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Tata Resources & Energy Fund Regular Growth
Regular
Growth
3 yr CAGR
+27%
Regular
Growth
3 yr CAGR
+27%
Fund overview
Net Asset Value
₹42.5208
AUM (Fund size)
928.7 Crore
Lock-in period
No Lock-in
Exit Load
0.25% in 30 days
Expense ratio
2.22%
Risk
Very High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
7,199 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
Top holdings
| Holdings | Weightage |
|---|---|
| UltraTech Cement Ltd | 7.69% |
| NTPC Ltd | 4.78% |
| Tata Steel Ltd | 4.41% |
| Paradeep Phosphates Ltd | 3.78% |
| Reliance Industries Ltd | 3.65% |
| Ambuja Cements Ltd | 3.59% |
| A) Repo | 3.56% |
| Navin Fluorine International Ltd | 3.21% |
| Vedanta Ltd | 3.09% |
| JSW Steel Ltd | 3.04% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 69.83 | 30.21% | Very High Risk | |
| 37.41 | 25.08% | Very High Risk | |
| 172.35 | 21.14% | Very High Risk | |
| 31.01 | 19.57% | Very High Risk | |
| 43.49 | 22.55% | Very High Risk | |
| 24.57 | 16.88% | Very High Risk | |
| 74.01 | 21.13% | Very High Risk | |
| 17.79 | 14.04% | Very High Risk | |
| 23.85 | 14.9% | Very High Risk | |
| 28.13 | 13.83% | Very High Risk |
About Tata Asset Management Limited
Tata Mutual Fund is a part of the prestigious Tata Group of companies. The fund house was established in 1994 with their business model based on trust, service and performance. The company, with its investment products, intends to make the lives of investors better. You will find mutual fund plans to achieve various financial goals.
Managers | Satish Mishra |
Custodians | Deutsche Bank AG |
Address | Tata Asset Management Private Limited Mafatlal Centre, 9th Floor, |
Fax Nos. | +91 22 2261 3782 |
Telephone Nos. | +91 22 6657 8282 |
Homepage | www.tatamutualfund.com |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
7,199 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
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Frequently Asked Questions
What are equity funds?
Equity funds are schemes which concentrate their investments in shares of companies of different market capitalization
What are large cap, mid cap, small cap and multi cap equity funds?
SEBI ranks all listed companies based on the overall market capitalization. Large-cap funds invest in top 100 companies Mid-cap funds invest in companies ranking from 101 to 250 Small-cap funds invest in companies ranking from 251st onwards. Multi-cap funds invest in small cap, mid cap and large cap companies
What are ELSS funds?
ELSS funds are tax saving mutual funds, in which majority of the funds are invested in equity schemes. ELSS has a lock-in period of 3 years.
What are Bluechip funds?
Bluechip funds are those funds that invest in stocks of well established companies which have proved to perform financially well over a long period of time.
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
