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 | 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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