Tata Resources & Energy Fund Regular-Growth
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Equity, Thematic-Energy, Principal at very high risk
1 Year Return 7.54% at 23 Dec 2025 09:49 AM
Fund Details
NAV 45.2873
Sub-Type Thematic-Energy
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 9.99
Fund Size(in Crores) 1198.08
Fund Performance
1 Month 0.41%
3 Month -1.74%
6 Month 3.51%
1 Year 7.54%
3 Year 16.65%
5 Year 19.54%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.13%) Market Cap Large Cap 59.93 Mid Cap 9.97 Small Cap 29.22 Top Sectors Financial 88.02 Services 8.25 Insurance 2.86 Top Holding Karur Vysya Bank 0.5 State Bank of India 7.56 National Securities Depository 1.47 Repco Home Finance 2.4 Canara HSBC Life Insurance Company 1.06 Aditya Birla AMC 0.23 Muthoot Finance 1.35 Aavas Financiers 0.81 Bajaj Finserv 4.28 Bajaj Finance 2.06 MCX 2.36 Kotak Mahindra Bank 7.43 PB Fintech 1.81 Utkarsh Small Finance Bank 0.95 Angel One 0.55 The South Indian Bank 2.42 HDFC Bank 16.62 India Shelter Finance Corporation 0.91 CAMS 0.84 Shriram Finance 2.64 One97 Communications 1.47 Tata Capital 0.7 Aadhar Housing Fin 2.7 Power Fin. Corp. 0.69 Aditya Birla Capital 1.48 The Federal Bank 0.8 Axis Bank 1.82 Edelweiss Financial Services 0 Bank Nifty 0.93 Five-Star Business Finance 2.38 City Union Bank 2.52 ICICI Bank 14.67 Go Digit General Insurance 0.59 CSB Bank 0.66 Care Ratings 1.77 Ujjivan Small Finance Bank 1.4 Motilal Oswal Financial Services 0.73 Max Financial Services 2.33 Bajaj Holdings & Invest. 0.87 SBI Life Insurance Company 1.21 RBL Bank 1.14
Debt & Others (0.8700000000000001%) Sector Allocation Treasury Bills 2.26 CBLO 3.48 Net Payables -4.87 Debt Credit Ratings Debt Category Reserve Bank of India 2.26 Others -1.39
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life ESG Integration Strategy Fund Regular-Growth Ret 1M 1.08% Ret 1Y 4.77% Ret 3Y 15.82% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ESG Integration Strategy Fund Regular-IDCW Ret 1M 1.08% Ret 1Y 4.77% Ret 3Y 15.82% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ESG Integration Strategy Fund Regular-IDCW Reinvestment Ret 1M 1.08% Ret 1Y 4.77% Ret 3Y 15.82% Ret 5Y 0%
Equity, Flexi Cap funds Axis ESG Integration Strategy Fund Regular-Growth Ret 1M 0.82% Ret 1Y 3.6% Ret 3Y 14.32% Ret 5Y 11.09%
Equity, Flexi Cap funds Axis ESG Integration Strategy Fund Regular-IDCW Payout Ret 1M 0.82% Ret 1Y 3.6% Ret 3Y 14.32% Ret 5Y 11.09%
Equity, Flexi Cap funds Axis ESG Integration Strategy Fund Regular-IDCW Reinvestment Ret 1M 0.82% Ret 1Y 3.6% Ret 3Y 14.32% Ret 5Y 11.09%
Equity, Flexi Cap funds ICICI Prudential ESG Exclusionary Strategy Fund - Growth Ret 1M 0.04% Ret 1Y 6.57% Ret 3Y 19.78% Ret 5Y 15.81%
Equity, Flexi Cap funds ICICI Prudential ESG Exclusionary Strategy Fund-IDCW Ret 1M 0.04% Ret 1Y 6.57% Ret 3Y 19.78% Ret 5Y 15.81%
Equity, Flexi Cap funds ICICI Prudential ESG Exclusionary Strategy Fund-IDCW Payout Ret 1M 0.04% Ret 1Y 6.57% Ret 3Y 19.78% Ret 5Y 15.81%
Equity, Flexi Cap funds Invesco India ESG Integration Strategy Fund Regular - Growth Ret 1M 0.17% Ret 1Y -1.88% Ret 3Y 13.98% Ret 5Y 0%
Equity, Flexi Cap funds Invesco India ESG Integration Strategy Fund Regular-IDCW Payout Ret 1M 0.17% Ret 1Y -1.88% Ret 3Y 13.98% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.13%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Satish Chandra Mishra
Education Mr. Mishra has done B.tech & PGDM
Experience Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd. and PINC Research.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 2
Date of Incorporation 2015-12-28
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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