Tata Resources & Energy Fund - Growth - Regular Plan

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  • Net Change on 02-12-2022

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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 (₹)

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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 3.14 6.01 5.76 25.82 13.90 16.88
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 5.76 25.82 13.90 2.58 276.42
Nippon India Power & Infra Fund-Growth Plan -Growth Option May 08, 2004 14.96 23.77 9.44 2.17 1,918.10
DSP Natural Resources And New Energy Fund - Regular - Growth Apr 25, 2008 10.96 21.76 10.22 2.37 672.53

Fund Holdings as on 31-October-2022

  • NTPC LTD

  • RELIANCE INDUSTRIES LTD

  • AMBUJA CEMENTS LTD

  • GRASIM INDUSTRIES LTD

  • TATA STEEL LTD

  • SRF LTD

  • JINDAL STEEL & POWER LTD

  • PI INDUSTRIES LTD

  • UPL LTD

  • HINDALCO INDUSTRIES LTD

  • ULTRATECH CEMENT LTD

  • COAL INDIA LTD

  • CHAMBAL FERTILISER & CHEMICALS LTD

  • TATA POWER COMPANY LTD

  • PARADEEP PHOSPHATES LTD

  • ACC LTD

  • ASTEC LIFESCIENCES LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • APL APOLLO TUBES LTD

  • JINDAL STAINLESS LTD

  • DEEPAK NITRITE LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • COROMANDEL INTERNATIONAL LTD

  • TORRENT POWER LTD

  • VEDANTA LTD

  • INDRAPRASTHA GAS LTD

  • A) REPO

  • BHARAT PETROLEUM CORPORATION LTD

  • THE RAMCO CEMENTS LTD

  • CHEMCON SPECIALITY CHEMICALS LTD

  • BIRLA CORPORATION LTD

  • SHARDA CROPCHEM LTD

  • NET CURRENT LIABILITIES

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  • Cement & Construction Materials

  • Power Generation/Distribution

  • Pesticides & Agrochemicals

  • Refineries

  • Diversified

  • Steel & Iron Products

  • Fertilizers

  • Chemicals

  • Metal - Non Ferrous

  • Steel/Sponge Iron/Pig Iron

  • Mining & Minerals

  • Industrial Gases & Fuels

  • Miscellaneous

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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 ₹276.42 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 ₹0.15(0.51%)yesterday to ₹29.4848.

Among its top 3 holdings the fund has exposure to NTPC 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