Tata Resources And Energy Fund Regular Plan Idcw Reinvestment

Equity Profit from business cycles

 Sectoral Fund - Energy & Power
Category Rank
Rating
It has a relatively higher expense ratio
It holds a large number of poor quality high risk stocks
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Time to Invest
NAV

								29.8296

							(29/09/2023)

	                                    L
	                                      52Wk
	                                    H
	                                  
	                                24.44
	                                
	                                30.84

to know what your Friends are Investing !

Tata Resources And Energy Fund Regular Plan Idcw Reinvestment

Item: Tata Resources And Energy Fund Regular Plan Idcw Reinvestment
Rating: 1
Author: RankMF

Equity

Sectoral Fund - Energy & Power

Profit from business cycles

Rank

Fund

Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes

NAV

29.8296
(29/09/2023)

Time to Invest

Rating

It has a relatively higher expense ratio
It holds a large number of poor quality high risk stocks

	L 52Wk H
24.44		30.84

Connect to Facebook

Investment Objective

Investment objective of the scheme is to provide long term capital appreciation by investing predominantly in equity/equity related instruments of the companies in the Resources& Energy sectors in India.However there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. .

Category
Equity - Sectoral Fund - Energy & Power
Benchmark
NIFTY COMMODITIES - TRI
Returns
Absolute
1M
2.52%
3M
7.31%
6M
19.12%
 Annualised
1Y
21.32%
3Y
25.78%
5Y
18.29%

Historical NAV

NAV for scheme TATA Resources & Energy Fund Regular Plan - Reinvestment of Income Distribution cum capital withdrawal option is

Growth of 10,000

An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

AUM

289.08 Cr

Tata Resources And Energy Fund Regular Plan Idcw Reinvestment AUM is 75% lower than other schemes in the category

Load

Entry Load - NIL

Exit Load - 0.25% on or before 30D

Lock In Period - NIL

Expense Ratio

2.4%

Turnover Ratio

58.85%

Related Funds

Nippon india
Power and
Infra fund-...

It has a relatively higher expense ratio
It holds a large number of poor quality high risk stocks
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes.

Equity

Energy & Power Companies

Profit from business cycles

Invest Now

Dsp natural
Resources and
New energy...

The overall quality of stocks in the fund portfolio is poor.
It has a relatively higher expense ratio
The Size of fund is relatively small which implies lower focus and higher expenses.

Equity

Energy & Power Companies

Profit from business cycles

Invest Now

Tata resources
And energy
Fund regular...

It has a relatively higher expense ratio
It holds a large number of poor quality high risk stocks
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes.

Equity

Energy & Power Companies

Profit from business cycles

Invest Now

Top Ranked Funds

Dsp quant
Fund -
Reg -...

It holds a relatively good and strong portfolio of stocks
It’s ability to generate return by taking relatively lower risk is much better than other funds in the category
The relatively volatility and risk of the fund is lower than other funds in the category
The fund does not hold too many high risk stocks which results in relatively higher strength of the fund

Fund sahi hai

Equity

Mix of Thematic stocks

Create Wealth

Invest Now

Edelweiss nifty
100 quality
30 index...

It holds a relatively good and strong portfolio of stocks
It’s ability to generate return by taking relatively lower risk is much better than other funds in the category
The relatively volatility and risk of the fund is lower than other funds in the category
It has the one of the lowest expense ratio’s in the category
The fund does not hold too many high risk stocks which results in relatively higher strength of the fund

Fund sahi hai

Equity

Index Funds - Other

Get Index returns at low cost

Invest Now

Nj elss
Tax saver
Scheme regular...

It holds a relatively good and strong portfolio of stocks
It’s ability to generate return by taking relatively lower risk is much better than other funds in the category
The fund does not hold too many high risk stocks which results in relatively higher strength of the fund

Fund sahi hai

Equity

ELSS - Equity Linked Savings Scheme

Save Tax and Create Wealth

Invest Now

Icici prudential
Fmcg fund
- growth...

It holds a relatively good and strong portfolio of stocks
It’s ability to generate return by taking relatively lower risk is much better than other funds in the category
The relatively volatility and risk of the fund is lower than other funds in the category

Fund sahi hai

Equity

FMCG Companies

Create Wealth

Invest Now

Sbi focused
Equity fund
Regular growth...

It’s ability to generate return by taking relatively lower risk is much better than other funds in the category
The relatively volatility and risk of the fund is lower than other funds in the category

Fund sahi hai

Equity

Focused mix of Companies

Create Wealth

Invest Now

Hdfc index
Fund -
Nifty 50...

It’s ability to generate return by taking relatively lower risk is much better than other funds in the category
The relatively volatility and risk of the fund is lower than other funds in the category
It has the one of the lowest expense ratio’s in the category

Fund sahi hai

Equity

Index Funds of Nifty - Top 50 Indian Companies

Get Index returns at low cost

Invest Now

Top Tata Mutual Funds

Tata equity
Savings fund
Regular plan...

Its expense ratio is lower than most other funds in the category
It's ability to generate return by taking relatively lower risk is much better than other funds in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Tata ethical
Fund regular
Plan growth...

It’s ability to generate return by taking relatively lower risk is much better than other funds in the category
It has relatively higher risk than 5 Star funds since it holds a few high risk stocks in its portfolio

Fund sahi hai

Equity

Mix of Thematic stocks

Create Wealth

Invest Now

Tata large
Cap fund
Regular growth...

It’s ability to generate return by taking relatively lower risk is much better than other funds in the category
It has relatively higher risk than 5 Star funds since it holds a few high risk stocks in its portfolio

Fund sahi hai

Equity

Large Companies

Create Wealth

Invest Now

Tata liquid
Fund regular
Plan growth...

The fund has relatively higher yeild(expected return) as compared to other funds in the category
The fund has low sensitivity to interest rate fluctuations as compared to others funds in the category

Fund sahi hai

Debt

Very Short Term Liquid Debt assets

Earn interest on cash balances

Invest Now

Tata retirement
Savings fund
- conservative...

Fund sahi hai

Other

Large, Medium and Small Companies

Create Wealth

Invest Now

Tata floating
Rate fund-regular
Plan-growth ...

The fund has outstanding portfolio and very low credit default risk
The fund has relatively higher yeild(expected return) as compared to other funds in the category
The fund has low sensitivity to interest rate fluctuations as compared to others funds in the category

Fund sahi hai

Debt

Floating Rate Debt assets

Generate Income

Invest Now

Mutual Funds

360 ONE Mutual Fund

Aditya Birla Sun Life Mutual Fund

Axis Mutual Fund

Bajaj Finserv Mutual Fund

Bandhan Mutual Fund

Bank of India Mutual Fund

Baroda BNP Paribas Mutual Fund

Canara Robeco Mutual Fund

DSP Mutual Fund

Edelweiss Mutual Fund

Franklin Templeton Mutual Fund

Groww Mutual Fund

HDFC Mutual Fund

HSBC Mutual Fund

ICICI Prudential Mutual Fund

Invesco Mutual Fund

ITI Mutual Fund

JM Financial Mutual Fund

Kotak Mahindra Mutual Fund

LIC Mutual Fund

Mahindra Manulife Mutual Fund

Mirae Asset Mutual Fund

Motilal Oswal Mutual Fund

Navi Mutual Fund

Nippon India Mutual Fund

NJ Mutual Fund

PGIM India Mutual Fund

WhiteOak Capital Mutual Fund

Invest Now

TATA RESOURCES AND ENERGY FUND REGULAR PLAN IDCW REINVESTMENT

Rating

NAV

29.8296 (29/09/2023)

22.26%

Average Return (XIRR p.a.)

Get upto 1.29% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date. Invested amount gets allocated to TATA LIQUID FUND REGULAR PLAN GROWTH or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

20.97%

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

The above return is the average return for a 5 year period if you had begun SIP or SmartSIP+ anytime on or after 1st Jan 2005. Results as on 30th September 2023. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. There is no guarantee on performance. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Invest Now

Choose a SmartSIP Plan for Tata Resources And Energy Fund Regular Plan Idcw Reinvestment

22.26%

Average Return (XIRR p.a.)

Get upto 1.15% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount of your SIP in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SmartSIP+ works.

We recommend

21.11%

Average Return (XIRR p.a.)

Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date similar to normal SIP. Invested amount gets allocated to TATA LIQUID FUND REGULAR PLAN GROWTH or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP = Rs. 6,00,000

Compare Corpus

What is SmartSIP?

Compare SmartSIP plans v/s normal SIP?

Frenquently Asked Questions?

Invest Now

Choose a SIP Plan for Tata Resources And Energy Fund Regular Plan Idcw Reinvestment

22.19%

Average Return (XIRR p.a.)

Get upto 1.22%
Invest and Buy more units than normal SIP when markets are down
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SIP+ works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

20.97%

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

Account Opening is FREE,
paperless & takes less than 5 minutes!

Sign up today

don't have a samco account? sign up now.

Name*

Email*

Mobile*

Already A SAMCO Customer?

Use your registered email ID or SAMCO Client ID for login

Registered email ID or SAMCO client ID

Application or SAMCO STAR Password

Forgot password ?

Tata Resources And Energy Fund Regular Plan Idcw Reinvestment

Overview

Nav

MosDex

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top Tata Mutual Funds

Mutual Funds

Tata Resources And Energy Fund Regular Plan Idcw Reinvestment

Overview

Nav

MosDex

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top Tata Mutual Funds

Mutual Funds

Timer STP

Invest Now

Order Details

Order Details

Processing your order info...

Please wait...

Order Processing

Please wait while you're being redirected to your bank page...

Invest Now

Invest Now

Invest Now

Bank Detail

Order Details

Processing your order info...

Please wait...

Order Processing

Please wait while you're being redirected to your bank page...

Mandate Form

Input your UPI ID

Enter the amount for Mandate/Auto Debit Facility

Enter the amount for Mandate/Auto Debit Facility

Enter the amount for Mandate/Auto Debit Facility

Enter the amount for Mandate/Auto Debit Facility

Upload mandate

Upload mandate

Upload mandate

Upload mandate

Pick a mandate type

Pick a mandate type

Processing your info

Processing your info

Pick a mandate type

Account Opening is FREE, paperless & takes less than 5 minutes!

Sign up today

Already A SAMCO Customer?

Buy Scheme

Transaction Mode

Are you sure you want to select transaction mode as ?

Activate Trading and Investment account

App Update Required!

Enhanced the application for better user experience

Account Opening is FREE,
paperless & takes less than 5 minutes!