31736
5431
Tata Resources & Energy Fund Growth
18.82
10.62
14.38
-1.51
2.76
4.57
5.52
16.49
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/tata-mf_0.png
7
1.96
14.38
Tata Resources & Energy Fund (G)
1.96
14.38
1.19
3.5
5 Years
Tata Resources & Energy Fund Growth
-
NAV
48.80
15 May 2026
-
-1.08%
1 Day
-
18.82%
3Y CAGR returns
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-
₹ 100
Min SIP -
₹ 5000
Min Lumpsum -
2.17%
Expense Ratio -
1,343 Cr
Fund Size -
10 Years
Fund Age
SIP Calculator
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₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
Returns and Ranks ( as on 15 May 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 10.62%
- 18.82%
- 14.38%
- 16.49
- -1.79Alpha
- 4.63SD
- 0.90Beta
- 0.56Sharpe
- 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
- Fund Name
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 7,707
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,365
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,535
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 1,343
5431
- Fund Name
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1,325
-
- Other
- Index Fund
- AUM - ₹ 1,123
-
- Equity
- Mid Cap Fund
- AUM - ₹ 5,604
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1,343
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 2,084
-
- Equity
- Dividend Yield Fund
- AUM - ₹ 1,044
- Address :
- 1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
-
- Contact :
- +91022 62827777
-
- Email ID :
- service@tataamc.com
Mutual Fund by Category
Large Cap
- Fund Name
Quant Large Cap Fund Growth
- 14.91%
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 3,112
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 51,690
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 213
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,722
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 75,650
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
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FAQs
Tata Resources & Energy Fund Growth has delivered 16.62% since inception
The NAV of Tata Resources & Energy Fund Growth is ₹49.3356 as of 15 May 2026
The expense ratio of Tata Resources & Energy Fund Growth is 2.17 % as of 15 May 2026
The AUM of Tata Resources & Energy Fund Growth 1343.33 CR as of 15 May 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. - 6.04%
- Tata Steel - 4.72%
- NTPC - 4.16%
- Adani Power - 3.67%
- Ambuja Cements - 3.64%
The top sectors Tata Resources & Energy Fund Growth has invested in are
- - 0%