Aditya Birla Sun Life Floating Rate Fund

FloaterDebt Rank 9 of 13

NAV · Direct-Growth

₹386.08+0.12+0.03%

As of 1 Oct 2026 · AMFI

NAV growth+6.1%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Beats its Floater category on 1Y & 5Y but trails on 3Y.

1Y return

+6.0%

+0.2 vs cat

3Y CAGR

+7.4%

-0.2 vs cat

5Y CAGR

+6.8%

+0.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

0.8%

3Y std dev

Go deeper on Aditya Birla Sun Life Floating Rate Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Aditya Birla Sun Life Floating Rate Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Aditya Birla Sun Life Floating Rate Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Aditya Birla Sun Life Floating Rate Fund is a Floater scheme from Aditya Birla Sun Life. Long-run track record: about 6.8% CAGR over 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF209K01UX7

NAV (Direct-Growth)

₹386.0807

Last 1Y

+6.08%

Oct 25Min ₹363.96 · Max ₹386.08 · 243 ptsOct 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.13%	+0.05%	1/ 13
1M	+0.19%	+0.01%	1/ 13
3M	+1.12%	+0.78%	4/ 13
6M	+3.27%	+3.42%	6/ 13
YTD	+4.43%	+4.37%	7/ 13
1Y	+6.00%	+5.83%	8/ 13
2Y	+7.09%	+7.09%	6/ 13
3Y	+7.38%	+7.55%	9/ 13
5Y	+6.78%	+6.73%	5/ 13
7Y	+6.81%	+6.94%	6/ 8
10Y	+7.15%	+7.15%	4/ 6

Available plans & options

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