InvestVerdict
Tata Resources & Energy Fund
Direct Plan · Payout of Income Distribution cum capital withdrawal option · Sectoral / Thematic · Scheme code 135817
Fund houseTata Mutual Fund
CategorySectoral / Thematic
Plan & optionDirect · Payout of Income Distribution cum capital withdrawal option
History10.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 2.04 | -1.08 | 1.04 | 9.21 | 17.05 | 13.70 | 22.09 | 16.50 | 17.77 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Sectoral / Thematic category median |
— | — | — | 6.97 | 16.91 | 14.34 | — | 15.17 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 18.1% | 0.58 | 0.80 | 0.97 | 6.84% | -33.2% | 81.35 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 83 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 476 | -19.5% | 15.0% | 117.2% | 19% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.