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Tata Housing Opportunities Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
30
Aug 2026
Equity Holdings
₹452.16 Cr
Equity only, excl. debt & cash
AAUM
₹469.16 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
35.4%
Moderate
Top 10 Weight
56.1%
Moderate
Changes
29
0 new · 0 exits
Top Sector
Banks
22.5% of portfolio
Launch Date
16 Aug 2022
4 years old

AAUM (Average Assets Under Management) of ₹469.16 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Petronet LNG Limited saw the biggest increase — now at 3.77% of the portfolio. Adani Energy Solutions Limited was trimmed the most, now at 2.11%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 22.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 24.8% 21.9% -2.8%
Consumer Durables 13.1% 15.7% +2.6%
Cement & Cement Products 12.7% 12.9% +0.2%
Realty 9.6% 9.7% +0.1%
Power 7.8% 7.7% -0.1%
Ferrous Metals 7.1% 7.2% +0.1%
Construction 5.7% 5.3% -0.4%
Finance 4.2% 4.0% -0.2%
Gas 2.0% 3.4% +1.4%
Industrial Products 5.2% 3.3% -1.9%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 21.9% 22.5% +0.5%
Consumer Durables 15.7% 15.8% +0.1%
Cement & Cement Products 12.9% 12.7% -0.2%
Realty 9.7% 9.7% +0.1%
Ferrous Metals 7.2% 7.6% +0.4%
Power 7.7% 7.3% -0.4%
Construction 5.3% 5.7% +0.3%
Finance 4.0% 3.9% -0.1%
Gas 3.4% 3.8% +0.4%
Industrial Products 3.3% 3.4% +0.1%
Biggest Add
Petronet LNG Limited
+0.35% · now 3.77%
Biggest Trim
Adani Energy Solutions Limited
-0.26% · now 2.11%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 16 Increased ↓ 13 Decreased
#StockSectorJul 2026Aug 2026Change
1
Petronet LNG Limited
₹18.04 Cr
Gas 3.42% 3.77% +0.35%
2
Larsen & Toubro Limited
₹27.04 Cr
Construction 5.34% 5.65% +0.31%
3
ICICI Bank Limited
₹34.90 Cr
Banks 6.99% 7.29% +0.30%
4
JSW Steel Limited
₹22.85 Cr
Ferrous Metals 4.50% 4.78% +0.28%
5
Kotak Mahindra Bank Limited
₹11.95 Cr
Banks 2.26% 2.50% +0.24%
6
Prestige Estates Projects Limited
₹25.31 Cr
Realty 5.08% 5.29% +0.21%
7
Diamond Power Infrastructure Limited
₹10.71 Cr
Electrical Equipment 2.03% 2.24% +0.21%
8
LG Electronics India Ltd
₹5.11 Cr
Consumer Durables 0.91% 1.07% +0.16%
9
Orient Electric Limited
₹11.61 Cr
Consumer Durables 2.29% 2.43% +0.14%
10
Akzo Nobel India Limited
₹6.81 Cr
Consumer Durables 1.28% 1.42% +0.14%
#StockSectorJul 2026Aug 2026Change
1
Adani Energy Solutions Limited
₹10.07 Cr
Power 2.37% 2.11% -0.26%
2
Voltas Limited
₹13.74 Cr
Consumer Durables 3.10% 2.87% -0.23%
3
HDFC Bank Limited
₹42.32 Cr
Banks 9.06% 8.85% -0.21%
4
NTPC Limited
₹24.89 Cr
Power 5.35% 5.20% -0.15%
5
Ambuja Cements Limited
₹16.31 Cr
Cement & Cement Products 3.56% 3.41% -0.15%
6
PG Electroplast Limited
₹16.85 Cr
Consumer Durables 3.61% 3.52% -0.09%
7
Aavas Financiers Limited
₹8.13 Cr
Finance 1.78% 1.70% -0.08%
8
UltraTech Cement Limited
₹39.81 Cr
Cement & Cement Products 8.39% 8.32% -0.07%
9
Keystone Realtors Limited
₹10.75 Cr
Realty 2.30% 2.25% -0.05%
10
Anant Raj Global Limited
₹2.05 Cr
Realty 0.48% 0.43% -0.05%

What Stocks Does This Fund Hold?

30 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹42.32 Cr
Banks
8.85%
2
₹39.81 Cr
Cement & Cement Products
8.32%
3
₹34.90 Cr
Banks
7.29%
4
₹27.04 Cr
Construction
5.65%
5
₹25.31 Cr
Realty
5.29%
6
₹24.89 Cr
Power
5.20%
7
₹22.85 Cr
Ferrous Metals
4.78%
8
₹18.04 Cr
Gas
3.77%
9
₹16.85 Cr
Consumer Durables
3.52%
10
₹16.31 Cr
Cement & Cement Products
3.41%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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