Tata Resources & Energy Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | 13.12 | 9.14 | 12.07 |
| Average Rolling Returns(%) | 19.35 | 17.13 | 18.73 | 15.51 |
The Current NAV of Tata Resources & Energy Fund - Growth - Direct Plan is ₹56.95.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
Tata Resources & Energy Fund - Growth - Direct Plan fund’s expense ratio is 0.60%
The process for redemption is
The AUM of Tata Resources & Energy Fund - Growth - Direct Plan is currently ₹1,326 Crores.
The Top three stocks are Ultratech Cement, Adani Power and Adani Energy Solut. and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 25% and 42% of fund’s portfolio respectively.
Top three sectors of Tata Resources & Energy Fund - Growth - Direct Plan fund are Construction & Infrastructure, Metals & Mining and Oil & Gas accounting for 73% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a fair amount of Red and Orange stocks.Since this is a Equity - Sectoral Fund - Energy & Power it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Resources & Energy Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Energy & Power.
Satish Chandra Mishra manages the Tata Resources & Energy Fund - Growth - Direct Plan Fund.
Tata Resources & Energy Fund - Growth - Direct Plan current PE ratio is 26.24 and PB ratio is 3.74
The asset allocation of Tata Resources & Energy Fund - Growth - Direct Plan is Stocks : 96.48%, Debt : 3.52% and Gold : 0%
The minimum SIP amount for Tata Resources & Energy Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Resources & Energy Fund - Growth - Direct Plan is 0.25% on or before 30 days
