- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
DSP Natural Resources And New Energy Fund vs Tata Resources & Energy Fund compare
Tata Resources & Energy Fund-Regular Plan-Growth
DSP Natural Resources And New Energy Fund - Regular - Growth
Chart Comparison
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 Risk | Very High Risk |
| 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 | -4.57% | -4.72% |
| 6 Month | -14.37% | -13.1% |
| 1 Year | 0.83% | 1.62% |
| 3 Year | 12.1% | 15.09% |
| 5 Year | 20.89% | 22.15% |
SIP Return Analysis
| Scheme Name | Tata Resources & Energy Fund-Regular Plan-Growth | DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -12.86% | -12.75% |
| 3 Year | 12.49% | 15.93% |
| 5 Year | 17.3% | 21.08% |
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% | 18.209% |
| Sharp | 0.42% | 0.581% |
| Beta | 0.82% | - |
| Alpha | 0.5% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Fund Manage | 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 | 3.68 | 16.61 |
| Small Cap | 24.75 | 9.75 |
| Large Cap | 55.86 | 48.41 |
| Mid Cap | 15.71 | 25.23 |
Sector Allocation
| Scheme Name |
Tata Resources & Energy Fund-Regular Plan-Growth |
DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| Others | 3.68 | 16.61 |
| Cement & Cement Products | 18.36 | - |
| Petroleum Products | 12.54 | 10.32 |
| Non - Ferrous Metals | 1.28 | 19.1 |
| Chemicals & Petrochemicals | 4.12 | - |
| Ferrous Metals | 4.78 | 13.66 |
| Fertilizers & Agrochemicals | 9.55 | - |
| Gas | 1.94 | 11.63 |
| Diversified Metals | 4.45 | - |
| Oil | 3.36 | 8.12 |
| Power | 20.73 | - |
| Agricultural Food & other Products | 0.78 | - |
| Diversified | 1.68 | - |
| Consumable Fuels | 2.6 | 8.04 |
| Minerals & Mining | 2.98 | 6.03 |
| Industrial Products | 3.38 | 6.49 |
| Industrial Manufacturing | 1.27 | - |
| Textiles & Apparels | 2.52 | - |
Top Comparisons
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns12.62%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns11.65%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.38%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.36%
ICICI Prudential MidCap Fund - Growth
3Y Returns18.52%
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns17.45%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns7.87%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns17.68%
