Which funds are similar to Tata Resources & Energy Fund Direct-Growth?
Funds similar to Tata Resources & Energy Fund Direct-Growth in the Equity: Thematic-Energy category include SBI Energy Opportunities Fund Direct-Growth, ICICI Prudential Energy Opportunities Fund Direct-Growth, and DSP Natural Resources and New Energy Fund Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Tata Resources & Energy Fund Direct-Growth in its category?
On a 3-year return basis Tata Resources & Energy Fund Direct-Growth is ranked 1 out of 1 funds in the Equity: Thematic-Energy category as of 6 Sep 2026. On a 5-year return basis it ranks 1 out of 1. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Tata Resources & Energy Fund Direct-Growth's expense ratio compare to similar funds?
Tata Resources & Energy Fund Direct-Growth has an expense ratio of 0.81%. The peers SBI Energy Opportunities Fund Direct-Growth has an expense ratio of 0.93% and ICICI Prudential Energy Opportunities Fund Direct-Growth has 1.11%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Tata Resources & Energy Fund Direct-Growth's AUM compare to similar funds?
Tata Resources & Energy Fund Direct-Growth has an AUM of ₹1,421.1 crore. The peers SBI Energy Opportunities Fund Direct-Growth has an AUM of ₹8,646.6 crore and ICICI Prudential Energy Opportunities Fund Direct-Growth has ₹8,198.86 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Energy?
The top performing fund in the Equity: Thematic-Energy category on a 3-year basis is DSP Natural Resources and New Energy Fund Direct Plan-Growth with a CAGR of 20.24% as of 6 Sep 2026. Tata Resources & Energy Fund Direct-Growth has delivered 15.50% CAGR over the same period, ranking 1 out of 1 funds. You can view and compare the full category ranking on sharpely.
How does Tata Resources & Energy Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Tata Resources & Energy Fund Direct-Growth has a Sharpe ratio of 0.65 compared to the Equity: Thematic-Energy average of 0.81 as of 6 Sep 2026. It ranks 2 out of 2 funds in its category on Sharpe ratio.
