Tata Resources & Energy Fund Growth

Equity
Thematic
Very High Risk
+17.60%
3Y annualised
+0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Nov 2025
₹46.27
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹1,232.15Cr

Return calculator

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

Holdings (46)

NameSectorInstrumentAssets
ConstructionEquity6.79%
ConstructionEquity5.05%
Metals & MiningEquity4.61%
Metals & MiningEquity4.45%
EnergyEquity3.83%
ChemicalsEquity3.69%
EnergyEquity3.62%
EnergyEquity3.19%
Metals & MiningEquity3.12%
Metals & MiningEquity2.94%
EnergyEquity2.85%
EnergyEquity2.51%
EnergyEquity2.41%
ChemicalsEquity2.34%
EnergyEquity2.33%
EnergyEquity2.26%
EnergyEquity2.18%
ChemicalsEquity2.16%
ConstructionEquity2.15%
ConstructionEquity2.09%
EnergyEquity1.96%
EnergyEquity1.89%
Metals & MiningEquity1.78%
EnergyEquity1.75%
Consumer StaplesEquity1.74%
TextilesEquity1.72%
ChemicalsEquity1.65%
ChemicalsEquity1.63%
EnergyEquity1.58%
ConstructionEquity1.58%
Metals & MiningEquity1.54%
EnergyEquity1.48%
EnergyEquity1.40%
Metals & MiningEquity1.34%
Consumer StaplesEquity1.26%
ChemicalsEquity1.22%
Metals & MiningEquity1.07%
Metals & MiningEquity1.07%
ServicesEquity1.05%
ChemicalsEquity0.98%
ChemicalsEquity0.85%
ChemicalsEquity0.81%
Metals & MiningEquity0.79%
ChemicalsEquity0.70%
EnergyEquity0.48%
ConstructionEquity0.39%
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 returns9.1%17.6%20.7%16.7%
Category average7.2%17.6%20.7%NA
Rank with in category322NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 2.12%

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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