Tata Resources & Energy Fund

Equity | Sectoral / Thematic Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹150 ₹5,000 0.91 % 0★ ₹276 7 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹150 ₹5,000 0.91 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹276 Cr 7 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 30 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 6.9% 26.8% 14.8% 18.5%
Category Average 15.1% 23.4% 11.5% -

Scheme Allocation

Holding
Sector
Asset
NTPC
6.95%
Reliance Industr
6.46%
Ambuja Cements
5.98%
Grasim Inds
4.67%
Tata Steel
4.6%
Others
71.34%
Cement
20.06%
Power & Others
12.51%
Ferrous Metal
11.17%
Petroleum Products
10.43%
Non Ferrous Metal
3.82%
Others
42.01%
Equity
99.08%
Reverse Repos
1.75%
Net Curr Ass/Net Receivables
-0.81%

Fund House Details

Tata Mutual Fund

Tata Resources & Energy Fund

Fund Manager
Satish Chandra Mishra

Exit Load

Exit Load 0.25% of NAV if redeemed/switched out before 30 Days from the date of allotment.

Advance Ratio

-0.01 1.38 0.92 -0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

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

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"
The Tata Resources & Energy Fund has delivered 18.5% since inception
The NAV of Tata Resources & Energy Fund is ₹32.7 as of 30 November 2022.
The expense ratio of Tata Resources & Energy Fund is 0.91 % as of 30 November 2022.
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”.
Invest Now