31738
5431
Tata Resources & Energy Fund - Direct Growth
18.85
44.12
29.00
-0.42
1.09
4.25
16.29
21.10
  • Tata Resources & Energy Fund - Direct Growth

    • Equity .
    • Sectoral / Thematic
  • NAV

    53.62

    as on 03 Oct 2024

  • ₹-1.00 (-1.83%)

    Last Change

  • 18.85%

    3Y CAGR returns

  • ₹ 100

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 0.61%

    Expense Ratio
  • Rating
  • 985 Cr

    Fund Size
  • 8 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 03 Oct 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 44.12%
  • 18.85%
  • 29.00%
  • 21.10
  • 0.09Alpha
  • 4.63SD
  • 0.85Beta
  • 0.78Sharpe
  • Exit Load
  • 0.25% of NAV if redeemed/switched out before 30 Days from the date of allotment.
To seek long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of the companies in the Resources & Energy sector in India.

Satish Chandra Mishra

Low Low to
moderate
Moderate Moderately
High
High Very
High

Tata Mutual Fund

  • AUM :
  • 153,785Cr
  • Address :
  • 1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
  • Contact :
  • +91022 62827777
  • Email ID :
  • service@tataamc.com
  • Fund Name
Mutual Fund by Category

Large Cap

  • Fund Name

Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

FAQs

You can invest in Tata Resources & Energy Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Tata Resources & Energy Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Tata Resources & Energy Fund - Direct Growth has delivered 21.28% since inception

The NAV of Tata Resources & Energy Fund - Direct Growth is ₹51.9361 as of 03 Oct 2024

The expense ratio of Tata Resources & Energy Fund - Direct Growth is % as of 03 Oct 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Tata Resources & Energy Fund - Direct Growth 646.34 CR as of 03 Oct 2024

The minimum SIP amount of Tata Resources & Energy Fund - Direct Growth is 100

The top stock holdings of Tata Resources & Energy Fund - Direct Growth are

  1. NTPC - 7.60%
  2. Reliance Industr - 6.40%
  3. Vedanta - 4.33%
  4. UltraTech Cem. - 3.56%
  5. O N G C - 3.52%

The top sectors Tata Resources & Energy Fund - Direct Growth has invested in are

  1. Power - 22.03%
  2. Cement & Cement Products - 16.94%
  3. Petroleum Products - 11.12%
  4. Ferrous Metals - 7.85%
  5. Fertilisers & Agrochemica - 5.75%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Tata Resources & Energy Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Tata Resources & Energy Fund - Direct Growth based on your investment objective and risk tolerance

Open Free Demat Account

Be a part of 5paisa community - The first listed discount broker of India.

+91
 
footer_form