Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

DSP Natural Resources And New Energy Fund vs Tata Resources & Energy Fund compare

Link copied to clipboard!

tortoise-icon Tata Resources & Energy Fund-Regular Plan-Growth

Invest Now

tortoise-icon DSP Natural Resources And New Energy Fund - Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
Fund Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1009 Cr ₹1190 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 28 Dec 2015 25 Apr 2008
Category Energy Energy
Fund Type Open Ended Open Ended
Benchmark NIFTY Commodities TRI MSCI World Energy 10/40 Net TRI,BSE Metal TRI,BSE Oil & Gas TRI
Turn Over 64.6% 20%
Expense Ratio 2.18 2.11
Manager Satish Chandra Mishra Rohit Singhania
ISIN Code INF277K012B6 INF740K01060
Exits Load Tata Resources & Energy Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
1 Month 2.07% 3.21%
6 Month -0.71% -2.22%
1 Year 0.71% -4.57%
3 Year 19.83% 21.33%
5 Year 25.19% 27.84%

SIP Return Analysis

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
6 Month 8.25% 7.86%
1 Year 6.33% 3.37%
3 Year 17.18% 17.71%
5 Year 17.43% 19.32%

Rolling Lumpsum Returns

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
1 Year 16.01% 10.76%
3 Year 18.19% 16.79%
5 Year 17.98% 13.2%

Risk Management

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
Standard Deviation 16.31% 18.658%
Sharp 0.69% 0.416%
Beta 0.87% -
Alpha 1.39% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
Name Satish Chandra Mishra Rohit Singhania
Total AUM ₹13117 Cr ₹46862 Cr
Funds Managed 5 7
Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth

Market Cap

Scheme Name

Tata Resources & Energy Fund-Regular Plan-Growth

DSP Natural Resources And New Energy Fund - Regular - Growth

Others 8.05 17.26
Mid Cap 14.69 32.51
Large Cap 50.84 41.28
Small Cap 26.42 8.95

Sector Allocation

Scheme Name

Tata Resources & Energy Fund-Regular Plan-Growth

DSP Natural Resources And New Energy Fund - Regular - Growth

Others 8.05 17.26
Fertilizers & Agrochemicals 7.8 -
Petroleum Products 12.57 -
Gas 2.8 -
Ferrous Metals 10.19 -
Non - Ferrous Metals 1.13 -
Chemicals & Petrochemicals 7.52 -
Cement & Cement Products 18.4 -
Diversified Metals 2.72 -
Oil 2.38 -
Power 15.92 -
Agricultural Food & other Products 1.37 -
Minerals & Mining 3.25 -
Consumable Fuels 2.14 -
Industrial Products 1.05 -
Industrial Manufacturing 1.04 -
Textiles & Apparels 1.67 -
Energy - 33.03
Basic Materials - 39.77
Utilities - 9.93

Top Comparisons

PGIM India Ultra Short Duration Fund - Growth PGIM India Ultra Short Duration Fund - Growth

3Y Returns6.54%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns7.06%

Compare Now

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.49%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.49%

Compare Now

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns25%

VS

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns22.79%

Compare Now

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns27.31%

VS

UTI Nifty 50 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option

3Y Returns17.05%

Compare Now
Add to Cart Successfully