44
EnergyAvoid
Tata Resources & Energy
Tata · Direct–Growth · rank #4 of 6 by Smart Score
Trailing returns
1 Year
7.8%
+7.3% vs index
3 Years
18.8%
+6.6% vs index
5 Years
14.3%
+2.4% vs index
Since launch
18.2%
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
+7.2%+8.9% vs index
Why this score
Tata Resources & Energy scores 44/100 — #4 of 6 Energy fund (Avoid). It stands out for sharpe ratio and expense ratio — beating 75% of peers on sharpe 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 return18.81% · 25th percentile in category
5Y return14.32% · 25th percentile in category
Sharpe ratio0.86 · 75th percentile in category
Volatility17.51 · 25th percentile in category
Expense ratio0.85% · 75th percentile in category
Sortino ratio0.90 · 75th percentile in category