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Birla Sun Life Floating Rate Fund - Short Term Plan

 
 
 
 
 
 
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Fund Ratings
 
 
 

Birla Sun Life Floating Rate Fund - Short Term Plan

 
Birla Sun Life Floating Rate Fund is an open-end income fund that primarily invests in floating rate debt instruments (65% - 100%). The schemes aims to provide a regular stream of income while minimizing risks arising from interest rate fluctuations / movement. Birla Floating Rate Fund is a product created to help investors reduce interest rate related risks of the debt market.

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. The scheme will endeavour to minimize interest rate risk and act as a hedge against increase in interest rates.

The fund is expected to generate superior returns in an increasing interest rate environment

Birla Sun Life Floating Rate Fund offers two unique Plans - Short Term Plan and Long Term Plan
 
 
 
Existing investors can now invest
instantly without a password

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