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5431
Tata Resources & Energy Fund - Direct (G)
17.57
8.19
13.80
-2.44
1.52
-1.29
6.89
18.04
7
1.91
13.8
Tata Resources & Energy Fund - Direct (G)
1.91
13.8
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    57.93

    28 Jul 2026

  • -1.11%

     1 Day

  • 17.57%

    3Y CAGR returns

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  • ₹ 100

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 0.85%

    Expense Ratio

  • NA

     Rating

  • 1,361 Cr

    Fund Size

  • 10 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 28 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 8.19%
  • 17.57%
  • 13.80%
  • 18.04

Scheme Allocation

By Holding By Sector By Asset
5.79%
4.45%
4.38%
4.34%
4.14%
76.90%
View All

Advance Ratio

  • 0.54Alpha
  • 5.09SD
  • 0.92Beta
  • 0.73Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 0.25% of NAV if redeemed/switched out before 30 Days from the date of allotment.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

To seek long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of the companies in the Resources & Energy sector in India.

Fund Managers

Satish Chandra Mishra

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

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More Funds from Tata Mutual Fund

5431
  • Fund Name

AMC Contact Details

  • Address :
  • 1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
    • Contact :
    • +91022 62827777
    • Email ID :
    • service@tataamc.com
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