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 | 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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