Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sectorDirect
Tata Resources & Energy Fund - Direct Plan - Growth Option
3Y ago₹1.57 L
5Y ago₹1.86 L
sectorDirect
HDFC Transportation and Logistics Fund - Direct Plan - Growth Option
3Y ago₹2.00 L
5Y ago—
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Tata Resources & Energy Fund - … | HDFC Transportation and Logisti… |
|---|---|---|
| Fund house | Tata Mutual Fund | HDFC Mutual Fund |
| Category | Equity Scheme - Sectoral/ Thematic | Equity Scheme - Sectoral/ Thematic |
| Plan | Direct | Direct |
| Latest NAV | ₹58.6553 | ₹20.441 |
| Assets managed (AUM) | — | — |
| 1M return | -0.88% | 0.17% |
| 6M return | 9.51% | 15.87% |
| 1Y return | 11.13% | 12.13% |
| 3Y CAGR | 16.13% | 26.05% |
| 5Y CAGR | 13.16% | — |
| Since inception CAGR | 17.98% | 26.40% |
| Bumpiness · 3Y (annualised σ) | 18.13 | 16.99 |
| Worst drop ever | -33.22% | -23.50% |
| Sharpe · 3Y (rf=6%) | 0.51 | 1.04 |