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

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tortoise-icon Tata Resources & Energy Fund-Regular Plan-Growth

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tortoise-icon 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) ₹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 4.64% 5.82%
6 Month -4.54% -8.68%
1 Year 5.59% -6.04%
3 Year 14.34% 14.33%
5 Year 26.42% 29.14%

SIP Return Analysis

Scheme Name Tata Resources & Energy Fund-Regular Plan-Growth DSP Natural Resources And New Energy Fund - Regular - Growth
6 Month 2.29% -0.52%
1 Year -4.12% -11.59%
3 Year 14.84% 14.02%
5 Year 16.47% 17.58%

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 0.42% 0.416%
Beta 0.86% -
Alpha 1.04% -

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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 4.21 17.26
Mid Cap 16.08 32.51
Large Cap 51.05 41.28
Small Cap 28.66 8.95

Sector Allocation

Scheme Name

Tata Resources & Energy Fund-Regular Plan-Growth

DSP Natural Resources And New Energy Fund - Regular - Growth

Others 4.21 17.26
Fertilizers & Agrochemicals 9.54 -
Petroleum Products 12.08 -
Gas 2.98 -
Cement & Cement Products 19.66 -
Ferrous Metals 10.6 -
Non - Ferrous Metals 1.27 -
Chemicals & Petrochemicals 5.76 -
Diversified Metals 3.09 -
Oil 2.47 -
Power 16.02 -
Agricultural Food & other Products 1.32 -
Minerals & Mining 3.49 -
Diversified 1.11 -
Consumable Fuels 2.28 -
Industrial Products 1.11 -
Industrial Manufacturing 1.15 -
Textiles & Apparels 1.86 -
Energy - 33.03
Basic Materials - 39.77
Utilities - 9.93

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