NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹15.28
1.66%
NAV as on 23 Nov 24, 12:00 AM
very high risk
equity other
equity
NAV as on 23 Nov 24, 12:00 AM
very high risk
equity other
equity
20.07%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
23.35%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 609.92 Cr fund under management as on Nov 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 20.1% annual returns during the last year. It has delivered 23.4% 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
- Kapil Malhotra (Dec 2023 - Present)
- Murthy Nagarajan (Sep 2022 - Present)
- Tejas Gutka (Sep 2022 - Present)
Key Information
View Scheme Document
Tata Housing Opportunities Fund Growth SIP Calculator
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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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
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Frequently Asked Questions
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