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DSP Natural Resources And New Energy Fund vs Tata Resources & Energy Fund compare

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tortoise-icon Tata Resources & Energy Fund-Regular Plan-Growth

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tortoise-icon DSP Natural Resources And New Energy Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
Fund Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1009 Cr ₹1190 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 28 Dec 2015 25 Apr 2008
Category Energy Energy
Fund Type Open Ended Open Ended
Benchmark NIFTY Commodities TRI MSCI World Energy 10/40 Net TRI,BSE Metal TRI,BSE Oil & Gas TRI
Turn Over 64.6% 20%
Expense Ratio 2.18 2.11
Manager Satish Chandra Mishra Rohit Singhania
ISIN Code INF277K012B6 INF740K01060
Exits Load Tata Resources & Energy Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
1 Month 11.86% 8.67%
6 Month -10.53% -13.31%
1 Year 8.53% 4.12%
3 Year 12.59% 13.41%
5 Year 30.12% 33.02%

SIP Return Analysis

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
6 Month -0.73% -1.49%
1 Year -6.7% -11.07%
3 Year 16.01% 17.23%
5 Year 18.16% 20.65%

Rolling Lumpsum Returns

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
1 Year 16.95% 11.27%
3 Year 19.11% 17%
5 Year 17.75% 12.99%

Risk Management

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
Standard Deviation 16.31% 18.658%
Sharp 0.28% 0.416%
Beta 0.84% -
Alpha -0.51% -

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Fund Managers

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
Name Satish Chandra Mishra Rohit Singhania
Total AUM ₹13117 Cr ₹46862 Cr
Funds Managed 5 7
Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth

Market Cap

Scheme Name

Tata Resources & Energy Fund-Regular Plan-Growth

DSP Natural Resources And New Energy Fund - Regular - Growth

Others 2.26 17.26
Large Cap 47.38 41.28
Small Cap 30.01 8.95
Mid Cap 20.34 32.51

Sector Allocation

Scheme Name

Tata Resources & Energy Fund-Regular Plan-Growth

DSP Natural Resources And New Energy Fund - Regular - Growth

Others 2.2 17.26
Basic Materials 52.04 39.77
Energy 18.91 33.03
Utilities 19.27 9.93
Consumer Defensive 0.92 -
Industrials 4.52 -
Consumer Cyclical 2.14 -

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