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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 3.55% 1.37%
6 Month -3.46% -12.01%
1 Year 6.97% -3.66%
3 Year 11.72% 11.89%
5 Year 27.8% 28.42%

SIP Return Analysis

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
6 Month 3.18% -2.28%
1 Year -1.3% -13.59%
3 Year 16.84% 14.98%
5 Year 18.17% 18.81%

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 0.33% 0.416%
Beta 0.85% -
Alpha -0.24% -

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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 1.89 17.26
Large Cap 49.96 41.28
Small Cap 29.7 8.95
Mid Cap 18.45 32.51

Sector Allocation

Scheme Name

Tata Resources & Energy Fund-Regular Plan-Growth

DSP Natural Resources And New Energy Fund - Regular - Growth

Others 1.79 17.26
Basic Materials 54.03 39.77
Energy 17.31 33.03
Utilities 19.46 9.93
Consumer Defensive 1.56 -
Industrials 4.08 -
Consumer Cyclical 1.77 -

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