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Tata Resources & Energy Fund Direct-Growth

Equity Thematic-Energy

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

18.83%

3 Yrs CAGR returns

8.14%

5 Yrs CAGR returns

NA

NAV as on 27 Dec

₹ 16.62 by 0.15 ( 1.20%)

Expense ratio

1.08

Exit load

0.25%

Fund Size (Cr)

₹ 39.58


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Performance Graph*
Returns Calculator
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If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Energy 39.58
Chemicals 23.82
Metals 17.84
Construction 13.65
Others 2.82
Health Care 2.25
undefined 0.03
Top 10 Sectors %
Crude Oil & Natural Gas 8.33
Crude Oil & Natural Gas 8.01
Finished Steel 6.1
Crude Oil & Natural Gas 5.63
Electricity Distribn. 5.03
Cement 4.99
Pesticides 4.74
Cement 4.71
Cement 3.95
Coal & Lignite 3.64
Fund house details
Fund House Tata Mutual Fund
Fund Manager Satish Chandra Mishra
Fund Setup Date 04 Dec 2015
Address 9th Floor, Mafatlal Centre, Nariman Point, undefined
Contact 1800 209 0101
Email ID service@tataamc.com