Tata Resources & Energy Fund Direct-Growth
Equity: Thematic-Energy - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-EnergyBenchmark: NIFTY Commodities Total Return IndexCheck Portfolio Overlap →
NAV: ₹53.85-0.42%
22 Oct 2026
Similar Funds
Side-by-side comparison of Tata Resources & Energy Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -0.66% | -1.44% | 3 / 6 |
| 3Y Return | +13.68% | 12.51% | 1 / 1 |
| 5Y Return | +10.79% | 10.95% | 1 / 1 |
| 10Y Return | +15.11% | 14.82% | 1 / 1 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Thematic-Energy
Top funds by AUM in the Equity: Thematic-Energy category — see how Tata Resources & Energy Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY Commodities Total Return Index
Top funds tracking the NIFTY Commodities Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
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 ICICI Prudential Energy Opportunities Fund Direct-Growth, SBI 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 21 Oct 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 0.84%. The peers ICICI Prudential Energy Opportunities Fund Direct-Growth has an expense ratio of 1.11% and SBI Energy Opportunities Fund Direct-Growth has 0.92%. 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 ₹1,390.87 crore. The peers ICICI Prudential Energy Opportunities Fund Direct-Growth has an AUM of ₹8,029.31 crore and SBI Energy Opportunities Fund Direct-Growth has ₹7,965.95 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 18.13% as of 21 Oct 2026. Tata Resources & Energy Fund Direct-Growth has delivered 13.68% 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 0.56 compared to the Equity: Thematic-Energy average of 0.68 as of 21 Oct 2026. It ranks 2 out of 2 funds in its category on Sharpe ratio.