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  • Tata Asset Management Limited
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  • Tata Floating Rate Fund (Growth)
Tata Floating Rate Fund (Growth)

Tata Floating Rate Fund (Growth)

OtherOther

10.028

NAV (Aug 03)

0.2%
Till Date CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

0 Years.

Relative Size

0 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Scheme Information

Investment Objective

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderate Risk

Expense Ratio
0 %
Launched (0y ago)
Jul 12, 2021
AUM in Crores
₹ 0
ISIN
INF277KA1091
Lock-in
No Lock-in
Benchmark
CRISIL Ultra Short Term Debt TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Akhil Mittal

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

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Franklin India Life Stage Fund of Funds The 30s Plan (G)

Franklin India Life Stage Fund of Funds The 30s Plan (G)

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Franklin India Life Stage Fund of Funds The 50s Plus Plan (G)

Franklin India Life Stage Fund of Funds The 50s Plus Plan (G)

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amc-icon

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 67,484 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.

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  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Tata Liquid Fund (G)

    Tata Liquid Fund (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 9,719 Cr

    Fund Size

    5.30%

    3 Year CAGR

    3 Y CAGR

    Tata Liquid Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D)

    Tata Liquid Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D)

    Liquid

    Top Ranked

    ₹ 9,719 Cr

    Fund Size

    4.00%

    3 Year CAGR

    3 Y CAGR

    Tata Liquid Fund of Inc Dist cum Cap Wdrl (PIDCW-A)

    Tata Liquid Fund of Inc Dist cum Cap Wdrl (PIDCW-A)

    Liquid

    Top Ranked

    ₹ 9,719 Cr

    Fund Size

    4.80%

    3 Year CAGR

    3 Y CAGR

    Tata Large & Mid Cap Fund (G)

    Tata Large & Mid Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 2,397 Cr

    Fund Size

    14.10%

    5 Year CAGR

    5 Y CAGR

    Tata Index Fund Sensex (G)

    Tata Index Fund Sensex (G)

    Index Funds

    Top Ranked

    ₹ 81 Cr

    Fund Size

    14.40%

    5 Year CAGR

    5 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Tata Floating Rate Fund (G)

    About Tata Floating Rate Fund (G)

    Tata Floating Rate Fund (G) is a Other Other fund and has delivered an annualised return of 0.2% over a period of 0 years ..The fund is managed by Tata Asset Management Limited.The fund manager’s name is Akhil Mittal.

    Tata Floating Rate Fund (G) Investment Objective

    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. However, there is no assurance that the objective of the scheme will be realized.

    Tata Floating Rate Fund (G) NAV,AUM,Risk

    The Tata Floating Rate Fund (G) fund was launched on Jul 12, 2021. The NAV (Net Asset Value) of this Other Other as of 2021-08-03 is ₹ 10.028. The total AUM (Asset Under Management) of the fund as of 2021-08-04 is ₹ . The category risk of the Tata Floating Rate Fund (G) fund is Moderate Risk. The fund charges 0.0 % as expense ratio.

    Tata Floating Rate Fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Tata Floating Rate Fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Ultra Short Term Debt TR INR

    Tata Floating Rate Fund (G) Review

    Tata Floating Rate Fund (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Tata Floating Rate Fund (G) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.

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