₹ 23.1907
NAV (Mar 04)
Not Recommended
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.
Track Record
6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
Relative Size
44 Cr. Negligible 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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Scheme Information
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
Very High Risk
2.65 %
Expense Ratio
Dec 28, 2015
Launched (6y ago)
₹ 44
AUM in Crores
INF277K012B6
ISIN
No Lock-in
Lock-in
IISL Nifty Commodities TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
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% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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About the AMC
Tata Asset Management Limited
Tata Asset Management Limited manages assets worth 57,094 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.
Liquid
Recommended
Top Ranked
₹ 12,917 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 12,917 Cr
Fund Size
4.3%
3Y returns
Liquid
Top Ranked
₹ 12,917 Cr
Fund Size
4.8%
3Y returns
Diversified
Top Ranked
₹ 1,885 Cr
Fund Size
13.8%
3Y returns
Diversified
Top Ranked
₹ 1,722 Cr
Fund Size
N/A
3Y returns
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Tata Resources & Energy Fund (G) is a sectoral / thematic - energy equity fund and has delivered an annualised return of 17.6% over a period of 6 years ..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 (G) fund was launched on Dec 28, 2015. The NAV (Net Asset Value) of this sectoral / thematic - energy equity as of 2021-03-04 is ₹ 23.1907. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 43.140. The category risk of the Tata Resources & Energy Fund (G) fund is Very High Risk. The fund charges 2.65 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 95.7% in this asset class. The top three holdings of the fund are ultratech cement ltd,jindal steel & power ltd and reliance industries ltd shs dematerialised
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.
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 (G) 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 (G) has a score of 1 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.