Tata Resources & Energy Fund - Direct Plan - Growth Option
code 135813 Sectoral/Thematic direct plan · growth NAVs 2015-12-29 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2025-03-18, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 4.53% | 4.53% | 8.76% | -4.23% | 2026-10-09 → 2026-11-09 |
| 3M | -4.12% | -4.12% | -2.69% | -1.43% | 2026-08-07 → 2026-11-09 |
| 6M | -3.26% | -3.26% | -5.69% | 2.43% | 2026-05-08 → 2026-11-09 |
| 1Y | 4.30% | 4.30% | 5.20% | -0.90% | 2025-11-07 → 2026-11-09 |
| 3Y | 15.85% | - | - | - | 2023-11-09 → 2026-11-09 |
| 5Y | 11.41% | - | - | - | 2021-11-09 → 2026-11-09 |
| 7Y | 20.18% | - | - | - | 2019-11-08 → 2026-11-09 |
| 10Y | 16.17% | - | - | - | 2016-11-09 → 2026-11-09 |
| since inception | 17.32% | 12.70% | 11.33% | 1.38% | 2015-12-29 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| fund | 23.45% | 34.69% | -14.04% | 11.40% | 32.89% | 49.05% | 3.08% | 29.73% | 14.89% | 12.38% |
| benchmark | - | - | - | - | - | - | - | - | - | - |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 160 | 9.44% | 9.57% | -2.27% | 19.22% | 95% | 23% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 14.93% | 10.89% | 15.16% |
| volatility | 17.83% | 17.25% | 18.66% |
| max drawdown | -20.12% | -23.51% | -33.22% |
| downside deviation | 10.33% | 11.06% | 11.48% |
| Sharpe ratio | 0.54 | 0.36 | 0.56 |
| Sortino ratio | 0.93 | 0.55 | 0.92 |
| Calmar ratio | 0.74 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.