Tata Resources & Energy Fund Direct-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.37%
NAV: ₹55.57 as on Fri Jan 02, 2026
Fund NAV

Fund Overview of Tata Resources & Energy Fund Direct-growth

  • ₹1,184.0 Cr
    AUM
  • ₹55.57
    NAV
  • 0.53%
    Expense Ratio
  • Equity
    Fund Category
As on Fri Jan 02, 2026

Returns of Tata Resources & Energy Fund Direct-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.37% NA 0.77%
6 Months 14.79% NA 13.06%
1 Year 2.88% 2.88% -3.99%
2 Years 46.83% 21.17% 21.21%
3 Years 73.38% 20.14% 20.75%
5 Years 197.07% 24.33% 24.32%
7 Years 288.85% 21.41% NA
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As on Fri Jan 02, 2026

Asset Allocation

equities

96.50%

other assets or cash equivalents

3.50%
Large Cap: 57.99%
Mid Cap: 13.43%
Small Cap: 28.58%
Other: 0.00%
Top Holdings
Ultratech Cement Ltd
7.24%
Ultratech Cement Ltd
7.16%
Ultratech Cement Ltd
6.79%
Ultratech Cement Ltd
6.79%
Ultratech Cement Ltd
6.78%
 
Top Sectors
Materials
296.56%
Energy & Utilities
158.38%
Unspecified
18.20%
Industrials
10.06%
Consumer Discretionary
8.15%
Detailed Portfolio Analysis
As on Fri Jan 02, 2026
Invest Now

About Fund

About Tata Resources & Energy Fund Direct-growth

Tata Resources & Energy Fund Direct-growth is one Equity mutual fund offered by Tata Mutual Fund. Launched on 28 Dec 2015, the fund aims Long Term Capital Appreciation. Investment in equity/equity related instruments of the companies in the Resources & Energy sector in India. It manages assets worth ₹1,184.0 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.53%.
The portfolio allocation consists of 96.50% in equities, 3.50% in other assets or cash equivalents. Managed by Satish Chandra Mishra, it has delivered a return of 2.88% in the last year, a total return since inception of 18.76%.

Read more
  • Satish Chandra Mishra

    Fund Manager

  • Mr. Mishra has done B.tech & PGDM

    Manager Education

Key Metrics of Tata Resources & Energy Fund Direct-growth

  • Standard Deviation
    15.43%
  • Sharpe Ratio
    0.75%
  • Alpha
    7.87%
  • Beta
    0.60%

Fund Details

Fund Names Tata Resources & Energy Fund Direct-growth
Inception Date 28 Dec 2015
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 500
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
DSP Natural Resources And New Energy Fund Direct Plan-growth trend ₹1,310 5.45% 7.92% 18.83% 21.94% 23.83%
DSP Natural Resources And New Energy Fund Regular Plan-growth trend ₹1,310 5.34% 7.60% 17.50% 20.60% 22.44%
Tata Resources & Energy Fund Direct-growth trend ₹1,184 3.04% 2.74% 12.37% 18.89% 20.75%
Tata Resources & Energy Fund Regular-growth trend ₹1,184 2.90% 2.32% 10.59% 17.00% 18.81%
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Tata Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Tata Resources & Energy Fund Regular-growth increase ₹1,184 2.90% 2.32% 1.47% 10.59% 17.00%
Tata Resources & Energy Fund Regular-idcw increase ₹1,184 2.90% 2.32% 1.47% 10.59% 17.00%
Tata Resources & Energy Fund Direct-idcw increase ₹1,184 3.04% 2.74% 2.29% 12.37% 18.89%
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
DSP Natural Resources And New Energy Fund Regular Plan-growth trend ₹1,310 ₹100.39 20.60% 22.44% 18.71%
DSP Natural Resources And New Energy Fund Direct Plan-growth trend ₹1,310 ₹112.27 21.94% 23.83% 19.86%
Tata Resources & Energy Fund Regular-growth trend ₹1,184 ₹47.02 17.00% 18.81% 16.51%
Tata Resources & Energy Fund Direct-growth trend ₹1,184 ₹55.57 18.89% 20.75% 18.47%
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Ultratech Cement LtdMaterials7.24%₹85.74 Cr
Ultratech Cement LtdMaterials7.16%₹85.55 Cr
Ultratech Cement LtdMaterials6.79%₹83.63 Cr
Ultratech Cement LtdMaterials6.79%₹83.63 Cr
Ultratech Cement LtdMaterials6.78%₹81.20 Cr
Ambuja Cements LtdMaterials5.05%₹62.19 Cr
Ambuja Cements LtdMaterials5.05%₹62.19 Cr
Ambuja Cements LtdMaterials5.05%₹60.52 Cr
Vedanta LtdMaterials5.05%₹60.49 Cr
Vedanta LtdMaterials4.61%₹56.76 Cr
Vedanta LtdMaterials4.61%₹56.76 Cr
Tata Steel LtdMaterials4.45%₹54.85 Cr
Tata Steel LtdMaterials4.45%₹54.85 Cr
Ambuja Cements LtdMaterials4.51%₹53.34 Cr
Ambuja Cements LtdMaterials4.30%₹51.30 Cr
Tata Steel LtdMaterials4.24%₹50.63 Cr
Tata Steel LtdMaterials4.21%₹50.39 Cr
RepoUnspecified4.18%₹49.51 Cr
Ntpc LtdEnergy & Utilities3.99%₹47.66 Cr
Tata Steel LtdMaterials4.00%₹47.38 Cr
Ntpc LtdEnergy & Utilities3.83%₹47.17 Cr
Ntpc LtdEnergy & Utilities3.83%₹47.17 Cr
Reliance Industries LtdEnergy & Utilities3.93%₹47.03 Cr
Ntpc LtdEnergy & Utilities3.95%₹46.80 Cr
Vedanta LtdMaterials3.90%₹46.58 Cr
Ntpc LtdEnergy & Utilities3.81%₹45.70 Cr
Navin Fluorine International LtdMaterials3.69%₹45.50 Cr
Navin Fluorine International LtdMaterials3.69%₹45.50 Cr
Reliance Industries LtdEnergy & Utilities3.62%₹44.59 Cr
Reliance Industries LtdEnergy & Utilities3.62%₹44.59 Cr
Vedanta LtdMaterials3.59%₹42.57 Cr
Reliance Industries LtdEnergy & Utilities3.52%₹41.71 Cr
Reliance Industries LtdEnergy & Utilities3.43%₹40.92 Cr
Navin Fluorine International LtdMaterials3.41%₹40.38 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities3.19%₹39.25 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities3.19%₹39.25 Cr
Jindal Steel & Power LtdMaterials3.12%₹38.40 Cr
Jindal Steel & Power LtdMaterials3.12%₹38.40 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities3.15%₹37.71 Cr
Jindal Steel & Power LtdMaterials3.14%₹37.60 Cr
RepoUnspecified3.14%₹37.51 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities3.13%₹37.36 Cr
Navin Fluorine International LtdMaterials3.10%₹36.97 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities3.06%₹36.22 Cr
Jsw Steel LtdMaterials2.94%₹36.18 Cr
Jsw Steel LtdMaterials2.94%₹36.18 Cr
Adani Power LtdEnergy & Utilities2.85%₹35.12 Cr
Adani Power LtdEnergy & Utilities2.85%₹35.12 Cr
Jsw Steel LtdMaterials2.91%₹34.81 Cr
Navin Fluorine International LtdMaterials2.87%₹34.35 Cr
Jsw Steel LtdMaterials2.87%₹34.28 Cr
Adani Power LtdEnergy & Utilities2.74%₹32.82 Cr
Adani Power LtdEnergy & Utilities2.69%₹32.18 Cr
Jindal Steel & Power LtdMaterials2.67%₹31.91 Cr
Jsw Steel LtdMaterials2.66%₹31.45 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities2.51%₹30.94 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities2.51%₹30.94 Cr
Mahanagar Gas LtdEnergy & Utilities2.58%₹30.56 Cr
Upl LtdMaterials2.53%₹30.35 Cr
Nhpc LtdEnergy & Utilities2.53%₹30.21 Cr
The Ramco Cements LtdMaterials2.52%₹29.79 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities2.48%₹29.74 Cr
Nhpc LtdEnergy & Utilities2.41%₹29.69 Cr
Nhpc LtdEnergy & Utilities2.41%₹29.69 Cr
Mahanagar Gas LtdEnergy & Utilities2.44%₹29.14 Cr
Nhpc LtdEnergy & Utilities2.46%₹29.14 Cr
Jindal Steel & Power LtdMaterials2.45%₹28.95 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities2.41%₹28.82 Cr
Upl LtdMaterials2.34%₹28.80 Cr
Upl LtdMaterials2.34%₹28.80 Cr
Mahanagar Gas LtdEnergy & Utilities2.33%₹28.73 Cr
Mahanagar Gas LtdEnergy & Utilities2.33%₹28.73 Cr
Upl LtdMaterials2.38%₹28.15 Cr
Adani Transmission LtdEnergy & Utilities2.34%₹28.04 Cr
Adani Transmission LtdEnergy & Utilities2.26%₹27.81 Cr
Adani Transmission LtdEnergy & Utilities2.26%₹27.81 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities2.30%₹27.20 Cr
Mahanagar Gas LtdEnergy & Utilities2.25%₹27.00 Cr
Nhpc LtdEnergy & Utilities2.24%₹26.86 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities2.18%₹26.81 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities2.18%₹26.81 Cr
Aarti Industries LtdMaterials2.23%₹26.76 Cr
Aarti Industries LtdMaterials2.16%₹26.60 Cr
Aarti Industries LtdMaterials2.16%₹26.60 Cr
The Ramco Cements LtdMaterials2.15%₹26.43 Cr
The Ramco Cements LtdMaterials2.15%₹26.43 Cr
The Ramco Cements LtdMaterials2.19%₹26.26 Cr
Aarti Industries LtdMaterials2.20%₹26.24 Cr
Upl LtdMaterials2.20%₹26.23 Cr
Adani Power LtdEnergy & Utilities2.21%₹26.17 Cr
Sumitomo Chemical India LtdMaterials2.19%₹25.95 Cr
Grasim Industries LtdMaterials2.09%₹25.74 Cr
Grasim Industries LtdMaterials2.09%₹25.74 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities2.13%₹25.54 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities2.14%₹25.31 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities2.11%₹25.15 Cr
The Ramco Cements LtdMaterials2.09%₹24.94 Cr
RepoUnspecified2.06%₹24.71 Cr
Adani Transmission LtdEnergy & Utilities2.06%₹24.59 Cr
Grasim Industries LtdMaterials2.05%₹24.54 Cr
Grasim Industries LtdMaterials2.06%₹24.45 Cr
Tata Power Company LtdEnergy & Utilities1.96%₹24.09 Cr
Tata Power Company LtdEnergy & Utilities1.96%₹24.09 Cr
Cash/net Current AssetsUnspecified2.02%₹23.81 Cr
Tata Power Company LtdEnergy & Utilities2.00%₹23.67 Cr
Coal India LtdMaterials1.96%₹23.40 Cr
Coal India LtdMaterials1.89%₹23.32 Cr
Coal India LtdMaterials1.89%₹23.32 Cr
Cash/net Current AssetsUnspecified1.92%₹23.29 Cr
Tata Power Company LtdEnergy & Utilities1.94%₹23.21 Cr
Tata Power Company LtdEnergy & Utilities1.94%₹23.12 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.91%₹22.93 Cr
Adani Transmission LtdEnergy & Utilities1.93%₹22.79 Cr
Coal India LtdMaterials1.91%₹22.58 Cr
Coal India LtdMaterials1.88%₹22.57 Cr
Ellenbarrie Industrial Gases LtdMaterials1.86%₹22.23 Cr
Moil LtdMaterials1.86%₹22.22 Cr
Moil LtdMaterials1.78%₹21.95 Cr
Moil LtdMaterials1.78%₹21.95 Cr
Castrol India LtdMaterials1.84%₹21.81 Cr
Cesc LtdEnergy & Utilities1.75%₹21.60 Cr
Cesc LtdEnergy & Utilities1.75%₹21.60 Cr
Ccl Products (india) LtdConsumer Staples1.74%₹21.44 Cr
Ccl Products (india) LtdConsumer Staples1.74%₹21.44 Cr
Sumitomo Chemical India LtdMaterials1.79%₹21.33 Cr
Ccl Products (india) LtdConsumer Staples1.80%₹21.27 Cr
Shree Cement LtdMaterials1.79%₹21.22 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.72%₹21.20 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.72%₹21.20 Cr
Ccl Products (india) LtdConsumer Staples1.77%₹21.08 Cr
Aarti Industries LtdMaterials1.77%₹21.00 Cr
Moil LtdMaterials1.74%₹20.57 Cr
Cesc LtdEnergy & Utilities1.71%₹20.46 Cr
Cesc LtdEnergy & Utilities1.72%₹20.34 Cr
Moil LtdMaterials1.70%₹20.31 Cr
Ellenbarrie Industrial Gases LtdMaterials1.65%₹20.31 Cr
Ellenbarrie Industrial Gases LtdMaterials1.65%₹20.31 Cr
Shree Cement LtdMaterials1.69%₹20.15 Cr
Sumitomo Chemical India LtdMaterials1.63%₹20.09 Cr
Sumitomo Chemical India LtdMaterials1.63%₹20.09 Cr
Castrol India LtdMaterials1.67%₹19.96 Cr
West Coast Paper Mills LtdMaterials1.65%₹19.81 Cr
Cash/net Current AssetsUnspecified1.56%₹19.68 Cr
Cash/net Current AssetsUnspecified1.56%₹19.68 Cr
Castrol India LtdMaterials1.58%₹19.50 Cr
Castrol India LtdMaterials1.58%₹19.50 Cr
Shree Cement LtdMaterials1.58%₹19.50 Cr
Shree Cement LtdMaterials1.58%₹19.50 Cr
Cesc LtdEnergy & Utilities1.63%₹19.43 Cr
Paradeep Phosphates LtdMaterials1.64%₹19.39 Cr
Castrol India LtdMaterials1.60%₹19.23 Cr
Grasim Industries LtdMaterials1.60%₹19.18 Cr
Nmdc LtdMaterials1.60%₹19.09 Cr
Nmdc LtdMaterials1.54%₹18.95 Cr
Nmdc LtdMaterials1.54%₹18.95 Cr
Sumitomo Chemical India LtdMaterials1.56%₹18.64 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.57%₹18.55 Cr
Nmdc LtdMaterials1.54%₹18.48 Cr
Indian Oil Corporation LtdEnergy & Utilities1.48%₹18.25 Cr
Indian Oil Corporation LtdEnergy & Utilities1.48%₹18.25 Cr
Indian Oil Corporation LtdEnergy & Utilities1.49%₹17.79 Cr
Nmdc LtdMaterials1.49%₹17.70 Cr
Paradeep Phosphates LtdMaterials1.48%₹17.64 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.47%₹17.46 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.40%₹17.29 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.40%₹17.29 Cr
Cash/net Current AssetsUnspecified1.44%₹17.27 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.41%₹16.82 Cr
Hindalco Industries LtdMaterials1.34%₹16.53 Cr
Hindalco Industries LtdMaterials1.34%₹16.53 Cr
Indian Oil Corporation LtdEnergy & Utilities1.38%₹16.48 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.35%₹16.20 Cr
Indian Oil Corporation LtdEnergy & Utilities1.35%₹16.02 Cr
West Coast Paper Mills LtdMaterials1.34%₹15.99 Cr
Hindalco Industries LtdMaterials1.32%₹15.76 Cr
West Coast Paper Mills LtdMaterials1.26%₹15.50 Cr
West Coast Paper Mills LtdMaterials1.26%₹15.50 Cr
Ellenbarrie Industrial Gases LtdMaterials1.29%₹15.26 Cr
Paradeep Phosphates LtdMaterials1.22%₹14.98 Cr
Paradeep Phosphates LtdMaterials1.22%₹14.98 Cr
Hindalco Industries LtdMaterials1.24%₹14.86 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.23%₹14.72 Cr
Paradeep Phosphates LtdMaterials1.19%₹14.27 Cr
West Coast Paper Mills LtdMaterials1.20%₹14.16 Cr
Dee Development Engineers Ltd.Industrials1.18%₹13.97 Cr
Shree Cement LtdMaterials1.14%₹13.64 Cr
Jindal Stainless LtdMaterials1.13%₹13.54 Cr
Dee Development Engineers Ltd.Industrials1.12%₹13.34 Cr
Hindalco Industries LtdMaterials1.12%₹13.32 Cr
Coromandel International LtdMaterials1.12%₹13.30 Cr
Apl Apollo Tubes LtdIndustrials1.07%₹13.24 Cr
Apl Apollo Tubes LtdIndustrials1.07%₹13.24 Cr
Jindal Stainless LtdMaterials1.07%₹13.24 Cr
Jindal Stainless LtdMaterials1.07%₹13.24 Cr
Jindal Stainless LtdMaterials1.08%₹12.95 Cr
Dee Development Engineers Ltd.Industrials1.05%₹12.90 Cr
Dee Development Engineers Ltd.Industrials1.05%₹12.90 Cr
Dee Development Engineers Ltd.Industrials1.07%₹12.81 Cr
Apl Apollo Tubes LtdIndustrials1.06%₹12.71 Cr
Srf LtdMaterials1.05%₹12.47 Cr
Ellenbarrie Industrial Gases LtdMaterials1.04%₹12.41 Cr
Jindal Stainless LtdMaterials1.03%₹12.19 Cr
Srf LtdMaterials0.98%₹12.02 Cr
Srf LtdMaterials0.98%₹12.02 Cr
Srf LtdMaterials1.00%₹12.00 Cr
Coromandel International LtdMaterials0.98%₹11.77 Cr
Srf LtdMaterials0.97%₹11.58 Cr
Fujiyama Power Systems Ltd.0.94%₹11.20 Cr
Coromandel International LtdMaterials0.93%₹11.11 Cr
Apl Apollo Tubes LtdIndustrials0.92%₹11.04 Cr
Ratnamani Metals & Tubes LtdMaterials0.89%₹10.59 Cr
Chambal Fertilisers & Chemicals LtdMaterials0.89%₹10.58 Cr
Coromandel International LtdMaterials0.85%₹10.50 Cr
Coromandel International LtdMaterials0.85%₹10.50 Cr
Chambal Fertilisers & Chemicals LtdMaterials0.81%₹9.96 Cr
Chambal Fertilisers & Chemicals LtdMaterials0.81%₹9.96 Cr
Ratnamani Metals & Tubes LtdMaterials0.79%₹9.70 Cr
Ratnamani Metals & Tubes LtdMaterials0.79%₹9.70 Cr
Ratnamani Metals & Tubes LtdMaterials0.81%₹9.64 Cr
Ratnamani Metals & Tubes LtdMaterials0.79%₹9.49 Cr
Deepak Nitrite LtdMaterials0.78%₹9.20 Cr
Deepak Nitrite LtdMaterials0.77%₹9.18 Cr
Chambal Fertilisers & Chemicals LtdMaterials0.76%₹9.12 Cr
Deepak Nitrite LtdMaterials0.70%₹8.64 Cr
Deepak Nitrite LtdMaterials0.70%₹8.64 Cr
Ccl Products (india) LtdConsumer Staples0.66%₹7.92 Cr
Vikram Solar Ltd.Energy & Utilities0.48%₹5.90 Cr
Vikram Solar Ltd.Energy & Utilities0.48%₹5.90 Cr
Vikram Solar Ltd.Energy & Utilities0.48%₹5.71 Cr
Apl Apollo Tubes LtdIndustrials0.47%₹5.61 Cr
Rhi Magnesita India LtdMaterials0.42%₹5.01 Cr
Rhi Magnesita India LtdMaterials0.39%₹4.77 Cr
Rhi Magnesita India LtdMaterials0.39%₹4.77 Cr
Rhi Magnesita India LtdMaterials0.37%₹4.41 Cr
Rhi Magnesita India LtdMaterials0.37%₹4.40 Cr
Deepak Nitrite LtdMaterials0.27%₹3.28 Cr
RepoUnspecified0.16%₹1.92 Cr
RepoUnspecified0.16%₹1.92 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
DSP Natural Resources And New Energy Fund Direct Plan-growth increase ₹112.27 21.94% 23.83% -
DSP Natural Resources And New Energy Fund Regular Plan-growth increase ₹100.39 20.60% 22.44% -
Tata Resources & Energy Fund Direct-growth increase ₹55.57 18.89% 20.75% -
Tata Resources & Energy Fund Regular-growth increase ₹47.02 17.00% 18.81% -
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Tata Resources & Energy Fund Direct-growth

What is the current AUM of Tata Resources & Energy Fund Direct-growth?

As of Thu Jul 31, 2025, Tata Resources & Energy Fund Direct-growth manages assets worth ₹1,184.0 crore

How has Tata Resources & Energy Fund Direct-growth performed recently?

  • 3 Months: -0.37%
  • 6 Months: 14.79%

What is the long-term performance of Tata Resources & Energy Fund Direct-growth?

  • 3 Years CAGR: 20.14%
  • 5 Years CAGR: 24.33%
  • Since Inception: 18.76%

What is the portfolio composition of Tata Resources & Energy Fund Direct-growth?

Equity: 96.50%, Others: 3.50%.

Who manages Tata Resources & Energy Fund Direct-growth?

Tata Resources & Energy Fund Direct-growth is managed by Satish Chandra Mishra from Tata Mutual Fund.

What is the market-cap allocation of Tata Resources & Energy Fund Direct-growth?

Large Cap: 57.99%, Mid Cap: 13.43%, Small Cap: 28.58%.

Which are the top companies Tata Resources & Energy Fund Direct-growth has invested in?

  • Ultratech Cement Ltd – 7.24% of the fund's portfolio
  • Ultratech Cement Ltd – 7.16% of the fund's portfolio
  • Ultratech Cement Ltd – 6.79% of the fund's portfolio
  • Ultratech Cement Ltd – 6.79% of the fund's portfolio
  • Ultratech Cement Ltd – 6.78% of the fund's portfolio

Which are the major sectors Tata Resources & Energy Fund Direct-growth focuses on?

  • Materials – 296.56% of the fund's portfolio
  • Energy & Utilities – 158.38% of the fund's portfolio
  • Unspecified – 18.20% of the fund's portfolio
  • Industrials – 10.06% of the fund's portfolio
  • Consumer Discretionary – 8.15% of the fund's portfolio
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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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