NAV (May 29)
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.
The performance of the fund on a Fund Size metric has been Poor
The fund has been a Category Leader on the Outperformance Consistency metric
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (May 29)
6 Month CAGR
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.
Launched (8y ago)
Dec 28, 2015
AUM in Crores
IISL Nifty Commodities TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Tata Resources & Energy Fund (Growth)||10,70,098||3,37,486||15.2%|
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.
reliance industries ltd8%
ultratech cement ltd6.8%
ambuja cements ltd5.9%
ntpc ltd shs dematerialised4.7%
srf ltd shs dematerialised4.5%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 14,448 cr
₹ 10,178 cr
₹ 8,056 cr
₹ 8,860 cr
₹ 7,811 cr
Tata Asset Management Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
Tata Resources & Energy Fund (G) is a Sectoral / Thematic - Energy Equity fund and has delivered an annualised return of 15.6% over a period of 7 years. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Satish Mishra.
Nav of Tata Resources & Energy Fund (G) as of 5/29/2023 is ₹29.39 with the total AUM as of 5/30/2023 is ₹242.11. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Resources & Energy Fund (G) 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 (G) 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 (G) 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 (G) is rated as a 4 fund in Equity and delivered 11% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Resources & Energy Fund (G).
What is Tata Resources & Energy Fund (G)?
How to invest in Tata Resources & Energy Fund (G)?
You can invest in Tata Resources & Energy Fund (G) 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 (G)?
The minimum sip amount for Tata Resources & Energy Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Resources & Energy Fund (G) good to invest in?
As per Scripbox experts, Tata Resources & Energy Fund (G) is a Top Ranked fund. You can investTata Resources & Energy Fund (G) 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 (G)?
The expense ratio of the Tata Resources & Energy Fund (G) is 2.42% for regular plan.