Tata Resources & Energy Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 38.95 | 19.28 | 21.86 | N/A |
Average Rolling Returns(%) | 20.03 | 17.19 | 16.73 | N/A |
The Current NAV of Tata Resources & Energy Fund - Regular Plan - Growth is ₹40.64.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY COMMODITIES , as Funds portfolio is somewhat different.
Tata Resources & Energy Fund - Regular Plan - Growth fund’s expense ratio is 2.38%
The process for redemption is
The AUM of Tata Resources & Energy Fund - Regular Plan - Growth 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 - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Equity - Sectoral Fund - Energy & Power.
Satish Chandra Mishra manages the Tata Resources & Energy Fund - Regular Plan - Growth Fund.
Tata Resources & Energy Fund - Regular Plan - Growth current PE ratio is 27.24 and PB ratio is 3.34
The asset allocation of Tata Resources & Energy Fund - Regular Plan - Growth is Stocks : 97.22%, Debt : 2.76% and Gold : 0%
The minimum SIP amount for Tata Resources & Energy Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Resources & Energy Fund - Regular Plan - Growth is 0.25% on or before 30 days