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: 12.61%.

Tata

Tata Resources & Energy Fund-Regular Plan-Growth

Latest NAV

₹49.1777

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%	-0.07%	-0.05	103 / 175	Q3
1W	+0.06%	-0.23%	+0.30	52 / 175	Q2
2W	+0.78%	-0.28%	+1.06	45 / 176	Q2
1M	+0.18%	+1.47%	-1.30	144 / 176	Q4
3M	+1.57%	+4.83%	-3.26	136 / 176	Q4
6M	+7.09%	+4.22%	+2.88	63 / 168	Q2
YTD	+5.79%	+2.36%	+3.42	53 / 165	Q2
1Y	+6.15%	+4.18%	+1.96	60 / 155	Q2
2Y	+3.89%	+2.32%	+1.57	49 / 111	Q2
3Y	+17.35%	+13.55%	+3.79	25 / 74	Q2
4Y	+18.03%	+14.92%	+3.10	20 / 55	Q2
5Y	+12.61%	+10.53%	+2.08	23 / 46	Q2
7Y	+20.06%	+16.29%	+3.77	6 / 32	Q1
10Y	+15.37%	+13.68%	+1.69	7 / 23	Q2
Inception	+16.26%	+9.09%	+7.17	38 / 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	+5.79%	+2.99%	+2.80	53 / 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

+18.58%

117 windows

min -19.8% · max 91.7%

78% positive

3-Year rolling

+17.04%

93 windows

min -4.6% · max 35.0%

97% positive

5-Year rolling

+18.91%

68 windows

min 11.6% · max 30.7%

100% positive

7-Year rolling

+16.83%

44 windows

min 13.3% · max 20.6%

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

14.09%

3-year · annualised

Sharpe ratio

0.73

vs risk-free 6.5%

Sortino ratio

1.39

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	₹11.1190	17 Jul 2026
Nippon India Active Momentum Fund - Regular Plan- Growth Option	Nippon India	₹12.8415	17 Jul 2026
SBI Automotive Opportunities Fund - Regular Plan - Growth	SBI	₹12.2936	17 Jul 2026
Invesco India Business Cycle Fund - Regular Plan - Growth	Invesco	₹14.1900	17 Jul 2026
Bandhan Business Cycle Fund - Regular Plan - Growth	Bandhan	₹9.9190	17 Jul 2026
quant BFSI Fund - Growth Option - Regular Plan	Quant	₹21.0071	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION	Quantum	₹23.1700	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	Aditya Birla Sun Life	₹64.3300	17 Jul 2026
Motilal Oswal Active Momentum Fund- Regular- Growth	Motilal Oswal	₹13.5060	17 Jul 2026
Mirae Asset Banking and Financial Services Fund Regular Growth	Mirae Asset	₹21.9450	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹49.1777
16 Jul 2026	₹49.2335
15 Jul 2026	₹49.2445
14 Jul 2026	₹49.0077
13 Jul 2026	₹48.9123
10 Jul 2026	₹49.1462
9 Jul 2026	₹48.5175
8 Jul 2026	₹48.1597
7 Jul 2026	₹48.6590
6 Jul 2026	₹48.9861

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-Regular Plan-Growth is ₹49.1777. 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 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-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 6.15% — +1.96 pp ahead of the Sectoral/Thematic Fund category average of 4.18%. The fund ranks #60 of 155 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Tata Resources & Energy Fund-Regular Plan-Growth has delivered a CAGR of 17.35% — +3.79 pp ahead of the Sectoral/Thematic Fund category average of 13.55%. The fund ranks #25 of 74 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 12.61% — +2.08 pp ahead of the Sectoral/Thematic Fund category average of 10.53%. The fund ranks #23 of 46 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 ₹417,795 today — a multiplier of 4.18×, based on the 10-year CAGR of 15.37%. The category average over the same window would have grown ₹1 lakh to ₹360,408.

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 ₹844,134 today. That's an XIRR (money-weighted annualised return) of 13.62%.

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 ₹2,847,999 (multiplier 2.37×). XIRR: 16.48%. 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 #23 out of 46 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 10.53%; this fund delivered 12.61%.

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 18.91% (best 30.67%, worst 11.57%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.41 — 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: 12.61%.

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