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(%) | 41.11 | 21.25 | 23.86 | N/A |
Average Rolling Returns(%) | 22.24 | 19.22 | 18.74 | N/A |
The Current NAV of Tata Resources & Energy Fund - Growth - Direct Plan is ₹46.32.
You can consider SIP in Tata Resources & Energy Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns likely to be fairly different than its benchmark NIFTY COMMODITIES , as Funds portfolio is somewhat different.
Tata Resources & Energy Fund - Growth - Direct Plan fund’s expense ratio is 0.81%
The process for redemption is
The AUM of Tata Resources & Energy Fund - Growth - Direct Plan is currently ₹520 Crores.
The Top three stocks are NTPC, Vedanta and Ambuja Cement and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 47% 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 76% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green 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 27.24 and PB ratio is 3.34
The asset allocation of Tata Resources & Energy Fund - Growth - Direct Plan is Stocks : 97.22%, Debt : 2.76% 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