Aditya Birla Sun Life Floating Rate Fund Direct Growth

Scheme code: INF209K01UX7 NAV value: ₹ 352.1710 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Floater Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year7.129.038.018.37
3 year5.197.506.127.82
5 year6.518.847.3112.88
7 year6.839.137.6916.84
10 year7.508.037.7518.04

Rolling return for 1 year

- Average return: 8.01% - Median return: 7.97% - Average standard deviation: 0.46

Rolling return for 3 year

- Average return: 6.12% - Median return: 6.05% - Average standard deviation: 0.15

Rolling return for 5 year

- Average return: 7.31% - Median return: 6.97% - Average standard deviation: 0.09

Rolling return for 7 year

- Average return: 7.69% - Median return: 7.38% - Average standard deviation: 0.07

Rolling return for 10 year

- Average return: 7.75% - Median return: 7.74% - Average standard deviation: 0.05

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,43,80643,8063.66
3 year36,00,00039,38,0253,38,0253.04
5 year60,00,00071,15,86511,15,8653.47
7 year84,00,0001,08,11,26024,11,2603.67
10 year1,20,00,0001,72,56,59952,56,5993.70

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,43,806 - Absolute Returns: ₹43,806 - CAGR: 3.66%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,38,025 - Absolute Returns: ₹3,38,025 - CAGR: 3.04%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,15,865 - Absolute Returns: ₹11,15,865 - CAGR: 3.47%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,08,11,260 - Absolute Returns: ₹24,11,260 - CAGR: 3.67%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,72,56,599 - Absolute Returns: ₹52,56,599 - CAGR: 3.7%