47
EnergyHold
Tata Resources & Energy
Tata · Direct–Growth · rank #3 of 6 by Smart Score
Data updated
Trailing returns
1 Year
2.2%
+6.9% vs index
3 Years
14.1%
+4.8% vs index
5 Years
10.3%
+2.4% vs index
Since launch
17.1%
Year-by-year performance
2021
+49.0%+18.4% vs index
2022
+3.1%-0.7% vs index
2023
+29.7%+3.2% vs index
2024
+14.9%-0.8% vs index
2025
+12.4%+4.7% vs index
2026
+1.4%+7.4% vs index
Why this score
Tata Resources & Energy scores 47/100 — #3 of 6 Energy fund (Hold). It stands out for expense ratio and sharpe ratio — beating 92% of peers on expense ratio. The main drag is its 3y return (better than only 25% of peers).
Each bar shows the fund's percentile vs Energy peers — a longer bar beats more of the category.
3Y return14.13% · 25th percentile in category
5Y return10.33% · 25th percentile in category
Expense ratio0.82% · 92nd percentile in category
Sharpe ratio0.58 · 75th percentile in category
Volatility17.80 · 25th percentile in category
Sortino ratio0.55 · 75th percentile in category
Top holdings
1.Ultratech Cement Ltd5.51%
2.Vedanta Aluminium Metal Ltd5.05%
3.Adani Transmission Ltd4.62%
4.Tata Steel Ltd4.37%
5.Ambuja Cements Ltd3.76%
44 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.