Tata Mutual Fund
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Tata Resources & Energy Fund

Tata Resources & Energy Fund

The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of companies in the resources and energy sectors in India viz:

  • Cement
  • Energy
  • Metals
  • Chemicals
  • Fertilizers
  • Paper

The growth opportunity in the materials space is linked to the economic growth of the country. India's per capita consumption across the materials & oil & gas (energy) space is low compared to other emerging market peers. Long term demand drivers for commodities are housing shortage, urbanization & infrastructure investment. In a recent study, KPMG estimated current housing shortage of 5.9 cr units which will grow to 10.7 cr units by 2022. Also, only 35% of the population resides in urban areas, compared to 50% - 90% for peer emerging countries; therefore, increasing urbanization is expected to be a big demand driver for commodities in India. With multiple demand drivers in place, the materials & energy space is expected to grow much larger than it is today. Thus, we expect there will be a large number of investment-worthy companies to be able to participate in this growth & create value for shareholders.

Tata Resources & Energy Fund invests in companies in the resources & Energy Sector which is identified as one of the enablers of growth engine of the economy.

Asset Allocation

Under normal circumstances, funds of the Scheme, shall (after providing for all ongoing expenses) be invested as per the indicative asset allocation pattern as given below:

Instruments Indicative Allocation (% of Total Assets) Risk Profile
Minimum Maximum
Equity & equity related instruments^ of companies in the Resources & Energy sectors
80% 100% High
Debt & Money Market Instruments*
0% 20% Low to Medium

Fund Manager will follow the AMFI sector classification for deciding the investment universe for the scheme. As per AMFI industry classification, cement & cement products, chemicals, fertilizers & pesticides, metals, paper & energy sectors are classified as Resources & Energy sectors.

^ The Scheme will comply with all the applicable circulars issued by SEBI as regard to derivatives viz. SEBI Circular no. SEBI/MFD/CIR No. 03/158/03 dated June 10, 2003, no. DNPD/Cir-29/2005 dated September 14, 2005, no. SEBI/IMD/CIR No. 9/108562/07 dated November 16, 2007, no. Cir/IMD/ DF/ 11/ 2010 dated August 18, 2010. The cumulative gross exposure to equity, equity related instruments, debt, money market instruments & derivatives shall not exceed 100% of the net assets of the scheme. The exposure to derivatives will not exceed 50% of the net assets of the scheme.

The scheme does not seek to invest in securitized debt. The scheme does not seek to invest in foreign securities. The Scheme does not seek to participate in repo/reverse repo in corporate debt securities. The Scheme does not seek to participate in credit default swaps. The Scheme may engage in short selling of securities in accordance with the framework relating to short selling & securities lending & borrowing specified by SEBI.

Not more than 20% of the net assets of the scheme can be deployed in stock lending. The scheme would limit its exposure, with regards to securities lending, for a single intermediary, to the extent of 5% of the total net assets of the scheme at the time of lending.

Due to market conditions, the AMC may invest beyond the range set out above. Such deviations shall normally be for a short term purpose only for defensive considerations & such deviation shall be subjected to 30 days rebalancing period.

For detailed information kindly refer the Scheme Information Document.

Who should invest / Key Attributes
  • Ideal for Investors:
    • Looking to participate in potential Capital appreciation opportunities in resources and commodities sector benefiting from Indian economic growth.
    • Investors with higher risk profile looking to invest in a theme oriented Scheme.
  • Key Attributes:
    • Invests in fundamentally strong companies from Resources & Energy Sector in India.
    • Benefits of Multiple Fund Managers as the Fund is managed by ‘Lead Fund Manager’ & supported additionally by one or more Fund Managers in the portfolio management process.
Fund Manager

Sailesh Jain

With more than 15 years of experience in both fund management and broking, Sailesh Jain has joined Tata Asset Management in November 2018 as Fund Manager (Equities).

His prior stint includes IDFC Securities Ltd. where he was heading the Institutional Derivatives desk.

He started his career in 2003 at Refco-Sify securities as a fundamental and derivative analyst. Shailesh has worked as a Fund Manager at Lotus India Mutual Fund and has also headed the Derivatives desk at IIFL (Indiainfoline).

Sailesh is an MBA (Finance) from Queensland University of Technology from Australia.

Satish Mishra: Assistant Fund Manager

Satish Mishra has more than 12 years of industry experience. At present Satish is the Assistant Fund Manager for Tata Resources & Energy Fund.

Satish joined Tata Asset Management Ltd. in July 2017 as a Research Analyst, tracking Oil & Gas, Metals & Mining and Chemical sectors and reporting to the Chief Investment Officer - Equities.

His previous stints as Research Analyst include assignments with HDFC Securities Ltd, from May 2012 to July 2017 and PINC Research from June 2008 to May 2012 tracking similar sectors and reporting to Head of Research. He has also worked as an Assistant Engineer at Indian Farmers Fertiliser Cooperative Ltd. (IFFCO) for more than two years.

Satish is qualified as a Bachelor of Technology from IIT (BHU) Varanasi and has a Post Graduate Diploma in Management from T A Pai Management Institute.

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Scheme Information

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of it’s net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India.
However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Nature of the Scheme:

An open-ended equity scheme investing in Resources & Energy Sector.

Options / Plan
Regular Plan (Routed through Distributor)
  • - Growth
  • - Dividend
Direct Plan
  • - Growth
  • - Dividend
Entry Load
Not Applicable
Exit Load

0.25% of NAV if redeemed on or before expiry of 3 months from the date of allotment.

Min. Purchase Amount
5, 000/- & in multiple of 1/- thereafter.
Min. Additional Purchase Amt.
1, 000/- & in multiple of 1/- thereafter.
Min. Redemption Amt. / Units*
500/- or 50 units.
Systematic Investment Plan
Frequency No. of Installments Min. Installment Amt.
Daily / Weekly / Monthly 12 150/-
Monthly 6 1,000/-
Quarterly 6 1,000/-
4 1,500/-
Systematic Withdrawal Plan




Monthly / Quarterly

Min.Withdrawal Amt.


*There is no minimum amount requirement in case unitholder is opting for an all units switch.

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