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Business News/Market/Market Stats/    Tata Resources & Energy Fund Regular Growth

Tata Resources & Energy Fund Regular Growth

+
  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
46.20 -0.06 (-0.13%) NAV as on 07 Jul, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1117.63
  • CAGR 3.79%
  • Exit Load0.25%
  • Expense ratio2.13%
  • CategoryEquity
  • Min Investment5000
  • Min SIP100
  • Launch Date2015-12-28

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 08 July 2025

  • Name
  • Value (Cr)
  • Holding %
  • A) Repo
  • 53.52
  • 4.79%
View More

Risk & Volitility

  • Alpha 8.46%
  • Beta 0.86
  • Sharpe Ratio0.66
  • Std Deviation 17.11%
  • Tracking Error 7.87%

About Fund

The investment objective of the scheme is to provide long term capital appreciation by investing atleast 80% of it’s net assets in equity/equity related instruments of the companies in the Resources& Energy sectors in India,

 

The Tata Resources & Energy Fund Regular Growth has an AUM of 1117.63 crores & has delivered CAGR of 25.33% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 2.13%. The minimum investment in Tata Resources & Energy Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Ultratech Cement, A) Repo, Ambuja Cements & Tata Steel.

 

The major sectors where the fund is invested are Construction - Raw Materials, Chemical Manufacturing, Electric Utilities & Iron & Steel.

 

Some of the similar funds are HSBC Business Cycles Regular Growth, Tata Resources & Energy Fund Regular Growth, Axis Innovation Fund Regular Growth, Mahindra Manulife Business Cycle Fund Regular Growth, DSP Business Cycle Fund Regular Growth. Tata Resources & Energy Fund Regular Growth has a sharpe ratio of 0.66 & a standard deviation of 17.11%.

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FAQs about Tata Resources & Energy Fund Regular Growth

According to the morning star rating Tata Resources & Energy Fund Regular Growth has a Medium risk & Exceptional return.
Tata Resources & Energy Fund Regular Growth is managed by Satish Mishra.
The expense ratio of Tata Resources & Energy Fund Regular Growth is 2.13%.
The 5 year annualized return on Tata Resources & Energy Fund Regular Growth is 25.33% & it has generated 3.79% in the last 1 year.
The minimum investment in Tata Resources & Energy Fund Regular Growth is 5000 Rs.
Tata Resources & Energy Fund Regular Growth has an AUM of 1117.63 crores.
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