31738
5431
Tata Resources & Energy Fund - Direct Growth
15.87
30.55
25.51
-2.08
-6.49
-6.42
1.88
19.57
  • NAV

    49.09

    as on 19 Nov 2024

  • ₹-0.03 (-0.07%)

    Last Change

  • 15.87%

    3Y CAGR returns

  • ₹ 100

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 0.58%

    Expense Ratio
  • Rating
  • 1,042 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 19 Nov 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 30.55%
  • 15.87%
  • 25.51%
  • 19.57
  • 0.23Alpha
  • 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
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High

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
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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 19 Nov 2024

The expense ratio of Tata Resources & Energy Fund - Direct Growth is % as of 19 Nov 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 19 Nov 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 - 7.83%
  2. Reliance Industr - 5.34%
  3. Vedanta - 4.45%
  4. UltraTech Cem. - 4.25%
  5. Paradeep Phosph. - 3.84%

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

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