Tata Housing Opportunities Fund - Regular Plan - IDCW Payout
-4.15
-
-
-
13.48
Nifty Housing TRI
1.09
13.15
25.51
14.37
14.21
Equity: Thematic-Others
4.28
16.82
26.19
13.33
8.81
Yearly Performance (%)
Nav Movement
Fund Managers
Murthy Nagarajan, Tejas Gutka, Kapil Malhotra
Investment Objective
The scheme seeks 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.
Returns Calculator for
Tata Housing Opportunities Fund - Regular Plan - IDCW Payout
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Tata Housing Opportunities Fund - Regular Plan - IDCW Payout
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Tata Housing Opportunities Fund - Regular Plan - IDCW Payout