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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)


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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