Tata Resources & Energy Fund-Regular Plan-Growth

Fund House: Tata Mutual Fund
Category: Equity: Thematic-Energy
Launch Date: 28-12-2015
Asset Class: Equity
Benchmark: NIFTY Commodities TRI
TER: 2.17% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,048.28 Cr As on 31-03-2025(Source:AMFI)
Turn over: 17.75% | Exit Load: Exit load of 0.25% if redeemed within 30 days.

42.5008

16.79%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Commodities TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 0 Months
8 Years 3 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India.

Current Asset Allocation (%)

Indicators

Standard Deviation 18.13
Sharpe Ratio 0.33
Alpha -0.24
Beta 0.85
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Tata Resources & Energy Fund-Regular Plan-Growth 28-12-2015 4.99 22.41 11.41 26.85 -
DSP Natural Resources And New Energy Fund - Regular - Growth 25-04-2008 -3.65 19.68 11.88 28.43 15.83
SBI Energy Opportunities Fund - Regular Plan - Growth 05-02-2024 -5.19 - - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

28.66%

Others

4.21%

Large Cap

51.05%

Mid Cap

16.08%

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