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)	₹1198 Cr	₹1467 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	-2.8%	-1.15%
6 Month	1.68%	8.74%
1 Year	1.7%	6.28%
3 Year	15.02%	18.99%
5 Year	18.75%	21.86%

Scheme Name	Tata Resources & Energy Fund-Regular Plan-Growth	DSP Natural Resources And New Energy Fund - Regular - Growth
6 Month	-1.22%	3%
1 Year	9.62%	19.07%
3 Year	12.95%	15.47%
5 Year	13.71%	16.61%

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	15.30%	15.05%
Sharp	0.61%	0.79%
Beta	0.86%	0.91%
Alpha	1.13%	3.76%

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	6.73	14.98
Large Cap	49.06	51.18
Small Cap	26.04	6.79
Mid Cap	18.17	27.06

Scheme Name	Tata Resources & Energy Fund-Regular Plan-Growth	DSP Natural Resources And New Energy Fund - Regular - Growth
Others	1.75	14.98
Energy	16.45	36.46
Utilities	18.79	8.12
Basic Materials	56.66	40.44
Technology	0.48	-
Consumer Defensive	1.74	-
Industrials	2.41	-
Consumer Cyclical	1.72	-