Tata Resources & Energy Fund (IDCW) RI

Tata Resources & Energy Fund (IDCW) RI

Very HighEquitySectoral
Not Rated
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Scheme Details

-%

Expense Ratio

₹1,042 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
28.49%
13.97%
23.5%
16.41%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Tata Resources & Energy Fund (IDCW) RI
28.49%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

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