Tata Resources & Energy Fund - Direct - Growth
Equity Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
17.80%
Expense Ratio
0.85%
as of 01/07/2026
AUM
₹386.3 Cr
Qtr End: Mar 26
NAV
₹58.587
as of 17/07/2026
3Y Returns (CAGR)
17.80%
Expense Ratio
0.85%
as of 01/07/2026
AUM
₹386.3 Cr
Qtr End: Mar 26
NAV
₹58.587
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.69% | 6.95% | 13.97% |
| 6M | 8.63% | 18.00% | 19.59% |
| 1Y | 7.33% | 7.33% | 16.17% |
| 3Y | 63.48% | 17.80% | 18.22% |
| 5Y | 87.84% | 13.44% | 18.55% |
Scheme Details
- Launch Date
- 04/12/2015
- Fund Age
- 10.6 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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