Tata Floating Interest Rates Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Tata Floating Interest Rates Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹120 Cr
N/A
0.72
Nil
CRISIL Short Duration Debt A-II Index
Tata Floating Interest Rates Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.03 | -0.25 | 1.92 |
| 6M | 2.49 | 1.53 | 3.30 |
| 1Y | 4.89 | 2.81 | 7.57 |
| 3Y | 6.81 | 14.35 | 26.73 |
Portfolio Analysis
- Equity:
- Debt: 91.42%
- Others
About Fund Tata Floating Interest Rates Fund Growth
Tata Floating Interest Rates Fund Growth managed by Tata Mutual Fund,is a Floater Fundsscheme with Assets Under Management of ₹120 Crore. The fund benchmarks its performance against the CRISIL Short Duration Debt A-II Index while maintaining an expense ratio of 0.72. Under the expert guidance of Akhil Mittal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Akhil Mittal
Mr. Akhil is a commerce graduate and has also done MBA (Finance). He has more than 7 years of experience in Fixed Income Markets, Interest Rates and Treasury Management. Prior to this he has worked with Principal PNB as Fund Manager - Fixed Income, Edelweiss Securities Ltd. as Senior Manager - Corporate Treasury and with Rallis India Ltd. as Asst. Manager - Corporate Treasury.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| UTI Floating Interest Rates Fund Fund Growth | 4 | 1,504 CR | 0.86 |
| Tata Floating Interest Rates Fund Growth | 0 | 119 CR | 0.72 |
| SBI Floating Interest Rates Fund Growth | 0 | 671 CR | 0.42 |
| Axis Floating Interest Rates Fund Growth | 0 | 148 CR | 0.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Floating Interest Rates Fund Fund Growth | 5.0923 | 20.7491 |
| This FundTata Floating Interest Rates Fund Growth | 4.8933 | 21.8425 |
| This FundSBI Floating Interest Rates Fund Growth | 5.9726 | 23.0875 |
| This FundAxis Floating Interest Rates Fund Growth | 5.515 | 25.5418 |
Tata Floating Interest Rates Fund Growth FAQs
- 1 Month : 0.03%
- 6 Months : 2.49%
- 1 Year : 4.89%
- 3 Years : 6.81%
