Tata Resources & Energy Fund Growth Return
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- 6M
- 1Y
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- 5Y
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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)
₹1,343 Cr
Lock In Period
N/A
Expense Ratio
2.17
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 ₹48.9633 as of 2 Jun, 2026. Tata Resources & Energy Fund Growth has delivered 67.99% 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 ₹1,343 Cr. The expense ratio of the fund is 2.17%, 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 -0.25% returns.
Tata Resources & Energy Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.25 | 0.35 | 12.16 |
| 6M | 9.18 | 1.74 | 44.37 |
| 1Y | 11.51 | 5.03 | 80.42 |
| 3Y | 18.88 | 15.46 | 196.29 |
Portfolio Analysis
- Equity: 95.84%
- Debt: 4.16%
- Others
As on: 2026-04-30
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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 ₹1,343 Crore. The fund benchmarks its performance against the Nifty Commodities Total Return while maintaining an expense ratio of 2.17. 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 Exports and Services Fund Growth | 3 | 1365.65 CR | 2.16 |
| UTI Transportation and Logistic Fund Growth | 3 | 3810.93 CR | 2.42 |
| Tata Resources & Energy Fund Growth | 2 | 1343.33 CR | 2.17 |
| LIC MF Gold ETF Growth | 0 | 1404.97 CR | 0.45 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4201.45 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Exports and Services Fund Growth | -0.3621 | 62.194 |
| This FundUTI Transportation and Logistic Fund Growth | 7.6185 | 67.3029 |
| This FundTata Resources & Energy Fund Growth | 11.506 | 67.9929 |
| This FundLIC MF Gold ETF Growth | 62.9861 | 154.6942 |
| This FundUTI Gold Exchange Traded Fund Growth | 62.6248 | 155.3079 |
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 2.17. 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 : -0.25%
- 6 Months : 9.18%
- 1 Year : 11.51%
- 3 Years : 18.88%
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 ₹1,343 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.
