- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1184 Cr | ₹1310 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 | 2.16 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Resources & Energy Fund-Regular Plan-Growth | DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| 1 Month | -1.25% | -1.22% |
| 6 Month | 15.65% | 8.65% |
| 1 Year | 0.21% | -5.58% |
| 3 Year | 18.03% | 19.21% |
| 5 Year | 21.97% | 23.66% |
SIP Return Analysis
| Scheme Name | Tata Resources & Energy Fund-Regular Plan-Growth | DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| 6 Month | 2.94% | 1.79% |
| 1 Year | 7.13% | 1.43% |
| 3 Year | 15.47% | 14.1% |
| 5 Year | 16.06% | 16.79% |
Rolling Lumpsum Returns
| Scheme Name | Tata Resources & Energy Fund-Regular Plan-Growth | DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| 1 Year | 15.17% | 10.43% |
| 3 Year | 18.63% | 17% |
| 5 Year | 18.11% | 13.33% |
Risk Management
| Scheme Name | Tata Resources & Energy Fund-Regular Plan-Growth | DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 16.31% | 15.88% |
| Sharp | 0.88% | 0.85% |
| Beta | 0.84% | - |
| Alpha | 3.17% | - |
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 | 7.48 | 17.45 |
| Large Cap | 48.73 | 47.73 |
| Small Cap | 26.46 | 7.07 |
| Mid Cap | 17.32 | 27.74 |
Sector Allocation
| Scheme Name |
Tata Resources & Energy Fund-Regular Plan-Growth |
DSP Natural Resources And New Energy Fund - Regular - Growth |
|---|---|---|
| Others | 6.19 | 17.45 |
| Energy | 16.12 | 39.49 |
| Utilities | 18.32 | 8.11 |
| Basic Materials | 53.35 | 34.94 |
| Consumer Defensive | 1.8 | - |
| Industrials | 2.66 | - |
| Consumer Cyclical | 1.57 | - |
Top Comparisons
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.15%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.78%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns15.71%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns18.32%
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
3Y Returns0%
Kotak Banking and PSU Debt - Growth
3Y Returns7.43%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.37%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.38%
