31736
5431
Tata Resources & Energy Fund Growth
15.74
6.55
11.99
-2.47
1.39
-1.65
6.11
16.10
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/tata-mf_0.png
7
1.76
11.99
Tata Resources & Energy Fund (G)
1.91
13.8
1.19
3.5
5 Years
Tata Resources & Energy Fund Growth
Invest in Mutual Funds at 0 Transaction cost
-
NAV
48.60
28 Jul 2026
-
-1.11%
1 Day
-
15.74%
3Y CAGR returns
Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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-
₹ 100
Min SIP -
₹ 5000
Min Lumpsum -
2.24%
Expense Ratio -
1,361 Cr
Fund Size -
10 Years
Fund Age
Returns and Ranks ( as on 28 Jul 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 6.55%
- 15.74%
- 11.99%
- 16.10
- -1.04Alpha
- 5.09SD
- 0.92Beta
- 0.64Sharpe
- 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.
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.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- 1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
-
- Contact :
- +91022 62827777
-
- Email ID :
- service@tataamc.com
Other Calculators
Frequently Asked Questions
Tata Resources & Energy Fund Growth has delivered 16.62% since inception
The NAV of Tata Resources & Energy Fund Growth is ₹49.3356 as of 28 Jul 2026
The expense ratio of Tata Resources & Energy Fund Growth is 2.24 % as of 28 Jul 2026
The AUM of Tata Resources & Energy Fund Growth 1343.33 CR as of 28 Jul 2026
The minimum SIP amount of Tata Resources & Energy Fund Growth is 100
The top stock holdings of Tata Resources & Energy Fund Growth are
- UltraTech Cem. - 5.79%
- Vedanta Aluminiu - 4.45%
- Adani Energy Sol - 4.38%
- Ambuja Cements - 4.34%
- Tata Steel - 4.14%
The top sectors Tata Resources & Energy Fund Growth has invested in are
- - 0%