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Useful articles for your finance management by our team of experts

Mutual Fund Review – Birla Sun Life FRF

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Fund Name: Birla sun life FRF (G)

CRISIL Rank: 3

Category: Debt – Ultra short term

Expense Ratio: NA

Risk Level: Average

Benchmark: Crisil liquid fund

Objective: The primary objective of the scheme is to generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments. The scheme may invest a portion of its net assets in fixed rate debt securities and money market instruments.

Returns (Annualized)

1-Year3-Year5-Year
9.77%9.8%8.88%

Our Review

Birla sun life FRF (G) has made its inception in the year 2009. Since inception, it has produced annualized returns of 8.87%. It has managed to beat the benchmark index as well as category average consistently in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include Allahabad bank, IndusInd bank, UCO bank, Shiram Transport and Dena bank. The fund has managed to do well in the volatile interest rate scenario.

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