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

Link copied to clipboard!

Tata Resources & Energy Fund-Regular Plan-Growth

Invest Now

DSP Natural Resources And New Energy Fund - Regular - Growth

Invest Now

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)	₹1194 Cr	₹1391 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	1.83%	2.47%
6 Month	9.47%	15.02%
1 Year	6.85%	7.63%
3 Year	17.39%	21.72%
5 Year	22.95%	27.44%

Scheme Name	Tata Resources & Energy Fund-Regular Plan-Growth	DSP Natural Resources And New Energy Fund - Regular - Growth
6 Month	3.76%	4.7%
1 Year	17.79%	18.03%
3 Year	16.43%	15.98%
5 Year	16.1%	17.28%

Scheme Name	Tata Resources & Energy Fund-Regular Plan-Growth	DSP Natural Resources And New Energy Fund - Regular - Growth
1 Year	14.73%	10.06%
3 Year	18.34%	17.15%
5 Year	18.28%	13.45%

Scheme Name	Tata Resources & Energy Fund-Regular Plan-Growth	DSP Natural Resources And New Energy Fund - Regular - Growth
Standard Deviation	16.31%	15.40%
Sharp	0.82%	0.99%
Beta	0.86%	-
Alpha	1.91%	-

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	5.06	13.58
Large Cap	54.22	51.7
Small Cap	28.08	6.96
Mid Cap	12.64	27.76

Scheme Name	Tata Resources & Energy Fund-Regular Plan-Growth	DSP Natural Resources And New Energy Fund - Regular - Growth
Others	5.06	13.58
Petroleum Products	12.02	-
Gas	2.44	-
Ferrous Metals	10.86	-
Non - Ferrous Metals	1.24	-
Cement & Cement Products	17.29	-
Chemicals & Petrochemicals	8.08	-
Electrical Equipment	0.48	-
Fertilizers & Agrochemicals	7.29	-
Diversified Metals	3.9	-
Oil	2.11	-
Power	16.25	-
Agricultural Food & other Products	1.77	-
Minerals & Mining	3.46	-
Consumable Fuels	1.96	-
Industrial Products	2.1	-
Industrial Manufacturing	1.12	-
Textiles & Apparels	1.23	-
Paper, Forest & Jute Products	1.34	-
Energy	-	39.39
Basic Materials	-	38.54
Utilities	-	8.49