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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.33 | 7.72 | 9.34 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.51 | 7.58 | 7.51 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
CRISIL Short Term Bond Index |
Floating rate funds are debt funds. They invest in bonds and debt instruments whose interest payments alter with an underlying interest rate level.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Tata Floating Rate Fund | 8.43% | 6.81% | 6.45% |
HDFC Floating Rate Debt Fund | 8.59% | 6.96% | 7.87% |
Aditya Birla SL Floating Rate Fund | 8.23% | 6.87% | 7.97% |
ICICI Pru Floating Interest Fund | 8.70% | 7.20% | 8.29% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
11.02 %
Holdings
10.82 %
Holdings
10.64 %
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
59
Total AUM
₹ 1,86,178.66 Cr.
Akhil Mittal
AUM: ₹17,185.39 Cr.
|
Exp: 9yrs
B.Com, MBA (Finance)
Mr. Akhil Mittal has 9 years experience in Treasury and Fixed Income Fund Management. His previous assingments includes as Fund Manager - Fixed Income with Principal PNB Asset Management Company, Fund Manager - Fixed Income with Canara Robeco Asset Management Company, Senior Manager - Corporate Treasury with Edelweiss Securities, Asst. Manager - Corporate Treasury with Rallis India.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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3 years ago•Tata Mutual Fund
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3 years ago•Invest Empires
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3 years ago•Tata Mutual Fund
Presenting Tata Floating Rate Fund (NFO)
3 years ago•Tata Mutual Fund
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%