Tata Resources & Energy Fund Regular Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 28 Dec 2015. Rupesh Patel, Sonam Udasi is the Current Fund Manager of Tata Resources & Energy Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹32 Cr and the Latest NAV as of 03 Apr 2020 is ₹11.30.
The Tata Resources & Energy Fund Regular Growth is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 0.25% if redeemed within 3 months.
The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.
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.
Scheme Information Document(SID)
Min for First Investment
Min for Second Investment
Exit load of 0.25% if redeemed within 3 months