Monzy

Aditya Birla Sun Life Floating Rate Fund

Annual Returns

5Y5-Year Return
6.7%
3Y3-Year Return
7.3%
1Y1-Year Return
5.5%
  • 13 yrs 4m track record.

  • Risk band: low to moderate.

Returns calculator

Your investment

In

Worst Period

7.1%

₹1,98,497

Typical Period

7.6%

₹2,08,522

Best Period

8.0%

₹2,15,543

Based on investments started between 29 May 2013 and 21 Oct 2016.

Based on historical returns. Future returns may be higher or lower.

Fund snapshot

₹13,478.9 Cr

🏦 AUM (Fund size)

7.75%

📈 Returns since inception (p.a.)

0.25%

⭐ Yearly fund fee

₹385.80

📅 NAV as of today

Historical NAV & Returns

Oct 2016Today

Fund overview / numbers that matter

Start your investment from

SIP ₹1,000 · Lumpsum ₹5,000

0.25% Total Expense Ratio

13 yrs 4m old · Low to Moderate Risk

Understand Mutual Fund Taxation here.

Things to keep in mind

⚠️ Low to Moderate risk — equity NAV can swing sharply, especially over short periods.

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Recommendation based on your answers.
Mutual funds are subject to market risk - read all scheme documents carefully.