+91-9660032889
support@mysiponline.com
-
₹41.95
(-0.48%)
Current NAV 27-12-2024
-
14.5%
Returns
-
Min. SIP ₹100
Min. Investment ₹5000
Fund Suitability Test
Returns (NAV as on 27-Dec-2024)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -0.34% | 0.13% | -0.84% |
| 1M | -2.31% | -2.06% | -1.84% |
| 3M | -10.32% | -11.49% | -9.26% |
| 6M | -4.39% | -5.96% | -0.03% |
| 1Y | 14.5% | 15.39% | 12.08% |
| 2Y | 20.94% | 21.95% | 16.11% |
| 3Y | 14.06% | 16.22% | 13.06% |
| 5Y | 22.97% | 22.19% | 15.72% |
| ALL | 17.23% | 7.05% | 13.97% |
Check out what are trailling and rolling returns of this fund ?
View Detail Return Analysis1 Lac Users Opted for this Service
Free KYC Check
To know your eligibility for Mutual Fund Investment
Risk Analysis
Helps you understand the fund’s risk levels.
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 16.31% | 0.66% | 0.81% | 1.31% |
| Category | 0% | 0% | 0% | 0% |
Riskometer
Comparison Of Tata Resources & Energy Fund-Regular Plan-Growth
Compare your fund with the top category schemes.
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns25.73% (p.a.)
Franklin Build India Fund Growth Plan
3Y Returns29.76% (p.a.)
HSBC Large Cap Fund - Regular Growth
3Y Returns14.55% (p.a.)
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns14.46% (p.a.)
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns5.95% (p.a.)
DSP Short Term Fund - Regular Plan - Growth
3Y Returns5.71% (p.a.)
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns8.54% (p.a.)
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option
3Y Returns6.7% (p.a.)
SIP Returns Calculator
A simple tool to calculate your SIP returns.
- Invested Amount
- Estimated Returns
- Future Value
Start small, dream big: Begin your journey to long-term wealth with SIPs starting at just ₹1000!
Start SIPPortfolio Summary (as on 31-Oct-2024)
An insight into your portfolio composition.
Equity96.32%
Equity Market Cap
Top 5 Sectors of Equity
Power 20.73%
Cement & Cement Products 18.36%
Petroleum Products 12.54%
Fertilizers & Agrochemicals 9.55%
Ferrous Metals 4.78%
Top 5 Companies of Equity
NTPC LTD 7.83%
RELIANCE INDUSTRIES LTD 5.34%
VEDANTA LTD 4.45%
ULTRATECH CEMENT LTD 4.25%
PARADEEP PHOSPHATES LTD 3.84%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From TATA Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| Tata India Pharma & Healthcare Fund-Regular Plan-Growth | 4.9% | -0.23% | 20.54% | 40.12% | 27.75% | |
| Tata Small Cap Fund-Regular Plan-Growth | -1.27% | -4.21% | 7.6% | 31.52% | 31.83% | |
| Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth | 0.86% | 1.12% | 15.75% | 31.13% | 0% | |
| Tata Digital India Fund-Regular Plan-Growth | -0.03% | 3.18% | 20.12% | 30.65% | 28.87% | |
| Tata India Consumer Fund-Regular Plan-Growth | 1.15% | -5.6% | 11.2% | 26.88% | 21.52% | |
| Tata Infrastructure Fund-Regular Plan- Growth Option | -1.72% | -10.69% | -9.1% | 24.46% | 26.95% |
Take test again
Chat with usFrequently Asked Questions
What is the current NAV of Tata Resources & Energy Fund-Regular Plan-Growth?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Tata Resources & Energy Fund-Regular Plan-Growth as of 27-12-2024 is 41.9471.
What is the benchmark of Tata Resources & Energy Fund-Regular Plan-Growth?
TATA performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Tata Resources & Energy Fund-Regular Plan-Growth a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Tata Resources & Energy Fund-Regular Plan-Growth?
The fund's top 5 sectors holdings are Power, Cement & Cement Products, Petroleum Products, Fertilizers & Agrochemicals, Ferrous Metals
How can I redeem my investments in Tata Resources & Energy Fund-Regular Plan-Growth?
Redeeming your investments in Tata Resources & Energy Fund-Regular Plan-Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Satish Chandra Mishra, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Tata Resources & Energy Fund-Regular Plan-Growth?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Tata Resources & Energy Fund-Regular Plan-Growth?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Tata Resources & Energy Fund-Regular Plan-Growth is Rs 1042.41 Crs. Crs.
Should I invest in Tata Resources & Energy Fund-Regular Plan-Growth?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Tata Resources & Energy Fund-Regular Plan-Growths?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
