Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Tata Resources & Energy Fund Regular-Growth
Equity, Thematic-Energy, Principal at very high risk
1 Year Return 22.69%
Fund Details
NAV 47.3875
Sub-Type Thematic-Energy
Rating Not Rated
Min. SIP Amount 100.0
Fund Age(Year) 10.15
Fund Size 1208.98
Fund Performance
1 Month 3.19%
3 Month 3.29%
6 Month 5.11%
1 Year 22.69%
3 Year 19.19%
5 Year 16.69%
Comparison with same funds
Equity, Flexi Cap funds Baroda BNP Paribas Energy Opportunities Fund Regular-Growth Ret 1M 5.88% Ret 1Y 18.71% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Energy Opportunities Fund Regular-IDCW Payout Ret 1M 5.88% Ret 1Y 18.71% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Energy Opportunities Fund Regular-IDCW Reinvestment Ret 1M 5.88% Ret 1Y 18.71% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds DSP Natural Resources and New Energy Fund Regular Plan-Growth Ret 1M 4.6% Ret 1Y 34.35% Ret 3Y 22.83% Ret 5Y 21.37%
Equity, Flexi Cap funds DSP Natural Resources and New Energy Fund Regular Plan-IDCW Ret 1M 4.6% Ret 1Y 34.35% Ret 3Y 22.83% Ret 5Y 21.37%
Equity, Flexi Cap funds DSP Natural Resources and New Energy Fund Regular Plan-IDCW Reinvestment Ret 1M 4.6% Ret 1Y 34.35% Ret 3Y 22.83% Ret 5Y 21.37%
Equity, Flexi Cap funds ICICI Prudential Energy Opportunities Fund Regular-Growth Ret 1M 5.54% Ret 1Y 25.0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds ICICI Prudential Energy Opportunities Fund Regular-IDCW Ret 1M 5.54% Ret 1Y 25.0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds ICICI Prudential Energy Opportunities Fund Regular-IDCW Payout Ret 1M 5.54% Ret 1Y 25.0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Kotak Energy Opportunities Fund Regular - Growth Ret 1M 6.7% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Kotak Energy Opportunities Fund Regular - IDCW Ret 1M 6.7% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.1%
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) 6
Date of Incorporation 2015-12-28
Total AUM 2026-01-31
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.
Know This Fund
As on 19 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.35%) Market Cap Mid Cap 14.63 Small Cap 25.35 Large Cap 58.37 Top Sectors Energy 31.12 Metals & Mining 27 Materials 19.31 Chemicals 15.91 Consumer Staples 2.15 Textiles 1.42 Services 1.09 Capital Goods 0.35 Top Holding Ratnamani Metals & Tubes 0.73 Chambal Fertilisers and Chemicals 0.76 West Coast 1.52 Hindalco Industries 1.55 UPL 2.91 Adani Energy Solutions 2.09 Adani Power 2.49 JSW Steel 3.01 Coal India 2.19 Jindal Steel 3.37 SRF 0.96 Jindal Stainless 1.19 Ultratech Cement 7.35 Tata Power Company 1.8 Ambuja Cements 4.64 Mahanagar Gas 1.96 Power Grid Corporation Of India 1.27 Hindustan Petroleum Corporation 2.3 Vedanta 7.61 Ellenbarrie Industrial Gases 1.27 NTPC 4.12 APL Apollo Tubes 1.25 Sumitomo Chemical India 1.36 Navin Fluorine International 3.02 Grasim Industries 1.63 RHI Magnesita 0.35 ONGC 2.34 DEE Development Engineers 1.09 NMDC 1.68 MOIL 1.82 Ganesha Ecosphere 1.42 Paradeep Phosphates 1.03 Coromandel International 0.93 Bharat Petroleum Corporation 3.17 CESC 1.49 CCL Products 0.63 NHPC 2.26 Indian Oil Corporation 1.49 The Ramco Cements 2.35 Reliance Industries 3.46 Shree Cement 1.15 Aarti Industries 2.15 Fujiyama Power Systems 0.88 Castrol India 1.52 Tata Steel 4.79
Debt & Others (1.65%) Sector Allocation Repo 0.34 Cash/Net Current Assets 1.31 Debt Credit Ratings Debt Category Others 1.65
Take Your Next Step
