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 (250 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 | ₹121.31 |
| 07 Oct 2017 | ₹156.15 |
| 27 Aug 2018 | ₹156.25 |
| 17 Jul 2019 | ₹148.38 |
| 05 Jun 2020 | ₹156.70 |
| 25 Apr 2021 | ₹249.62 |
| 14 Mar 2022 | ₹316.12 |
| 01 Feb 2023 | ₹311.62 |
| 22 Dec 2023 | ₹410.19 |
| 10 Nov 2024 | ₹509.35 |
| 30 Sep 2025 | ₹530.85 |
| 20 Aug 2026 | ₹566.85 |
| Metric | Tata · Direct · IDCW NAV ₹56.84 Very High risk ★★★★☆ | Category median Sectoral/ Thematic · 250 funds |
|---|---|---|
| +6.10% | +5.11% | |
| +16.88% | +13.02% | |
| +14.00% | +11.14% | |
| +16.35% | +12.26% | |
| +17.71% | +11.82% | |
| +14.09% | — | |
| +18.64% | +14.62% | |
| +20.58% | +12.95% | |
| +17.82% | +13.24% | |
| Risk | ||
| 18.15% | 15.88% | |
| 0.57 | 0.35 | |
| 0.75 | 0.47 | |
| -33.22% | -25.18% | |
| Nifty 500 | — | |
| +4.31% | +1.40% | |
| 1.00 | 0.98 | |
| 107.2% | 101.5% | |
| 84.9% | 97.0% | |
| 0.84% | 1.14% | |
| — | ₹1,162Cr | |
| — | — | |
| None | — | |
| ₹100 | — | |
| ₹5.00K | — | |
| 18% | 45% | |
| 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.