Compare Tata Resources & Energy Fund vs DSP Natural Resources and New Energy Fund
Fund Details
Risk | Very High | Very High |
Rating | 0.0 | 0.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.16 | 2.1 |
NAV | ₹42.37 | ₹86.64 |
Fund Started | 04 Dec 2015 | 03 Mar 2008 |
Fund Size | ₹1042.41 Cr | ₹1245.87 Cr |
Exit Load | Exit load of 0.25% if redeemed within 30 days. | - |
Returns
1 Year | 30.35% | 32.20% |
3 Year | 12.43% | 16.46% |
5 Year | 23.78% | 22.52% |
Holding Analysis
Equity | 96.32% | 83.39% |
Cash | 3.68% | 16.61% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Satish Chandra Mishra | Jay Kothari |
Start Date | 01 Nov 2019 | 16 Mar 2018 |
About Fund
Description | 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 scheme will invest in equity and equity related securities of companies domiciled in India and a certain portion in companies domiciled overseas, whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining, etc. |
Launch Date | 04 Dec 2015 | 03 Mar 2008 |
