Formerly Tata Resources & Energy Reg DR
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.
6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
73 Cr. Small within the category
Poor. The category has an undesirable investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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 to Moderate
Very High Risk
Dec 28, 2015
Launched (6y ago)
AUM in Crores
IISL Nifty Commodities TR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 93,338||5.00%|
Comparison with Equity Funds
About the AMC
Tata Asset Management Limited
Tata Asset Management Limited manages assets worth 59,527 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 56 equity,83 debt and 21 hybrid funds.
₹ 13,108 Cr
₹ 13,108 Cr
₹ 13,108 Cr
₹ 2,153 Cr
₹ 61 Cr
Choose a plan to invest to start investing
Create an account with Scripbox through a paperless process, to invest in this fund
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track, invest more and withdraw your investments through the Scripbox dashboard
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
We will track our recommendations and suggest changes & fund exists whenever required.
Our customer champions are available 7 days a week from 8AM to 8PM.
Tata Resources & Energy Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) is a sectoral / thematic - energy equity fund and has delivered an annualised return of 18.1% over a period of 6 years .The fund was previously known as Tata Resources & Energy Reg DR.The fund is managed by Tata Asset Management Limited.The fund managers are Rahul Singh, Sailesh Jain, Satish Mishra
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.
The Tata Resources & Energy Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Dec 28, 2015. The NAV (Net Asset Value) of this sectoral / thematic - energy equity as of 2021-05-05 is ₹ 22.3563. The total AUM (Asset Under Management) of the fund as of 2021-05-06 is ₹ 72.802. The category risk of the Tata Resources & Energy Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 2.66 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 97.2% in this asset class. The top three holdings of the fund are tata steel ltd,ultratech cement ltd and jindal steel & power ltd
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 Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-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 Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 2 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.