Compare
NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Sectoral/ Thematic median (248 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 29 Dec 2015 – 20 Aug 2026. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one. Nifty 500 history starts 25 Jul 2016, so that benchmark is not plotted over this window — pick a shorter range to see it.
View as table
| Date | Tata Resources & Energy Fund |
|---|---|
| 29 Dec 2015 | ₹100.00 |
| 17 Nov 2016 | ₹119.42 |
| 07 Oct 2017 | ₹151.31 |
| 27 Aug 2018 | ₹136.68 |
| 17 Jul 2019 | ₹127.46 |
| 05 Jun 2020 | ₹132.95 |
| 25 Apr 2021 | ₹208.59 |
| 14 Mar 2022 | ₹260.30 |
| 01 Feb 2023 | ₹252.71 |
| 22 Dec 2023 | ₹327.91 |
| 10 Nov 2024 | ₹401.55 |
| 30 Sep 2025 | ₹412.55 |
| 20 Aug 2026 | ₹430.60 |
| Metric | Tata · Regular · IDCW NAV ₹43.18 Very High risk ★★★★☆ | Category median Sectoral/ Thematic · 248 funds |
|---|---|---|
| +3.52% | +3.54% | |
| +14.70% | +11.47% | |
| +11.96% | +9.70% | |
| +13.32% | +10.32% | |
| +14.71% | +9.15% | |
| +11.90% | — | |
| +15.83% | +12.10% | |
| +17.83% | +10.32% | |
| +14.80% | +8.80% | |
| Risk | ||
| 18.21% | 15.91% | |
| 0.45 | 0.25 | |
| 0.59 | 0.32 | |
| -41.14% | -26.14% | |
| Nifty 500 | — | |
| +2.48% | -0.04% | |
| 0.98 | 0.98 | |
| 101.9% | 98.3% | |
| 88.5% | 101.5% | |
| 2.22% | 2.38% | |
| — | ₹1,160Cr | |
| — | — | |
| None | — | |
| ₹100 | — | |
| ₹5.00K | — | |
| 18% | 42% | |
| Satish Chandra Mishra · 7.8y | — | |
| 29 Dec 2015 | — | |
| 46 | — | |
| 41.1% | — | |
| 1.8% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.