Should I invest in Tata Resources & Energy Fund?

We don't give personal investment advice. Tata Resources & Energy Fund-Direct Plan-Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 23.5%. 5-year CAGR: 14.43%.

Tata

Tata Resources & Energy Fund-Direct Plan-Growth

Latest NAV

₹58.5871

As of

17 Jul 2026

2,599 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.11%	-0.05%	-0.06	154 / 258	Q3
1W	+0.09%	-0.18%	+0.27	82 / 258	Q2
2W	+0.84%	-0.17%	+1.01	53 / 259	Q1
1M	+0.30%	+1.63%	-1.33	207 / 259	Q4
3M	+1.94%	+4.83%	-2.89	192 / 259	Q3
6M	+7.89%	+4.61%	+3.28	86 / 250	Q2
YTD	+6.64%	+2.98%	+3.66	78 / 247	Q2
1Y	+7.79%	+5.46%	+2.33	84 / 235	Q2
2Y	+5.53%	+4.09%	+1.44	75 / 187	Q2
3Y	+19.21%	+15.93%	+3.28	53 / 148	Q2
4Y	+19.92%	+17.58%	+2.33	46 / 121	Q2
5Y	+14.43%	+13.72%	+0.71	58 / 110	Q3
7Y	+22.01%	+17.79%	+4.22	20 / 91	Q1
10Y	+17.29%	+14.89%	+2.40	14 / 76	Q1
Inception	+18.20%	+12.07%	+6.13	51 / 259	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+6.64%	+3.40%	+3.24	77 / 244
2025	+11.84%	+4.41%	+7.43	44 / 208
2024	+14.45%	+23.18%	-8.72	123 / 155
2023	+28.47%	+33.51%	-5.04	79 / 127
2022	+3.08%	+4.32%	-1.24	65 / 116
2021	+48.03%	+34.43%	+13.60	23 / 104
2020	+32.43%	+21.19%	+11.24	19 / 94
2019	+11.40%	+9.30%	+2.10	27 / 85
2018	-13.71%	-5.36%	-8.36	57 / 77
2017	+32.76%	+35.61%	-2.85	49 / 76
2016	+23.03%	+4.98%	+18.05	3 / 76

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+20.56%

117 windows

min -18.4% · max 94.8%

84% positive

3-Year rolling

+18.99%

93 windows

min -2.9% · max 37.3%

97% positive

5-Year rolling

+20.89%

68 windows

min 13.4% · max 32.8%

100% positive

7-Year rolling

+18.77%

44 windows

min 15.2% · max 22.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.11%

3-year · annualised

Sharpe ratio

0.84

vs risk-free 6.5%

Sortino ratio

1.65

Downside-only deviation

Max drawdown

-20.12%

Oct 2024 → Feb 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹19.7420	17 Jul 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹13.0154	17 Jul 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.8700	17 Jul 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹14.5000	17 Jul 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹10.1960	17 Jul 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹22.0723	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹24.7900	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹72.8200	17 Jul 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.5242	17 Jul 2026
Franklin India Multi-Factor Fund- Direct- Growth	Franklin India	₹9.6426	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹58.5871
16 Jul 2026	₹58.6512
15 Jul 2026	₹58.6620
14 Jul 2026	₹58.3775
13 Jul 2026	₹58.2616
10 Jul 2026	₹58.5332
9 Jul 2026	₹57.7821
8 Jul 2026	₹57.3537
7 Jul 2026	₹57.9460
6 Jul 2026	₹58.3332

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Tata Resources & Energy Fund-Direct Plan-Growth is ₹58.5871. It's a Sectoral/Thematic Fund from Tata, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Tata Resources & Energy Fund-Direct Plan-Growth has NAV history starting from 29 Dec 2015, a track record of about 10 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Tata Resources & Energy Fund-Direct Plan-Growth is managed by Tata. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Tata Resources & Energy Fund-Direct Plan-Growth has delivered a absolute return of 7.79% — +2.33 pp ahead of the Sectoral/Thematic Fund category average of 5.46%. The fund ranks #84 of 235 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Tata Resources & Energy Fund-Direct Plan-Growth has delivered a CAGR of 19.21% — +3.28 pp ahead of the Sectoral/Thematic Fund category average of 15.93%. The fund ranks #53 of 148 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Tata Resources & Energy Fund-Direct Plan-Growth has delivered a CAGR of 14.43% — +0.71 pp ahead of the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #58 of 110 in its category — the third (Q3) quartile.

₹1 lakh invested in Tata Resources & Energy Fund-Direct Plan-Growth exactly 10 years ago would be worth approximately ₹492,899 today — a multiplier of 4.93×, based on the 10-year CAGR of 17.29%. The category average over the same window would have grown ₹1 lakh to ₹400,745.

A ₹10,000 monthly SIP in Tata Resources & Energy Fund-Direct Plan-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹882,930 today. That's an XIRR (money-weighted annualised return) of 15.44%.

A ₹10,000 monthly SIP for 10 years in Tata Resources & Energy Fund-Direct Plan-Growth = ₹1,200,000 invested. It would currently be worth ₹3,154,169 (multiplier 2.63×). XIRR: 18.37%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Tata Resources & Energy Fund-Direct Plan-Growth ranks #58 out of 110 funds in the Sectoral/Thematic Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 13.72%; this fund delivered 14.43%.

The worst peak-to-trough decline Tata Resources & Energy Fund-Direct Plan-Growth has experienced over the last 5-year window is 23.51% — its NAV fell from a high on 11 Apr 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Tata Resources & Energy Fund-Direct Plan-Growth averaged 20.89% (best 32.77%, worst 13.45%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.51 — reasonable risk-adjusted performance.

In calendar year 2025, Tata Resources & Energy Fund-Direct Plan-Growth returned 11.84% — beating the Sectoral/Thematic Fund category average of 4.41% by 7.43 pp. It ranked #44 of 208 in its category that year.

Tata Resources & Energy Fund-Direct Plan-Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Tata Resources & Energy Fund-Direct Plan-Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 23.5%. 5-year CAGR: 14.43%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.