• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Floating Rate Fund Retail (Growth)

Formerly Aditya BSL FRF L/T Retl Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Floating Rate Fund Retail (Growth)

DebtFloater

Top Ranked

398.018

NAV (Jan 17)

6.8%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within floater mutual funds.However, Scripbox does not recommend investing in floater mutual funds.Floater Funds are mandated to invest a minimum of 65% of total assets in Floating Rate Instruments.

This is a relatively small category with a limited number of funds.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Track Record

19 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

16,500 Cr. Category leader in size

Impact of Interest Rate Changes

Moderate Interest Rate Risk. The impact on fund value is moderate when interest rates change

Credit Quality Of Fund's Portfolio

Low Credit Risk. The fund has a high credit quality compared to other debt funds

Invest in this fund
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Short Term Money

Short Term Money

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

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

398.018

NAV (Jan 17)

Fund Returns

Last 1Y

4%

Last 3Y

6.8%

Last 5Y

6.9%

Last 10Y

8.2%

Since Inception

7.7%

6 Month CAGR

1.8%

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Scheme Information

Investment Objective

The primary objective of the schemes is to generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments. The schemes may invest a portion of its net assets in fixed rate debt securities and money market instruments.

Expense Ratio

0.46

Launched (19y ago)

Jun 05, 2003

AUM in Crores

16499.755

ISIN

INF209K01MF1

Lock-in

No Lock-in

Benchmark

Crisil Low Duration Debt TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
user-avatar

Harshil Suvarnkar

Fund Manager

user-avatar

Kaustubh Gupta

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,223 cr

5

₹ 28,408 cr

5

₹ 9,119 cr

5

₹ 26,625 cr

5

₹ 23,456 cr

5

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 301,874 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

amc-img

  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    19.7%

    15%

    4.7%

    7.1%

    4.7%

    7.2%

    4.7%

    6.8%

    4.6%

    6.7%

    growth

    Short Term Money

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

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    Aditya Birla Sun Life Floating Rate Fund Retail (G) Review

    Aditya Birla Sun Life Floating Rate Fund Retail (G) is a Floater Debt fund and has delivered an annualised return of 7.7% over a period of 18 years. The fund was previously known as Aditya BSL FRF L/T Retl Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Harshil Suvarnkar, Kaustubh Gupta.

    Nav of Aditya Birla Sun Life Floating Rate Fund Retail (G) as of 17/01/2022 is ₹398.02 with the total AUM as of 18/01/2022 is ₹16499.755. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Floating Rate Fund Retail (G) was launched on Jun 05, 2003. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Aditya Birla Sun Life Floating Rate Fund Retail (G) is ₹0 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.

    Aditya Birla Sun Life Floating Rate Fund Retail (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 Low Duration Debt TR INR.

    Aditya Birla Sun Life Floating Rate Fund Retail (G) is rated as a 4 fund in Debt and delivered 4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Floating Rate Fund Retail (G).

    Frequently Asked Questions

    What is Aditya Birla Sun Life Floating Rate Fund Retail (G)?

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    Is Aditya Birla Sun Life Floating Rate Fund Retail (G) good to invest in?

    What is the expense ratio of the Aditya Birla Sun Life Floating Rate Fund Retail (G)?