TATA Resources & Energy Fund Direct Plan - Payout Of Income Distribution Cum Capital Withdrawal Option

Sectoral / ThematicEquity

NAV · Direct-IDCW Payout

—-0.93-1.69%

As of — · AMFI

NAV growth+1.1%

Oct ’25Oct ’26

Go deeper on TATA Resources & Energy Fund Direct Plan - Payout Of Income Distribution Cum Capital Withdrawal Option

Two data-only views, computed from this fund's real NAV history — no projections.

TATA Resources & Energy Fund Direct Plan - Payout Of Income Distribution Cum Capital Withdrawal Option SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.TATA Resources & Energy Fund Direct Plan - Payout Of Income Distribution Cum Capital Withdrawal Option real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

TATA Resources & Energy Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option is a Sectoral / Thematic scheme from Tata. Worst historical drawdown: -33% in Mar 2020, recovered in 4 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · IDCW Payout · INF277K016B7

NAV (Direct-Growth)

₹54.0540

Last 1Y

+1.08%

Oct 25Min ₹50.33 · Max ₹58.16 · 203 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-33.2%

Peak ₹17.03 on 15 Jan 2018 → trough ₹11.37 on 23 Mar 2020 (27 months down).

Recovered in 4 months· 21 Jul 2020

Jun 2022

-23.5%

Peak ₹34.73 on 11 Apr 2022 → trough ₹26.56 on 20 Jun 2022 (2 months down).

Recovered in 12 months· 16 Jun 2023

Feb 2025

-20.1%

Peak ₹54.61 on 1 Oct 2024 → trough ₹43.62 on 28 Feb 2025 (5 months down).

Recovered in 8 months· 29 Oct 2025

Feb 2022

-16.4%

Peak ₹34.69 on 18 Oct 2021 → trough ₹29.00 on 24 Feb 2022 (4 months down).

Recovered in 2 months· 11 Apr 2022

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

Enrichment pending for this scheme

Detailed performance, risk and holdings data will appear within 30 days. Our enrichment cron processes new schemes monthly. The latest NAV from AMFI is already accurate above.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray