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Tata Mutual Fund · Equity: Thematic-Energy
Tata Resources & Energy Fund-Regular Plan-Growth
The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India.
EquityBenchmark · NIFTY Commodities TRITER · 2.20%Inception · 28-12-2015
NAV
₹45.94
+0.38% · as of 13-10-2026
Since inception
15.14%
CAGR
Benchmark (inception)
12.04%
CAGR
Fund size
₹1,391 Cr
AUM
Expense ratio
2.20%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +15.14% CAGR vs benchmark +12.04%.
Portfolio
Where the money is invested
Top holdings
ULTRATECH CEMENT LIMITED EQ5.79%
Vedanta Aluminium Metal Ltd.4.45%
ADANI TRANSMISSION LIMITED EQ4.38%
AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/-4.34%
TATA STEEL LIMITED EQ NEW FV RE.1/-4.14%
Adani Power Limited4.11%
OIL AND NATURAL GAS CORPORATION LIMITED EQ NEW F.V RS.5/-3.80%
NTPC LIMITED EQ3.67%
BHARAT PETROLEUM CORPORATION LTD. EQ3.35%
RELIANCE INDUSTRIES LIMITED EQ3.04%
Sector allocation
Metals & Mining22.97%
Oil, Gas & Consumable Fuels19.41%
Power18.69%
Construction Materials15.63%
Capital Goods8.85%
Chemicals8.24%
Textiles2.61%
Forest Materials1.80%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 15.1% p.a.₹10,000
10 years
Projected value
₹28,10,739
Invested: ₹12,00,000
Gained: ₹16,10,739
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
S
Satish Chandra Mishra
Manager since fund inception data not available
ISIN & identifiers
AMFI code
135815
ISIN (Growth)
INF277K012B6
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Energy funds
DSP Natural Resources And New Energy Reg Gr
₹102.37
1Y
+10.1%
3Y
+16.3%
5Y
+12.5%
ICICI Prudential Energy Opportunities Fund Gr
₹11.12
1Y
+9.2%
3Y
+0.0%
5Y
+0.0%
Kotak Energy Opportunities Fund Reg Gr
₹10.24
1Y
+0.4%
3Y
+0.0%
5Y
+0.0%
SBI Energy Opportunities Reg Gr
₹10.48
1Y
-0.1%
3Y
+0.0%
5Y
+0.0%
Baroda BNP Paribas Energy Opportunities Fund Reg Gr
₹11.01
1Y
-2.2%
3Y
+0.0%
5Y
+0.0%
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