TATA RESOURCES AND ENERGY FUND REGULAR PLAN GROWTH

NORMAL RISK
Equity
Equity: Thematic-Energy
6M returns
27.12 %
Current NAV
41.84
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Min. SIP
5000
AUM
₹ 593.8 Cr

Return Calculator

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

Investment distribution

NTPC8.4 %
Ultratech Cement7.2 %
Ambuja Cements5.9 %
Reliance Industries5.9 %
Tata Power Company5.3 %
Jindal Stainless5.0 %

Fund Manager

Fund managers data not available.

Fund Information

Launched
11 Apr 2015(9 years ago)
Expense ratio2.4%
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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