Tata Resources & Energy Fund-Direct Plan-Growth

Tata Resources & Energy Fund-Direct Plan-Growth of Tata Mutual Fund has asset class type as Sector. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

High

Expenese Ratio (%)

0.95

Age

NA Years

Fund Manager

Sonam Udasi

AuM (Rs Crores)

45.5191

Asset Class

Sector

Net Asset Value:

14.0247

Rating

2

Exit Load

0.003

Bench Mark

Nifty Commodities TRI

Fund Type

Multi Cap

SEBI Category

Sectoral / Thematic

Turnover Ratio(Monthly)

69.49 %

Fund Manager Details:

Danesh Mistry B.Com, Post Graduate Diploma in Business Administration Prior to joining Tata AMC he was associated with HDFC Limited as Assistant Manager - Operations and ENAM Securities Limited as Anylyst in the Investment Banking Division.

Objective:

To seek long term capital appreciation by investing at least 8% of its net assets in equity/equity related instruments of the companies in the Resources & Energy sector in India.

Top Holdings:

  • Refineries (17.85)
  • Gas Distribution (14.43)
  • Cement (13.17)
  • Power Generation & Distribution (1.17)
  • Chemicals (9.47)
  • Steel (6.66)
  • Textiles (5.52)
  • Crude Oil & Natural Gas (5.17)
  • Non Ferrous Metals (5.8)
  • Agro Chemicals (3.98)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition