Meta Title

Tata Resources & Energy Fund - NAV, Performance, Returns & Investment Guide 2025

Meta Description

Invest in Tata Resources & Energy Fund with latest NAV ₹53.57 (July 2025). Get complete details on AUM, returns, fund manager, investment objective, and how to start SIP from ₹100.

Investment Objective and Approach

The Tata Resources & Energy Fund is a specialized thematic equity mutual fund that focuses on the resources and energy sectors in India. The scheme seeks 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.

The fund adopts a concentrated investment approach by investing in companies across the energy value chain including:

- Oil & Gas exploration and production companies

- Power generation and transmission companies

- Mining and metals companies

- Renewable energy companies

- Infrastructure and utilities companies

The fund follows a bottom-up stock selection process, identifying companies with strong business fundamentals, competitive advantages, and growth potential within the resources and energy space. The investment strategy focuses on long-term wealth creation by capitalizing on India's growing energy demand and infrastructure development.

Fund Managers

Rupesh Patel, Sonam Udasi is the Current Fund Manager of Tata Resources & Energy Fund Direct Growth fund. The fund is also managed by Satish Chandra Mishra who serves as Assistant Fund Manager.

Satish Chandra Mishra brings significant expertise to the fund management:

- Satish Mishra holds an industry experience of more than 13 years.

- At present, he is the Assistant Fund Manager for Tata Resources & Energy Fund.

- He joined Tata Asset Management Ltd. in July 2017 as a Research Analyst wherein he tracked Oil & Gas, Metals & Mining and Chemical sectors.

- He holds a B.Tech from IIT BHU and a PGDM from T A Pai Management Institute.

- Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd. and PINC Research.

The fund managers leverage their deep sector knowledge and experience to identify investment opportunities and manage portfolio risks effectively.

About the Fund House (AMC)

Tata Mutual Fund is managed by Tata Asset Management Private Limited, part of the prestigious Tata Group with a strong legacy in investment management.

Key Highlights:

- Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management.

- Established in March 1994, Tata Asset Management Private Limited boasts over 29 years of experience in investment management and provides a comprehensive suite of services to investors, including financial planning and fund management.

- In June 1995, Tata Mutual Fund secured registration with the Securities and Exchange Board of India (SEBI).

- As of December 2023, the fund house manages assets crossing Rs. 131663 crores.

The AMC offers a comprehensive range of investment solutions across equity, debt, and hybrid categories, backed by experienced investment professionals and robust research capabilities. Being part of the Tata Group provides additional credibility and trust among investors.

Should I Invest in Tata Resources & Energy Fund?

Fund Characteristics:

- AUM: ₹1117.63 Cr as of 10th June 2025

- Launch Date: 30 Jun 1995

- Risk Level: Very High risk

- Minimum Investment: Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹5,000.

Key Investment Details:

- Expense Ratio: 0.54 as of 10th June 2025 (Direct Plan)

- Exit Load: 0.25% if redeemed within 30 days

- Tax Treatment: If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Who Should Consider This Fund:

- Investors with high risk appetite seeking exposure to resources and energy sectors

- Those believing in India's long-term energy and infrastructure growth story

- Investors comfortable with sectoral concentration and higher volatility

- Those with investment horizon of at least 5-7 years

Key Considerations:

- High sector concentration increases volatility

- Performance closely linked to energy and commodity cycles

- Suitable only for investors with high risk tolerance

- Should form part of a diversified portfolio, not the entire investment

FAQs

What is today's NAV of Tata Resources & Energy Fund?

The latest NAV varies by plan - Direct Growth plan NAV is ₹53.57 as of 25 Jul 2025. Check the fund's official page for real-time NAV updates.

What is the AUM of Tata Resources & Energy Fund?

The AUM (i.e. assets under management) of Tata Resources & Energy Fund is ₹1117.63 Cr as of 10th June 2025.

What is the expense ratio of Tata Resources & Energy Fund?

The expense ratio of Tata Resources & Energy Fund Plan is 0.54 as of 10th June 2025 for the Direct plan. Regular plan has higher expense ratio.

What are the returns of Tata Resources & Energy Fund since inception?

Tata Resources & Energy Fund Direct-IDCW scheme return performance in last 1 year is 20.66%, in last 3 years is 63.10% and 400.53% since scheme launch.

What is the minimum SIP amount to invest in Tata Resources & Energy Fund?

Minimum SIP Investment is set to ₹100. This makes it accessible for small investors to start their investment journey.

How do I invest in Tata Resources & Energy Fund?

You can invest through Allvest platform by selecting the fund, choosing investment amount, completing KYC formalities, and making payment. Allvest provides seamless online investment process.

How to start a SIP in Tata Resources & Energy Fund?

Register on Allvest platform, select Tata Resources & Energy Fund, choose SIP option, set monthly investment amount (minimum ₹100), select SIP date, and authorize auto-debit mandate.

How do I automate an SIP in Tata Resources & Energy Fund?

Through Allvest, set up auto-debit mandate with your bank account. The SIP amount will be automatically debited on chosen dates and invested in the fund.

How can I withdraw/redeem my investment in Tata Resources & Energy Fund?

Login to Allvest platform, select the fund units to redeem, specify amount or units for redemption, and submit request. Amount will be credited to your registered bank account within 3-4 business days.