EQUITY•SECTORAL / THEMATIC
TATA Resources and Energy Fund
3 Year return
17.89%
NAV on August 23, 2026
58.6857
1D Returns
+0.07%
Launched on December 2015(11 years)
Investment Details
₹100
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
33.06%₹1,190
Total Value ₹4,790
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹1,421.1 Cr.
Expense Ratio
0.84% (inclusive of GST)
Exit Load
0.25% of NAV if redeemed/switched out before 30 Days from the date of allotment.
Ratings
0
Ratings by other agencies
Value Research
0
Crisil
0
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Tata Mutual Fund Manager
SC
Satish Chandra Mishra
Fund Manager since Nov 2019
Fund House Details
Tata Mutual Fund
Asset management company
AUM
₹2,31,388.31 Cr.
No. of Schemes
184
Setup Date
March 1994
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| SBI PSU Fund | 24.2114% | 0 |
| Aditya Birla Sun Life PSU Equity Fund | 23.9113% | 0 |
| ICICI Prudential Infrastructure Fund | 20.0883% | 0 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment9.2246%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Periodic IDCW Reinvestment5.1278%
The TATA Resources and Energy Fund Direct Plan Growth is an open-ended equity mutual fund scheme that invests in a portfolio of stocks of companies in the resources and energy sectors. The fund is managed by TATA Mutual Fund, one of the leading asset management companies in India.
Investment Objectives of the Scheme
The investment objective of the TATA Resources and Energy Fund Direct Plan Growth is to generate capital appreciation for its investors by investing in a diversified portfolio of stocks of companies in the resources and energy sectors.
Key Features of The Fund
5-year return
14.7107%
Expense Ratio
0.84%
Fund Manager
Satish Chandra Mishra
Fund Size
₹1421.1 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
The TATA Resources and Energy Fund Direct Plan Growth is a good option for investors who are looking for a long-term investment that can generate capital appreciation from the resources and energy sectors. The fund is suitable for investors who have a long-term investment horizon and who are comfortable with the risk of losing money.
However, it is important to note that the fund is not a risk-free investment. The fund's returns can go down as well as up. Investors should only invest in the fund if they are comfortable with the risk of losing money.
AMC Contact Details
| Name | Tata Mutual Fund |
| Launch Date | March 1994 |
| Address | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
| Contact | (022) 6282 7777 |
| service@tataamc.com | |
| Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Enhance the Creation of Long-Term Wealth With SIPs
SIPs are an effective strategy for building long-term wealth. SIPs leverage the power of compounding by continuously making small, regular investments at regular periods, which lets your money increase substantially over time. This tactic works especially well for reaching financial goals in the long run. With the help of mutual fund SIP calculator, you can efficiently plan your SIP investments and estimate possible returns.
FAQs
What is today's NAV of TATA Resources and Energy Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Resources and Energy Fund on August 23, 2026, is ₹58.6857
What is the AUM of TATA Resources and Energy Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Resources and Energy Fund, is ₹1421.1 crore.
What is the expense ratio of TATA Resources and Energy Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of TATA Resources and Energy Fund is 0.84%
What are the returns of TATA Resources and Energy Fund since inception?
The TATA Resources and Energy Fund was launched on December 04, 2015. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in TATA Resources and Energy Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Resources and Energy Fund is ₹100.
How do I invest in TATA Resources and Energy Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Resources and Energy Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Resources and Energy Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Resources and Energy Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,790 in 3Y at 17.887% returns
SIP Date1st of every month
Your next SIP Payment will be on 23 September 2026
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