Tata Resources & Energy Fund Direct Growth

Equity
Thematic
Very High Risk
25.02%
3Y annualised
-0.34% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jul 2025₹54.20
Min. SIP amount₹100
RatingNA
Fund size₹1,172.49Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (43)

NameSectorInstrumentAssets
ConstructionEquity7.22%
ConstructionEquity4.43%
Metals & MiningEquity4.09%
EnergyEquity4.00%
EnergyEquity3.84%
ChemicalsEquity3.29%
EnergyEquity3.11%
EnergyEquity2.85%
Metals & MiningEquity2.75%
Metals & MiningEquity2.61%
EnergyEquity2.56%
EnergyEquity2.43%
Metals & MiningEquity2.41%
ConstructionEquity2.32%
ChemicalsEquity2.26%
EnergyEquity2.22%
EnergyEquity2.19%
ConstructionEquity2.16%
EnergyEquity2.12%
EnergyEquity2.06%
ChemicalsEquity2.04%
EnergyEquity2.01%
Metals & MiningEquity1.99%
EnergyEquity1.89%
ConstructionEquity1.82%
Consumer StaplesEquity1.81%
ChemicalsEquity1.81%
EnergyEquity1.76%
TextilesEquity1.59%
EnergyEquity1.53%
Metals & MiningEquity1.49%
ChemicalsEquity1.45%
EnergyEquity1.38%
ServicesEquity1.37%
Metals & MiningEquity1.15%
DiversifiedEquity1.13%
Metals & MiningEquity1.06%
ChemicalsEquity1.06%
Metals & MiningEquity1.00%
ChemicalsEquity0.90%
ChemicalsEquity0.85%
ChemicalsEquity0.41%
ConstructionEquity0.41%
See All

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.2%25.0%27.0%19.4%
Category average-1.0%23.2%25.3%NA
Rank with in category111NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.52%

Inclusive of GST

Exit load

Exit load of 0.25% if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Satish Chandra Mishra
Nov 2018 - Present
View details

Education
Mr. Mishra has done B.tech & PGDM
Experience
Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd. and PINC Research.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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