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    • Tata Resources & Energy Fund (Growth)
    TATA Mutual Fund

    Tata Resources & Energy Fund (Growth)

    EquitySectoral / Thematic - Energy

    27.9887

    NAV (Sep 21)

    17.3%
    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.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

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

    Relative Size

    132 Cr. Small within the category

    Category View

    Poor. The category has an undesirable investment outlook

    Consistency Of Performance

    Consistently Good. The fund has performed well consistently over a period of time

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    27.9887

    NAV (Sep 21)

    Fund Returns

    Last 1Y
    72.4%
    Last 3Y
    24.3%
    Last 5Y
    17.3%
    Last 10Y
    NA
    Since Inception
    19.7%
    6 Month CAGR
    25.9%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.68
    Launched (6y ago)
    Dec 28, 2015
    AUM in Crores
    131.127
    ISIN
    INF277K012B6
    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

    user-avatar

    Satish Mishra

    Fund Manager

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    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.

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    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.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Tata Asset Management Limited

    Tata Asset Management Limited manages assets worth 82,007 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

  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    5.1%

    7.2%

    top-ranked-badge

    3.9%

    5.4%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    20.3%

    13%

    top-ranked-badge

    17.1%

    16.5%

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Tata Resources & Energy Fund (G)

    About Tata Resources & Energy Fund (G)

    Tata Resources & Energy Fund (G) is a Sectoral / Thematic - Energy Equity fund and has delivered an annualised return of 19.7% over a period of 5 years. . The fund is managed by Tata Asset Management Limited. The fund managers are Rahul Singh, Satish Mishra

    Tata Resources & Energy Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Tata Resources & Energy Fund (G) NAV,AUM,Risk

    The Tata Resources & Energy Fund (G) fund was launched on Dec 28, 2015. The NAV (Net Asset Value) of this Sectoral / Thematic - Energy Equity fund as of 2021-09-21 is ₹27.99. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹131.127. The category risk of the Tata Resources & Energy Fund (G) fund is Very High Risk. The fund charges 2.68 % as expense ratio.

    Tata Resources & Energy Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 94.3% in this asset class. The top three holdings of the fund are , tata steel ltd , hindalco industries ltd , a) repo , jindal steel & power ltd , ultratech cement ltd , vedanta ltd , reliance industries ltd , hindustan petroleum corp ltd , national aluminium co ltd , chemcon speciality chemicals ltd ordinary shares , indraprastha gas ltd , grasim industries ltd , deepak nitrite ltd , upl ltd , bharat petroleum corp ltd , jindal stainless ltd , power grid corp of india ltd , gail (india) ltd , ambuja cements ltd , navin fluorine international ltd , acc ltd , chambal fertilisers & chemicals ltd , birla corp ltd , pi industries ltd , mishra dhatu nigam ltd ordinary shares , shree cement ltd , tata power co ltd , india pesticides ltd , heidelbergcement india ltd , nmdc ltd , bayer cropscience ltd , net current liabilities

    Tata Resources & Energy Fund (G) Sip

    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.

    Tata Resources & Energy Fund (G) Investment volatility and Horizon

    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) Review

    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 2 out of 5 Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.

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