Tata Resources & Energy Fund - Growth - Regular Plan

Other Plans and Options
  • 1.03 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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-Regular Plan-Growth -3.02 -6.11 9.47 11.71 21.62 16.76
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 9.47 11.71 21.62 2.18 1,025.52
Nippon India Power & Infra Fund-Growth Plan -Growth Option May 08, 2004 13.90 26.74 26.56 1.83 7,453.12
DSP Natural Resources And New Energy Fund - Regular - Growth Apr 25, 2008 12.93 16.19 21.51 2.11 1,212.05

Fund Holdings as on 31-December-2024

  • ULTRATECH CEMENT LTD

  • RELIANCE INDUSTRIES LTD

  • NTPC LTD

  • PARADEEP PHOSPHATES LTD

  • VEDANTA LTD

  • AMBUJA CEMENTS LTD

  • BHARAT PETROLEUM CORPORATION LTD

  • A) REPO

  • NMDC LTD

  • GANESHA ECOSPHERE LTD

  • OIL & NATURAL GAS CO.

  • THE RAMCO CEMENTS LTD

  • ADANI POWER LTD

  • TATA POWER COMPANY LTD

  • JINDAL STEEL & POWER LTD

  • COAL INDIA LTD

  • ADANI ENERGY SOLUTIONS LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • CESC LTD

  • SUMITOMO CHEMICAL INDIA LTD

  • GRASIM INDUSTRIES LTD

  • MAHANAGAR GAS LTD

  • APL APOLLO TUBES LTD

  • DALMIA BHARAT LTD

  • MOIL LTD

  • CASTROL INDIA LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • SHREE CEMENT LTD

  • SHARDA CROPCHEM LTD

  • DEE DEVELOPMENT ENGINEERS LTD

  • DCM SHRIRAM LTD

  • INDIAN OIL CORPORATION LTD

  • GAIL ( INDIA ) LTD

  • TATA STEEL LTD

  • JINDAL STAINLESS LTD

  • NHPC LTD

  • HINDALCO INDUSTRIES LTD

  • UPL LTD

  • ACC LTD

  • ACME SOLAR HOLDINGS LTD

  • COROMANDEL INTERNATIONAL LTD

  • SRF LTD

  • CCL PRODUCTS INDIA LTD

  • RATNAMANI METALS & TUBES LTD

  • OIL INDIA LTD

  • DEEPAK NITRITE LTD

  • RHI MAGNESITA INDIA LTD

  • CASH / NET CURRENT ASSET

  • AARTI INDUSTRIES LTD

  • CHEMCON SPECIALITY CHEMICALS LTD

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

  • GRASIM INDUSTRIES LTD (PARTLY PAID) (09-01-2024)

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  • Power Generation/Distribution

  • Cement & Construction Materials

  • Refineries

  • Mining & Minerals

  • Steel & Iron Products

  • Fertilizers

  • Metal - Non Ferrous

  • Pesticides & Agrochemicals

  • Chemicals

  • Diversified

  • Miscellaneous

  • Oil Exploration

  • Textile - Manmade Fibres

  • Steel/Sponge Iron/Pig Iron

  • Gas Transmission/Marketing

  • Lubricants

  • Engineering - Industrial Equipments

  • Industrial Gases & Fuels

  • Tea/Coffee

  • 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 ₹1,025.52 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 ₹0.42(1.03%)yesterday to ₹41.2383.

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