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 2.37% -0.58%
6 Month -1.72% -6.73%
1 Year 3.06% -4.49%
3 Year 13.06% 14.11%
5 Year 26.51% 29.15%

SIP Return Analysis

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
6 Month 4.74% 1.16%
1 Year -0.47% -8.99%
3 Year 17.35% 16.7%
5 Year 18.2% 19.63%

Rolling Lumpsum Returns

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
1 Year 16.95% 11.27%
3 Year 19.11% 17%
5 Year 17.75% 12.99%

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 0.33% 0.416%
Beta 0.85% -
Alpha -0.24% -

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 1.89 17.26
Large Cap 49.96 41.28
Small Cap 29.7 8.95
Mid Cap 18.45 32.51

Sector Allocation

Scheme Name

Tata Resources & Energy Fund-Regular Plan-Growth

DSP Natural Resources And New Energy Fund - Regular - Growth

Others 1.79 17.26
Basic Materials 54.03 39.77
Energy 17.31 33.03
Utilities 19.46 9.93
Consumer Defensive 1.56 -
Industrials 4.08 -
Consumer Cyclical 1.77 -

Top Comparisons

Kotak Equity Opportunities Fund - Growth Kotak Equity Opportunities Fund - Growth

3Y Returns17.81%

VS

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

3Y Returns19.89%

Compare Now

Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth

3Y Returns0%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns11.61%

Compare Now

Mahindra Manulife Large Cap Fund - Regular Plan - Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns13.82%

VS

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns15.48%

Compare Now

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns16.04%

VS

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns11.8%

Compare Now
Add to Cart Successfully