Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Mar 29)
6 Month CAGR
The objective of the scheme is to generate income through investment primarily in floating rate debt instruments,fixed rate debt instruments swapped for floating rate returns and money market instruments. However,there is no guarantee or assurance that the investment objective of the scheme will be achieved. The scheme doesn't assure or guarantee any returns.
Launched (2y ago)
Jul 12, 2021
AUM in Crores
CRISIL Short Term Bond Fund TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Tata Floating Rate Fund (Growth)||NaN||NaN||%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
|Fund Name||Fund Size||Rolling Returns|
₹ 49,144 cr
₹ 13,831 cr
₹ 18,485 cr
₹ 12,884 cr
₹ 49,144 cr
Tata Asset Management Limited
Tata Asset Management Limited manages assets worth 102,883 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,92 debt and 17 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Tata Floating Rate Fund (G) is a Short Term Debt fund and has delivered an annualised return of 4.5% over a period of 1 years. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Akhil Mittal.
Nav of Tata Floating Rate Fund (G) as of 3/29/2023 is ₹10.78 with the total AUM as of 4/1/2023 is ₹221.02. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Floating Rate Fund (G) was launched on Jul 12, 2021. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Tata Floating Rate Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Floating Rate Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Short Term Bond Fund TR INR.
Tata Floating Rate Fund (G) is rated as a 0 fund in Debt and delivered 5.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Floating Rate Fund (G).
What is Tata Floating Rate Fund (G)?
How to invest in Tata Floating Rate Fund (G)?
You can invest in Tata Floating Rate Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Floating Rate Fund (G)?
The minimum sip amount for Tata Floating Rate Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Floating Rate Fund (G) good to invest in?
As per Scripbox experts, Tata Floating Rate Fund (G) is a Not Reviewed Yet fund. You can investTata Floating Rate Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Floating Rate Fund (G)?
The expense ratio of the Tata Floating Rate Fund (G) is 0.73% for regular plan.