Tata Resources And Energy Fund Regular Plan Growth

NORMAL RISK
Equity
Equity: Thematic-Energy
6M returns
-9.60 %
Current NAV
41.01
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Min. SIP
5000
AUM
₹ 928.7 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

Ultratech Cement7.6 %
NTPC4.7 %
Tata Steel4.4 %
Reliance Industries3.9 %
Paradeep Phosphates3.6 %
Ambuja Cements3.5 %

Fund Manager

Fund managers data not available.

Fund Information

Launched
11 Apr 2015(9 years ago)
Expense ratio2.22%
Exit LoadExit load of 0.25% if redeemed within 30 days.
Benchmark index
NIFTY Commodities TRI100%

Fund Objective

The scheme seeks 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.

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