HomeMutual FundsTata Resources & Energy Fund Direct Growth

Overview (as on 09 Apr 2021)

NAV

₹25.9015

1y returns

91.425%

Fund AUM

₹73 Cr

Expense Ratio

1.12%

Min SIP

₹150

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Tata Resources & Energy Fund Direct Growth
₹0
-Infinity% projected returns
Franklin India Opportunities Fund - Direct - Growth
₹0
-Infinity% projected returns
Nippon India Power & Infra Fund - Direct Plan - Growth
₹0
-Infinity% projected returns
UTI MNC Fund (UGS 10000)-Growth Option - Direct
₹0
-Infinity% projected returns
Sundaram Services Direct Growth
₹0
-Infinity% projected returns
Kotak Pioneer Fund Direct Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (97.23%)
Debt & Cash (2.77%)
Sector Allocation
Basic Materials
74.58%
Energy
15.34%
Utilities
10.08%
Size Breakup
Large Cap
51.42%
Mid Cap
36.33%
Small Cap
12.26%

Key Metrics

Beta 

0.85

Std deviation 

19.74%

Sharpe Ratio 

0.69

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of its net assets 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."
Scheme Name
Tata Resources & Energy Fund Direct Growth
Scheme Document
Click Here
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
28 December, 2015
Fund Manager
Sailesh Jain
Fund House Details
Fund House
Tata Asset Management Limited
Email
NA
Phone
+912222613782
Address
Tata Asset Management Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
Tata Resources & Energy Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl
NR
Direct1.12%91.42%
Tata Resources & Energy Fund Direct Payout of Inc Dist cum Cap Wdrl
NR
Direct1.12%91.42%
Tata Resources & Energy Fund Regular Rnvstmnt of Inc Dist cum Cap Wdrl
NR
Regular2.67%88.22%
Tata Resources & Energy Fund Regular Payout of Inc Dist cum Cap Wdrl
NR
Regular2.67%88.22%

Peer Funds

UTI MNC Fund (UGS 10000)-Growth Option - Direct  

EquityEquity - OtherDirectVery High Risk

1 yr returns

36.62%

AUM

₹2,252 Cr

Expense Ratio

1.3%

Nippon India Power & Infra Fund - Direct Plan - Growth  

NR
EquityEquity - OtherDirectVery High Risk

1 yr returns

85.25%

AUM

₹1,362 Cr

Expense Ratio

1.74%

Sundaram Services Direct Growth  

NR
EquityEquity - OtherDirectVery High Risk

1 yr returns

65.32%

AUM

₹1,320 Cr

Expense Ratio

1%

Kotak Pioneer Fund Direct Growth  

NR
EquityEquity - OtherDirectVery High Risk

1 yr returns

94.60%

AUM

₹914 Cr

Expense Ratio

0.44%

Franklin India Opportunities Fund - Direct - Growth  

EquityEquity - OtherDirectVery High Risk

1 yr returns

82.22%

AUM

₹616 Cr

Expense Ratio

1.81%

Tata Resources & Energy Fund Direct Growth

NAV

₹25.9015

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Sailesh Jain
Sailesh Jain

leader

Work Experience
"null"
Rahul Singh
Rahul Singh

manager

Work Experience
"null"
Satish Mishra
Satish Mishra

leader

Work Experience
"null"
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