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Tata Floating Rate Fund(Q-IDCW)

Ticker: mf17199
Decent 68/100

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T
Tata Floating Rate Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with moderate risks, but investors should be cautious of market sentiment and liquidity issues.
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T
Tata Floating Rate Fund(M-IDCW)
Score 70/100 Decent
The fund shows decent potential but faces challenges in growth and profitability metrics.
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G
Groww Short Duration Fund(FN-IDCW)
Score 48/100 Risky
The Groww Short Duration Fund presents several risks with inconsistent growth and moderate profitability metrics, making it a risky investment at this time.
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G
Groww Short Duration Fund(W-IDCW)
Score 68/100 Decent
The fund shows potential for moderate growth but carries risks that investors should consider.
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G
Groww Short Duration Fund(M-IDCW)
Score 48/100 Decent
The fund shows potential with decent growth prospects, but faces challenges in profitability and valuation metrics.
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H
HSBC Brazil Fund(IDCW-Payout)
Score 68/100 Decent
The HSBC Brazil Fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised for new investors.
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H
HSBC Brazil Fund(IDCW)
Score 66/100 Decent
The HSBC Brazil Fund shows decent potential but carries some risks that investors should consider.
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I
ICICI Pru FMP-88-1226D-F(H-IDCW)
Score 68/100 Decent
The stock shows decent potential with consistent growth and profitability metrics, but valuation concerns and market sentiment suggest caution.
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I
ICICI Pru FMP-88-1226D-F(Q-IDCW)
Score 68/100 Decent
The stock shows potential but faces challenges in profitability and valuation metrics. Caution is advised.
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I
ICICI Pru Quant Fund(IDCW-Payout)
Score 68/100 Decent
The ICICI Pru Quant Fund shows decent potential with a balanced approach to growth and profitability, though some execution risks are present.
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I
ICICI Pru Quant Fund(IDCW)
Score 68/100 Decent
ICICI Pru Quant Fund shows decent potential with consistent growth and manageable risks, making it a viable option for investors.
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D
DSP Gold ETF FoF(IDCW Reinvest)
Score 70/100 Decent
The DSP Gold ETF FoF presents a decent investment opportunity, but investors should be cautious due to market sentiment and growth inconsistencies.
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D
DSP Gold ETF FoF(IDCW)
Score 66/100 Decent
The DSP Gold ETF FoF(IDCW) presents a decent investment opportunity, particularly for those looking for exposure to gold as a hedge against inflation and market volatility.
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S
SBI FMP-46-1850D(IDCW)
Score 48/100 Decent
The stock shows moderate potential but is hindered by inconsistent growth and valuation concerns.
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T
TRUSTMF Banking & PSU Fund(A-IDCW)
Score 68/100 Decent
The fund shows potential in a stable sector but faces challenges in growth consistency and valuation metrics.
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T
TRUSTMF Banking & PSU Fund(Q-IDCW)
Score 48/100 Decent
The fund shows potential but carries risks that may affect performance. Caution is advised.
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Business Overview

Tata Floating Rate Fund (Q-IDCW) is a dynamic debt mutual fund designed to provide investors with stable returns through investments in floating rate instruments. Ideal for conservative investors seeking to mitigate interest rate risk, this fund adjusts its portfolio in response to market changes, ensuring optimal performance. With a focus on capital preservation, it offers a reliable option for those looking to diversify their investment portfolio while maintaining liquidity.

  • Dynamic debt fund focusing on floating rate instruments
  • Ideal for conservative investors
  • Mitigates interest rate risk effectively
  • Provides stable returns and capital preservation
  • Enhances portfolio diversification
  • Offers liquidity for easy access to funds

Investment Thesis

Tata Floating Rate Fund stands out due to its strong promoter group and credibility, ensuring investor confidence. The fund is well-positioned to benefit from the growing digital services sector, providing a robust growth runway. Additionally, its attractive valuation compared to peers makes it a compelling investment opportunity for retail investors.

  • Backed by Tata Group's strong reputation and trustworthiness.
  • Capitalizes on the expanding digital services market.
  • Offers competitive returns with lower interest rate risk.
  • Attractive valuation compared to similar funds in the market.
  • Ideal for conservative investors seeking steady income.

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 it maintains margin stability amidst rising interest rates.
📊 Stock Investment Checklist (100 Points)
Tata Floating Rate Fund(Q-IDCW) • Updated: 2025-10-01 07:25:18
  • 10
    Business
    High
    The sector is evolving with a focus on interest rate management.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 7
    Balance
    High
    Moderate debt levels, but liquidity is adequate.
  • 5
    Governance
    Good
    Promoter holding is stable, but some concerns over disclosures.
  • 6
    Drivers
    Good
    Growth drivers exist, but execution risks are notable.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Tata Floating Rate Fund shows potential for moderate returns, but investors should be cautious of execution risks and market conditions.