Tata Resources & Energy Fund

Review Date: 21-05-2025

Beginning of Analysis

The Tata Resources & Energy Fund has shown a very poor past performence in Energy Fund. The Tata Resources & Energy Fund has a Jensen Alpha of 1.9% which is lower than the category average of 7.95%, showing poor performance. The Tata Resources & Energy Fund has a Sharpe Ratio of 0.33 which is lower than the category average of 0.61, showing poor performance.
The past performance of the {fund_name_eng} may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.
Energy Mutual Funds are ideal for aggressive investors seeking high returns by investing in the energy sector. These funds offer targeted exposure to oil and gas, renewable energy, power generation, and utilities, allowing investors to capitalize on the growth potential of this critical sector. However, they carry higher risks due to their concentrated exposure and are heavily dependent on global commodity prices, government policies, and economic conditions. Investors should have a long-term investment horizon, a high risk tolerance, and a good understanding of the energy sector before investing in these funds. Additionally, monitoring global energy trends and regulatory changes is crucial for success.

Tata Resources & Energy Fund Return Analysis

The Tata Resources & Energy Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Energy Fund peers and the Nifty Commodities TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Energy Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of 2.65%, 13.0 and 7.09 in last one, three and six months respectively. In the same period the category average return was 3.66%, 12.87% and 4.53% respectively.
• Tata Resources & Energy Fund has given a return of 5.08% in last one year. In the same period the Nifty Commodities TRI return was -2.69%. The fund has given 7.77% more return than the benchmark return.
• The fund has given a return of 20.21% in last three years and rank 3rd out of three funds in the category. In the same period the Nifty Commodities TRI return was 18.13%. The fund has given 2.08% more return than the benchmark return.
• Tata Resources & Energy Fund has given a return of 29.79% in last five years and category average returns is 33.8% in same period. The fund ranked 2.0nd out of two funds in the category. In the same period the Nifty Commodities TRI return was 29.67%. The fund has given 0.12% more return than the benchmark return.
• The fund has given a SIP return of 7.15% in last one year whereas category average SIP return is -5.23%. The fund one year return rank in the category is 1st in 4 funds
• The fund has SIP return of 20.75% in last three years and ranks 2nd in 3 funds. Nippon India Power & Infra Fund has given the highest SIP return (29.07%) in the category in last three years.
• The fund has SIP return of 21.1% in last five years whereas category average SIP return is 23.89%.

Tata Resources & Energy Fund Risk Analysis

• The fund has a standard deviation of 18.21 and semi deviation of 13.12. The category average standard deviation is 18.72 and semi deviation is 13.7.
• The fund has a Value at Risk (VaR) of -30.63 and a maximum drawdown of -20.25. The category average VaR is -27.02 and the maximum drawdown is -22.12. The fund has a beta of 0.85 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Energy Fund Category

Good Performance in Energy Fund Category

Poor Performance in Energy Fund Category

Very Poor Performance in Energy Fund Category