TickerKhojTata Mutual Fund · Equity · Sectoral / Thematic · Regular plan
Tata Resources & Energy Fund - Regular Plan - Growth
₹46.1524NAV on 2 Nov 2026Expense ratio 2.21%
3 Nov 2025NAV low 42.45 · high 50.26-1.7%
In plain words
Over 3 years it returned +13.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -20.6%.
On 3-year return it ranks 52 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹2,75,615 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.1% | +1.9% |
| 3 months | -6.6% | -5.1% |
| 6 months | -5.6% | -3.2% |
| 1 year | -0.9% | -10.2% |
| 3 years (yearly) | +13.9% | +7.4% |
| 5 years (yearly) | +9.5% | +6.5% |
| 10 years (yearly) | +13.7% | +11.3% |
| Since start (yearly) | +15.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,645 | -3.6% |
| 3 years | ₹3,60,000 | ₹3,84,675 | +4.3% |
| 5 years | ₹6,00,000 | ₹7,70,254 | +9.9% |
| 10 years | ₹12,00,000 | ₹25,72,414 | +14.6% |
Other plan of this fund: Tata Resources & Energy Fund - Direct Plan - Growth