Tata Resources & Energy Fund-Regular Plan-Growth
NAV as on 10-06-2026
₹ 47.4899
₹
-0.55
(
-1.1659%)
AUM as on 31-05-2026
1,380.95 Cr
Rtn (Since Inception)
16.04%
Tata Resources & Energy Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Thematic-Energy |
| Launch Date: | 28-12-2015 |
| Assets Class: | Equity |
| Benchmark: | NIFTY Commodities TRI |
| TER: | 2.08% As on (31-05-2026) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 5000.0 |
| Minimum Topup: | 1000.0 |
| Total Assets: | 1,380.95 Cr As on (31-05-2026) |
| Turn over: | 17.41 |
| Exit Load: | 0.25% of NAV if redeemed /switched out before 30 days from the date of allotment. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Tata Resources & Energy Reg Gr | 28-12-2015 | 5.75 | 4.9 | 16.71 | 12.77 | 15.62 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
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Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
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