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Asset Size:5841Cr
Expense Ratio:0.38%
Fund Manager(s):Kaustubh Gupta,
5year Returns:8.38%

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Aditya Birla Sun Life Floating Rate Fund Regular Plan Growth

Aditya Birla Sun Life       

Liquid Plus
Floating Rate

Nav : 233.791 ( 0.01%) June 21st, 2019

People currently viewing this : 1

Rank (of 245)

4

Annualized Returns(5 yrs)

8.38%

Investment Horizon

<1 Yr

Doubled Money

8yrs 7m

Returns since March 25th, 2009

8.65%

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

41.7L

Projected Maturity Amount

98.9L

Aditya Birla Sun Life     

Liquid Plus
Floating Rate

Nav : 233.791 ( 0.01%) June 21st, 2019

People currently viewing this : 1

Upwardly's Take :

Invest in this fund for very short investment horizon i.e. less than 3 months. The returns from these funds are the safest and have least fluctuations. Liquid funds are better than FD as they do not have penalties on early withdrawal and give much better returns than FD in the short term.

This is a great substitute for short term Fixed Depsoits. Park your money here and get substantially higher returns than savings bank account. You can withdraw anytime as this does not have any exit load.

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

41.7L

Projected Maturity Amount

98.9L

Rank (of 245)

4

Annualized Returns(5 yrs)

8.38%

Investment Horizon

<1 Yr

Doubled Money

8yrs 7m

Returns since March 25th, 2009

8.65%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
Aditya Birla Sun Life
Launch Date
March 25th, 2009
Expense Ratio
0.38%
Fund Category Risk
Low
Std Dev (1Yr)
0.677
Std Dev (3Yr)
0.931
Std Dev (5Yr)
0.803
Asset Size
5841Cr
Investment Details
Investment Plan
Growth
Return since Launch
8.65 %
Exit Load
No Exit Load
YTM
7.59 %
Modified Duration
0.85
Contact Details
Fund Manager(s)
Phone No.
+91 22 43568000