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Tata Resources & Energy Fund

Tata Resources & Energy Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

25.07

as on 23 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,600 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

  • ₹ 28.542

    as on 23 Sep 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 103 Cr.

    as on 23 Sep 2021
  • 2.63%

    since 31 May 2021
  • 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 ₹ 28.542 as on 23 Sep 2021.

This fund has 5 years of track record. Since 31 May 2021 expense ratio of this fund is 2.63%. 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 14.43% 29.68% 49.42% 132.73% 68.41% 38.80% 33.37% 26.94% 116.26% 101.13% 66.95% 44.69% 28.50%
Category Average 7.98% 11.43% 24.26% 67.31% 28.33% 18.18% 14.47% 14.69% 60.08% 46.62% 32.39% 20.27% 16.07%
Tata Resources & Energy Fund 7.92%₹ 10,792 10.66%₹ 11,066 27.07%₹ 12,706 78.17%₹ 17,816 70.57%₹ 16,209 41.56%₹ 20,057 58.76%₹ 40,247 25.07%₹ 19,600 42.91%₹ 65,472 17.57%₹ 22,474 25.97%₹ 1,14,029 - -
ICICI Prudential Technology Fund 9.46%₹ 10,946 29.39%₹ 12,938 49.42%₹ 14,941 102.70%₹ 20,269 116.26%₹ 18,666 68.41%₹ 28,402 101.13%₹ 53,854 38.80%₹ 26,810 66.95%₹ 87,417 33.37%₹ 42,229 44.69%₹ 1,76,326 26.94%₹ 1,08,871 28.50%₹ 5,45,995
Aditya Birla Sun Life Digital India Fund 8.75%₹ 10,875 24.58%₹ 12,458 43.06%₹ 14,306 94.92%₹ 19,491 102.50%₹ 17,942 61.47%₹ 26,105 87.94%₹ 49,450 37.01%₹ 25,786 61.19%₹ 81,772 31.99%₹ 40,083 42.04%₹ 1,66,014 23.95%₹ 85,748 27.14%₹ 5,07,140
Tata Digital India Fund 10.91%₹ 11,091 29.69%₹ 12,968 47.81%₹ 14,781 100.94%₹ 20,093 114.02%₹ 18,549 62.13%₹ 26,320 91.47%₹ 50,615 35.77%₹ 25,092 61.49%₹ 82,065 32.49%₹ 40,852 42.94%₹ 1,69,454 - -
SBI Technology Opportunities Fund 6.64%₹ 10,664 25.47%₹ 12,546 43.57%₹ 14,356 88.30%₹ 18,829 97.21%₹ 17,660 54.75%₹ 23,976 77.97%₹ 46,222 34.03%₹ 24,135 54.54%₹ 75,565 27.86%₹ 34,189 38.03%₹ 1,51,443 - -
Quant Infrastructure Fund 14.43%₹ 11,443 12.97%₹ 11,297 41.48%₹ 14,147 120.64%₹ 22,064 110.00%₹ 18,352 50.14%₹ 22,565 85.28%₹ 48,594 32.62%₹ 23,381 55.66%₹ 76,597 21.59%₹ 26,587 32.84%₹ 1,34,192 12.69%₹ 33,057 20.22%₹ 3,48,712

Portfolio Holdings

Portfolio holdings pattern of Tata Resources & Energy Fund as on 24 Sep 2021 are listed below:

  • Equity Holdings:

    95.45%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.54%

Top Sector Holdings of Tata Resources & Energy Fund

Name of SectorHolding PercentageHolding Values in Crore
Steel 16.41% ₹ 16.94 Cr.
Cement 16.38% ₹ 16.91 Cr.
Refineries/marketing 10.77% ₹ 11.12 Cr.
Aluminium 10.31% ₹ 10.64 Cr.
Chemicals - speciality 7.37% ₹ 9.19 Cr.
Others 38.76% -

Top Stock Holdings of Tata Resources & Energy Fund

Name of StocksHolding PercentageHolding Values in Crore
Tata Steel Ltd. 9.04% ₹ 9.33 Cr.
Hindalco Industries Ltd. 6.13% ₹ 6.33 Cr.
Ultratech Cement Ltd. 5.58% ₹ 5.76 Cr.
Jindal Steel & Power Ltd. 5.39% ₹ 5.56 Cr.
Vedanta Ltd. 5.35% ₹ 5.52 Cr.
Others 68.51% -

Other Holdings

Holding TypeHolding Percentage
Repo 3.95%
Net Receivables 0.59%