TATA HOUSING OPPORTUNITIES FUND - Direct Plan - Growth Option
code 150532 Sectoral/Thematic direct plan · growth NAVs 2022-09-09 to 2026-11-09
Growth of ₹10,000
From 2022-09-09. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 8.48% | 2026-10-09 → 2026-11-09 |
| 3M | 0.26% | 2026-08-07 → 2026-11-09 |
| 6M | 3.46% | 2026-05-08 → 2026-11-09 |
| 1Y | 1.27% | 2025-11-07 → 2026-11-09 |
| 3Y | 8.50% | 2023-11-09 → 2026-11-09 |
| 5Y | - | |
| 7Y | - | |
| 10Y | - | |
| since inception | 12.20% | 2022-09-09 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2023 | 2024 | 2025 |
|---|---|---|---|
| fund | 41.57% | 14.02% | -1.97% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 777 | 14.15% | 5.02% | -11.96% | 46.61% | 66% |
| 3 years | 287 | 12.83% | 12.79% | 5.60% | 18.47% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 6.46% |
| volatility | 19.06% |
| max drawdown | -24.19% |
| downside deviation | 13.38% |
| Sharpe ratio | 0.11 |
| Sortino ratio | 0.16 |
| Calmar ratio | 0.27 |
Sector/theme fund: not ranked. Compare with its benchmark above.