Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹1,264 Cr
Lock In Period
N/A
Expense Ratio
2.1
Benchmark
Nifty Commodities Total Return
Exit Load
0.25% of NAV if redeemed/switched out before 30 days from the date of allotment.
Summary
Latest details for Tata Resources & Energy Fund Growth include a ₹44.0514 NAV as of Mar 13,2026 and returns since inception of 61.22%. Minimum investments start at SIP ₹100. The Tata Resources & Energy Fund Growth AUM is ₹1,264 Cr, with a lock-in of N/A years, expense ratio of 2.1%, and benchmark Nifty Commodities Total Return. Exit load is - 0.25% of NAV if redeemed/switched out before 30 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded -4.97% returns, against a category average of -1.44% and a category best of 8.60%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.97 | -1.44 | 8.60 |
| 6M | 0.52 | 1.56 | 47.59 |
| 1Y | 14.67 | 6.65 | 86.70 |
| 3Y | 17.26 | 16.34 | 196.29 |
Portfolio Analysis
- Equity: 98.35%
- Debt: 1.65%
- Others
As on: 2026-01-31
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About Fund
Tata Resources & Energy Fund Growth managed by Tata Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹1,264 Crore. The fund benchmarks its performance against the Nifty Commodities Total Return while maintaining an expense ratio of 2.1. Under the expert guidance of Satish Chandra Mishra ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAditya Birla Sun Life International Equity Fund Growth | 2 | 303.58 CR | 2.53 |
| This FundHSBC Business Cycles Fund Growth | 1 | 1101.49 CR | 2.21 |
| This FundTata Resources & Energy Fund Growth | 3 | 1263.92 CR | 2.1 |
| This FundUTI Gold Exchange Traded Fund Growth | 0 | 4439.66 CR | 0.47 |
| This FundLIC MF Gold ETF Growth | 0 | 1454.41 CR | 0.41 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life International Equity Fund Growth | 22.7555 | 57.2558 |
| This FundHSBC Business Cycles Fund Growth | 6.9915 | 60.4639 |
| This FundTata Resources & Energy Fund Growth | 14.6686 | 61.2196 |
| This FundUTI Gold Exchange Traded Fund Growth | 85.2662 | 184.1787 |
| This FundLIC MF Gold ETF Growth | 86.6987 | 185.7119 |
FAQs
Tata Resources & Energy Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Tata Resources & Energy Fund Growth is 2.1. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Resources & Energy Fund Growth’s fund performance is as follows:
- 1 Month : -4.97%
- 6 Months : 0.52%
- 1 Year : 14.67%
- 3 Years : 17.26%
You can invest in Tata Resources & Energy Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Tata Resources & Energy Fund Growth is ₹1,264 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Resources & Energy Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500