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Tata Resources & Energy Fund Regular Growth

Equity
Sectoral / Thematic
Very High Risk
27.39%
3Y annualised
-4.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Nov 2021₹27.63
Min. SIP amountNA
RatingNA
Fund size₹154.94Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns51.2%27.4%17.7%18.7%
Category average84.5%21.1%18.9%NA
Rank with in category111NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
MetalsEquity7.6%
ConstructionEquity7.4%
EnergyEquity7.4%
MetalsEquity5.6%
MetalsEquity5.1%
EnergyEquity4.4%
MetalsEquity4.1%
ConstructionEquity3.9%
MetalsEquity3.8%
MetalsEquity3.7%
See All

Expense ratio, exit load and tax

Expense ratio: 2.61%

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

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Sailesh Jain
Nov 2018 - Present
View details

Fund house & investment objective

Fund house contact details

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