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Tata Resources & Energy Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Tata Resources & Energy Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹1,381 Cr

Lock In Period

N/A

Expense Ratio

2.08

Exit Load

0.25% of NAV if redeemed/switched out before 30 days from the date of allotment.

Benchmark

Nifty Commodities Total Return

Summary

Tata Resources & Energy Fund Growth NAV is ₹48.9856 as of 22 Jun, 2026. Tata Resources & Energy Fund Growth has delivered 60.24% returns since its launch. The minimum SIP investment amount in Tata Resources & Energy Fund Growth is ₹100. The AUM of Tata Resources & Energy Fund Growth is ₹1,381 Cr. The expense ratio of the fund is 2.08%, and its benchmark is Nifty Commodities Total Return. The current exit load of the fund is 0.25% of NAV if redeemed/switched out before 30 days from the date of allotment.. In the last 1M months, Tata Resources & Energy Fund Growth has delivered 1.53% returns.

Tata Resources & Energy Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.530.818.60
6M10.032.1443.92
1Y11.714.9375.40
3Y17.0215.10196.29

Portfolio Analysis

  • Equity: 94.96%
  • Debt: 5.04%
  • Others
As on: 2026-05-31
View allocation % by

1. ULTRATECH CEMENT LTD5.82%
2. AMBUJA CEMENTS LTD4.54%
3. THE RAMCO CEMENTS LTD1.60%
4. GRASIM INDUSTRIES LTD1.58%
5. SHREE CEMENT LTD0.95%
6. NUVOCO VISTAS CORPORATION LTD0.73%

1. ADANI POWER LTD4.41%
2. NTPC LTD3.92%
3. NHPC LTD2.00%
4. TATA POWER COMPANY LTD1.81%
5. CESC LTD1.58%

1. VEDANTA LTD2.55%
2. COAL INDIA LTD1.99%
3. MOIL LTD1.92%
4. NMDC LTD1.59%

1. TATA STEEL LTD4.52%
2. JSW STEEL LTD2.78%

1. BHARAT PETROLEUM CORPORATION LTD2.27%
2. RELIANCE INDUSTRIES LTD1.91%
3. HINDUSTAN PETROLEUM CORPORATION LTD1.85%
4. INDIAN OIL CORPORATION LTD1.12%

1. ADANI ENERGY SOLUTIONS LTD4.38%
2. POWER GRID CORPORATION OF INDIA LTD1.26%

1. OIL & NATURAL GAS CO.4.23%
2. OIL INDIA LTD1.10%

1. TALWANDI SABO POWER LTD1.18%
2. VEDANTA IRON AND STEEL LTD1.18%
3. VEDANTA ALUMINIUM METAL LTD1.18%
4. MALCO ENERGY LTD1.18%

1. JINDAL STEEL LTD3.15%

1. UPL LTD1.63%
2. SUMITOMO CHEMICAL INDIA LTD1.45%

1. NAVIN FLUORINE INTERNATIONAL LTD2.07%
2. SRF LTD0.81%

1. DEE DEVELOPMENT ENGINEERS LTD2.15%

1. GANESHA ECOSPHERE LTD1.94%

1. MAHANAGAR GAS LTD1.78%

1. AARTI INDUSTRIES LTD1.72%

1. APL APOLLO TUBES LTD0.98%
2. RATNAMANI METALS & TUBES LTD0.74%

1. WEST COAST PAPER MILLS LTD1.65%

1. HINDALCO INDUSTRIES LTD1.59%

1. HINDUSTAN ZINC LTD1.38%

1. CASTROL INDIA LTD1.33%

1. FUJIYAMA POWER SYSTEMS LTD1.24%

1. ELLENBARRIE INDUSTRIAL GASES.1.07%

About Fund Tata Resources & Energy Fund Growth

Tata Resources & Energy Fund Growth managed by Tata Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹1,381 Crore. The fund benchmarks its performance against the Nifty Commodities Total Return while maintaining an expense ratio of 2.08. 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.

Fund Managers

Satish Chandra Mishra

Mr. Mishra has done B.tech & PGDM. Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
HSBC Business Cycles Fund Growth41142.2 CR2.22
Nippon India US Equity Opportunities Fund Growth2768.5 CR2.36
Tata Resources & Energy Fund Growth21380.84 CR2.08
LIC MF Gold ETF Growth01469.77 CR0.45
UTI Gold Exchange Traded Fund Growth04382.23 CR0.52
Fund Name1Y3Y
This FundHSBC Business Cycles Fund Growth-0.434858.673
This FundNippon India US Equity Opportunities Fund Growth14.815259.9347
This FundTata Resources & Energy Fund Growth11.707460.2424
This FundLIC MF Gold ETF Growth47.8079143.048
This FundUTI Gold Exchange Traded Fund Growth47.8573143.559

Tata Resources & Energy Fund Growth 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 2.08. 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 : 1.53%
  • 6 Months : 10.03%
  • 1 Year : 11.71%
  • 3 Years : 17.02%
Returns of Tata Resources & Energy Fund Growth are updated daily based on NAV of ₹ 48.9856 as on Jun 19,2026. Since inception, the return has been 60.24%.

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 ₹1,381 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.