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
| 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) | ₹717 Cr | ₹1214 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 Theme | Energy Theme |
| 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 | 2.31 | 2.13 |
| Manager | Satish Chandra Mishra | Rohit Singhania |
| ISIN Code | INF277K012B6 | INF740K01060 |
| Exits Load | Exit load of 0.25% if redeemed within 30 days./365 | Nil/365 |
| Scheme Name | Tata Resources & Energy Fund-Regular Plan-Growth | DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| 1 Month | 2.36% | 2.47% |
| 6 Month | 23.95% | 20.24% |
| 1 Year | 37.28% | 56.29% |
| 3 Year | 15.98% | 23.3% |
| 5 Year | 27.19% | 27.95% |
| Scheme Name | Tata Resources & Energy Fund-Regular Plan-Growth | DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 20.57% | 25.15% |
| 3 Year | 41.5% | 53.01% |
| 5 Year | 91.82% | 107.76% |
| Scheme Name | Tata Resources & Energy Fund-Regular Plan-Growth | DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| 1 Year | 28.57% | 30.07% |
| 3 Year | 64.78% | 73.32% |
| 5 Year | 96.99% | 110.85% |
| Scheme Name | Tata Resources & Energy Fund-Regular Plan-Growth | DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 16.31% | 17.22% |
| Sharp | 0.7% | 0.94% |
| Beta | 0.85% | 0.51% |
| Alpha | -1.07% | 6.46% |
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| 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 |
| Scheme Name |
Tata Resources & Energy Fund-Regular Plan-Growth |
DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| Others | 2.42 | 16.77 |
| Large Cap | 64.01 | 55.44 |
| Mid Cap | 16.79 | 14.37 |
| Small Cap | 16.78 | 13.42 |
| Scheme Name |
Tata Resources & Energy Fund-Regular Plan-Growth |
DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| Others | 2.39 | 1.89 |
| Materials | 21.5 | 9.23 |
| Energy | 39.82 | 29.99 |
| Metals & Mining | 19.18 | 44.01 |
| Chemicals | 9.56 | - |
| Consumer Staples | 2.15 | - |
| Diversified | 1.4 | - |
| Construction | 0.67 | - |
| Capital Goods | 1.09 | - |
| Textiles | 2.24 | - |
| Financial | - | 14.88 |
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