Tata Resources & Energy Fund - Growth - Direct Plan

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  • (-0.34%)Nav, as on 09-07-2025

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  • Net Change on 09-07-2025

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  • Assets (Cr.)

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

Investment objective of the scheme is to provide long term capital appreciation by investing predominantly in equity/equity related instruments of the companies in the Resources& Energy sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Tata Resources & Energy Fund-Direct Plan-Growth 4.81 15.07 5.00 25.18 27.37 19.44
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY COMMODITIES - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Tata Resources & Energy Fund-Direct Plan-Growth Dec 28, 2015 5.00 25.18 27.37 0.53 1,172.49

Fund Holdings as on 30-June-2025

  • ULTRATECH CEMENT LTD.

  • A) REPO

  • AMBUJA CEMENTS LTD.

  • TATA STEEL LTD.

  • NTPC Ltd.

  • RELIANCE INDUSTRIES LTD.

  • NAVIN FLUORINE INTERNATIONAL LTD.

  • BHARAT PETROLEUM CORPORATION LTD.

  • MAHANAGAR GAS LTD.

  • VEDANTA LTD.

  • JSW STEEL LTD.

  • NHPC LTD.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • JINDAL STEEL & POWER LTD.

  • THE RAMCO CEMENTS LTD.

  • UPL LTD.

  • ADANI POWER LTD.

  • OIL & NATURAL GAS CO.

  • GRASIM INDUSTRIES LTD.

  • ADANI ENERGY SOLUTIONS LTD.

  • TATA POWER COMPANY LTD.

  • AARTI INDUSTRIES LTD.

  • COAL INDIA LTD.

  • MOIL LTD.

  • CASTROL INDIA LTD.

  • SHREE CEMENT LTD.

  • CCL PRODUCTS INDIA LTD.

  • SUMITOMO CHEMICAL INDIA LTD.

  • CESC LTD.

  • GANESHA ECOSPHERE LTD.

  • POWER GRID CORPORATION OF INDIA LTD.

  • NMDC LTD.

  • PARADEEP PHOSPHATES LTD

  • INDIAN OIL CORPORATION LTD.

  • DEE DEVELOPMENT ENGINEERS LTD.

  • HINDALCO INDUSTRIES LTD.

  • SRF LTD.

  • JINDAL STAINLESS LTD.

  • COROMANDEL INTERNATIONAL LTD.

  • RATNAMANI METALS & TUBES LTD.

  • ELLENBARRIE INDUSTRIAL GASES.

  • DEEPAK NITRITE LTD.

  • CASH / NET CURRENT ASSET

  • SHARDA CROPCHEM LTD.

  • RHI MAGNESITA INDIA LTD.

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  • Power Generation/Distribution

  • Cement & Construction Materials

  • Refineries

  • Steel & Iron Products

  • Chemicals

  • Miscellaneous

  • Mining & Minerals

  • Pesticides & Agrochemicals

  • Metal - Non Ferrous

  • Gas Transmission/Marketing

  • Fertilizers

  • Steel/Sponge Iron/Pig Iron

  • Oil Exploration

  • Diversified

  • Lubricants

  • Tea/Coffee

  • Textile - Manmade Fibres

  • Engineering - Industrial Equipments

  • Industrial Gases & Fuels

  • Refractories

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Fund Manager

  • Education:B.Tech IIT (BHU) Varanasi, PGDM (TAPMI)
  • Experience:12 Years
  • Basic Details:Since July 2017 with Tata Asset Management Ltd. Reporting to Chief Investment Officer Equities.Responsibilities held: Assistant Fund Manager & Research Analyst.From May 2012 to July 2017 with HDFC Securities Ltd as AVP, tracking Oil & Gas and Chemicals.Reporting to Head of Research.From June 2008 to May 2012 with PINC Research as Research Analyst, tracking Oil & Gas, Fertilisers and Engineering sectors.Reporting to Head of Research.He has also worked as an Assistant Engineer at Indian Farmers Fertilizer Cooperative Ltd. (IFFCO) for more than 2 years.
  • Funds Managed:
  • Tata Mid Cap Fund
  • Tata Resources & Energy Fund
  • Tata Aggressive Hybrid Fund
  • Tata Aggressive Hybrid Fund
  • Tata Mid Cap Fund
  • Tata Mid Cap Fund
  • Tata Resources & Energy Fund

  • Cash

  • Equity

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About Tata Resources & Energy Fund

Scheme Analysis

Tata Resources & Energy Fund is a Equity - Sectoral Fund - Energy & Power fund and belongs to Tata Mutual Fund. It was launched on 28-Dec-2015 and currently has an AUM of ₹1,172.49 crore. Tata Resources & Energy Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY COMMODITIES - TRI as secondary index.

The NAV of Tata Resources & Energy Fund ended down ₹-0.18(-0.34%)yesterday to ₹54.197.

Among its top 3 holdings the fund has exposure to ULTRATECH CEMENT LTD., and

The Tata Resources & Energy Fund is managed by Satish Chandra Mishra .

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782