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  • TATA Mutual Fund
  • Tata Resources & Energy Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)

Formerly Tata Resources & Energy Reg DR

TATA Mutual Fund

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

EquitySectoral / Thematic - Energy

25.6927

NAV (Jan 24)

16.4%
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

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

Relative Size

166 Cr. Small within the category

Category View

Poor. The category has an undesirable investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    No Lock-in
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Historical NAV

25.6927

NAV (Jan 24)

Fund Returns

Last 1Y

40.6%

Last 3Y

28.5%

Last 5Y

16.4%

Last 10Y

NA

Since Inception

18.4%

6 Month CAGR

2.4%

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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.

Expense Ratio

2.64

Launched (7y ago)

Dec 28, 2015

AUM in Crores

165.810

ISIN

INF277K014B2

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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

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About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 87,346 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

    4.6%

    7.1%

    3.7%

    5.3%

    4.8%

    5.5%

    19.3%

    12.8%

    36.1%

    23.9%

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

    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 18.4% 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, Satish Mishra.

    Nav of Tata Resources & Energy Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) as of 24/01/2022 is ₹25.69 with the total AUM as of 25/01/2022 is ₹165.81. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Resources & Energy Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-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 Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-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 Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-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 Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) is rated as a 1 fund in Equity and delivered 40.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Resources & Energy Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A).

    Frequently Asked Questions

    What is Tata Resources & Energy Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)?

    How to invest in Tata Resources & Energy Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)?

    What is the minimum sip amount of Tata Resources & Energy Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)?

    Is Tata Resources & Energy Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) good to invest in?

    What is the expense ratio of the Tata Resources & Energy Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)?