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Tata Resources & Energy Fund

Tata Resources & Energy Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

28.43

as on 12 Aug 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 21,242 today.

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NAV Performance

Tata Resources & Energy Fund performance graph for last 3 years
Performance of Tata Resources & Energy Fund for last 3 Years

Fund Information

  • ₹ 27.779

    as on 12 Aug 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 152 Cr.

    as on 31 Dec 2021
  • 2.73%

  • 28 Dec 2015

  • Equity - Sectoral/Thematic

  • Nifty 50

  • Tata Mutual Fund

    Show All Funds
  • Tata Resources & Energy Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges.

Highlights of this fund

Tata Resources & Energy Fund is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 28 Dec 2015. This fund is offered by one of the top AMC (Assets Management Company) Tata Mutual Fund. You can also view here all other Equity funds offered by Tata Mutual Fund.

Latest NAV of the fund is ₹ 27.779 as on 12 Aug 2022.

This fund has 6 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.73%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India.

List of Fund Managers of Tata Resources & Energy Fund

  • About Satish Chandra Mishra

    Picture of Satish Chandra MishraSatish Mishra holds an industry experience of more than 13 years. At present, he is the Assistant Fund Manager for Tata Resources & Energy Fund. He joined Tata Asset Management Ltd. in July 2017 as a Research Analyst wherein he tracked Oil & Gas, Metals & Mining and Chemical sectors. He holds a Bachelor of Technology degree from IIT (BHU) Varanasi and a Post Graduate Diploma in Management from T A Pai Management Institute.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 12.77% 24.64% 13.98% 25.69% 61.06% 38.27% 27.81% 22.40% 32.86% 42.89% 48.31% 31.82% 21.94%
Category Average 8.86% 12.15% 1.46% 6.50% 28.67% 19.92% 12.29% 14.21% 7.24% 18.08% 22.21% 16.18% 13.97%
Tata Resources & Energy Fund 11.64%₹ 11,164 4.33%₹ 10,433 -4.55%₹ 9,544 -1.51%₹ 9,848 -2.81%₹ 11,818 30.15%₹ 16,938 16.35%₹ 28,199 28.43%₹ 21,242 25.69%₹ 52,204 14.57%₹ 19,755 19.92%₹ 98,523 - -
Quant Infrastructure Fund 9.85%₹ 10,984 15.14%₹ 11,514 1.17%₹ 10,116 23.77%₹ 12,377 17.11%₹ 13,080 61.06%₹ 25,939 42.89%₹ 35,525 38.27%₹ 26,530 48.31%₹ 69,981 22.89%₹ 28,063 31.82%₹ 1,30,946 16.05%₹ 44,376 21.00%₹ 3,63,544
Quant Consumption Fund 8.66%₹ 10,866 12.27%₹ 11,226 -1.07%₹ 9,892 7.19%₹ 10,718 6.57%₹ 12,421 43.24%₹ 20,519 27.83%₹ 31,291 35.14%₹ 24,764 37.70%₹ 61,209 18.31%₹ 23,198 26.29%₹ 1,14,854 18.35%₹ 54,023 20.90%₹ 3,61,635
ICICI Prudential Technology Fund 8.35%₹ 10,835 0.61%₹ 10,060 -11.85%₹ 8,814 -5.71%₹ 9,428 -15.94%₹ 10,941 39.38%₹ 19,426 14.86%₹ 27,807 32.36%₹ 23,259 32.92%₹ 57,515 27.81%₹ 34,157 28.19%₹ 1,20,179 22.40%₹ 75,639 21.94%₹ 3,82,518
Aditya Birla Sun Life Digital India Fund 9.01%₹ 10,900 2.20%₹ 10,219 -11.04%₹ 8,895 -5.90%₹ 9,409 -14.37%₹ 11,048 33.76%₹ 17,892 13.13%₹ 27,354 30.85%₹ 22,467 28.78%₹ 54,434 26.61%₹ 32,577 26.10%₹ 1,14,332 21.24%₹ 68,786 21.19%₹ 3,67,445
Mirae Asset Healthcare Fund 5.12%₹ 10,512 7.90%₹ 10,789 -3.47%₹ 9,653 -6.77%₹ 9,322 -4.84%₹ 11,685 14.69%₹ 13,153 5.73%₹ 25,443 29.05%₹ 21,550 19.86%₹ 48,176 - - - -

Portfolio Holdings

Portfolio holdings pattern of Tata Resources & Energy Fund as on 14 Aug 2022 are listed below:

  • Equity Holdings:

    95.59%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.38%

Top Sector Holdings of Tata Resources & Energy Fund

Name of SectorHolding PercentageHolding Values in Crore
Cement 22.14% ₹ 36.73 Cr.
Refineries/Marketing 12.88% ₹ 21.35 Cr.
Steel 12.10% ₹ 20.07 Cr.
Aluminium 9.10% ₹ 15.10 Cr.
Pesticides and agrochemicals 6.52% ₹ 10.82 Cr.
Others 37.26% -

Top Stock Holdings of Tata Resources & Energy Fund

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 7.14% ₹ 11.84 Cr.
Ultratech Cement Ltd. 6.87% ₹ 11.39 Cr.
Tata Steel Ltd. 6.03% ₹ 10.00 Cr.
Hindalco Industries Ltd. 5.45% ₹ 9.04 Cr.
Jindal Steel & Power Ltd. 4.32% ₹ 7.17 Cr.
Others 70.19% -

Other Holdings

Holding TypeHolding Percentage
Repo 4.30%
Net Receivables 0.08%