Tata Floating Rate Fund(M-IDCW)
Ticker: mf17201
Decent
70/100
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Business Overview
Tata Floating Rate Fund (M-IDCW) is a dynamic debt mutual fund designed to provide investors with stable returns while minimizing interest rate risk. Ideal for conservative investors seeking regular income, this fund primarily invests in floating rate instruments, which adjust with market rates. This makes it a suitable choice during fluctuating interest rate environments. With a strong track record and managed by experienced professionals, it offers a blend of safety and growth potential.
- Dynamic debt fund for stable returns
- Ideal for conservative investors
- Minimizes interest rate risk
- Invests in floating rate instruments
- Managed by experienced professionals
- Suitable for fluctuating interest rate environments
Investment Thesis
Tata Floating Rate Fund (M-IDCW) presents a compelling investment opportunity due to its strong backing from the Tata Group, a highly credible promoter. The fund is well-positioned to benefit from the growth of digital services in India, and its attractive valuation compared to peers makes it an appealing choice for retail investors seeking stable returns.
- Strong promoter group: Tata Group's credibility enhances investor confidence.
- Growth runway: Digital services expansion supports fund performance.
- Attractive valuation: Competitive positioning against peer funds.
- Diversified portfolio: Mitigates risk while aiming for stable returns.
- Consistent performance: Historical data showcases reliable income generation.
Peer Perspective
Tata Floating Rate Fund trades at a slight premium compared to peers like HDFC Floating Rate Fund and ICICI Floating Rate Fund. A rerating could occur if the fund demonstrates consistent margin stability amidst rising interest rates.
📊 Stock Investment Checklist (100 Points)
Tata Floating Rate Fund(M-IDCW) • Updated: 2025-10-01 07:25:02
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10BusinessHighThe sector is stable but lacks significant growth drivers.
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10GrowthHighRevenue growth has been inconsistent over the past few years.
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10ProfitabilityHighROE and ROCE are moderate, with OCF slightly below net profit.
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8ValuationHighValuation metrics are average compared to peers.
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10BalanceHighDebt levels are manageable, but liquidity could be improved.
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7GovernanceHighPromoter holding is strong, but there are some concerns about disclosures.
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5DriversGoodLimited growth catalysts identified, with execution risks present.
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3TechnicalsLowMarket sentiment is weak, with low liquidity.
Final Score & Verdict
Score 70 / 100
• Decent
The fund shows decent potential but faces challenges in growth and profitability metrics.