Tata Resources & Energy Fund does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 3.58% | -0.11% |
| 2 Year Return | 38.64% | 12.90% |
| 3 Year Return | 68.61% | 41.33% |
| 4 Year Return | 146.22% | 59.19% |
| 5 Year Return | 213.73% | 77.59% |
| 6 Year Return | 189.01% | 118.07% |
| 7 Year Return | 304.54% | 140.00% |
| Expense Ratio | 1.82% | - |
AMC: TATA
Category: Equity • Sectoral/Thematic
Launch Date: 04 Dec 2015
Fund Manager: Mr. Satish Chandra Mishra
Minimum Purchase: ₹5,000
Exit Load: 0.25% of NAV if redeemed/switched out before 30 days from the date of allotment.
Lock-in: 0
Risk: Moderate Risk
Tata Resources & Energy Fund is managed by TATA and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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