Tata Resources & Energy Fund - Direct Growth
-
NAV
48.93
as on 20 Dec 2024
-
₹-1.06 (-2.13%)
Last Change
-
17.05%
3Y CAGR returns
-
₹ 100
Min SIP -
₹ 5000
Min Lumpsum -
0.58%
Expense Ratio -
1,047 Cr
Fund Size -
9 Years
Fund Age
Returns and Ranks ( as on 20 Dec 2024 )
- 1Y
- 3Y
- 5Y
- MAX
- Trailing Returns
- 20.12%
- 17.05%
- 25.96%
- 19.62
- 2.43Alpha
- 4.65SD
- 0.81Beta
- 0.73Sharpe
- Exit Load
- 0.25% of NAV if redeemed/switched out before 30 Days from the date of allotment.
Satish Chandra Mishra
moderate Moderate Moderately
High High Very
High
- Fund Name
-
- Equity
- Sectoral / Thematic
- Fund Size - ₹ 1,047
-
- Equity
- Sectoral / Thematic
- Fund Size - ₹ 6,990
-
- Equity
- Sectoral / Thematic
- Fund Size - ₹ 852
-
- Equity
- Sectoral / Thematic
- Fund Size - ₹ 2,848
-
- Equity
- Sectoral / Thematic
- Fund Size - ₹ 5,905
Tata Mutual Fund
- AUM :
- 177,999Cr
- 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
-
- Equity
- Small Cap Fund
- AUM - ₹ 9,572
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 2,404
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 2,876
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1,214
-
- Equity
- Value Fund
- AUM - ₹ 8,640
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 2,414
Large Cap
- Fund Name
-
- Equity
- Large Cap Fund
- Fund Size - 35,313
-
- Equity
- Large Cap Fund
- Fund Size - 36,587
-
- Equity
- Large Cap Fund
- Fund Size - 63,938
-
- Equity
- Large Cap Fund
- Fund Size - 2,403
-
- Equity
- Large Cap Fund
- Fund Size - 495
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
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Resources & Energy Fund - Direct Growth in the search box.
- 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 20 Dec 2024
The expense ratio of Tata Resources & Energy Fund - Direct Growth is % as of 20 Dec 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 20 Dec 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
- NTPC - 5.90%
- UltraTech Cem. - 5.35%
- Reliance Industr - 5.16%
- Vedanta - 4.33%
- Paradeep Phosph. - 4.07%
The top sectors Tata Resources & Energy Fund - Direct Growth has invested in are
- Power - 22.03%
- Cement & Cement Products - 16.94%
- Petroleum Products - 11.12%
- Ferrous Metals - 7.85%
- Fertilisers & Agrochemica - 5.75%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- 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