Tata Resources Energy Fund Reg G

Tata Resources & Energy Fund-Reg(G)

Equity Sectoral - Power Rating : Unrated

₹ 46.03

NAV
Updated: 30 Jul 2025

Fund House

Fund Manager
Satish Chandra Mishra
Fund Benchmark
NIFTY COMMODITIES - TRI
Total AUM
₹ 1,172.50 Cr
Expense Ratio
2.12
52 Week High
₹ 47.14
52 Week Low
₹ 37.41

Fund Verdict

Aggressive Buy

Advance Ratios

P/E Ratio47.14
P/B Ratio2.68
Sharpe0.31
Turnover Ratio28.06
Alpha0.28
Beta0.83
Sortino0.67
Standard Deviation14.55

Fund Performance

Shot Term Returns
Duration 1M 3M 6M 1Y
Returns -0.01% 5.68% 15.49% 0.11%
Long Term Returns
Duration 2Y 3Y 5Y 10Y
Returns 21.13% 19.71% 23.42% -

Market Cap Distribution

  • Large Cap
    50.70 %
  • Mid Cap
    14.39 %
  • Small Cap
    27.72 %
Avg Market Cap
₹ 85,374.00
(In Crore)

Peer Information

Equity Sectoral - Power Aggressive Buy
1Y Returns -0.10%
3Y Returns
AUM ₹10,359.00 Cr
NAV ₹10.05
Buy Now
Equity Sectoral - Power Aggressive Buy
1Y Returns -8.69%
3Y Returns
AUM ₹10,460.80 Cr
NAV ₹10.58
Buy Now
Equity Sectoral - Power Aggressive Buy
1Y Returns -9.76%
3Y Returns 31.45%
AUM ₹7,619.70 Cr
NAV ₹342.20
Buy Now
Equity Sectoral - Power Aggressive Buy
1Y Returns -5.37%
3Y Returns 21.61%
AUM ₹1,315.70 Cr
NAV ₹89.18
Buy Now

Scheme Type:
An open-ended equity scheme investing predominantly in companies engaged in the power and energy sector, including generation, transmission, distribution, renewable energy, and power infrastructure.

Investment Objective:
The fund aims to generate long-term capital appreciation by investing in equity and equity-related securities of companies involved in the development and operation of power and allied businesses. With growing demand for electricity, energy transition towards renewables, and government infrastructure push, power sector funds offer investors exposure to a critical pillar of India’s economic growth.

There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Plan Your Long Term Goals

5,000 per month
Duration
Total investment of ₹0
Would have become ₹0

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