What is the risk comparison between Tata Resources & Energy Fund-Regular Plan-Growth and DSP Natural Resources And New Energy Fund - Regular - Growth?

Tata Resources & Energy Fund-Regular Plan-Growth is equally volatile than DSP Natural Resources And New Energy Fund - Regular - Growth. Choose a fund based on your risk tolerance and goals.

Tata Resources & Energy Fund-Regular Plan-Growth vs DSP Natural Resources And New Energy Fund - Regular - Growth: Which has better AUM growth?

Tata Resources & Energy Fund-Regular Plan-Growth has Rs 1222.10 crore in AUM and DSP Natural Resources And New Energy Fund - Regular - Growth has Rs 1572.72 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, Tata Resources & Energy Fund-Regular Plan-Growth or DSP Natural Resources And New Energy Fund - Regular - Growth?

Tata Resources & Energy Fund-Regular Plan-Growth has an expense ratio of 2.16% and DSP Natural Resources And New Energy Fund - Regular - Growth has 2.11%. DSP Natural Resources And New Energy Fund - Regular - Growth has a lower ratio, which means it can give better net returns.

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

Compare Up to 4 FundsFree Analysis

Tata Resources & Energy Fund-Regular Plan-Growth

Other Themesvery high Risk

DSP Natural Resources And New Energy Fund - Regular - Growth

Other Themesvery high Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

17.65 %

Expense Ratio

2.16 %

The trade-off:

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Returns (5Y)

22.56 %

Expense Ratio

2.11 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

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METRICS

Tata Resources & Energy Fund-Regular Plan-Growth

DSP Natural Resources And New Energy Fund - Regular - Growth

Basic Overview

Current NAV

₹ 47.16

₹ 105.29

Benchmark

NIFTY Commodities TRI

MSCI World Energy 10/40 Net TRI,BSE Metal TRI,BSE Oil & Gas TRI

Fund Size (AUM)

₹1222 Cr

₹1573 Cr

Expense Ratio

2.16%

2.11%

Launch Date

28 Dec 2015

25 Apr 2008

SIP Returns

1 Year Return

11.52%

29.01%

3 Year Return

13.03%

18.46%

5 Year Return

13.92%

18.44%

Since Inception

18.48%

13.89%

Trailing Returns

1 Month Return

-1.56%

1.75%

3 Month Return

2.84%

19.28%

1 Year Return

15.84%

25.36%

3 Year Return

18.60%

21.66%

5 Year Return

17.65%

22.56%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

0.65

4.36

Beta

0.87

0.92

Sharpe Ratio

0.73

0.94

Standard Deviation

16.31

17.22

Investment & Taxes

Min SIP Amount

₹ 100

Min Lumpsum

₹ 5,000

₹ 100

Exit 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

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Tata Resources & Energy Fund-Regular Plan-Growth3 /100

Outstanding protection during market downturns.

DSP Natural Resources And New Energy Fund - Regular - Growth3 /100

More vulnerable during market declines.

Tata Resources & Energy Fund-Regular Plan-Growth3 /100

Outstanding protection during market downturns.

DSP Natural Resources And New Energy Fund - Regular - Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Tata Resources & Energy Fund-Regular Plan-Growth0.0%

DSP Natural Resources And New Energy Fund - Regular - Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Tata Resources & Energy Fund-Regular Plan-Growthslow

DSP Natural Resources And New Energy Fund - Regular - Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

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₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

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Note: SIP value calculations are based on historical NAV data of funds.

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Tata Resources & Energy Fund-Regular Plan-Growth had a 5-year average annual growth rate of 17.65%, while DSP Natural Resources And New Energy Fund - Regular - Growth's was 22.56%. DSP Natural Resources And New Energy Fund - Regular - Growth is better for long-term growth.