Tata Resources & Energy Fund - Growth - Direct Plan

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  • (-0.28%)Nav, as on 12-03-2025

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  • Net Change on 12-03-2025

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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-Direct Plan-Growth 1.02 -10.68 2.77 13.48 26.19 18.10
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-Direct Plan-Growth Dec 28, 2015 2.77 13.48 26.19 0.64 928.70
Nippon India Power & Infra Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 -1.76 27.99 30.05 1.03 6,125.29

Fund Holdings as on 28-February-2025

  • ULTRATECH CEMENT LTD

  • NTPC LTD

  • TATA STEEL LTD

  • RELIANCE INDUSTRIES LTD

  • PARADEEP PHOSPHATES LTD

  • AMBUJA CEMENTS LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • MAHANAGAR GAS LTD

  • VEDANTA LTD

  • BHARAT PETROLEUM CORPORATION LTD

  • OIL & NATURAL GAS CO.

  • COAL INDIA LTD

  • JINDAL STEEL & POWER LTD

  • ADANI POWER LTD

  • CASTROL INDIA LTD

  • THE RAMCO CEMENTS LTD

  • GRASIM INDUSTRIES LTD

  • TATA POWER COMPANY LTD

  • JSW STEEL LTD

  • DALMIA BHARAT LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • SHREE CEMENT LTD

  • APL APOLLO TUBES LTD

  • SUMITOMO CHEMICAL INDIA LTD

  • ADANI ENERGY SOLUTIONS LTD

  • MOIL LTD

  • GANESHA ECOSPHERE LTD

  • CESC LTD

  • NMDC LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • CCL PRODUCTS INDIA LTD

  • UPL LTD

  • DCM SHRIRAM LTD

  • INDIAN OIL CORPORATION LTD

  • HINDALCO INDUSTRIES LTD

  • SRF LTD

  • NHPC LTD

  • JINDAL STAINLESS LTD

  • SHARDA CROPCHEM LTD

  • DEE DEVELOPMENT ENGINEERS LTD

  • CASH / NET CURRENT ASSET

  • COROMANDEL INTERNATIONAL LTD

  • A) REPO

  • ACME SOLAR HOLDINGS LTD

  • AARTI INDUSTRIES LTD

  • RATNAMANI METALS & TUBES LTD

  • DEEPAK NITRITE LTD

  • RHI MAGNESITA INDIA LTD

  • CHEMCON SPECIALITY CHEMICALS LTD

  • UPL LTD - (PARTLY PAIDUP) RIGHT ENTITLEMENTS - 26-11-2024

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  • Cement & Construction Materials

  • Power Generation/Distribution

  • Steel & Iron Products

  • Refineries

  • Chemicals

  • Mining & Minerals

  • Fertilizers

  • Pesticides & Agrochemicals

  • Metal - Non Ferrous

  • Diversified

  • Gas Transmission/Marketing

  • Oil Exploration

  • Steel/Sponge Iron/Pig Iron

  • Lubricants

  • Miscellaneous

  • Textile - Manmade Fibres

  • Tea/Coffee

  • Engineering - Industrial Equipments

  • Refractories

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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 Mid Cap Growth Fund
  • Tata Resources & Energy Fund
  • Tata Hybrid Equity Fund
  • Tata Mid Cap Growth Fund
  • Tata Resources & Energy Fund

  • Cash

  • Equity

  • Rights

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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 ₹928.70 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 down ₹-0.13(-0.28%)yesterday to ₹46.1527.

Among its top 3 holdings the fund has exposure to ULTRATECH CEMENT 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

022 6282 7777
service@tataamc.com
+91 (22) 22613782