Tata Floating Rate Fund
Ticker: mf13699
Decent
58/100
☆ Add to Watchlist
More Options
Q
Quantum Dynamic Bond Fund
The Quantum Dynamic Bond Fund shows moderate potential but carries certain risks that investors should consider.
View details
N
Nippon India FMP-XLV-4-1111D
The fund shows potential but carries significant risks, particularly in execution and market sentiment.
View details
G
Groww Nifty Smallcap 250 Index Fund
The fund shows potential for growth but carries risks associated with smallcap volatility and execution challenges.
View details
K
Kotak Global Emerging Market Overseas Equity Omni FOF
The fund has potential in emerging markets but comes with risks that need careful consideration.
View details
U
UTI Silver ETF FoF
UTI Silver ETF FoF presents a decent investment opportunity with potential growth in the silver sector, but investors should be cautious of market volatility and liquidity issues.
View details
K
Kotak FMP-304-3119D
The stock shows moderate potential but carries risks related to growth and valuation. Investors should proceed with caution.
View details
C
Canara Rob Corp Bond Fund
The Canara Rob Corp Bond Fund shows several weaknesses in growth and profitability metrics, indicating a risky investment.
View details
M
Motilal Oswal BSE Low Volatility Index Fund
The Motilal Oswal BSE Low Volatility Index Fund is a decent option for conservative investors seeking stability, but it lacks aggressive growth potential.
View details
A
Aditya Birla SL Retirement Fund-40
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised.
View details
T
TRUSTMF Short Duration Fund
The TRUSTMF Short Duration Fund shows potential but faces challenges in profitability and growth drivers. Caution is advised.
View details
M
Mahindra Manulife Dynamic Bond Fund
The fund shows decent potential but faces challenges in profitability and execution risks.
View details
I
ICICI Pru Strategic Metal and Energy Equity FoF
The fund shows potential in a growing sector but faces significant risks in profitability and market sentiment.
View details
Q
Quant Overnight Fund
The Quant Overnight Fund shows decent potential but has several areas of concern that need to be addressed for better performance.
View details
C
Capitalmind Flexi Cap Fund
The Capitalmind Flexi Cap Fund shows decent potential for growth, but investors should be cautious of valuation and execution risks.
View details
P
PGIM India Dynamic Bond Fund
The fund shows decent potential with stable growth prospects, but some risks need to be monitored.
View details
T
Tata Nifty Midcap 150 Index Fund
The Tata Nifty Midcap 150 Index Fund presents a decent investment opportunity with growth potential, but investors should be cautious of market volatility and execution risks.
View details
Business Overview
Tata Floating Rate Fund is a dynamic debt mutual fund designed to provide investors with a steady income while mitigating interest rate risk. Ideal for conservative investors and those seeking regular returns, this fund invests primarily in floating rate instruments, ensuring that your investment adjusts with changing interest rates. This flexibility helps in capital preservation and offers potential for better returns compared to traditional fixed-income options. With a strong track record and experienced management, Tata Floating Rate Fund is a reliable choice for wealth creation in a fluctuating market.
- Dynamic debt mutual fund
- Ideal for conservative investors
- Invests in floating rate instruments
- Mitigates interest rate risk
- Offers potential for better returns
- Strong track record and experienced management
Investment Thesis
Tata Floating Rate Fund stands out due to its robust promoter credibility, strong backing from the Tata Group, and a significant growth potential in digital services. Its attractive valuation compared to peers makes it a compelling investment opportunity for retail investors seeking stability and growth.
- Strong promoter group with Tata's legacy and trust.
- Growth potential in digital services driving future returns.
- Attractive valuation compared to industry peers.
- Diversified portfolio mitigating risks for investors.
- Consistent performance history enhancing investor confidence.
Peer Perspective
Tata Floating Rate Fund trades at a slight premium compared to peers like HDFC Floating Rate Fund and ICICI Prudential. A sustained improvement in margin stability could trigger a favorable rerating.
📊 Stock Investment Checklist (100 Points)
Tata Floating Rate Fund • Updated: 2025-09-29 15:49:35
-
10BusinessHighThe fund operates in a sector that is adapting to changing interest rates, but lacks a strong competitive moat.
-
10GrowthHighRevenue growth has been inconsistent due to fluctuating interest rates affecting returns.
-
10ProfitabilityHighROE and ROCE are moderate, with cash flow being stable but not exceptional.
-
8ValuationHighValuation metrics are in line with peers, but there is limited upside potential.
-
5BalanceGoodThe fund maintains a conservative debt profile, but liquidity is average.
-
7GovernanceHighPromoter holding is strong, but there are some concerns regarding transparency.
-
3DriversLowGrowth drivers are limited, with execution risks related to interest rate changes.
-
0TechnicalsLowMarket sentiment is currently negative, with low liquidity and poor price action.
Final Score & Verdict
Score 58 / 100
• Decent
The Tata Floating Rate Fund presents a decent investment opportunity, but potential investors should be cautious of market volatility and interest rate risks.