Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Uncategorised
TATA Resources & Energy Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Tata Mutual Fund · Managed by Satish Mishra
81strong
Latest NAV
₹57.1928
as of 18 Aug 2026
AUM
—
Expense ratio
0.59%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
81/100strong
Rank #195 of 1015 · top 19%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
0.66%
3M
2.36%
6M
2.73%
1Y
7.98%
3Y CAGR
17.14%
5Y CAGR
13.25%
Since incep.
17.77%
Fund details
- Fund manager
- Satish Mishra
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 18%
- Volatility (3Y)
- 18.3%
- Rating (external)
- —
Investment objective
The investment objective of the scheme is to provide long term capital appreciation by investing atleast 80% of it’s net assets in equity/equity related instruments of the companies in the Resources& Energy sectors in India,
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
No data yet
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