Tata Resources & Energy Fund – Direct Growth
150
Min SIP
5,000
Min Lumpsum
0.82 %
Expense Ratio
Rating
289
Fund Size (in Cr)
8 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 15.1% | 27% | 19.5% | 18.6% | ||||
| Category Average | 11.8% | 29.6% | 13.3% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
2.76
Alpha
5.11
SD
0.87
Beta
1.44
Sharpe
Exit Load
| Exit Load | 0.25% of NAV if redeemed/switched out before 30 Days from the date of allotment. |
|---|
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
Mr Mishra, who has more than 13 years of experience in the sector, joined Tata MF in 2017. He has held positions with PINC Research, Indian Farmers Fertilizer Cooperative Ltd., and HDFC Securities Ltd.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 2,986
-
33.2%Fund Size - 2,986
-
44.2%Fund Size - 2,986
-
21.2%Fund Size - 2,986
-
- Equity .
- Sectoral / Thematic .
-
- 1,506
-
31%Fund Size - 1,506
-
39.8%Fund Size - 1,506
-
19.4%Fund Size - 1,506
-
- Equity .
- Sectoral / Thematic .
-
- 116
-
23%Fund Size - 116
-
34.1%Fund Size - 116
-
18.6%Fund Size - 116
-
- Equity .
- Sectoral / Thematic .
-
- 1,177
-
27.4%Fund Size - 1,177
-
28.8%Fund Size - 1,177
-
16.8%Fund Size - 1,177
-
- Equity .
- Sectoral / Thematic .
-
- 6,740
-
14.6%Fund Size - 6,740
-
27%Fund Size - 6,740
-
12.5%Fund Size - 6,740
AMC Contact Details
Tata Mutual Fund
AUM:
1,11,184 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
Frequently Asked Questions
How to invest in Tata Resources & Energy Fund – Direct Growth ?
You can invest in Tata Resources & Energy Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Resources & Energy Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Tata Resources & Energy Fund – Direct Growth ?
The NAV of Tata Resources & Energy Fund – Direct Growth is ₹36.9 as of 21 September 2023.
How to redeem Tata Resources & Energy Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Tata Resources & Energy Fund – Direct Growth?
The minimum SIP amount of Tata Resources & Energy Fund – Direct Growth is ₹150
What are the top sectors Tata Resources & Energy Fund – Direct Growth has invested in?
The top sectors Tata Resources & Energy Fund – Direct Growth has invested in are
- Cement & Cement Products - 26.54%
- Fertilisers & Agrochemica - 12.15%
- Petroleum Products - 12.13%
- Ferrous Metals - 9.85%
- Power - 8.73%
Can I make investments in both the SIP and Lump Sum schemes of Tata Resources & Energy Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Tata Resources & Energy Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Tata Resources & Energy Fund – Direct Growth generated ?
The Tata Resources & Energy Fund – Direct Growth has delivered 18.6% since inception
What is the expense ratio of Tata Resources & Energy Fund – Direct Growth ?
The expense ratio of Tata Resources & Energy Fund – Direct Growth is 0.82 % as of 21 September 2023.
What is the AUM of Tata Resources & Energy Fund – Direct Growth?
The AUM of Tata Resources & Energy Fund – Direct Growth is ₹1,11,184 Cr as of 21 September 2023
What are the top stock holdings of Tata Resources & Energy Fund – Direct Growth?
The top stock holdings of Tata Resources & Energy Fund – Direct Growth are
- UltraTech Cem. - 7.32%
- Reliance Industr - 7.08%
- NTPC - 6.86%
- Ambuja Cements - 6.24%
- Jindal Stain. - 5.12%
How can I redeem my investments in Tata Resources & Energy Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Resources & Energy Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Resources & Energy Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.