Tata Resources & Energy Fund
150
Min SIP
5,000
Min Lumpsum
0.91 %
Expense Ratio
Rating
256
Fund Size (in Cr)
7 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 9.9% | 30.2% | 17.1% | 17.6% | ||||
| Category Average | 7.5% | 30.1% | 11.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Reliance Industr
UltraTech Cem.
Ambuja Cements
NTPC
SRF
Others
Advance Ratio
0.26
Alpha
5.34
SD
0.89
Beta
0.46
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 .
-
- 2,373
-
30.3%Fund Size - 2,373
-
43.4%Fund Size - 2,373
-
17.1%Fund Size - 2,373
-
- Equity .
- Sectoral / Thematic .
-
- 293
-
0.5%Fund Size - 293
-
4.4%Fund Size - 293
-
2.9%Fund Size - 293
-
- Equity .
- Sectoral / Thematic .
-
- 9,940
-
0.9%Fund Size - 9,940
-
38.4%Fund Size - 9,940
-
21.7%Fund Size - 9,940
-
- Equity .
- Sectoral / Thematic .
-
- 1,241
-
24.5%Fund Size - 1,241
-
35.7%Fund Size - 1,241
-
15%Fund Size - 1,241
-
- Equity .
- Sectoral / Thematic .
-
- 95
-
17%Fund Size - 95
-
32.1%Fund Size - 95
-
13.9%Fund Size - 95
AMC Contact Details
Tata Mutual Fund
AUM:
88,392 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 ?
You can invest in Tata Resources & Energy Fund 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 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 ?
The NAV of Tata Resources & Energy Fund is ₹33.2 as of 02 June 2023.
How to redeem Tata Resources & Energy Fund 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?
The minimum SIP amount of Tata Resources & Energy Fund is ₹150
What are the top sectors Tata Resources & Energy Fund has invested in??
The top sectors Tata Resources & Energy Fund has invested in are
- Reliance Industr - 8.03%
- UltraTech Cem. - 6.78%
- Ambuja Cements - 5.88%
- NTPC - 4.7%
- SRF - 4.46%
How much returns have Tata Resources & Energy Fund generated ?
The Tata Resources & Energy Fund has delivered 17.6% since inception
What is the expense ratio of Tata Resources & Energy Fund ?
The expense ratio of Tata Resources & Energy Fund is 0.91 % as of 02 June 2023.
What is the AUM of Tata Resources & Energy Fund?
The AUM of Tata Resources & Energy Fund is ₹88,392 Cr as of 02 June 2023
What are the top stock holdings of Tata Resources & Energy Fund?
The top stock holdings of Tata Resources & Energy Fund are
- Reliance Industr - 8.03%
- UltraTech Cem. - 6.78%
- Ambuja Cements - 5.88%
- NTPC - 4.7%
- SRF - 4.46%