NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Tata Housing Opportunities Fund Growth for NRI [15.98]

Min Investment

5,000

Fund Size

578.65 Cr

Expense Ratio

2.4%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

15.98

-0.18%

NAV as on 18 Dec 24, 12:00 AM

very high risk

equity other

equity

NAV as on 18 Dec 24, 12:00 AM

very high risk

equity other

equity

13.23%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

22.11%p.a.

Since Inception

About Tata Housing Opportunities Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Tata Housing Opportunities Fund Growth scheme from Tata Asset Management Limited. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Sep 2022, Tata Housing Opportunities Fund Growth is Equity - Other fund of its category with 578.65 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.

  • Tata Housing Opportunities Fund Growth delivered 13.2% annual returns during the last year. It has delivered 22.1% average annual returns since the fund was launched.
  • Tata Housing Opportunities Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund 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.

Top 10 Holdings

HDFC Bank Ltd

7.64%

Prestige Estates Projects Ltd

5.85%

Larsen & Toubro Ltd

5.29%

ICICI Bank Ltd

4.91%

Can Fin Homes Ltd

4.87%

KEI Industries Ltd

4.32%

DLF Ltd

4.10%

Voltas Ltd

3.92%

Ambuja Cements Ltd

3.87%

Brigade Enterprises Ltd

3.77%

Fund Managers

  1. Murthy Nagarajan (Sep 2022 - Present)
  2. Tejas Gutka (Sep 2022 - Present)
  3. Kapil Malhotra (Dec 2023 - Present)

Key Information

View Scheme Document

Tata Housing Opportunities Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Tata Housing Opportunities Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Tata Housing Opportunities Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Tata Housing Opportunities Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions