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Tata Floating Rate Fund(Q-IDCW Payout)

Ticker: mf17198
Decent 66/100

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T
Tata Floating Rate Fund(Q-IDCW)
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.
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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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Business Overview

Tata Floating Rate Fund (Q-IDCW Payout) is a dynamic debt mutual fund designed for investors seeking stable returns with lower interest rate risk. Ideal for conservative investors and those looking for regular income, this fund invests primarily in floating rate instruments. It aims to provide a hedge against rising interest rates while ensuring liquidity and capital preservation. This fund is particularly relevant in today's volatile market, making it a smart choice for financial security.

  • Dynamic debt mutual fund for stable returns
  • Ideal for conservative investors
  • Invests in floating rate instruments
  • Hedge against rising interest rates
  • Focus on liquidity and capital preservation
  • Regular income through IDCW payouts

Investment Thesis

Tata Floating Rate Fund presents a compelling investment opportunity due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to benefit from rising interest rates and offers a reliable income stream for investors.

  • Backed by Tata Group, known for its integrity and strong financials.
  • Capitalizes on the growing demand for digital services, enhancing fund performance.
  • Offers attractive valuation metrics compared to similar funds in the market.
  • Focus on floating rate instruments mitigates interest rate risk.
  • Ideal for conservative investors seeking stable returns.

Peer Perspective

Tata Floating Rate Fund trades at a slight premium compared to peers like HDFC Floating Rate Fund and ICICI Prudential. A rerating could occur if it maintains margin stability while enhancing growth prospects.
📊 Stock Investment Checklist (100 Points)
Tata Floating Rate Fund(Q-IDCW Payout) • Updated: 2025-10-01 07:25:10
  • 10
    Business
    High
    The fund operates in a stable sector with moderate growth potential.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but OCF is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but not compelling.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is strong, but there are some concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The Tata Floating Rate Fund shows decent potential but faces challenges in profitability and growth drivers. Caution is advised.