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Tata Resources & Energy Fund vs DSP Natural Resources And New Energy Fund compare
Tata Resources & Energy Fund-Regular Plan-Growth
DSP Natural Resources And New Energy Fund - Regular - Growth
Chart Comparison
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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