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Tata Resources & Energy Fund Direct Growth

Equity
Thematic
Very High Risk
19.52%
3Y annualised
-0.93% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Jun 2025₹51.33
Min. SIP amount₹100
RatingNA
Fund size₹1,080.42Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.6%19.5%28.4%19.0%
Category average-0.4%18.2%27.6%NA
Rank with in category122NA
Understand terms

Holdings (44)

NameSectorInstrumentAssets
Ultratech Cement Ltd.
ConstructionEquity7.54%
NTPC Ltd.
EnergyEquity4.59%
Ambuja Cements Ltd.
ConstructionEquity4.50%
Reliance Industries Ltd.
EnergyEquity3.90%
Tata Steel Ltd.
Metals & MiningEquity3.89%
Navin Fluorine International Ltd.
ChemicalsEquity3.35%
Bharat Petroleum Corporation Ltd.
EnergyEquity3.16%
JSW Steel Ltd.
Metals & MiningEquity2.86%
Mahanagar Gas Ltd.
EnergyEquity2.80%
Vedanta Ltd.
Metals & MiningEquity2.72%
Jindal Steel & Power Ltd.
Metals & MiningEquity2.49%
Oil And Natural Gas Corporation Ltd.
EnergyEquity2.38%
Adani Energy Solutions Ltd.
EnergyEquity2.35%
Hindustan Petroleum Corporation Ltd.
EnergyEquity2.28%
Paradeep Phosphates Ltd.
ChemicalsEquity2.27%
Grasim Industries Ltd.
ConstructionEquity2.26%
The Ramco Cements Ltd.
ConstructionEquity2.21%
Adani Power Ltd.
EnergyEquity2.19%
Coal India Ltd.
EnergyEquity2.14%
Tata Power Company Ltd.
EnergyEquity2.12%
Aarti Industries Ltd.
ChemicalsEquity1.95%
Shree Cement Ltd.
ConstructionEquity1.89%
Sumitomo Chemical India Ltd.
ChemicalsEquity1.88%
Castrol India Ltd.
EnergyEquity1.83%
CESC Ltd.
EnergyEquity1.77%
MOIL Ltd.
Metals & MiningEquity1.75%
Power Grid Corporation Of India Ltd.
EnergyEquity1.71%
Ganesha Ecosphere Ltd.
TextilesEquity1.67%
NMDC Ltd.
Metals & MiningEquity1.50%
Indian Oil Corporation Ltd.
EnergyEquity1.40%
CCL Products (India) Ltd.
Consumer StaplesEquity1.37%
Sharda Cropchem Ltd.
ChemicalsEquity1.30%
UPL Ltd.
ChemicalsEquity1.24%
NHPC Ltd.
EnergyEquity1.19%
SRF Ltd.
DiversifiedEquity1.14%
Hindalco Industries Ltd.
Metals & MiningEquity1.13%
DEE Development Engineers Ltd.
ServicesEquity1.04%
Coromandel International Ltd.
ChemicalsEquity1.01%
Jindal Stainless Ltd.
Metals & MiningEquity0.95%
Deepak Nitrite Ltd.
ChemicalsEquity0.90%
Ratnamani Metals & Tubes Ltd.
Metals & MiningEquity0.64%
RHI Magnesita India Ltd.
ConstructionEquity0.41%
Chemcon Speciality Chemicals Ltd.
ChemicalsEquity0.18%
UPL Ltd. - (Partly Paid-up Equity Shares)
ChemicalsPPE0.10%
See All

Expense ratio, exit load and tax

Expense ratio: 0.54%

Inclusive of GST

Exit load

Exit load of 0.25% if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Satish Chandra Mishra
Nov 2018 - Present
View details

Education
Mr. Mishra has done B.tech & PGDM
Experience
Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd. and PINC Research.
Also manages these schemes
Tata Hybrid Equity Fund Direct Plan Growth
Tata Midcap Growth Direct Plan Growth
Tata Resources & Energy Fund Direct Growth

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
E-mail
[email protected]
Website
www.tatamutualfund.com
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com

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