Tata Resources & Energy Fund - Growth - Regular Plan

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  • Net Change on 12-08-2022

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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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-Regular Plan-Growth 11.64 4.33 -1.51 28.43 14.57 16.67
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-Regular Plan-Growth Dec 28, 2015 -1.51 28.43 14.57 2.57 233.80
Nippon India Power & Infra Fund-Growth Plan -Growth Option May 08, 2004 11.67 19.42 9.36 2.28 1,680.32
DSP Natural Resources And New Energy Fund - Regular - Growth Apr 25, 2008 0.05 23.33 10.26 2.35 726.17

Fund Holdings as on 31-July-2022

  • RELIANCE INDUSTRIES LTD

  • A) REPO

  • TATA STEEL LTD

  • ULTRATECH CEMENT LTD

  • HINDALCO INDUSTRIES LTD

  • GRASIM INDUSTRIES LTD

  • JINDAL STEEL & POWER LTD

  • PARADEEP PHOSPHATES LTD

  • UPL LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • AMBUJA CEMENTS LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • PI INDUSTRIES LTD

  • CHAMBAL FERTILISER & CHEMICALS LTD

  • NTPC LTD

  • COROMANDEL INTERNATIONAL LTD

  • SRF LTD

  • APL APOLLO TUBES LTD

  • ASTEC LIFESCIENCES LTD

  • JINDAL STAINLESS LTD

  • DEEPAK NITRITE LTD

  • TORRENT POWER LTD

  • VEDANTA LTD

  • GAIL ( INDIA ) LTD

  • BHARAT PETROLEUM CORPORATION LTD

  • BAYER CROPSCIENCE LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • THE RAMCO CEMENTS LTD

  • TATA POWER COMPANY LTD

  • GUJARAT GAS LTD

  • KAVERI SEED COMPANY LTD

  • ACC LTD

  • BIRLA CORPORATION LTD

  • CHEMCON SPECIALITY CHEMICALS LTD

  • SHARDA CROPCHEM LTD

  • COAL INDIA LTD

  • RALLIS INDIA LTD

  • CASH / NET CURRENT ASSET

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  • Refineries

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

  • Steel & Iron Products

  • Fertilizers

  • Power Generation/Distribution

  • Diversified

  • Chemicals

  • Metal - Non Ferrous

  • Miscellaneous

  • Steel/Sponge Iron/Pig Iron

  • Industrial Gases & Fuels

  • Gas Transmission/Marketing

  • Agriculture

  • Mining & Minerals

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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 Hybrid Equity Fund
  • Tata Mid Cap Growth Fund
  • Tata Resources & Energy Fund
  • Tata Small Cap 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 ₹233.80 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 up ₹0.41(1.5%)yesterday to ₹27.7792.

Among its top 3 holdings the fund has exposure to RELIANCE INDUSTRIES 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

+91 (22) 66578282
kiran@tataamc.com
+91 (22) 22613782