SM
Satish MishraFund Manager Since 9 Mar 2021
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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal S&P BSE Low Volatility ETF
9.26%
2nd
Motilal Oswal Nifty 200 Momentum 30 ETF
8.47%
3rd
HDFC NIFTY200 Momentum 30 ETF
6.44%
4th
HDFC Transportation and Logistics Fund Direct Reinvestment Inc Dist cum Cap Wdrl
3.97%
5th
HDFC Transportation and Logistics Fund Direct Payout Inc Dist cum Cap Wdrl
3.97%
56th
Tata Resources & Energy Fund Direct Growth
1.04%
Fund Managers
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.
- UltraTech Cement Ltd: 7.22%
- Ambuja Cements Ltd: 4.43%
- Tata Steel Ltd: 4.09%
- NTPC Ltd: 4.00%
- Reliance Industries Ltd: 3.84%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 2015-12-28 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Resources & Energy Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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