SM
Satish MishraFund Manager Since 9 Mar 2021
EquityEquity - Other
Tata Resources & Energy Fund Regular Growth
3Y Annualised
16.52%
-2.32% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-6.52%
-2.32% 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
4 years 6 months
NIFTY 50
6 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹1263.92 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
Groww Nifty India Defence ETF FoF Direct Growth
5.46%
5th
Groww Nifty India Defence ETF FoF Direct Reinvestment Inc Dist cum Cap Wdrl
5.46%
504th
Tata Resources & Energy Fund Regular Growth
-6.52%
Fund Managers
About Tata Resources & Energy Fund Regular Growth
Tata Resources & Energy Fund Regular Growth is a Equity mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 10 years, having been launched on 2015-12-28. Tata Resources & Energy Fund Regular Growth has ₹1263.92 Cr worth of assets under management (AUM) as of Tue Mar 10 2026. The latest Net Asset Value (NAV) of Tata Resources & Energy Fund Regular Growth as of Mon Mar 09 2026 is ₹44.6621. The fund has an expense ratio of 2.11%, which is medium comparable to most other Equity funds.
Tata Resources & Energy Fund Regular Growth returns for the last 1 year are 11.83%. Since launch, it has delivered 15.81% average annual returns.
The Tata Resources & Energy Fund Regular Growth has the majority of its money invested in Basic Materials, Utilities, Energy sectors.
Top 5 Holdings of Tata Resources & Energy Fund Regular Growth.
- Vedanta Ltd: 7.67%
- UltraTech Cement Ltd: 7.02%
- Tata Steel Ltd: 5.04%
- Ambuja Cements Ltd: 4.36%
- NTPC Ltd: 4.23%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| 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 Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
