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Tata Resources & Energy Fund (G) has an Asset Under Management (AUM) of Rs. 1380.84 Cr as on 2026-06-23. The fund has an expense ratio of 2.08, which is quite reasonable as compared to most other Equity mutual fund schemes.
Tata Resources & Energy Fund (G) is a Equity mutual fund scheme from Tata Mutual Fund. This fund has been launched on 2015-12-04. The sub-category of this fund is Sectoral / Thematic. The 1-year, 3-year and 5-year returns of this fund were 12.75, 17.26 and 13.84 respectively.
Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year
Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits
Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year
Total value
₹58,08,477
94% growth in 10 years
Estimated returns
₹28,08,477
Invested Amount
₹30,00,000
Investment Type
Investment Amount
Tenure (in years)
Expected Return
Investment Type
Monthly Investment
Tenure (in years)
Expected Return
Total value
₹58,08,477
94% growth in 10 years
Estimated returns
₹28,08,477
Invested Amount
₹30,00,000
Very High
Your investment will be at Very High risk
*Disclaimer for Bajaj Finance Limited (‘BFL’): "Stock trading business is carried by Bajaj Financial Securities Limited ...
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