Tata Resources & Energy Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata Resources & Energy Growth Direct Plan

NAV
₹49.8223
-1.82%
(25 Apr)
AUM
1,048 Cr
TER
0.59%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+11.3%
+5.3%
+0.7%
-0.0%
-6.1%
3Y
+30.6%
+14.5%
+30.6%
+32.2%
+29.5%
5Y
+33.9%
+29.4%
+30.9%
+32.8%
+34.5%
ALL
+18.1%
+18.8%
+16.7%
+11.9%
+26.0%
VOL
16.4%
18.7%
19.9%
20.4%
22.8%
TER
0.6%
0.6%
0.9%
0.8%
0.5%
AUM
₹6,047 Cr
₹1,048 Cr
₹1,217 Cr
₹4,789 Cr
₹5,342 Cr
INFO
1.10
1.01
0.84
0.58
1.14
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Resources & Energy (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
UltraTech Cement Ltd
7.7%
NTPC Ltd
4.8%
Tata Steel Ltd
4.4%
Paradeep Phosphates Ltd
3.8%
Reliance Industries Ltd
3.6%
Ambuja Cements Ltd
3.6%
A) Repo
3.6%
Navin Fluorine International Ltd
3.2%
Vedanta Ltd
3.1%
JSW Steel Ltd
3.0%
Top industry exposure
Basic Materials
52.9%
Utilities
19.0%
Energy
16.8%
Industrials
3.9%
Consumer Cyclical
1.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
23%
Lock-in period
-
Exit load
• 0.25% for redemption within 30 days
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is to provide 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,
Fund manager(s)
Satish Mishra

FAQs