Tata Resources & Energy Fund-Regular Plan-Growth

Tata Resources & Energy Fund-Regular Plan-Growth is a scheme launched by TATA Mutual Fund on December 28, 2015, and falls under the Energy fund category. It currently manages an AUM of Rs 1,155.98 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 2.16% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India.

• Performance:

  Tata Resources & Energy Fund-Regular Plan-Growth trailing returns over different times are 0.33% (1 year), 16.94% (3 year) and 22.21% (5 year). The average annual return of this fund stands at 8.99%.