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

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Tata Resources & Energy Fund-Regular Plan-Growth

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DSP Natural Resources And New Energy Fund - Regular - Growth

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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)	₹1232 Cr	₹1474 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	28 Dec 2015	25 Apr 2008
Category	Other Themes	Other Themes
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

Scheme Name	Tata Resources & Energy Fund-Regular Plan-Growth	DSP Natural Resources And New Energy Fund - Regular - Growth
1 Month	-4.09%	-1.2%
6 Month	1.54%	8.75%
1 Year	0.51%	4.93%
3 Year	14.57%	18.1%
5 Year	18.48%	21.65%

Scheme Name	Tata Resources & Energy Fund-Regular Plan-Growth	DSP Natural Resources And New Energy Fund - Regular - Growth
6 Month	-1.97%	4.21%
1 Year	6.84%	20.87%
3 Year	12.06%	15.98%
5 Year	13.32%	16.93%

Scheme Name	Tata Resources & Energy Fund-Regular Plan-Growth	DSP Natural Resources And New Energy Fund - Regular - Growth
1 Year	13.84%	9.76%
3 Year	18.15%	17.58%
5 Year	18.5%	13.73%

Scheme Name	Tata Resources & Energy Fund-Regular Plan-Growth	DSP Natural Resources And New Energy Fund - Regular - Growth
Standard Deviation	16.31%	17.22%
Sharp	0.8%	1.05%
Beta	0.85%	0.93%
Alpha	1.5%	6.19%

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

Scheme Name	Tata Resources & Energy Fund-Regular Plan-Growth	DSP Natural Resources And New Energy Fund - Regular - Growth
Others	1.72	15
Large Cap	53.78	60.17
Small Cap	31.73	8.14
Mid Cap	12.77	16.69

Scheme Name	Tata Resources & Energy Fund-Regular Plan-Growth	DSP Natural Resources And New Energy Fund - Regular - Growth
Others	1.72	15
Petroleum Products	12.38	16.29
Gas	2.33	10.88
Ferrous Metals	11.58	18.25
Non - Ferrous Metals	1.34	14.25
Cement & Cement Products	17.66	-
Chemicals & Petrochemicals	9.18	-
Electrical Equipment	0.48	-
Fertilizers & Agrochemicals	6.85	-
Diversified Metals	4.61	-
Oil	2.18	12.86
Power	16.46	-
Agricultural Food & other Products	1.74	-
Minerals & Mining	3.32	3.8
Consumable Fuels	1.89	4.54
Industrial Products	2.25	4.13
Industrial Manufacturing	1.05	-
Textiles & Apparels	1.72	-
Paper, Forest & Jute Products	1.26	-