Tata Resources & Energy Fund Regular Growth
EquityEquity - Other
44.78
-0.23(-0.51%)
NAV as on 17 Dec, 2025
CAGR
15.15%
- AUM (Crs.)1,198.09
- Expense Ratio2.13 %
- Sharpe Ratio / Category Average0.61
- Standard Deviation / Category Average15.31
- Beta / Category Average-
- Portfolio Turnover / Category Average6.97 / 93.62
- Top 5 Stocks Wt.25.01
- Top 10 Stocks Wt.40.88
- Top 3 Sectors Wt.90.55
- Investment StyleLarge Blend
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistorySatish Mishra
- Launch Date28 Dec, 2015
- BenchmarkS&P BSE 500
Objective
The investment objective of the scheme is to provide long term capital appreciation by investing atleast 80% of it’s net assets in equity/equity related instruments of the companies in the Resources& Energy sectors in India,
Riskometer
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