sectorHigh risk

TATA HOUSING OPPORTUNITIES FUND - Direct Plan - IDCW Reinvestment Option

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Tata Mutual Fund. It's been running since 9 Sep 2022.

Latest price per unit

₹15.7939

▲ 0.30% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹99.6k

▼ ₹447 loss · -0.4% / year

Invested 3 years ago

₹1.27 L

▲ ₹26.5k gain · 8.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

16.0%

The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-24.19%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-0.45%

CAGR — 3 years8.16%

CAGR — 5 years—

CAGR — since launch11.95%

Volatility — 1 year (annualised)15.91%

Volatility — 3 years (annualised)15.95%

Max drawdown — 1 year-17.80%

Max drawdown — 3 years-24.19%

Sharpe ratio — 1 year (rf=6%)-0.41

Sharpe ratio — 3 years (rf=6%)0.13

Fund info

Fund house: Tata Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): INF277KA1505
Fund code: 150533
First price on record: 9 Sep 2022 · 982 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.