How to Invest in Tata Resources & Energy Fund Direct Growth?

You can easily invest in Tata Resources & Energy Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Tata Resources & Energy Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Tata Resources & Energy Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Resources & Energy Fund Direct Growth provide?

The Tata Resources & Energy Fund Direct Growth has been there from 28 Dec 2015 and the average annual returns provided by this fund is 18.38% since its inception.

How much expense ratio is charged by Tata Resources & Energy Fund Direct Growth?

The term Expense Ratio used for Tata Resources & Energy Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Tata Resources & Energy Fund Direct Growth is 0.82% as of 04 Dec 2023...

What is the AUM of Tata Resources & Energy Fund Direct Growth?

The AUM, short for Assets Under Management of Tata Resources & Energy Fund Direct Growth is ₹295.69Cr as of 04 Dec 2023.

How to Redeem Tata Resources & Energy Fund Direct Growth?

If you want to sell your Tata Resources & Energy Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata Resources & Energy Fund Direct Growth?

You can select either SIP or Lumpsum investment of Tata Resources & Energy Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Tata Resources & Energy Fund Direct Growth?

The NAV of Tata Resources & Energy Fund Direct Growth is ₹39.06 as of 01 Dec 2023.

What is the PE and PB ratio of Tata Resources & Energy Fund Direct Growth?

The PE ratio ratio of Tata Resources & Energy Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Tata Resources & Energy Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Tata Resources & Energy Fund Direct Growth
Equity
Sectoral / Thematic
Very High Risk
28%
3Y annualised
+1.06% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 01 Dec 2023₹39.06
Min. SIP amount₹150
RatingNA
Fund size₹295.69Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns18.4%24.3%22.6%18.7%
Category average18.0%24.2%19.0%NA
Rank with in category221NA
Understand terms
Holdings (33)NameSectorInstrumentAssets
NTPC Ltd.
EnergyEquity8.0%
Ultratech Cement Ltd.
ConstructionEquity7.3%
Reliance Industries Ltd.
EnergyEquity6.6%
Ambuja Cements Ltd.
ConstructionEquity6.0%
Jindal Stainless Ltd.
Metals & MiningEquity4.9%
Tata Power Company Ltd.
EnergyEquity4.8%
Grasim Industries Ltd.
ConstructionEquity3.8%
APL Apollo Tubes Ltd.
Metals & MiningEquity3.7%
PI Industries Ltd.
ChemicalsEquity3.5%
Tata Steel Ltd.
Metals & MiningEquity3.1%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
Nov 2023 - Present
82%
Nov 2023 - 23 Nov 2023
82%
Nov 2023 - 22 Nov 2023
82%
Nov 2023 - 21 Nov 2023
82%
Nov 2023 - 20 Nov 2023
82%
Nov 2023 - 19 Nov 2023
82%
Nov 2023 - 18 Nov 2023
82%
Nov 2023 - 17 Nov 2023
82%
Nov 2023 - 16 Nov 2023
82%
Nov 2023 - 15 Nov 2023
82%
Nov 2023 - 14 Nov 2023
82%
Nov 2023 - 13 Nov 2023
82%
Nov 2023 - 12 Nov 2023
82%
Nov 2023 - 11 Nov 2023
82%
Nov 2023 - 10 Nov 2023
82%
Nov 2023 - 09 Nov 2023
82%
Nov 2023 - 08 Nov 2023
82%
Nov 2023 - 07 Nov 2023
82%
Nov 2023 - 06 Nov 2023
82%
Nov 2023 - 05 Nov 2023
82%
Nov 2023 - 04 Nov 2023
82%
Nov 2023 - 03 Nov 2023
82%
Nov 2023 - 02 Nov 2023
82%
Oct 2023 - 01 Nov 2023
82%
Oct 2023 - 31 Oct 2023
82%
Oct 2023 - 30 Oct 2023
82%
Oct 2023 - 29 Oct 2023
82%
Oct 2023 - 28 Oct 2023
82%
Oct 2023 - 27 Oct 2023
82%
Oct 2023 - 26 Oct 2023
82%
Oct 2023 - 25 Oct 2023
82%
Oct 2023 - 24 Oct 2023
82%
Oct 2023 - 23 Oct 2023
82%
Oct 2023 - 22 Oct 2023
82%
Oct 2023 - 21 Oct 2023
82%
Oct 2023 - 20 Oct 2023
82%
Oct 2023 - 19 Oct 2023
82%
Oct 2023 - 18 Oct 2023
82%
Oct 2023 - 17 Oct 2023
82%
Oct 2023 - 16 Oct 2023
82%
Oct 2023 - 15 Oct 2023
82%
Oct 2023 - 14 Oct 2023
82%
Oct 2023 - 13 Oct 2023
82%
Oct 2023 - 12 Oct 2023
82%
Oct 2023 - 11 Oct 2023
82%
Oct 2023 - 10 Oct 2023
82%
Oct 2023 - 09 Oct 2023
82%
Oct 2023 - 08 Oct 2023
82%
Oct 2023 - 07 Oct 2023
82%
Oct 2023 - 06 Oct 2023
82%
Oct 2023 - 05 Oct 2023
82%
Oct 2023 - 04 Oct 2023
82%
Oct 2023 - 03 Oct 2023
82%
Oct 2023 - 02 Oct 2023
82%
Sep 2023 - 01 Oct 2023
82%
Sep 2023 - 30 Sep 2023
82%
Sep 2023 - 29 Sep 2023
82%
Sep 2023 - 28 Sep 2023
82%
Sep 2023 - 27 Sep 2023
82%
Sep 2023 - 26 Sep 2023
82%
Sep 2023 - 25 Sep 2023
82%
Sep 2023 - 24 Sep 2023
82%
Sep 2023 - 23 Sep 2023
82%
Sep 2023 - 22 Sep 2023
82%
Sep 2023 - 21 Sep 2023
82%
Sep 2023 - 20 Sep 2023
82%
Sep 2023 - 19 Sep 2023
82%
Sep 2023 - 18 Sep 2023
82%
Sep 2023 - 17 Sep 2023
82%
Sep 2023 - 16 Sep 2023
82%
Sep 2023 - 15 Sep 2023
82%
Sep 2023 - 14 Sep 2023
82%
Sep 2023 - 13 Sep 2023
82%
Sep 2023 - 12 Sep 2023
82%
Sep 2023 - 11 Sep 2023
82%
Sep 2023 - 10 Sep 2023
82%
Sep 2023 - 09 Sep 2023
82%
Sep 2023 - 08 Sep 2023
82%
Sep 2023 - 07 Sep 2023
82%
Sep 2023 - 06 Sep 2023
82%
Sep 2023 - 05 Sep 2023
82%
Sep 2023 - 04 Sep 2023
82%
Sep 2023 - 03 Sep 2023
82%
Sep 2023 - 02 Sep 2023
82%
Aug 2023 - 01 Sep 2023
82%
Jul 2023 - 31 Aug 2023
82%
Jun 2023 - 31 Jul 2023
82%
May 2023 - 30 Jun 2023
82%
Apr 2023 - 31 May 2023
91%
Mar 2023 - 30 Apr 2023
91%
Feb 2023 - 31 Mar 2023
91%
Jan 2023 - 28 Feb 2023
91%
Dec 2022 - 31 Jan 2023
91%
Dec 2022 - 31 Dec 2022
91%
Dec 2022 - 31 Dec 2022
91%
Nov 2022 - 31 Dec 2022
91%
Nov 2022 - 30 Nov 2022
91%
Nov 2022 - 30 Nov 2022
91%
Oct 2022 - 30 Nov 2022
91%
Oct 2022 - 31 Oct 2022
91%
Oct 2022 - 31 Oct 2022
91%
Oct 2022 - 31 Oct 2022
91%
Oct 2022 - 31 Oct 2022
91%
Sep 2022 - 31 Oct 2022
91%
Sep 2022 - 30 Sep 2022
91%
Sep 2022 - 30 Sep 2022
91%
Aug 2022 - 30 Sep 2022
91%
Aug 2022 - 31 Aug 2022
91%
Jul 2022 - 31 Aug 2022
91%
Jul 2022 - 31 Jul 2022
91%
Jun 2022 - 31 Jul 2022
91%
Jun 2022 - 30 Jun 2022
91%
May 2022 - 30 Jun 2022
91%
May 2022 - 31 May 2022
91%
Apr 2022 - 31 May 2022
91%
Apr 2022 - 30 Apr 2022
91%
Mar 2022 - 30 Apr 2022
01%
Mar 2022 - 31 Mar 2022
01%
Feb 2022 - 31 Mar 2022
01%
Feb 2022 - 28 Feb 2022
01%
Jan 2022 - 28 Feb 2022
01%
Dec 2021 - 31 Jan 2022
01%
Nov 2021 - 31 Dec 2021
01%
Oct 2021 - 30 Nov 2021
01%
Sep 2021 - 31 Oct 2021
01%
Aug 2021 - 30 Sep 2021
01%
Jul 2021 - 31 Aug 2021
01%
Jun 2021 - 31 Jul 2021
05%
May 2021 - 30 Jun 2021
05%
Apr 2021 - 31 May 2021
00%
Mar 2021 - 30 Apr 2021
11%
Feb 2021 - 31 Mar 2021
12%
Jan 2021 - 28 Feb 2021
12%
Dec 2020 - 31 Jan 2021
12%
Nov 2020 - 31 Dec 2020
10%
Oct 2020 - 30 Nov 2020
10%
Sep 2020 - 31 Oct 2020
75%
Aug 2020 - 30 Sep 2020
10%
Jul 2020 - 31 Aug 2020
10%
Jun 2020 - 31 Jul 2020
10%
May 2020 - 30 Jun 2020
10%
Apr 2020 - 31 May 2020
10%
Mar 2020 - 30 Apr 2020
08%
Feb 2020 - 31 Mar 2020
08%
Jan 2020 - 29 Feb 2020
08%
Dec 2019 - 31 Jan 2020
08%
Nov 2019 - 31 Dec 2019
09%
Oct 2019 - 30 Nov 2019
10%
Sep 2019 - 31 Oct 2019
10%
Aug 2019 - 30 Sep 2019
10%
Jul 2019 - 31 Aug 2019
09%
Jun 2019 - 31 Jul 2019
09%
May 2019 - 30 Jun 2019
09%
Apr 2019 - 31 May 2019
09%
Mar 2019 - 30 Apr 2019
11%
Feb 2019 - 31 Mar 2019
09%
Jan 2019 - 28 Feb 2019
09%
Dec 2018 - 31 Jan 2019
09%
Nov 2018 - 31 Dec 2018
09%
Oct 2018 - 30 Nov 2018
11%
Sep 2018 - 31 Oct 2018
11%
Aug 2018 - 30 Sep 2018
11%
Jul 2018 - 31 Aug 2018
95%
Jun 2018 - 31 Jul 2018
11%
May 2018 - 30 Jun 2018
29%
Apr 2018 - 31 May 2018
29%
Mar 2018 - 30 Apr 2018
29%
Jan 2018 - 31 Mar 2018
47%
Dec 2017 - 31 Jan 2018
47%
Nov 2017 - 31 Dec 2017
47%
Oct 2017 - 30 Nov 2017
46%
Expense ratio, exit load and taxExpense ratio: 0.82%Inclusive of GST
Exit loadExit load of 0.25% if redeemed within 30 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150
Fund managementSatish 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
Tata Small Cap Fund Direct Growth
Fund house & investment objective
Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM₹1,25,001.19Cr
Date of Incorporation30 Jun 1995
 Tata Resources & Energy Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Rupesh Patel, Sonam Udasi is the Current Fund Manager of Tata Resources & Energy Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,25,001 Cr and the Latest NAV as of 01 Dec 2023 is ₹39.06.
The Tata Resources & Energy Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹150. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.25% if redeemed within 30 days.
;
Investment ObjectiveThe 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.
;
Fund benchmarkNIFTY Commodities Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
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
Compare funds
Tata Resources & Energy Fund Direct Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	18.4%	24.3%	22.6%	18.7%
Category average	18.0%	24.2%	19.0%	NA
Rank with in category	2	2	1	NA

Name	Sector	Instrument	Assets
NTPC Ltd.	Energy	Equity	8.0%
Ultratech Cement Ltd.	Construction	Equity	7.3%
Reliance Industries Ltd.	Energy	Equity	6.6%
Ambuja Cements Ltd.	Construction	Equity	6.0%
Jindal Stainless Ltd.	Metals & Mining	Equity	4.9%
Tata Power Company Ltd.	Energy	Equity	4.8%
Grasim Industries Ltd.	Construction	Equity	3.8%
APL Apollo Tubes Ltd.	Metals & Mining	Equity	3.7%
PI Industries Ltd.	Chemicals	Equity	3.5%
Tata Steel Ltd.	Metals & Mining	Equity	3.1%

Rank (total assets)	#14 in India
Total AUM	₹1,25,001.19Cr

Date of Incorporation	30 Jun 1995

Fund benchmark	NIFTY Commodities Total Return Index

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Bengaluru – 560103
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Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	NA
Fund size	₹295.69Cr

Tata Resources & Energy Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (33)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.82%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Satish Chandra MishraNov 2018 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Satish Chandra Mishra
Nov 2018 - Present
View details