|Min SIP Amount||₹500|
|NAV||₹23.47 (23 Jun 2021)|
|Fund Started||28 Dec 2015|
|Fund Size||₹94 Cr|
|Tata Steel Ltd.||Metals||Equity||9.6%|
|Hindalco Industries Ltd.||Metals||Equity||7.2%|
|Jindal Steel & Power Ltd.||Metals||Equity||6.1%|
|Reliance Industries Ltd.||Energy||Equity||5.7%|
|Ultratech Cement Ltd.||Construction||Equity||5.4%|
|Grasim Industries Ltd.||Construction||Equity||4.5%|
|National Aluminium Co. Ltd.||Metals||Equity||4.3%|
|Bharat Petroleum Corpn. Ltd.||Energy||Equity||4.0%|
|Power Grid Corporation of India Ltd.||Energy||Equity||3.9%|
Tata Resources & Energy Fund Regular IDCW is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 28 Dec 2015. Rupesh Patel, Sonam Udasi is the Current Fund Manager of Tata Resources & Energy Fund Regular IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹94 Cr and the Latest NAV as of 23 Jun 2021 is ₹23.47.
The Tata Resources & Energy Fund Regular IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 0.25% if redeemed within 30 days.
The scheme seeks 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.
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.