Rating : N/A
Tata Resources & Energy Fund Direct Dividend Payout
Sectoral Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
1%
Asset Size
72.80 Cr.
(As of 31 Mar, 2021)
Benchmark
IISL Nifty Commodities TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
Objective
The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of it's net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Fund manager
Sailesh Jain
Exit load
1 %
(If redeemed within 90 days)Minimum sip
₹150
Minimum investment
₹5000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
Tata Steel Ltd
6.47%
UltraTech Cement Ltd
6.20%
Jindal Steel & Power Ltd
6.14%
Reliance Industries Ltd Shs Dematerialised
5.92%
Sector Allocation
About the Scheme Type
As the name suggests, Sectoral Funds invest in specific sectors of the economy. These funds are less diversified as they invest entirely in a particular sector; hence, their risk factor also depends on the respective sector’s performance, this carrying high risk. For example, a FMCG fund will only invest in FMCG companies while a tech fund will invest in only tech companies.The aim of these funds is to give investors a chance to benefit from the growth prospects of a particular fund.
Ratings
This fund is rated 0 stars by Morning Star Ratings.