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Tata Resources & Energy Fund Direct growth
Equity • Other • Direct growth
Insufficient fund history to generate its report card
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Other
Direct growth
Launched On
28 Dec 2015
10.1 years ago
Lock-in Period
No lock-in
NAV
as of 23 Jan 2026
₹52.43
-1.6396% (-0.80)
AUM
₹1,198 Cr
Expense ratio
0.53%
Benchmark
Nifty Commodities
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 30D
0.25%
If units sold after 30D
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Basic Materials
Utilities
Energy
Industrials
Consumer Cyclical
Fund House
Tata
Inc: 25 Feb 1993 • Total AUM: ₹1,79,771 Cr • Rank #12TATA Mutual Fund, started in 1994, has Tata Sons Limited & Tata Investment Corp. Ltd. as its sponsors. The fund house is headed by Prathit Bhobe as the CEO. As of 31 March 2024, it has an AUM of ₹1,46,687 Cr.
Fund Managers
Satish Mishra
Experience: 6.22 yrs • Total AUM: 81,365 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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