
Tata Resources & Energy Fund(G)-Direct Plan
+10.76%
5Y annualised
+10.76%
5Y annualised
+0.78% 1D
Expert Rating Locked 🔒
Subscribe to unlock the ratings
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- Mattis eget etiam curabitur a cras malesuada pulvinar.
Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 09 Oct 2026
₹54.48
Min. SIP amount
₹100
Fund size (AUM)
1390 Cr
Expense ratio
0.53%
Launched on
28 Dec 2015
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 09 Oct 2026
₹54.48
Min. SIP amount
₹100
Fund size (AUM)
1390 Cr
Expense ratio
0.53%
Launched on
28 Dec 2015
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
47.64%
Mid Cap
12.95%
Small Cap
27.77%
Others
11.64%
Sector Allocation
Power
15.64%
Crude Oil
14.16%
Iron & Steel
12.97%
Construction Materials
11.44%
Non - Ferrous Metals
8.81%
Chemicals
8.01%
Mining
4.73%
Capital Goods
4.65%
Others
19.59%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.25% on or before 30D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Satish Chandra Mishra
Present
Similar/Peer Fund Comparison
ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan
Motilal Oswal Active Momentum Fund(G)-Direct Plan
Kotak Healthcare Fund(G)-Direct Plan
HDFC Pharma and Healthcare Fund(G)-Direct Plan
Edelweiss Recently Listed IPO Fund(G)-Direct Plan
PGIM India Healthcare Fund(G)-Direct Plan
Motilal Oswal Special Opportunities Fund(G)-Direct Plan
Quant ESG Integration Strategy Fund(G)-Direct Plan
FAQs
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.
