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

Tata Resources & Energy Growth Direct Plan

NAV
₹50.3339
-3.94%
(23 Mar)
AUM
1,264 Cr
TER
0.57%
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
+18.1%
+17.3%
+15.5%
+10.7%
+3.6%
3Y
+33.0%
+29.9%
+30.6%
+28.4%
+17.2%
5Y
+27.5%
+27.0%
+25.7%
+24.1%
+15.3%
ALL
+12.1%
+23.9%
+16.3%
+15.1%
+17.1%
VOL
20.0%
21.9%
19.7%
18.4%
18.4%
TER
0.8%
0.6%
0.9%
1.0%
0.6%
AUM
₹6,545 Cr
₹6,086 Cr
₹1,511 Cr
₹1,007 Cr
₹1,264 Cr
INFO
0.60
1.09
0.83
0.82
0.93
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 28th Feb
Top holdings
Vedanta Ltd
7.7%
UltraTech Cement Ltd
7.0%
Tata Steel Ltd
5.0%
Ambuja Cements Ltd
4.4%
NTPC Ltd
4.2%
Jindal Steel Ltd
3.5%
Reliance Industries Ltd
3.3%
Bharat Petroleum Corp Ltd
3.2%
JSW Steel Ltd
3.0%
Navin Fluorine International Ltd
3.0%
Top industry exposure
Basic Materials
57.5%
Utilities
17.9%
Energy
16.2%
Industrials
2.8%
Consumer Cyclical
1.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
22%
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