• Mutual Funds
  • TATA Mutual Fund
  • Tata Resources & Energy Fund of (PIDCW-A)

Formerly Tata Resources & Energy Reg DP

TATA Mutual Fund

Tata Resources & Energy Fund of (PIDCW-A)

EquitySectoral / Thematic - Energy

24.8475

NAV (Aug 05)

13.1%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 205 Cr

Outperformance Consistency

View all 7 analysis

View Less

Invest in this fund

Scripbox Recommended Equity Funds

Want the focused equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

24.8475

NAV (Aug 5)

Fund Returns

Last 1Y

-5.4%

Last 3Y

27.5%

Last 5Y

13.1%

Last 10Y

NA

Since Inception

16.2%

6 Month CAGR

-7.9%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide long term capital appreciation by investing atleast 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.

Expense Ratio

2.58

Launched (7y ago)

Dec 28, 2015

AUM in Crores

205.270

ISIN

INF277K013B4

Lock-in

No Lock-in

Benchmark

IISL Nifty Commodities TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Satish Mishra

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

reliance industries ltd

9.9%
9.9%

tata steel ltd

4.9%
4.9%

ultratech cement ltd

4.1%
4.1%

hindalco industries ltd

3.9%
3.9%

(a) treps

3.7%
3.7%
See all holdings

Allocation by Sector

basic materials

59.4%
59.4%

energy

19.3%
19.3%

utilities

12.9%
12.9%

consumer defensive

1.8%
1.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 93,624 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.

amc-img

  • 022-66578282
  • service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    30.3%

    19.5%

    30.3%

    19.5%

    30.3%

    19.5%

    19%

    12.7%

    4.2%

    4.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Tata Resources & Energy Fund of (PIDCW-A) Review

    Tata Resources & Energy Fund of (PIDCW-A) is a Sectoral / Thematic - Energy Equity fund and has delivered an annualised return of 16.2% over a period of 6 years. The fund was previously known as Tata Resources & Energy Reg DP. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Satish Mishra.

    Nav of Tata Resources & Energy Fund of (PIDCW-A) as of 8/5/2022 is ₹24.85 with the total AUM as of 8/6/2022 is ₹205.27. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Resources & Energy Fund of (PIDCW-A) was launched on Dec 28, 2015. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Tata Resources & Energy Fund of (PIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.

    Tata Resources & Energy Fund of (PIDCW-A) 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 (PIDCW-A) is rated as a 1 fund in Equity and delivered -5.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Resources & Energy Fund of (PIDCW-A).

    Frequently Asked Questions

    What is Tata Resources & Energy Fund of (PIDCW-A)?

    Tata Resources & Energy Fund of (PIDCW-A) is a Sectoral / Thematic - Energy Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Tata Resources & Energy Fund of (PIDCW-A)?

    You can invest in Tata Resources & Energy Fund of (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Tata Resources & Energy Fund of (PIDCW-A)?

    The minimum sip amount for Tata Resources & Energy Fund of (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is Tata Resources & Energy Fund of (PIDCW-A) good to invest in?

    As per Scripbox experts, Tata Resources & Energy Fund of (PIDCW-A) is a Not Recommended fund. You can investTata Resources & Energy Fund of (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Tata Resources & Energy Fund of (PIDCW-A)?

    The expense ratio of the Tata Resources & Energy Fund of (PIDCW-A) is 2.58% for regular plan.