Plan: OPEN | Option: Growth | Kaustubh Gupta

18 Apr 24 | 12:00 AM

316.83 0.11 (0.04%)

  • Underperforms

    7.63%

    Return (1Y)

    underperformed Ultra Short Term Funds by -0.73%

  • Less Volatile

    0.03%

    Standard Deviation (1Y)

    Lower than Ultra Short Term Funds by -0.12%

  • Consistent

    8/12

    Months

    Has beaten Ultra Short Term Funds

  • Value research rating

    Not Rated

Scheme Trivia

  • Birla Sun Life Floating Rate - LTP - (G) fund has topped the 5Y performance in the Floating Rate Funds - Long Term category

  • Birla Sun Life Floating Rate - LTP - (G) fund has been given the 2nd best Risk adjusted performance for the past 5Y in the Floating Rate Funds - Long Term category

  • Birla Sun Life Floating Rate - LTP - (G) fund has topped the 5Y SIP performance in the Floating Rate Funds - Long Term category

Critical Parameters

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Returns

In last 1 year Aditya Birla SL Floating Rate Fund (G), has underperformed its benchmark, Ultra Short Term Funds by -0.73% (CAGR difference)

7.63%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Aditya Birla SL Floating Rate Fund (G),is Lower than its benchmark, Ultra Short Term Funds by -0.12%

0.03%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% of the times It has beaten its benchmark, Ultra Short Term Funds

Consistency Meter

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