Should I invest in Tata Resources & Energy Fund?

We don't give personal investment advice. Tata Resources & Energy Fund-Regular 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: 24.3%. 5-year CAGR: 13.71%.

Tata

Tata Resources & Energy Fund-Regular Plan-Growth

Latest NAV

₹48.9514

As of

3 Jun 2026

2,568 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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	+0.15%	+0.27%	-0.12	96 / 175	Q3
1W	-1.42%	-1.35%	-0.07	84 / 175	Q2
2W	+1.16%	-0.09%	+1.25	54 / 176	Q2
1M	-0.76%	-0.53%	-0.23	93 / 176	Q3
3M	+5.24%	+2.12%	+3.11	56 / 174	Q2
6M	+8.93%	-1.85%	+10.78	10 / 165	Q1
YTD	+5.49%	-1.98%	+7.46	27 / 165	Q1
1Y	+11.85%	+3.78%	+8.06	21 / 151	Q1
2Y	+5.22%	+3.55%	+1.67	41 / 106	Q2
3Y	+18.66%	+14.41%	+4.25	23 / 67	Q2
4Y	+16.32%	+13.82%	+2.50	22 / 54	Q2
5Y	+13.71%	+10.37%	+3.33	16 / 45	Q2
7Y	+18.90%	+14.79%	+4.11	6 / 32	Q1
10Y	+16.19%	+14.01%	+2.18	5 / 23	Q1
Inception	+16.43%	+7.02%	+9.42	31 / 176	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	+5.49%	-1.38%	+6.86	27 / 164
2025	+10.07%	+1.66%	+8.41	24 / 133
2024	+12.65%	+21.92%	-9.27	66 / 82
2023	+26.42%	+31.01%	-4.60	36 / 59
2022	+1.40%	+2.36%	-0.96	30 / 52
2021	+45.63%	+31.79%	+13.84	8 / 42
2020	+30.16%	+20.01%	+10.15	9 / 34
2019	+9.71%	+8.53%	+1.19	11 / 28
2018	-15.23%	-6.81%	-8.42	15 / 23
2017	+30.42%	+37.67%	-7.25	18 / 23
2016	+20.88%	+8.37%	+12.51	3 / 23

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

+18.19%

115 windows

min -21.4% · max 106.2%

76% positive

3-Year rolling

+16.48%

91 windows

min -6.7% · max 32.3%

97% positive

5-Year rolling

+18.82%

67 windows

min 11.6% · max 28.2%

100% positive

7-Year rolling

+16.69%

42 windows

min 14.2% · max 19.7%

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

15.97%

3-year · annualised

Sharpe ratio

0.75

vs risk-free 6.5%

Sortino ratio

1.44

Downside-only deviation

Max drawdown

-20.64%

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 INNOVATION FUND - REGULAR PLAN - GROWTH OPTION	HDFC	₹10.4050	3 Jun 2026
Nippon India Active Momentum Fund - Regular Plan- Growth Option	Nippon India	₹12.0306	3 Jun 2026
SBI Automotive Opportunities Fund - Regular Plan - Growth	SBI	₹11.4966	3 Jun 2026
Invesco India Business Cycle Fund - Regular Plan - Growth	Invesco	₹13.0300	3 Jun 2026
Bandhan Business Cycle Fund - Regular Plan - Growth	Bandhan	₹9.3840	3 Jun 2026
quant BFSI Fund - Growth Option - Regular Plan	Quant	₹19.3101	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION	Quantum	₹22.0100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	Aditya Birla Sun Life	₹59.0200	3 Jun 2026
Motilal Oswal Active Momentum Fund- Regular- Growth	Motilal Oswal	₹13.3121	3 Jun 2026
Mirae Asset Banking and Financial Services Fund Regular Growth	Mirae Asset	₹20.1120	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹48.9514
2 Jun 2026	₹49.0376
1 Jun 2026	₹48.9633
29 May 2026	₹49.3743
27 May 2026	₹50.2612
26 May 2026	₹49.7428
25 May 2026	₹49.4229
22 May 2026	₹48.8148
21 May 2026	₹48.8183
20 May 2026	₹48.6128

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 03 Jun 2026, the NAV of Tata Resources & Energy Fund-Regular Plan-Growth is ₹48.9514. It's a Sectoral/Thematic Fund from Tata, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Tata Resources & Energy Fund-Regular Plan-Growth has NAV history starting from 29 Dec 2015, a track record of about 10 years 5 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-Regular 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-Regular Plan-Growth has delivered a absolute return of 11.85% — +8.06 pp ahead of the Sectoral/Thematic Fund category average of 3.78%. The fund ranks #21 of 151 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Tata Resources & Energy Fund-Regular Plan-Growth has delivered a CAGR of 18.66% — +4.25 pp ahead of the Sectoral/Thematic Fund category average of 14.41%. The fund ranks #23 of 67 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Tata Resources & Energy Fund-Regular Plan-Growth has delivered a CAGR of 13.71% — +3.33 pp ahead of the Sectoral/Thematic Fund category average of 10.37%. The fund ranks #16 of 45 in its category — the second (Q2) quartile.

₹1 lakh invested in Tata Resources & Energy Fund-Regular Plan-Growth exactly 10 years ago would be worth approximately ₹448,426 today — a multiplier of 4.48×, based on the 10-year CAGR of 16.19%. The category average over the same window would have grown ₹1 lakh to ₹371,044.

A ₹10,000 monthly SIP in Tata Resources & Energy Fund-Regular Plan-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹855,806 today. That's an XIRR (money-weighted annualised return) of 14.17%.

A ₹10,000 monthly SIP for 10 years in Tata Resources & Energy Fund-Regular Plan-Growth = ₹1,200,000 invested. It would currently be worth ₹2,884,020 (multiplier 2.40×). XIRR: 16.71%. 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-Regular Plan-Growth ranks #16 out of 45 funds in the Sectoral/Thematic Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.37%; this fund delivered 13.71%.

The worst peak-to-trough decline Tata Resources & Energy Fund-Regular Plan-Growth has experienced over the last 5-year window is 24.28% — its NAV fell from a high on 18 Oct 2021 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-Regular Plan-Growth averaged 18.82% (best 28.23%, worst 11.62%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.47 — weak risk-adjusted performance.

In calendar year 2025, Tata Resources & Energy Fund-Regular Plan-Growth returned 10.07% — beating the Sectoral/Thematic Fund category average of 1.66% by 8.41 pp. It ranked #24 of 133 in its category that year.

Tata Resources & Energy Fund-Regular 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-Regular 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: 24.3%. 5-year CAGR: 13.71%.

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