Tata Resources & Energy Fund Regular-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 9.85%
Fund NAV

Fund Overview of Tata Resources & Energy Fund Regular-growth

  • ₹1,163.1 Cr
    AUM
  • ₹49.35
    NAV
  • 2.16%
    Expense Ratio
  • Equity
    Fund Category
As on Mon Apr 27, 2026
Calculate your Returns
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
0.00
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Returns of Tata Resources & Energy Fund Regular-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 9.85% NA 0.77%
6 Months 6.78% NA 13.06%
1 Year 15.69% 15.69% -3.99%
2 Years 19.86% 9.48% 21.21%
3 Years 72.67% 19.97% 20.75%
5 Years 108.50% 15.83% 24.32%
7 Years 246.28% 19.42% NA
10 Years 361.64% 16.53% 18.63%
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As on Mon Apr 27, 2026

Asset Allocation

equities

95.75%

other assets or cash equivalents

4.25%
Large Cap: 56.39%
Mid Cap: 18.72%
Small Cap: 24.90%
Other: 0.00%
Top Holdings
Vedanta Ltd
7.67%
Vedanta Ltd
7.61%
Ultratech Cement Ltd
7.35%
Ultratech Cement Ltd
7.02%
Ultratech Cement Ltd
7.65%
 
Top Sectors
Materials
541.59%
Energy & Utilities
281.91%
Unspecified
27.88%
Industrials
20.55%
Consumer Discretionary
14.54%
Detailed Portfolio Analysis
As on Mon Apr 27, 2026
Invest Now

About Fund

About Tata Resources & Energy Fund Regular-growth

Tata Resources & Energy Fund Regular-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 ₹1,163.1 crore as on Tue Mar 31, 2026. The expense ratio stands at 2.16%.
The portfolio allocation consists of 95.75% in equities, 4.25% in other assets or cash equivalents.Managed by Satish Chandra Mishra, it has delivered a return of 15.69% in the last year, a total return since inception of 16.70%.
While exploring financial products individuals also compare best sip based on investment horizon.

Read more
  • Satish Chandra Mishra

    Fund Manager

  • Mr. Mishra has done B.tech & PGDM

    Manager Education

Key Metrics of Tata Resources & Energy Fund Regular-growth

  • Standard Deviation
    16.03%
  • Sharpe Ratio
    0.62%
  • Alpha
    1.67%
  • Beta
    0.67%

Fund Details

Fund Names Tata Resources & Energy Fund Regular-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

Start An Sip Today Watch Your Money Grow Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
DSP Natural Resources And New Energy Fund Direct Plan-growth trend ₹2,044 7.45% 9.01% 31.80% 25.23% 20.84%
DSP Natural Resources And New Energy Fund Direct Plan-idcw trend ₹2,044 7.45% 9.01% 31.80% 25.23% 20.84%
DSP Natural Resources And New Energy Fund Regular Plan-growth trend ₹2,044 7.35% 8.70% 30.29% 23.85% 19.48%
DSP Natural Resources And New Energy Fund Regular Plan-idcw trend ₹2,044 7.35% 8.70% 30.29% 23.85% 19.48%
Tata Resources & Energy Fund Direct-growth trend ₹1,163 13.67% 10.26% 17.51% 21.88% 17.71%
Tata Resources & Energy Fund Direct-idcw trend ₹1,163 13.67% 10.26% 17.51% 21.88% 17.71%
Tata Resources & Energy Fund Regular-growth trend ₹1,163 13.53% 9.85% 15.69% 19.97% 15.83%
Tata Resources & Energy Fund Regular-idcw trend ₹1,163 13.53% 9.85% 15.69% 19.97% 15.83%
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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 Direct-growth increase ₹1,163 13.67% 10.26% 7.61% 17.51% 21.88%
Tata Resources & Energy Fund Regular-idcw increase ₹1,163 13.53% 9.85% 6.78% 15.69% 19.97%
Tata Resources & Energy Fund Direct-idcw increase ₹1,163 13.67% 10.26% 7.61% 17.51% 21.88%
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 Direct Plan-growth trend ₹2,044 ₹124.04 25.23% 20.84% 20.11%
DSP Natural Resources And New Energy Fund Regular Plan-growth trend ₹2,044 ₹110.52 23.85% 19.48% 18.93%
Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow Start Small & Build Your Wealth For A Brighter Tomorrow

Detailed Portfolio

Stocks Sector % of Holding Value
Vedanta LtdMaterials7.67%₹96.98 Cr
Vedanta LtdMaterials7.61%₹92.01 Cr
Ultratech Cement LtdMaterials7.35%₹88.86 Cr
Ultratech Cement LtdMaterials7.02%₹88.74 Cr
Ultratech Cement LtdMaterials7.65%₹88.48 Cr
Vedanta LtdMaterials7.60%₹88.40 Cr
Ultratech Cement LtdMaterials7.16%₹85.55 Cr
Ultratech Cement LtdMaterials6.79%₹83.63 Cr
Ultratech Cement LtdMaterials6.79%₹83.63 Cr
Ultratech Cement LtdMaterials6.75%₹82.49 Cr
Vedanta LtdMaterials6.68%₹81.59 Cr
Ultratech Cement LtdMaterials6.78%₹81.20 Cr
Ultratech Cement LtdMaterials6.47%₹75.22 Cr
Tata Steel LtdMaterials5.04%₹63.70 Cr
Ambuja Cements LtdMaterials5.05%₹62.19 Cr
Ambuja Cements LtdMaterials5.05%₹62.19 Cr
Ambuja Cements LtdMaterials5.01%₹61.20 Cr
Ambuja Cements LtdMaterials5.05%₹60.52 Cr
Vedanta LtdMaterials5.05%₹60.49 Cr
Tata Steel LtdMaterials4.79%₹57.94 Cr
Tata Steel LtdMaterials4.95%₹57.56 Cr
Vedanta LtdMaterials4.61%₹56.76 Cr
Vedanta LtdMaterials4.61%₹56.76 Cr
Ambuja Cements LtdMaterials4.64%₹56.12 Cr
Ambuja Cements LtdMaterials4.36%₹55.04 Cr
Tata Steel LtdMaterials4.45%₹54.85 Cr
Tata Steel LtdMaterials4.45%₹54.85 Cr
Tata Steel LtdMaterials4.42%₹54.02 Cr
Ntpc LtdEnergy & Utilities4.23%₹53.47 Cr
Ntpc LtdEnergy & Utilities4.46%₹51.89 Cr
Ambuja Cements LtdMaterials4.30%₹51.30 Cr
Ambuja Cements LtdMaterials4.38%₹50.69 Cr
Tata Steel LtdMaterials4.24%₹50.63 Cr
Tata Steel LtdMaterials4.21%₹50.39 Cr
Ntpc LtdEnergy & Utilities4.12%₹49.84 Cr
Ntpc LtdEnergy & Utilities3.99%₹47.66 Cr
Ntpc LtdEnergy & Utilities3.83%₹47.17 Cr
Ntpc LtdEnergy & Utilities3.83%₹47.17 Cr
Reliance Industries LtdEnergy & Utilities3.86%₹47.11 Cr
Reliance Industries LtdEnergy & Utilities3.93%₹47.03 Cr
Vedanta LtdMaterials3.90%₹46.58 Cr
Tata Steel LtdMaterials4.01%₹46.34 Cr
Ntpc LtdEnergy & Utilities3.78%₹46.14 Cr
Ntpc LtdEnergy & Utilities3.97%₹45.86 Cr
Ntpc LtdEnergy & Utilities3.81%₹45.70 Cr
Navin Fluorine International LtdMaterials3.69%₹45.50 Cr
Navin Fluorine International LtdMaterials3.69%₹45.50 Cr
Jindal Steel & Power LtdMaterials3.54%₹44.79 Cr
Reliance Industries LtdEnergy & Utilities3.62%₹44.59 Cr
Reliance Industries LtdEnergy & Utilities3.62%₹44.59 Cr
Ambuja Cements LtdMaterials3.79%₹44.14 Cr
Vedanta LtdMaterials3.64%₹42.07 Cr
Reliance Industries LtdEnergy & Utilities3.46%₹41.86 Cr
Reliance Industries LtdEnergy & Utilities3.31%₹41.82 Cr
Reliance Industries LtdEnergy & Utilities3.43%₹40.92 Cr
Jindal Steel & Power LtdMaterials3.37%₹40.75 Cr
Reliance Industries LtdEnergy & Utilities3.52%₹40.72 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities3.20%₹40.47 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities3.30%₹40.32 Cr
Reliance Industries LtdEnergy & Utilities3.47%₹40.32 Cr
Jindal Steel & Power LtdMaterials3.45%₹40.07 Cr
Upl LtdMaterials3.25%₹39.76 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 & Utilities3.17%₹38.27 Cr
Jsw Steel LtdMaterials3.00%₹37.94 Cr
Jindal Steel & Power LtdMaterials3.10%₹37.94 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities3.15%₹37.71 Cr
Jindal Steel & Power LtdMaterials3.14%₹37.60 Cr
RepoUnspecified3.14%₹37.51 Cr
Navin Fluorine International LtdMaterials3.24%₹37.50 Cr
Navin Fluorine International LtdMaterials2.96%₹37.47 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities3.13%₹37.36 Cr
Navin Fluorine International LtdMaterials3.10%₹36.97 Cr
Navin Fluorine International LtdMaterials3.17%₹36.91 Cr
Navin Fluorine International LtdMaterials3.02%₹36.53 Cr
Jsw Steel LtdMaterials3.01%₹36.43 Cr
Jsw Steel LtdMaterials2.94%₹36.18 Cr
Jsw Steel LtdMaterials2.94%₹36.18 Cr
Navin Fluorine International LtdMaterials2.90%₹35.46 Cr
Upl LtdMaterials2.91%₹35.20 Cr
Adani Power LtdEnergy & Utilities2.85%₹35.12 Cr
Adani Power LtdEnergy & Utilities2.85%₹35.12 Cr
Jsw Steel LtdMaterials2.86%₹34.94 Cr
Jsw Steel LtdMaterials2.91%₹34.81 Cr
Navin Fluorine International LtdMaterials2.87%₹34.35 Cr
Jsw Steel LtdMaterials2.87%₹34.28 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities2.93%₹33.90 Cr
Jsw Steel LtdMaterials2.90%₹33.68 Cr
Adani Power LtdEnergy & Utilities2.88%₹33.47 Cr
RepoUnspecified2.86%₹33.01 Cr
Adani Power LtdEnergy & Utilities2.74%₹32.82 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities2.65%₹32.44 Cr
Adani Power LtdEnergy & Utilities2.69%₹32.18 Cr
Jindal Steel & Power LtdMaterials2.67%₹31.91 Cr
Upl LtdMaterials2.52%₹31.87 Cr
Adani Power LtdEnergy & Utilities2.60%₹31.82 Cr
Aarti Industries LtdMaterials2.48%₹31.30 Cr
Adani Power LtdEnergy & Utilities2.47%₹31.17 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities2.51%₹30.94 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities2.51%₹30.94 Cr
Jsw Steel LtdMaterials2.66%₹30.80 Cr
Upl LtdMaterials2.53%₹30.35 Cr
Nhpc LtdEnergy & Utilities2.53%₹30.21 Cr
Adani Power LtdEnergy & Utilities2.49%₹30.12 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities2.57%₹29.89 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities2.48%₹29.74 Cr
Nhpc LtdEnergy & Utilities2.41%₹29.69 Cr
Nhpc LtdEnergy & Utilities2.41%₹29.69 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities2.54%₹29.51 Cr
RepoUnspecified2.54%₹29.48 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities2.32%₹29.37 Cr
Mahanagar Gas LtdEnergy & Utilities2.44%₹29.14 Cr
Adani Transmission LtdEnergy & Utilities2.37%₹28.97 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 LtdMaterials2.48%₹28.63 Cr
The Ramco Cements LtdMaterials2.26%₹28.59 Cr
Adani Transmission LtdEnergy & Utilities2.26%₹28.52 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities2.26%₹28.52 Cr
Upl LtdMaterials2.44%₹28.40 Cr
Jindal Steel & Power LtdMaterials2.45%₹28.37 Cr
The Ramco Cements LtdMaterials2.35%₹28.37 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities2.34%₹28.24 Cr
Mahanagar Gas LtdEnergy & Utilities2.44%₹28.17 Cr
Adani Transmission LtdEnergy & Utilities2.34%₹28.04 Cr
Aarti Industries LtdMaterials2.40%₹27.93 Cr
Adani Transmission LtdEnergy & Utilities2.26%₹27.81 Cr
Adani Transmission LtdEnergy & Utilities2.26%₹27.81 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities2.30%₹27.76 Cr
Nhpc LtdEnergy & Utilities2.27%₹27.73 Cr
Mahanagar Gas LtdEnergy & Utilities2.17%₹27.45 Cr
Nhpc LtdEnergy & Utilities2.26%₹27.37 Cr
Cash/net Current AssetsUnspecified2.34%₹27.17 Cr
Nhpc LtdEnergy & Utilities2.34%₹27.03 Cr
Coal India LtdMaterials2.32%₹27.03 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
The Ramco Cements LtdMaterials2.19%₹26.74 Cr
Adani Power LtdEnergy & Utilities2.31%₹26.73 Cr
Aarti Industries LtdMaterials2.16%₹26.60 Cr
Aarti Industries LtdMaterials2.16%₹26.60 Cr
The Ramco Cements LtdMaterials2.29%₹26.49 Cr
Coal India LtdMaterials2.19%₹26.45 Cr
The Ramco Cements LtdMaterials2.15%₹26.43 Cr
The Ramco Cements LtdMaterials2.15%₹26.43 Cr
Nhpc LtdEnergy & Utilities2.09%₹26.37 Cr
Adani Transmission LtdEnergy & Utilities2.27%₹26.36 Cr
Aarti Industries LtdMaterials2.28%₹26.33 Cr
The Ramco Cements LtdMaterials2.19%₹26.26 Cr
Aarti Industries LtdMaterials2.20%₹26.24 Cr
Upl LtdMaterials2.20%₹26.23 Cr
Aarti Industries LtdMaterials2.14%₹26.17 Cr
Aarti Industries LtdMaterials2.15%₹26.04 Cr
Coal India LtdMaterials2.04%₹25.84 Cr
Nhpc LtdEnergy & Utilities2.22%₹25.80 Cr
Grasim Industries LtdMaterials2.09%₹25.74 Cr
Grasim Industries LtdMaterials2.09%₹25.74 Cr
Mahanagar Gas LtdEnergy & Utilities2.09%₹25.56 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities2.13%₹25.54 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities2.07%₹25.24 Cr
Adani Transmission LtdEnergy & Utilities2.09%₹25.23 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities2.11%₹25.15 Cr
The Ramco Cements LtdMaterials2.09%₹24.94 Cr
RepoUnspecified2.06%₹24.71 Cr
Grasim Industries LtdMaterials2.14%₹24.71 Cr
Adani Transmission LtdEnergy & Utilities2.06%₹24.59 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities2.12%₹24.54 Cr
Grasim Industries LtdMaterials2.05%₹24.54 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities2.11%₹24.43 Cr
Tata Power Company LtdEnergy & Utilities1.96%₹24.09 Cr
Tata Power Company LtdEnergy & Utilities1.96%₹24.09 Cr
Coal India LtdMaterials1.96%₹23.94 Cr
Mahanagar Gas LtdEnergy & Utilities1.96%₹23.69 Cr
Coal India LtdMaterials1.96%₹23.40 Cr
Coal India LtdMaterials1.89%₹23.32 Cr
Coal India LtdMaterials1.89%₹23.32 Cr
The Ramco Cements LtdMaterials2.00%₹23.29 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
RepoUnspecified1.80%₹22.70 Cr
Sumitomo Chemical India LtdMaterials1.96%₹22.65 Cr
Tata Power Company LtdEnergy & Utilities1.85%₹22.59 Cr
Coal India LtdMaterials1.88%₹22.57 Cr
Tata Power Company LtdEnergy & Utilities1.94%₹22.54 Cr
Coal India LtdMaterials1.95%₹22.49 Cr
Tata Power Company LtdEnergy & Utilities1.78%₹22.46 Cr
Tata Power Company LtdEnergy & Utilities1.93%₹22.26 Cr
Ellenbarrie Industrial Gases LtdMaterials1.86%₹22.23 Cr
Moil LtdMaterials1.86%₹22.22 Cr
Moil LtdMaterials1.81%₹22.11 Cr
Moil LtdMaterials1.78%₹21.95 Cr
Moil LtdMaterials1.78%₹21.95 Cr
Moil LtdMaterials1.82%₹21.95 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities1.87%₹21.80 Cr
Tata Power Company LtdEnergy & Utilities1.80%₹21.79 Cr
Ccl Products (india) LtdConsumer Staples1.88%₹21.74 Cr
Cesc LtdEnergy & Utilities1.75%₹21.60 Cr
Cesc LtdEnergy & Utilities1.75%₹21.60 Cr
Adani Transmission LtdEnergy & Utilities1.86%₹21.55 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
Ganesha Ecosphere LtdConsumer Discretionary1.83%₹21.30 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.74%₹21.26 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
Mahanagar Gas LtdEnergy & Utilities1.79%₹20.87 Cr
Nmdc LtdMaterials1.70%₹20.79 Cr
Indian Oil Corporation LtdEnergy & Utilities1.63%₹20.62 Cr
Dee Development Engineers Ltd.Industrials1.63%₹20.60 Cr
Cesc LtdEnergy & Utilities1.71%₹20.46 Cr
Nmdc LtdMaterials1.62%₹20.44 Cr
Moil LtdMaterials1.70%₹20.31 Cr
Ellenbarrie Industrial Gases LtdMaterials1.65%₹20.31 Cr
Ellenbarrie Industrial Gases LtdMaterials1.65%₹20.31 Cr
Nmdc LtdMaterials1.68%₹20.30 Cr
Shree Cement LtdMaterials1.74%₹20.16 Cr
Shree Cement LtdMaterials1.69%₹20.15 Cr
Cesc LtdEnergy & Utilities1.65%₹20.11 Cr
Sumitomo Chemical India LtdMaterials1.63%₹20.09 Cr
Sumitomo Chemical India LtdMaterials1.63%₹20.09 Cr
Cash/net Current AssetsUnspecified1.71%₹20.01 Cr
Castrol India LtdMaterials1.67%₹19.96 Cr
Moil LtdMaterials1.71%₹19.82 Cr
West Coast Paper Mills LtdMaterials1.65%₹19.81 Cr
Grasim Industries LtdMaterials1.62%₹19.80 Cr
Grasim Industries LtdMaterials1.63%₹19.73 Cr
Castrol India LtdMaterials1.71%₹19.72 Cr
Cash/net Current AssetsUnspecified1.56%₹19.68 Cr
Cash/net Current AssetsUnspecified1.56%₹19.68 Cr
Grasim Industries LtdMaterials1.55%₹19.60 Cr
Paradeep Phosphates LtdMaterials1.69%₹19.57 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
West Coast Paper Mills LtdMaterials1.53%₹19.38 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.53%₹19.33 Cr
Castrol India LtdMaterials1.58%₹19.26 Cr
Ellenbarrie Industrial Gases LtdMaterials1.57%₹19.24 Cr
Castrol India LtdMaterials1.60%₹19.23 Cr
Grasim Industries LtdMaterials1.60%₹19.18 Cr
Nmdc LtdMaterials1.60%₹19.09 Cr
Nmdc LtdMaterials1.64%₹19.07 Cr
Cesc LtdEnergy & Utilities1.50%₹18.98 Cr
West Coast Paper Mills LtdMaterials1.55%₹18.96 Cr
Nmdc LtdMaterials1.54%₹18.95 Cr
Nmdc LtdMaterials1.54%₹18.95 Cr
Sumitomo Chemical India LtdMaterials1.54%₹18.84 Cr
Dee Development Engineers Ltd.Industrials1.62%₹18.82 Cr
Hindalco Industries LtdMaterials1.55%₹18.77 Cr
Cash/net Current AssetsUnspecified1.44%₹18.73 Cr
West Coast Paper Mills LtdMaterials1.61%₹18.70 Cr
Castrol India LtdMaterials1.48%₹18.69 Cr
Sumitomo Chemical India LtdMaterials1.56%₹18.64 Cr
Nmdc LtdMaterials1.54%₹18.48 Cr
West Coast Paper Mills LtdMaterials1.52%₹18.44 Cr
Moil LtdMaterials1.46%₹18.42 Cr
Castrol India LtdMaterials1.52%₹18.42 Cr
Indian Oil Corporation LtdEnergy & Utilities1.50%₹18.31 Cr
Cesc LtdEnergy & Utilities1.58%₹18.26 Cr
Indian Oil Corporation LtdEnergy & Utilities1.48%₹18.25 Cr
Indian Oil Corporation LtdEnergy & Utilities1.48%₹18.25 Cr
Hindalco Industries LtdMaterials1.43%₹18.03 Cr
Cesc LtdEnergy & Utilities1.55%₹18.02 Cr
Cesc LtdEnergy & Utilities1.49%₹18.02 Cr
Indian Oil Corporation LtdEnergy & Utilities1.49%₹17.96 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.42%₹17.92 Cr
Grasim Industries LtdMaterials1.54%₹17.90 Cr
Indian Oil Corporation LtdEnergy & Utilities1.49%₹17.79 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.53%₹17.77 Cr
Paradeep Phosphates LtdMaterials1.48%₹17.64 Cr
Castrol India LtdMaterials1.49%₹17.35 Cr
Hindalco Industries LtdMaterials1.41%₹17.29 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
Hindalco Industries LtdMaterials1.48%₹17.25 Cr
Nmdc LtdMaterials1.49%₹17.20 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.42%₹17.13 Cr
West Coast Paper Mills LtdMaterials1.48%₹17.08 Cr
Moil LtdMaterials1.46%₹17.00 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.41%₹16.82 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.44%₹16.62 Cr
Hindalco Industries LtdMaterials1.34%₹16.53 Cr
Hindalco Industries LtdMaterials1.34%₹16.53 Cr
Apl Apollo Tubes LtdIndustrials1.31%₹16.52 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.43%₹16.52 Cr
Indian Oil Corporation LtdEnergy & Utilities1.38%₹16.48 Cr
Sumitomo Chemical India LtdMaterials1.36%₹16.39 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.35%₹16.20 Cr
Sumitomo Chemical India LtdMaterials1.27%₹16.05 Cr
West Coast Paper Mills LtdMaterials1.34%₹15.99 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.30%₹15.88 Cr
Hindalco Industries LtdMaterials1.32%₹15.76 Cr
Cash/net Current AssetsUnspecified1.31%₹15.58 Cr
West Coast Paper Mills LtdMaterials1.26%₹15.50 Cr
West Coast Paper Mills LtdMaterials1.26%₹15.50 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.27%₹15.39 Cr
Ellenbarrie Industrial Gases LtdMaterials1.27%₹15.35 Cr
Oil India LtdEnergy & Utilities1.31%₹15.21 Cr
Apl Apollo Tubes LtdIndustrials1.25%₹15.12 Cr
Indian Oil Corporation LtdEnergy & Utilities1.30%₹15.03 Cr
Paradeep Phosphates LtdMaterials1.22%₹14.98 Cr
Paradeep Phosphates LtdMaterials1.22%₹14.98 Cr
Indian Oil Corporation LtdEnergy & Utilities1.28%₹14.89 Cr
Hindalco Industries LtdMaterials1.24%₹14.86 Cr
Paradeep Phosphates LtdMaterials1.21%₹14.82 Cr
Jindal Stainless LtdMaterials1.21%₹14.74 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.23%₹14.72 Cr
Dee Development Engineers Ltd.Industrials1.20%₹14.67 Cr
Sumitomo Chemical India LtdMaterials1.25%₹14.58 Cr
Jindal Stainless LtdMaterials1.19%₹14.44 Cr
Apl Apollo Tubes LtdIndustrials1.23%₹14.32 Cr
Paradeep Phosphates LtdMaterials1.19%₹14.27 Cr
Apl Apollo Tubes LtdIndustrials1.16%₹14.15 Cr
Shree Cement LtdMaterials1.15%₹13.94 Cr
Hindalco Industries LtdMaterials1.19%₹13.73 Cr
Shree Cement LtdMaterials1.12%₹13.73 Cr
Ellenbarrie Industrial Gases LtdMaterials1.18%₹13.67 Cr
Shree Cement LtdMaterials1.14%₹13.64 Cr
Jindal Stainless LtdMaterials1.08%₹13.63 Cr
Jindal Stainless LtdMaterials1.13%₹13.54 Cr
Shree Cement LtdMaterials1.07%₹13.47 Cr
Jindal Stainless LtdMaterials1.16%₹13.40 Cr
Dee Development Engineers Ltd.Industrials1.16%₹13.38 Cr
Dee Development Engineers Ltd.Industrials1.12%₹13.34 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
Dee Development Engineers Ltd.Industrials1.09%₹13.23 Cr
Ellenbarrie Industrial Gases LtdMaterials1.03%₹12.97 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 LtdMaterials1.03%₹12.61 Cr
Paradeep Phosphates LtdMaterials1.03%₹12.51 Cr
Jindal Stainless LtdMaterials1.07%₹12.48 Cr
Ellenbarrie Industrial Gases LtdMaterials1.04%₹12.41 Cr
Srf LtdMaterials0.98%₹12.02 Cr
Srf LtdMaterials0.98%₹12.02 Cr
Srf LtdMaterials1.00%₹12.00 Cr
Fujiyama Power Systems Ltd.0.97%₹11.90 Cr
Shree Cement LtdMaterials1.02%₹11.89 Cr
Coromandel International LtdMaterials0.98%₹11.77 Cr
Srf LtdMaterials1.01%₹11.63 Cr
Srf LtdMaterials0.97%₹11.58 Cr
Srf LtdMaterials0.96%₹11.55 Cr
Coromandel International LtdMaterials0.99%₹11.41 Cr
Coromandel International LtdMaterials0.93%₹11.28 Cr
Fujiyama Power Systems Ltd.0.94%₹11.20 Cr
Coromandel International LtdMaterials0.92%₹11.20 Cr
Chambal Fertilisers & Chemicals LtdMaterials0.97%₹11.19 Cr
Ellenbarrie Industrial Gases LtdMaterials0.96%₹11.17 Cr
Coromandel International LtdMaterials0.93%₹11.11 Cr
Apl Apollo Tubes LtdIndustrials0.92%₹11.04 Cr
Coromandel International LtdMaterials0.87%₹10.97 Cr
Paradeep Phosphates LtdMaterials0.87%₹10.94 Cr
Fujiyama Power Systems Ltd.0.88%₹10.66 Cr
Chambal Fertilisers & Chemicals LtdMaterials0.89%₹10.58 Cr
Fujiyama Power Systems Ltd.0.91%₹10.57 Cr
Srf LtdMaterials0.83%₹10.51 Cr
Coromandel International LtdMaterials0.85%₹10.50 Cr
Coromandel International LtdMaterials0.85%₹10.50 Cr
Fujiyama Power Systems Ltd.0.80%₹10.05 Cr
Srf LtdMaterials0.86%₹10.00 Cr
Chambal Fertilisers & Chemicals LtdMaterials0.82%₹9.99 Cr
Chambal Fertilisers & Chemicals LtdMaterials0.81%₹9.96 Cr
Chambal Fertilisers & Chemicals LtdMaterials0.81%₹9.96 Cr
Ratnamani Metals & Tubes LtdMaterials0.78%₹9.82 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
Cash/net Current AssetsUnspecified0.77%₹9.57 Cr
Ratnamani Metals & Tubes LtdMaterials0.83%₹9.57 Cr
Chambal Fertilisers & Chemicals LtdMaterials0.76%₹9.56 Cr
Ratnamani Metals & Tubes LtdMaterials0.78%₹9.52 Cr
Ratnamani Metals & Tubes LtdMaterials0.79%₹9.49 Cr
Coromandel International LtdMaterials0.81%₹9.44 Cr
RepoUnspecified0.77%₹9.42 Cr
Deepak Nitrite LtdMaterials0.77%₹9.18 Cr
Chambal Fertilisers & Chemicals LtdMaterials0.76%₹9.15 Cr
Chambal Fertilisers & Chemicals LtdMaterials0.76%₹9.12 Cr
Deepak Nitrite LtdMaterials0.77%₹8.94 Cr
Ratnamani Metals & Tubes LtdMaterials0.73%₹8.87 Cr
Chambal Fertilisers & Chemicals LtdMaterials0.76%₹8.84 Cr
Ratnamani Metals & Tubes LtdMaterials0.76%₹8.81 Cr
Deepak Nitrite LtdMaterials0.70%₹8.64 Cr
Deepak Nitrite LtdMaterials0.70%₹8.64 Cr
Ccl Products (india) LtdConsumer Staples0.66%₹7.92 Cr
Ccl Products (india) LtdConsumer Staples0.63%₹7.62 Cr
Ccl Products (india) LtdConsumer Staples0.61%₹7.42 Cr
Vikram Solar Ltd.Energy & Utilities0.53%₹6.09 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 LtdIndustrials0.49%₹5.62 Cr
Rhi Magnesita India LtdMaterials0.39%₹4.77 Cr
Rhi Magnesita India LtdMaterials0.39%₹4.77 Cr
Rhi Magnesita India LtdMaterials0.41%₹4.74 Cr
Rhi Magnesita India LtdMaterials0.37%₹4.41 Cr
Rhi Magnesita India LtdMaterials0.37%₹4.40 Cr
Rhi Magnesita India LtdMaterials0.36%₹4.35 Cr
Rhi Magnesita India LtdMaterials0.35%₹4.22 Cr
RepoUnspecified0.34%₹4.12 Cr
Rhi Magnesita India LtdMaterials0.33%₹4.12 Cr
Deepak Nitrite LtdMaterials0.27%₹3.28 Cr
Rhi Magnesita India LtdMaterials0.28%₹3.20 Cr
RepoUnspecified0.16%₹1.92 Cr
RepoUnspecified0.16%₹1.92 Cr
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Top Equity Funds

increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Tata Resources & Energy Fund Regular-growth

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

As of Tue Mar 31, 2026, Tata Resources & Energy Fund Regular-growth manages assets worth ₹1,163.1 crore

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

  • 3 Months: 9.85%
  • 6 Months: 6.78%

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

  • 3 Years CAGR: 19.97%
  • 5 Years CAGR: 15.83%
  • Since Inception: 16.70%

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

Equity: 95.75%, Others: 4.25%.

Who manages Tata Resources & Energy Fund Regular-growth?

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

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

Large Cap: 56.39%, Mid Cap: 18.72%, Small Cap: 24.90%.

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

  • Vedanta Ltd – 7.67% of the fund's portfolio
  • Vedanta Ltd – 7.61% of the fund's portfolio
  • Ultratech Cement Ltd – 7.35% of the fund's portfolio
  • Ultratech Cement Ltd – 7.02% of the fund's portfolio
  • Ultratech Cement Ltd – 7.65% of the fund's portfolio

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

  • Materials – 541.59% of the fund's portfolio
  • Energy & Utilities – 281.91% of the fund's portfolio
  • Unspecified – 27.88% of the fund's portfolio
  • Industrials – 20.55% of the fund's portfolio
  • Consumer Discretionary – 14.54% of the fund's portfolio
View more FAQ's

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Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

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Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

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For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

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^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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