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Tata Resources & Energy Fund
Fund Overview
| AUM (Fund size) | ₹1,232 Cr |
| Exit load | 0.25% |
| Lock-in Period | Nil |
| Age | 9 yrs 11 m since Dec 04, 2015 |
| Benchmark | NIFTY Commodities TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 2.12% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Tata Resources & Energy Fund | -1.69% | 1.67% | 5.61% | 16.53% | 19.79% | N.A. |
| DSP Natural Resources and New Energy Fund | 0.29% | 6.96% | 6.37% | 19.44% | 23.22% | 18.62% |
| Baroda BNP Paribas Energy Opportunities Fund | 1.56% | 2.47% | 15.48% | 4.91% | 2.92% | 1.45% |
| ICICI Prudential Energy Opportunities Fund | 2.13% | 4.77% | 8.2% | 1.73% | 1.04% | 0.52% |
| SBI Energy Opportunities Fund | 0.12% | 1.23% | 3.41% | 1.77% | 1.06% | 0.53% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Tata Resources & Energy Fund | 15.13 | 0.61 | 0.77 | 1.22 |
| DSP Natural Resources and New Energy Fund | 15.4 | 0.6 | 1.01 | 1.66 |
| Baroda BNP Paribas Energy Opportunities Fund | N.A. | N.A. | N.A. | N.A. |
| ICICI Prudential Energy Opportunities Fund | N.A. | N.A. | N.A. | N.A. |
| SBI Energy Opportunities Fund | N.A. | N.A. | N.A. | N.A. |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Tata Resources & Energy Fund | 1,232 Cr | 9 yrs 11 m | 2.12% |
| DSP Natural Resources and New Energy Fund | 1,474 Cr | 17 yrs 8 m | 2.06% |
| Baroda BNP Paribas Energy Opportunities Fund | 747 Cr | 10 m | 2.3% |
| ICICI Prudential Energy Opportunities Fund | 10,269 Cr | 1 yrs 4 m | 1.73% |
| SBI Energy Opportunities Fund | 9,722 Cr | 1 yrs 9 m | 1.77% |