Tata Resources & Energy Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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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)
₹1,421 Cr
Lock In Period
N/A
Expense Ratio
2.23
Exit Load
0.25% of NAV if redeemed/switched out before 30 days from the date of allotment.
Benchmark
Nifty Commodities Total Return
Tata Resources & Energy Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.55 | -0.51 | 17.58 |
| 6M | 5.18 | 1.41 | 71.97 |
| 1Y | 11.08 | 4.02 | 145.75 |
| 3Y | 16.49 | 11.44 | 309.89 |
Portfolio Analysis
- Equity: 97.26%
- Debt: 2.74%
- Others
As on: 2026-07-31
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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 ₹1,421 Crore. The fund benchmarks its performance against the Nifty Commodities Total Return while maintaining an expense ratio of 2.23. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| ICICI Prudential Business Cycle Fund Growth | 5 | 16,122 CR | 1.81 |
| HSBC Business Cycles Fund Growth | 4 | 1,182 CR | 2.33 |
| Tata Resources & Energy Fund Growth | 2 | 1,421 CR | 2.23 |
| HDFC Defence Fund Growth | 5 | 10,709 CR | 1.79 |
| Nippon India Taiwan Equity Fund Growth | 3 | 947 CR | 2.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Business Cycle Fund Growth | 2.9218 | 57.4937 |
| This FundHSBC Business Cycles Fund Growth | 4.0231 | 57.9361 |
| This FundTata Resources & Energy Fund Growth | 11.0771 | 58.088 |
| This FundHDFC Defence Fund Growth | 30.4322 | 174.1609 |
| This FundNippon India Taiwan Equity Fund Growth | 142.4146 | 293.2914 |
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 2.23. 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 : 0.55%
- 6 Months : 5.18%
- 1 Year : 11.08%
- 3 Years : 16.49%
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 ₹1,421 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.
