- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ 54.5431 ↓ -0.19%
[as on 14 November, 2025]
NAV chart with SMA (Simple moving average) overlay
SMA (Simple Moving Average)
Returns
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| Tata Resources & Energy Fund-Direct Plan-Growth | 11.57% | -0.19% | -0.09% | 2.03% | 4.31% | 10.91% | 19.11% | 23.11% | 21.04% | - |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|
| 94.94% |
0.00% (Arbitrage: 0.00%) |
0.00% |
0.00% |
5.06% |
Equity
| Name | Symbol / ISIN | Sector | Weight % | Quantity | Qty change % |
|---|
| ULTRATECH CEMENT LTD. | ULTRACEMCO (INE481G01011) | Cement & Cement Products | 7.16% | 70000 | - |
| AMBUJA CEMENTS LTD. | AMBUJACEM (INE079A01024) | Cement & Cement Products | 4.30% | 900000 | - |
| TATA STEEL LTD. | TATASTEEL (INE081A01020) | Ferrous Metals | 4.24% | 3000000 | - |
| NTPC Ltd. | NTPC (INE733E01010) | Power | 3.99% | 1400000 | - |
| VEDANTA LTD. | VEDL (INE205A01025) | Diversified Metals | 3.90% | 1000000 | - |
| RELIANCE INDUSTRIES LTD. | RELIANCE (INE002A01018) | Petroleum Products | 3.43% | 300000 | - |
| BHARAT PETROLEUM CORPORATION LTD. | BPCL (INE029A01011) | Petroleum Products | 3.13% | 1100000 | - |
| NAVIN FLUORINE INTERNATIONAL LTD. | NAVINFLUOR (INE048G01026) | Chemicals & Petrochemicals | 3.10% | 80000 | - |
| JSW STEEL LTD. | JSWSTEEL (INE019A01038) | Ferrous Metals | 2.87% | 300000 | - |
| ADANI POWER LTD. | ADANIPOWER (INE814H01029) | Power | 2.69% | 2225000 | - |
| JINDAL STEEL LTD. | JINDALSTEL (INE749A01030) | Ferrous Metals | 2.67% | 300000 | - |
| NHPC LTD. | NHPC (INE848E01016) | Power | 2.53% | 3500000 | - |
| MAHANAGAR GAS LTD. | MGL (INE002S01010) | Gas | 2.44% | 225000 | - |
| HINDUSTAN PETROLEUM CORPORATION LTD. | HINDPETRO (INE094A01015) | Petroleum Products | 2.41% | 650000 | - |
| AARTI INDUSTRIES LTD. | AARTIIND (INE769A01020) | Chemicals & Petrochemicals | 2.20% | 700000 | - |
| UPL LTD. | UPL (INE628A01036) | Fertilizers & Agrochemicals | 2.20% | 400000 | - |
| OIL & NATURAL GAS CO. | ONGC (INE213A01029) | Oil | 2.11% | 1050000 | - |
| THE RAMCO CEMENTS LTD. | RAMCOCEM (INE331A01037) | Cement & Cement Products | 2.09% | 253089 | - |
| ADANI ENERGY SOLUTIONS LTD. | ADANIENSOL (INE931S01010) | Power | 2.06% | 281967 | - |
| GRASIM INDUSTRIES LTD. | GRASIM (INE047A01021) | Cement & Cement Products | 2.05% | 89011 | - |
| COAL INDIA LTD. | COALINDIA (INE522F01014) | Consumable Fuels | 1.96% | 600000 | - |
| TATA POWER COMPANY LTD. | TATAPOWER (INE245A01021) | Power | 1.94% | 595000 | - |
| MOIL LTD. | MOIL (INE490G01020) | Minerals & Mining | 1.86% | 600000 | - |
| SUMITOMO CHEMICAL INDIA LTD. | SUMICHEM (INE258G01013) | Fertilizers & Agrochemicals | 1.79% | 400000 | - |
| CCL PRODUCTS INDIA LTD. | CCL (INE421D01022) | Agricultural Food & other Products | 1.77% | 249409 | - |
| SHREE CEMENT LTD. | SHREECEM (INE070A01015) | Cement & Cement Products | 1.69% | 6887 | - |
| CASTROL INDIA LTD. | CASTROLIND (INE172A01027) | Petroleum Products | 1.67% | 1000000 | - |
| CESC LTD. | CESC (INE486A01021) | Power | 1.63% | 1200000 | - |
| NMDC LTD. | NMDC (INE584A01023) | Minerals & Mining | 1.60% | 2500000 | - |
| PARADEEP PHOSPHATES LTD | PARADEEP (INE088F01024) | Fertilizers & Agrochemicals | 1.48% | 900000 | - |
| POWER GRID CORPORATION OF INDIA LTD. | POWERGRID (INE752E01010) | Power | 1.41% | 600000 | - |
| INDIAN OIL CORPORATION LTD. | IOC (INE242A01010) | Petroleum Products | 1.38% | 1100000 | - |
| WEST COAST PAPER MILLS LTD. | WSTCSTPAPR (INE976A01021) | Paper, Forest & Jute Products | 1.34% | 342484 | - |
| HINDALCO INDUSTRIES LTD. | HINDALCO (INE038A01020) | Non - Ferrous Metals | 1.24% | 195000 | - |
| GANESHA ECOSPHERE LTD. | GANECOS (INE845D01014) | Textiles & Apparels | 1.23% | 124897 | - |
| DEE DEVELOPMENT ENGINEERS LTD. | DEEDEV (INE841L01016) | Industrial Manufacturing | 1.12% | 500000 | - |
| JINDAL STAINLESS LTD. | JSL (INE220G01021) | Ferrous Metals | 1.08% | 175600 | - |
| ELLENBARRIE INDUSTRIAL GASES. | ELLEN (INE236E01022) | Chemicals & Petrochemicals | 1.04% | 264186 | - |
| SRF LTD. | SRF (INE647A01010) | Chemicals & Petrochemicals | 0.97% | 41000 | - |
| COROMANDEL INTERNATIONAL LTD. | COROMANDEL (INE169A01031) | Fertilizers & Agrochemicals | 0.93% | 49414 | - |
| APL APOLLO TUBES LTD. | APLAPOLLO (INE702C01027) | Industrial Products | 0.92% | 65501 | +87.00% |
| CHAMBAL FERTILISER & CHEMICALS LTD. | CHAMBLFERT (INE085A01013) | Fertilizers & Agrochemicals | 0.89% | 207236 | - |
| RATNAMANI METALS & TUBES LTD. | RATNAMANI (INE703B01027) | Industrial Products | 0.81% | 40000 | - |
| DEEPAK NITRITE LTD. | DEEPAKNTR (INE288B01029) | Chemicals & Petrochemicals | 0.77% | 50000 | - |
| VIKRAM SOLAR LTD | VIKRAMSOLR (INE078V01014) | Electrical Equipment | 0.48% | 180900 | - |
| RHI MAGNESITA INDIA LTD. | RHIM (INE743M01012) | Industrial Products | 0.37% | 100000 | - |
Portfolio data is as on date 30 September, 2025
NAV (Net asset value) history
Tata Resources & Energy Fund-Direct Plan-Growth - 30 days NAV history
| Date | NAV |
|---|
| 14 November, 2025 | 54.5431 |
| 13 November, 2025 | 54.6480 |
| 12 November, 2025 | 54.6903 |
| 11 November, 2025 | 54.5268 |
| 10 November, 2025 | 54.4707 |
| 7 November, 2025 | 54.5907 |
| 6 November, 2025 | 54.3620 |
| 4 November, 2025 | 54.9199 |
| 3 November, 2025 | 55.3180 |
| 31 October, 2025 | 54.8754 |
| 30 October, 2025 | 55.0272 |
| 29 October, 2025 | 55.1845 |
| 28 October, 2025 | 54.4108 |
| 27 October, 2025 | 54.4555 |
| 24 October, 2025 | 54.0522 |
| 23 October, 2025 | 54.1348 |
| 20 October, 2025 | 54.2145 |
| 17 October, 2025 | 54.0298 |
| 16 October, 2025 | 54.2274 |
| 15 October, 2025 | 53.9724 |
| 14 October, 2025 | 53.4558 |
| 13 October, 2025 | 53.7777 |
| 10 October, 2025 | 53.8496 |
| 9 October, 2025 | 53.8034 |
| 8 October, 2025 | 53.3916 |
| 7 October, 2025 | 53.7409 |
| 6 October, 2025 | 53.8278 |
| 3 October, 2025 | 53.8555 |
| 1 October, 2025 | 53.4753 |
| 30 September, 2025 | 53.2349 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Tata Resources & Energy Fund-Direct Plan-Growth?
The latest NAV of Tata Resources & Energy Fund-Direct Plan-Growth is 54.5431 as on 14 November, 2025.
What are YTD (year to date) returns of Tata Resources & Energy Fund-Direct Plan-Growth?
The YTD (year to date) returns of Tata Resources & Energy Fund-Direct Plan-Growth are 11.57% as on 14 November, 2025.
What are 1 year returns of Tata Resources & Energy Fund-Direct Plan-Growth?
The 1 year returns of Tata Resources & Energy Fund-Direct Plan-Growth are 10.91% as on 14 November, 2025.
What are 3 year CAGR returns of Tata Resources & Energy Fund-Direct Plan-Growth?
The 3 year annualized returns (CAGR) of Tata Resources & Energy Fund-Direct Plan-Growth are 19.11% as on 14 November, 2025.
What are 5 year CAGR returns of Tata Resources & Energy Fund-Direct Plan-Growth?
The 5 year annualized returns (CAGR) of Tata Resources & Energy Fund-Direct Plan-Growth are 23.11% as on 14 November, 2025.