Tata Resources and Energy Fund
Direct · Growth ₹57.60
24 Apr 2026
NAV
18.7%
3Y CAGR
21.1%
5Y CAGR
18.4%
10Y CAGR
19.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
20.09
Sharpe
-33.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.89 L | 20.8% | -45.8% | 112.1% |
| 3 Years | ₹36.00 L | ₹46.59 L | 19.3% | -17.7% | 52.6% |
| 5 Years | ₹60.00 L | ₹1.02 Cr | 22.5% | 9.9% | 31.8% |
| 10 Years | ₹1.20 Cr | ₹3.13 Cr | 18.4% | 16.6% | 19.5% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 20.8% | -1.4% | +22.2% |
| 3 Years | 19.3% | 10.4% | +8.8% |
| 5 Years | 22.5% | 10.5% | +12.0% |
| 10 Years | 18.4% | 11.8% | +6.6% |