45
EnergyHold
Tata Resources & Energy
Tata · Direct–Growth · rank #3 of 6 by Smart Score
Data updated
Trailing returns
1 Year
10.4%
+7.4% vs index
3 Years
16.4%
+4.9% vs index
5 Years
13.2%
+2.9% vs index
Since launch
17.9%
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
+6.3%+8.4% vs index
Why this score
Tata Resources & Energy scores 45/100 — #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 return16.42% · 25th percentile in category
5Y return13.22% · 25th percentile in category
Expense ratio0.84% · 92nd percentile in category
Sharpe ratio0.86 · 75th percentile in category
Volatility17.51 · 25th percentile in category
Sortino ratio0.68 · 75th percentile in category
Top holdings
1.Ultratech Cement Ltd5.86%
2.Adani Transmission Ltd5.65%
3.Tata Steel Ltd4.4%
4.Vedanta Aluminium Metal Ltd4.31%
5.Ambuja Cements Ltd4.26%
45 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.