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Tata Resources & Energy Fund (G) Equity Theme - Natural Resources

INVEST

Plan: OPEN | Option: Growth | Satish Chandra Mishra

09 Mar 26 | 12:00 AM

44.66 -1.06 (-2.32%)

  • Underperforms

    11.83%

    Return (1Y)

    underperformed Nifty Commodities TRI by -8.29%

  • Less Volatile

    0.95%

    Standard Deviation (1Y)

    Lower Equity Theme - Natural Resources by -0.78%

  • Inconsistent

    3/12

    Months

    Has underperformed Equity Theme - Natural Resources

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • Tata Resources & Energy Fund (G) fund has been the 2nd best in 5Y performance in the Equity Theme - Natural Resources category

  • Tata Resources & Energy Fund (G) fund has been given the 2nd best Risk adjusted performance for the past 5Y in the Equity Theme - Natural Resources category

  • Tata Resources & Energy Fund (G) fund has been the 2nd best in the 5Y SIP performance in the Equity Theme - Natural Resources category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Tata Resources & Energy Fund (G), has underperformed by -8.29% (CAGR difference)

11.83%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

10 Mar 2025

Risk

In last 1 year , the volatility of Tata Resources & Energy Fund (G) is Lower than by -0.78%

0.95%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% of the times It underperformed its benchmark, Equity Theme - Natural Resources

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition