What is the 5-year rolling return of Tata Resources & Energy Fund?

Across 1,435 overlapping 5-year holding periods between 29 December 2015 and 16 October 2026, the Direct plan of Tata Resources & Energy Fund returned an average of 20.47% a year, with a median of 19.87%. The best 5-year stretch returned 33.79% a year and the worst returned 9.83%.

Has Tata Resources & Energy Fund ever lost money over 5 years?

No. Every one of the 1,435 5-year holding periods in this fund's history ended in profit. The weakest returned 9.83% a year, for someone who invested on 18 October 2021. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Tata Resources & Energy Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 20.47% a year on the Direct plan against 18.50% on the Regular plan, a difference of 1.97% a year.

What is the 1-year rolling return of Tata Resources & Energy Fund?

Across 2,419 overlapping 1-year holding periods between 29 December 2015 and 16 October 2026, the Direct plan of Tata Resources & Energy Fund returned an average of 19.94% a year, with a median of 14.21%. The best 1-year stretch returned 117.16% a year and the worst returned -20.59%.

What is the 3-year rolling return of Tata Resources & Energy Fund?

Across 1,928 overlapping 3-year holding periods between 29 December 2015 and 16 October 2026, the Direct plan of Tata Resources & Energy Fund returned an average of 18.63% a year, with a median of 19.54%. The best 3-year stretch returned 40.06% a year and the worst returned -6.55%.

What is the 7-year rolling return of Tata Resources & Energy Fund?

Across 939 overlapping 7-year holding periods between 29 December 2015 and 16 October 2026, the Direct plan of Tata Resources & Energy Fund returned an average of 18.94% a year, with a median of 18.69%. The best 7-year stretch returned 23.34% a year and the worst returned 15.02%.

What is the 10-year rolling return of Tata Resources & Energy Fund?

Tata Resources & Energy Fund has 201 windows at the 10-year holding period, because its NAV record begins on 29 December 2015. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Tata Mutual Fund

Tata Resources & Energy Fund — rolling returns

Energy · NAV data as of 16 October 2026

2,662 daily NAV records since 29 December 2015

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 1,435 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 29 December 2015 to 16 October 2026

Average rolling return

20.47%

Windows computed

1,435

Median return

19.87%

Standard deviation

4.91%

Best 5-year window

33.79%a year

Invested 24 Mar 2020 · exited 24 Mar 2025

Worst 5-year window

9.83%a year

Invested 18 Oct 2021 · exited 16 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (1,435 of 1,435)
Above 8%: 100.0% (1,435 of 1,435)
Above 12%: 98.8% (1,418 of 1,435)
Above 15%: 85.0% (1,220 of 1,435)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 288 of 1,435 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Tata Resources & Energy Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	19.94%	18.63%	20.47%	18.94%	17.69%
Median	14.21%	19.54%	19.87%	18.69%	17.86%
Minimum	-20.59%	-6.55%	9.83%	15.02%	15.30%
Maximum	117.16%	40.06%	33.79%	23.34%	19.64%
Std deviation	24.41%	9.02%	4.91%	1.86%	1.02%
Consistency
Above 0%	81.31%	97.46%	100.00%	100.00%	100.00%
Above 8%	61.68%	83.45%	100.00%	100.00%	100.00%
Above 12%	53.58%	76.71%	98.82%	100.00%	100.00%
Above 15%	48.90%	67.12%	85.02%	100.00%	100.00%
Coverage
Windows computed	2,419	1,928	1,435	939	201

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.97% a year more than Regular.

5-year rolling returns for Tata Resources & Energy Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	20.47%	18.50%
Best window	33.79%from 24 Mar 2020	31.65%from 24 Mar 2020
Worst window	9.83%from 18 Oct 2021	8.09%from 18 Oct 2021
Windows computed	1,435	1,435

Common questions about Tata Resources & Energy Fund

What is the 5-year rolling return of Tata Resources & Energy Fund?: Across 1,435 overlapping 5-year holding periods between 29 December 2015 and 16 October 2026, the Direct plan of Tata Resources & Energy Fund returned an average of 20.47% a year, with a median of 19.87%. The best 5-year stretch returned 33.79% a year and the worst returned 9.83%.
Has Tata Resources & Energy Fund ever lost money over 5 years?: No. Every one of the 1,435 5-year holding periods in this fund's history ended in profit. The weakest returned 9.83% a year, for someone who invested on 18 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Tata Resources & Energy Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 20.47% a year on the Direct plan against 18.50% on the Regular plan, a difference of 1.97% a year.
What is the 1-year rolling return of Tata Resources & Energy Fund?: Across 2,419 overlapping 1-year holding periods between 29 December 2015 and 16 October 2026, the Direct plan of Tata Resources & Energy Fund returned an average of 19.94% a year, with a median of 14.21%. The best 1-year stretch returned 117.16% a year and the worst returned -20.59%.
What is the 3-year rolling return of Tata Resources & Energy Fund?: Across 1,928 overlapping 3-year holding periods between 29 December 2015 and 16 October 2026, the Direct plan of Tata Resources & Energy Fund returned an average of 18.63% a year, with a median of 19.54%. The best 3-year stretch returned 40.06% a year and the worst returned -6.55%.
What is the 7-year rolling return of Tata Resources & Energy Fund?: Across 939 overlapping 7-year holding periods between 29 December 2015 and 16 October 2026, the Direct plan of Tata Resources & Energy Fund returned an average of 18.94% a year, with a median of 18.69%. The best 7-year stretch returned 23.34% a year and the worst returned 15.02%.
What is the 10-year rolling return of Tata Resources & Energy Fund?: Tata Resources & Energy Fund has 201 windows at the 10-year holding period, because its NAV record begins on 29 December 2015. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Compare with other funds

Other Energy funds

5-year rolling return (Direct)

DSP Natural Resources and New Energy Fund18.39%

Related Infrastructure funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.