Tata Resources & Energy Fund-Reg(G)

Equity Sectoral - Power Rating : Unrated

₹ 46.20

NAV

Updated: 09 Jul 2025

Fund House

Fund Manager

Satish Chandra Mishra

Fund Benchmark
NIFTY COMMODITIES - TRI

Total AUM

₹ 1,172.50 Cr

Expense Ratio
2.13

52 Week High
₹ 47.14

52 Week Low
₹ 37.41

Fund Verdict

Aggressive Buy

Disclaimer:This fund verdict is derived from present values of Alpha, Sharpe Ratio, and Standard Deviation. It is not a predictor of future outcomes. Investors should carry out independent risk evaluation prior to making investment decisions.

Advance Ratios

P/E Ratio47.14

P/B Ratio2.57

Sharpe0.29

Turnover Ratio26.55

Alpha0.21

Beta0.84

Sortino0.62

Standard Deviation14.83

Fund Performance

Shot Term Returns

Duration	1M	3M	6M	1Y
Returns	5.56%	12.49%	8.10%	3.79%

Long Term Returns

Duration	2Y	3Y	5Y	10Y
Returns	22.76%	23.88%	25.30%	-

Market Cap Distribution

Large Cap

51.06 %
Mid Cap

13.96 %
Small Cap

28.62 %

Avg Market Cap
₹ 85,374.00
(In Crore)

Peer Information

SBI Energy Opportunities Fund-Reg(G)

Equity Sectoral - Power Aggressive Buy

1Y Returns -3.98%

3Y Returns

AUM ₹10,450.60 Cr

NAV ₹10.92

Buy Now

Nippon India Power & Infra Fund(G)

Equity Sectoral - Power Aggressive Buy

1Y Returns -6.03%

3Y Returns 36.47%

AUM ₹7,416.90 Cr

NAV ₹353.69

Buy Now

DSP Natural Res & New Energy Fund-Reg(G)

Equity Sectoral - Power Aggressive Buy

1Y Returns -3.12%

3Y Returns 25.29%

AUM ₹1,291.70 Cr

NAV ₹90.88

Buy Now

Baroda BNP Paribas Energy Opportunities Fund-Reg(G)

Equity Sectoral - Power Aggressive Buy

1Y Returns

3Y Returns

AUM ₹756.50 Cr

NAV ₹11.57

Buy Now

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5,000 per month

Duration

Total investment of ₹0

Would have become ₹0

Note: Projections are calculated assuming an annual return rate of 12%.

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