Floater Fundregulargrowth
Aditya Birla Sun Life Floating Rate Fund-Retail Plan-Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.18%
1 Month+0.24%
3 Months+1.11%
6 Months+2.65%
1 Year+6.64%
3 Years (CAGR)+7.43%
5 Years (CAGR)+6.44%
10 Years (CAGR)+7.15%
Since Inception (May 2013)+7.58%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+5.73%
3 Year SIP+7.12%
5 Year SIP+6.93%
Since Inception (May 2013)+7.11%
Fund Details
Fund HouseAditya Birla Sun Life Mutual Fund
CategoryFloater Fund
Plan Typeregular
Optiongrowth
AUM₹13,462 Cr
Expense Ratio0.45%
Min SIP₹0
Min Lumpsum₹1,000
Launch Date29 May 2013
AMFI Code122650
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Aditya Birla Sun Life Floating Rate Fund-Retail Plan-Growth by Aditya Birla Sun Life Mutual Fund is a Floater Fund fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Floater Fund category.
About This Fund
Aditya Birla Sun Life Floating Rate Fund-Retail Plan-Growth is a Floater Fund mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 12 years. It manages assets worth ₹13,462 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.45%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations