Riding on India’s clean energy transition and infrastructure growth, thematic mutual funds—especially those focused on energy—are witnessing heightened investor interest. Tata Resources & Energy Fund has seen its assets under management (AUM) soar to ₹1,048 crore as of March 31, 2025, marking a 100% year-on-year growth.
Notably, inflows from Guwahati rose by 62% YoY to ₹3.12 crore, reflecting increasing enthusiasm among retail investors in Tier-2 cities for energy-driven investment themes. The city’s growing investor base is aligning portfolios with sectors like electrification, green hydrogen, and industrial upgrades, seeking exposure to India’s energy megatrends.
“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,” said Satish Chandra Mishra, Fund Manager at Tata Asset Management. The fund’s diversified approach—mixing cyclical sectors like metals and cement with structural bets on chemicals and agri-inputs—has helped deliver 14.58% annualised returns over three years, outperforming Nifty 50 and Nifty Commodities Index. With India aiming for 500 GW of non-fossil fuel capacity by 2030, Guwahati’s investors are increasingly viewing thematic energy funds as strategic vehicles to ride the green economy wave.