Tata Resources & Energy Fund (G)

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Sectoral - Thematic NAV 27.3310 -1.09 29 November, 2021
  • 17.16%
  • 4Y 5M

Fund Details

Category Sectoral - Thematic
Fund Type Open Ended
Investment Plan Growth
Launch Date 28 December, 2015
Benchmark NIFTY Commodities
Asset Size(Cr) 140 (As on Sept 30, 2021)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 2.68% (As on Sept 2021)
Fund Manager Sailesh Jain, Satish Chandra Mishra

Investment Returns (As on 29 Nov, 2021)

  • 3 Month -0.25%
  • 6 Month 8.01%
  • 1 Year 48.53%
  • 3 Year 26.75%
  • 5 Year 17.16%
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Tata Resources & Energy Fund (G) 48.53% 26.75% 17.16%

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