Tata Resources & Energy Fund - Direct - Growth
Equity Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
15.93%
Expense Ratio
0.84%
as of 01/08/2026
AUM
₹436.46 Cr
Qtr End: Jun 26
NAV
₹58.13
as of 02/09/2026
3Y Returns (CAGR)
15.93%
Expense Ratio
0.84%
as of 01/08/2026
AUM
₹436.46 Cr
Qtr End: Jun 26
NAV
₹58.13
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 0.43% | 1.74% | 12.19% |
| 6M | 7.29% | 15.11% | 16.95% |
| 1Y | 10.08% | 10.08% | 15.99% |
| 3Y | 55.80% | 15.93% | 18.17% |
| 5Y | 83.00% | 12.85% | 18.29% |
Scheme Details
- Launch Date
- 04/12/2015
- Fund Age
- 10.7 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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