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  • Tata Resources & Energy Fund of Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly Tata Resources & Energy Reg DP

TATA Mutual Fund

Tata Resources & Energy Fund of Inc Dist cum Cap Wdrl (PIDCW-A)

EquitySectoral / Thematic - Energy

27.2004

NAV (Oct 21)

17.9%
5 Year CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in sectoral / thematic - energy mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - energy mutual funds.

This category has few funds and relatively small amounts invested in them.

The benchmark Energy Index has performed moderately well over time, however, funds in this category have underperformed the benchmark index.

Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

141 Cr. Small within the category

Category View

Poor. The category has an undesirable investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

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    Historical growth rate of 12% per annum
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Historical NAV

27.2004

NAV (Oct 21)

Fund Returns

Last 1Y
77.5%
Last 3Y
31%
Last 5Y
17.9%
Last 10Y
NA
Since Inception
20.5%
6 Month CAGR
30.7%
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Scheme Information

Investment Objective

The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of it's 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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.61
Launched (6y ago)
Dec 28, 2015
AUM in Crores
140.071
ISIN
INF277K013B4
Lock-in
No Lock-in
Benchmark
IISL Nifty Commodities TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Rahul Singh

Fund Manager

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Satish Mishra

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

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About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 84,116 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.

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  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    5%

    7.2%

    top-ranked-badge

    3.9%

    5.4%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    23%

    13%

    top-ranked-badge

    21.1%

    16.6%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Tata Resources & Energy Fund of Inc Dist cum Cap Wdrl (PIDCW-A)

    About Tata Resources & Energy Fund of Inc Dist cum Cap Wdrl (PIDCW-A)

    Tata Resources & Energy Fund of Inc Dist cum Cap Wdrl (PIDCW-A) is a Sectoral / Thematic - Energy Equity fund and has delivered an annualised return of 20.5% over a period of 5 years. The fund was previously known as Tata Resources & Energy Reg DP . The fund is managed by Tata Asset Management Limited. The fund managers are Rahul Singh, Satish Mishra

    Tata Resources & Energy Fund of Inc Dist cum Cap Wdrl (PIDCW-A) Investment Objective

    The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of it's 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. . However, there is no assurance that the objective of the scheme will be realized.

    Tata Resources & Energy Fund of Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Tata Resources & Energy Fund of Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Dec 28, 2015. The NAV (Net Asset Value) of this Sectoral / Thematic - Energy Equity fund as of 2021-10-21 is ₹27.20. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹140.071. The category risk of the Tata Resources & Energy Fund of Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.61 % as expense ratio.

    Tata Resources & Energy Fund of Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 97.6% in this asset class. The top three holdings of the fund are , tata steel ltd , ultratech cement ltd , hindalco industries ltd , reliance industries ltd , jindal steel & power ltd , hindustan petroleum corp ltd , vedanta ltd , grasim industries ltd , national aluminium co ltd , birla corp ltd , coal india ltd , chemcon speciality chemicals ltd ordinary shares , deepak nitrite ltd , indraprastha gas ltd , gail (india) ltd , jindal stainless ltd , power grid corp of india ltd , upl ltd , acc ltd , bharat petroleum corp ltd , chambal fertilisers & chemicals ltd , ambuja cements ltd , mishra dhatu nigam ltd ordinary shares , a) repo , navin fluorine international ltd , tata power co ltd , pi industries ltd , shree cement ltd , coromandel international ltd , heidelbergcement india ltd , cash / net current asset

    Tata Resources & Energy Fund of Inc Dist cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Tata Resources & Energy Fund of Inc Dist cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Commodities TR INR

    Tata Resources & Energy Fund of Inc Dist cum Cap Wdrl (PIDCW-A) Review

    Tata Resources & Energy Fund of Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 1 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Tata Resources & Energy Fund of Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 2 out of 5 Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.

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