Tata Resources and Energy Fund Regular Plan Growth
Tata Mutual Fund
₹45.58 (+0.78%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
-0.26% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.13%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹990
Invested ₹1,000
▼-1.01%1 year
₹997
Invested ₹1,000
▼-0.26%3 years
₹1,127
Invested ₹1,000
▲+12.72%5 years
₹1,090
Invested ₹1,000
▲+9.02%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty Commodities TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -0.26% | +12.72% | +9.02% | — |
| Cumulative returns (%) | -0.26% | +43.23% | +53.99% | +251.71% |
Fund Manager
| Manager | Satish Mishra |
|---|---|
| Role | Manager |
| Manager Tenure | 5.57 yrs |
About Fund
| Date of Incorporation | 28 Dec 2015 |
|---|---|
| Fund House | Tata Mutual Fund |
| Custodian | Deutsche Bank AG |
| Registrar / Transfer Agent | Tata Asset Management Pvt Ltd |
| Address | 1 Great Winchester Street |
Top Holdings
| Company | Weightage (%) |
|---|---|
| UltraTech Cement Ltd | 5.51% |
| Vedanta Aluminium Metal Ltd | 5.05% |
| Adani Energy Solutions Ltd | 4.62% |
| Tata Steel Ltd | 4.37% |
| Ambuja Cements Ltd | 3.76% |
| Adani Power Ltd | 3.67% |
| Reliance Industries Ltd | 3.58% |
| Oil & Natural Gas Corp Ltd | 3.57% |
| Bharat Petroleum Corp Ltd | 3.27% |
| UPL Ltd | 3.25% |
| NTPC Ltd | 3.25% |
| Jindal Steel Ltd | 3.15% |
| Navin Fluorine International Ltd | 3.04% |
| JSW Steel Ltd | 2.78% |
| Mahanagar Gas Ltd | 2.58% |
| Vedanta Ltd | 2.55% |
Investment Strategy
The investment objective of the scheme is to provide 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,
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.