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To know more about the scheme, checkout the video of equity fund manager.

To know more about the scheme, checkout the video of equity fund manager.

Why Housing Theme?

In the past the housing sector was impacted by Excess Inventory, Regulatory changes, NBFC Crisis & Demonetisation.
Its now at the cusp of a turnaround!
Revival of Housing Demand
Housing Demand is driven by improved affordability,increasing urbanisation, supplier consolidation among other factors.
Growth of Allied Industries
As the demand for housing increases, so does the demand for products that go into building a house. These products have their own cycles. In Housing sector upcycles they draw from the tailwinds in Housing sector downcycles, they do not necessarily mimic the sector.

Tata Housing Opportunities Fund

  • The fund would seek to offer a portfolio of businesses that have potential to benefit from the Housing Theme
  • The Fund Manager would aim to build a portfolio by identifying entities within the list of basic industries (as per AMFI classification from time to time) under Housing theme that may have potential for meaningful growth and which may have a sustainable competitive advantage.

The current market correction offers a good entry point for most of these businesses. Lower exposure to defensive sectors offers a better way to play economic recovery (based on current views & may subject to change)

The list of industries are indicative and not exhaustive. Fund Manager will follow AMFI/NSE classification from time to time.

Downloads

Product Presentation

KIM Cum
Application Form

Product Leaflet

SID

Product Presentation

KIM Cum
Application Form

Product Leaflet

SID

Fund Details

Scheme Name TATA HOUSING OPPORTUNITIES FUND
NFO Date NFO Opens: 16th August 2022
NFO Closes: 29th August 2022
Investment 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
Type Of Scheme An open - ended equity scheme following housing theme.
Fund Manager Tejas Gutka, Venkat Samala and Murthy Nagarajan
Benchmark NIFTY Housing Index (TRI)
Min. Investment Amount 5,000/- and in multiples of 1/- thereafter
Load Structure Entry Load: N.A.
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 investment - 1%
  • Redemption / Switch - out / SWP / STP after expiry of 365 days from the date of allotment - NIL

Team

Debt Portfolio

MURTHY NAGARJAN

Head - Fixed Income

Equity Portfolio

tejas gutka

Fund Manager

Overseas Investment

venkat samala

Fund Manager & Analyst

This product is suitable for investors who are seeking*:

  • Long Term Capital Appreciation.
  • An Open-ended equity scheme following housing theme

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

This product is suitable for investors who are seeking*:

  • Long Term Capital Appreciation.
  • An Open-ended equity scheme following housing theme

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

Corporate Office Address:

Tata Asset Management Private Limited, 19th floor, Parinee Crescenzo, ‘G’ Block, Bandra Kurla Complex, Opposite MCA Club, Bandra (E), Mumbai – 400051

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