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Tata Resources & Energy Fund Regular Growth-5.14%

81.43%
1 Year Return
Equity
Sectoral/Thematic
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Tata Resources & Energy Fund Regular Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio2.67%
NAV₹22.93 (13 Apr 2021)
Fund Started28 Dec 2015
Fund Size73 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
81.4%
15.6%
17.1%
15.1%
Category Average
-
-
-
-
Rank Within Category
2
1
2
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 81.4% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.65%

Top Holdings

NameSectorInstrument% Assets
Ultratech Cement Ltd.ConstructionEquity7.0%
Jindal Steel & Power Ltd.MetalsEquity6.7%
Tata Steel Ltd.MetalsEquity6.5%
Reliance Industries Ltd.EnergyEquity5.7%
Hindalco Industries Ltd.MetalsEquity5.6%
Grasim Industries Ltd.ConstructionEquity5.5%
Power Grid Corporation of India Ltd.EnergyEquity4.8%
Deepak Nitrite Ltd.ChemicalsEquity4.2%
National Aluminium Co. Ltd.MetalsEquity4.1%
Chemcon Speciality Chemicals Ltd.ChemicalsEquity4.1%
See All

Fund Managers

Sailesh Jain
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Tata Resources & Energy Fund Regular Growth Details

Tata Resources & Energy Fund Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹73 Cr and the Latest NAV as of 13 Apr 2021 is ₹22.93.

The Tata Resources & Energy Fund Regular Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days.

Investment Objective

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.

Tax Implications

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)

₹5000
Min for First Investment
₹1000
Min for Second Investment
For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days.
Exit Load

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About Tata Mutual Fund

Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
Website
NA
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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