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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.
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
Moderately Low
Moderate
Moderately High
High
High Risk
2.52%
Expense Ratio
28th Dec, 2015
Launched (4y ago)
₹
37
AUM in Crores
INF277K012B6
ISIN
No Lock-in
Lock-in
IISL Nifty Commodities TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Rahul Singh
Fund Manager
Sailesh Jain
Fund Manager
Satish Mishra
Fund Manager
Returns Calculator Comparison
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for
Instrument
Returns
Total Corpus
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Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of 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
Relative 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 Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
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About Tata Resources & Energy Fund (Growth)
About Tata Resources & Energy Fund (Growth)
Tata Resources & Energy Fund (Growth) is a Sectoral / Thematic - Energy Equity fund and has delivered an annualised return of 10.26% over a period of 4 years.
The fund is managed by Tata Asset Management Limited.
The fund managers are Rahul Singh, Sailesh Jain, Satish Mishra.
Tata Resources & Energy Fund (Growth) 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 (Growth) NAV, AUM and Risk
The fund was launched on 2015-12-28. The NAV of the fund as of 2020-09-28 is ₹ 16.20. The total AUM of the fund as of 2020-09-28 is ₹ 37 Cr. The category risk of the fund is High Risk
The fund charges 2.52 % as expense ratio.
Tata Resources & Energy Fund (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 97.23% in this asset class.
The top three holdings of the fund are reliance industries ltd, ultratech cement ltd and bharat petroleum corp ltd.
Tata Resources & Energy Fund (Growth) 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 (Growth) 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.
