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DSP Natural Resources And New Energy Fund vs Tata Resources & Energy Fund compare
Tata Resources & Energy Fund-Regular Plan-Growth
DSP Natural Resources And New Energy Fund - Regular - Growth
Chart Comparison
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) | ₹1194 Cr | ₹1391 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 | 2.16 | 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 | 2.48% | 4% |
| 6 Month | 9.5% | 15.78% |
| 1 Year | 5.61% | 7.48% |
| 3 Year | 18.09% | 22.75% |
| 5 Year | 22.95% | 28.04% |
SIP Return Analysis
| Scheme Name | Tata Resources & Energy Fund-Regular Plan-Growth | DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.12% | 4.14% |
| 1 Year | 12.34% | 16.67% |
| 3 Year | 14.42% | 15.32% |
| 5 Year | 15% | 17.03% |
Rolling Lumpsum Returns
| Scheme Name | Tata Resources & Energy Fund-Regular Plan-Growth | DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| 1 Year | 14.73% | 10.06% |
| 3 Year | 18.34% | 17.15% |
| 5 Year | 18.28% | 13.45% |
Risk Management
| Scheme Name | Tata Resources & Energy Fund-Regular Plan-Growth | DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 16.31% | 15.40% |
| Sharp | 0.82% | 0.99% |
| Beta | 0.86% | - |
| Alpha | 1.91% | - |
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 | 9.3 | 13.58 |
| Large Cap | 47.16 | 51.7 |
| Small Cap | 25.76 | 6.96 |
| Mid Cap | 17.78 | 27.76 |
Sector Allocation
| Scheme Name |
Tata Resources & Energy Fund-Regular Plan-Growth |
DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| Others | 5.09 | 13.58 |
| Energy | 16.08 | 39.39 |
| Utilities | 18.69 | 8.49 |
| Basic Materials | 54.21 | 38.54 |
| Technology | 0.48 | - |
| Consumer Defensive | 1.77 | - |
| Industrials | 2.46 | - |
| Consumer Cyclical | 1.23 | - |
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