Home Mutual Funds Tata Resources & Energy Fund

Tata Resources & Energy Fund

Equity - Sectoral Fund - Energy & Power

+18.77%

CAGR

₹46.955+0.59%

Current NAV(Feb 20,2026)

ALL

AUM ₹1209 Cr

Exit load 0.25%

Risk involved Very High

Min. investment ₹5,000

Lock-in-Period NA

Expense ratio 2.11%

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Historical Returns

Period Invested for	Absolute Returns	Annualized Returns	Category Avg
1 Day	+0.59%	--	--
1 Week	+0.61%	--	--
1 Month	+5.28%	--	--
3 Month	+3.06%	--	--
6 Month	+2.97%	--	--
9 Month	+6.60%	--	--
1 Year	+19.08%	+19.08%	--
2 Year	+19.38%	+9.25%	--
3 Year	+67.64%	+18.77%	--
4 Year	+65.93%	+13.47%	--
5 Year	+116.47%	+16.68%	--

Holding Analysis

By Asset

Equity

98.18%

Cash

1.62%

other

0.20%

By Sector

Cement & Cement Products

17.09%

Power

15.51%

Ferrous Metals

12.35%

Petroleum Products

11.91%

Diversified Metals

7.61%

other

35.53%

Holdings

No data yet, will be updated soon.

Fund Information

Mutual Fund Manager

AMC Information

Founding Date

1995-06-30

AMC Incorporation date

1994-03-15

Sponsor Name

Tata Sons Limited; and Tata Investment Corp. Ltd.

Trustee organisation

Tata Trustee Company Private Limited

MD/CEO

Mr. Prathit D. Bhobe

CIO

Mr. Rahul Singh

Compliance Officer

Mr. R. Padmanabhan

Scheme Document

Disclaimer

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