The Tata Resources & Energy Fund has recorded a strong performance, with its assets under management (AUM) doubling year-on-year to ₹1,048 crore as of March 31, 2025. The energy-focused thematic fund saw inflows from Guwahati rise 62% year-on-year to ₹3.12 crore from ₹1.93 crore in FY24, highlighting growing investor interest in the region.
Energy megatrends such as India’s transition to clean energy, infrastructure upgrades, and industrial transformation have propelled thematic funds to the forefront of investor preference amid market volatility. Fund Manager Satish Chandra Mishra notes, “Energy is at the core of India’s growth story—electrification of transport, digital infrastructure expansion, and clean energy transitions are opening multi-year investment opportunities.”
In Guwahati, investors are increasingly tapping into the fund to leverage sectors like electric vehicles, green hydrogen, data centers, and green cement. The rising inflows indicate a shift towards thematic investing among retail and institutional investors in this Tier-2 city. The fund adopts a diversified approach, combining cyclical sectors such as metals and cement with structural themes like chemicals and agri-inputs. With a 14.58% annualized return over three years, the fund outperforms benchmarks like the Nifty 50. Given India’s ambitious target of 500 GW non-fossil fuel capacity by 2030, energy-focused funds continue to attract robust demand.
