Tata Resources & Energy Fund (IDCW)

Tata Resources & Energy Fund (IDCW)

Very HighEquitySectoral
Not Rated
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Scheme Details

-%

Expense Ratio

₹520 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
42.02%
20.17%
22.81%
18.18%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Tata Resources & Energy Fund (IDCW)
42.02%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
93.69%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
90.71%

Holdings

Holdings
Sector Wise
Reliance Industr
6.96%
Tata Steel
6.91%
Hindalco Inds.
5.88%
Jindal Steel
4.86%
UltraTech Cem.
4.76%

Fund Manager

S
Sailesh Jain
S
Satish Chandra Mishra
S
Satish Chandra Mishra
R
RahulSingh