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Tata Resources & Energy Fund vs DSP Natural Resources And New 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 | 7.34% | 1.37% |
| 6 Month | -5.43% | -12.01% |
| 1 Year | 5% | -3.66% |
| 3 Year | 11.4% | 11.89% |
| 5 Year | 26.84% | 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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