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.
No single fund can achieve what a plan can. Learn why
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%
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.
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.
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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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.
