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EquityEquity - Other

Tata Resources & Energy Fund Direct Growth

3Y Annualised

21.67%

0.91% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

1.04%

0.91% 1D

Benchmark

Nifty 50 Index Fund

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

3 years 6 months

NIFTY 50

5 years 3 months

FD

9 years 7 months

Fund info

Fund size

₹1172.49 Cr

Min. SIP amount

₹100

Min. Lumpsum amount

₹5000

Exit load

0.0025%

0.25% of the NAV, if redeemed/switched out before 30 days from the date of allotment.

Risk Profile

Very High Risk

Fund Managers

SM
Satish MishraFund Manager Since 9 Mar 2021

About Tata Resources & Energy Fund Direct Growth

Tata Resources & Energy Fund Direct Growth is a Equity mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 9 years, having been launched on 2015-12-28. Tata Resources & Energy Fund Direct Growth has ₹1172.49 Cr worth of assets under management (AUM) as of Wed Jul 30 2025. The latest Net Asset Value (NAV) of Tata Resources & Energy Fund Direct Growth as of Tue Jul 29 2025 is ₹54.0265. The fund has an expense ratio of 0.53%, which is medium comparable to most other Equity funds.

Tata Resources & Energy Fund Direct Growth returns for the last 1 year are 2.12%. Since launch, it has delivered 19.24% average annual returns.

The Tata Resources & Energy Fund Direct Growth has the majority of its money invested in Basic Materials, Utilities, Energy sectors.

Top 5 Holdings of Tata Resources & Energy Fund Direct Growth.

  1. UltraTech Cement Ltd: 7.22%
  2. Ambuja Cements Ltd: 4.43%
  3. Tata Steel Ltd: 4.09%
  4. NTPC Ltd: 4.00%
  5. Reliance Industries Ltd: 3.84%

AMC Information

NameTata Asset Management Limited
Founding Date2015-12-28
Emailkiran@tataamc.com
Phone+91 22 6657 8282
Websitewww.tatamutualfund.com
AddressTata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India

Tax Implications of Tata Resources & Energy Fund Direct Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from Tata Asset Management Limited

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