Tata Resources & Energy Fund Growth

Equity
Thematic
Very High Risk
+14.60%
3Y annualised
+0.33% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 11 Dec 2025
₹44.42
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹1,198.09Cr

Returns calculator

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

Holdings (46)

NameSectorInstrumentAssets
ConstructionEquity6.78%
ConstructionEquity5.05%
Metals & MiningEquity5.05%
Metals & MiningEquity4.21%
EnergyEquity3.93%
EnergyEquity3.81%
EnergyEquity3.15%
Metals & MiningEquity3.14%
Metals & MiningEquity2.91%
ChemicalsEquity2.87%
EnergyEquity2.74%
ChemicalsEquity2.53%
EnergyEquity2.48%
EnergyEquity2.34%
EnergyEquity2.25%
EnergyEquity2.24%
ChemicalsEquity2.23%
ConstructionEquity2.19%
EnergyEquity2.13%
EnergyEquity1.94%
TextilesEquity1.91%
EnergyEquity1.88%
ChemicalsEquity1.86%
EnergyEquity1.71%
Metals & MiningEquity1.70%
Consumer StaplesEquity1.65%
ConstructionEquity1.60%
EnergyEquity1.60%
ChemicalsEquity1.56%
Metals & MiningEquity1.54%
EnergyEquity1.49%
EnergyEquity1.35%
Metals & MiningEquity1.32%
ChemicalsEquity1.19%
ConstructionEquity1.14%
Metals & MiningEquity1.13%
ServicesEquity1.07%
Metals & MiningEquity1.06%
ChemicalsEquity1.00%
ChemicalsEquity0.98%
EnergyEquity0.94%
Metals & MiningEquity0.79%
ChemicalsEquity0.76%
Consumer StaplesEquity0.66%
ConstructionEquity0.37%
ChemicalsEquity0.27%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.8%14.6%18.4%16.1%
Category average-0.6%14.6%18.4%NA
Rank with in category211NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 2.13%

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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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