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Company
Tata Mutual Fund
Scheme Name
Tata Housing Opportunities Fund (G)
Open Date
16-Aug-2022
Close Date
29-Aug-2022
Fund Manager
Tejas Gutka
Minimum Investment (
)
5000
Objective
To generate long-term capital appreciation by investing predominantly in equity and equity related instruments of entities engaged in and/or expected to benefit from the growth in housing theme. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Benchmark
Nifty Housing TRI
Asset Allocation
Equity and equity related instruments of entities engaged in activities of Housing theme : 80% - 100%
Other Equity & Equity related Instruments including units of mutual fund : 0% - 20%
Debt and Money market instruments including units of mutual fund : 0% - 20%
Entry Load (%)
Nil
Exit Load (%)
Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investmen:1% Redemption / Switch-out/SWP/STP after expiry of 365 days from the date of allotmen: Nil
Option Type
Open Ended [ GROWTH ]
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