifty Housing TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl
-
-
-
As on month end.
The Beta for Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl is calculated with IISL Nifty Housing TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl
-
-
-
As on month end.
The sharpe ratio for Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl is calculated with IISL Nifty Housing TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl
-
-
-
As on month end.
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Murthy Nagarajan,Venkat Samala,Tejas Gutka are the fund managers of Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl
The Exit load of Tata Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl is 1%