Should I invest in BIRLA SUN LIFE ENHANCED ARBITRAGE FUND?

We don't give personal investment advice. BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.3%. 5-year CAGR: 5.89%.

Birla Sun Life

BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH

Latest NAV

₹28.0255

As of

10 Jun 2026

4,153 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.13%	-0.22%	+0.09	2 / 4	Q2
1W	+0.29%	+0.21%	+0.09	1 / 4	Q1
2W	+0.24%	+0.15%	+0.09	1 / 4	Q1
1M	+0.30%	+0.07%	+0.23	1 / 4	Q1
3M	+1.31%	+0.55%	+0.75	2 / 4	Q2
6M	+2.75%	+1.40%	+1.35	2 / 4	Q2
YTD	+2.36%	+1.16%	+1.20	2 / 4	Q2
1Y	+5.64%	+2.87%	+2.77	2 / 4	Q2
2Y	+6.25%	+3.46%	+2.80	2 / 4	Q2
3Y	+6.77%	+3.94%	+2.84	2 / 4	Q2
4Y	+6.50%	+3.83%	+2.67	2 / 4	Q2
5Y	+5.89%	+3.42%	+2.47	2 / 4	Q2
7Y	+5.52%	+3.29%	+2.23	2 / 4	Q2
10Y	+5.70%	+3.18%	+2.52	2 / 4	Q2
Inception	+6.28%	+3.98%	+2.30	2 / 4	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.36%	+1.16%	+1.20	2 / 4
2025	+6.38%	+3.56%	+2.82	2 / 4
2024	+7.40%	+4.53%	+2.87	2 / 4
2023	+7.19%	+4.35%	+2.85	1 / 4
2022	+4.07%	+2.17%	+1.90	2 / 4
2021	+3.90%	+2.95%	+0.95	1 / 4
2020	+4.03%	+2.66%	+1.37	2 / 4
2019	+6.17%	+3.10%	+3.07	1 / 4
2018	+6.02%	+2.49%	+3.52	2 / 4
2017	+5.68%	+2.87%	+2.81	1 / 4
2016	+6.58%	+3.51%	+3.07	2 / 4

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+6.42%

194 windows

min 2.6% · max 10.3%

100% positive

3-Year rolling

+6.41%

170 windows

min 3.9% · max 8.6%

100% positive

5-Year rolling

+6.30%

145 windows

min 4.8% · max 8.3%

100% positive

7-Year rolling

+6.26%

121 windows

min 5.2% · max 7.7%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

0.41%

3-year · annualised

Sharpe ratio

—

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.28%

May 2026 → May 2026

% positive months

100.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Arbitrage Fund

Scheme	Fund house	NAV	As of
HDFC ARBITRAGE FUND - Wholesale Growth Option - Direct Plan	HDFC	₹21.4020	10 Jun 2026
Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹30.4523	10 Jun 2026
SBI Arbitrage Opportunities Fund - Div	SBI	₹18.7809	10 Jun 2026
ICICI Prudential Equity & Derivatives Fund-Income Optimiser Plan-Retail Dividend Option	ICICI Prudential	₹15.3518	10 Jun 2026
Invesco India Arbitrage Fund - Direct Plan - Growth Option	Invesco	₹36.6791	10 Jun 2026
BANDHAN Arbitrage Fund-Direct Plan- Growth	Bandhan	₹37.2210	10 Jun 2026
quant Arbitrage Fund - Growth Option - Direct Plan	Quant	₹10.8851	10 Jun 2026
Aditya Birla Sun Life Arbitrage Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹30.4130	10 Jun 2026
Motilal Oswal Arbitrage Fund-Direct Plan-Growth	Motilal Oswal	₹11.0867	10 Jun 2026
Franklin India Arbitrage Fund - Direct - Growth	Franklin India	₹11.1210	10 Jun 2026

Recent NAVs

Date	NAV
10 Jun 2026	₹28.0255
9 Jun 2026	₹27.9686
8 Jun 2026	₹28.0051
5 Jun 2026	₹27.9428
4 Jun 2026	₹27.9223
3 Jun 2026	₹27.9024
2 Jun 2026	₹27.8870
1 Jun 2026	₹27.9233
29 May 2026	₹27.8437
27 May 2026	₹27.8895

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 10 Jun 2026, the NAV of BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH is ₹28.0255. It's a Arbitrage Fund from Birla Sun Life, run as a Retail plan Growth option. NAVs update once per business day from the AMFI feed.

BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH has NAV history starting from 27 Jul 2009, a track record of about 16 years 10 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH is managed by Birla Sun Life. It's classified by AMFI under the 'Arbitrage Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH has delivered a absolute return of 5.64% — +2.77 pp ahead of the Arbitrage Fund category average of 2.87%. The fund ranks #2 of 4 in its category — the second (Q2) quartile.

Over the trailing 3-year window, BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH has delivered a CAGR of 6.77% — +2.84 pp ahead of the Arbitrage Fund category average of 3.94%. The fund ranks #2 of 4 in its category — the second (Q2) quartile.

Over the trailing 5-year window, BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH has delivered a CAGR of 5.89% — +2.47 pp ahead of the Arbitrage Fund category average of 3.42%. The fund ranks #2 of 4 in its category — the second (Q2) quartile.

₹1 lakh invested in BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH exactly 10 years ago would be worth approximately ₹174,080 today — a multiplier of 1.74×, based on the 10-year CAGR of 5.70%. The category average over the same window would have grown ₹1 lakh to ₹136,813.

A ₹10,000 monthly SIP in BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH over the last 5 years — total invested ₹600,000 — would be worth ₹704,794 today. That's an XIRR (money-weighted annualised return) of 6.37%.

A ₹10,000 monthly SIP for 10 years in BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH = ₹1,200,000 invested. It would currently be worth ₹1,613,992 (multiplier 1.34×). XIRR: 5.78%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH ranks #2 out of 4 funds in the Arbitrage Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 3.42%; this fund delivered 5.89%.

The worst peak-to-trough decline BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH has experienced over the last 5-year window is 0.28% — its NAV fell from a high on 19 May 2026 to a low on 29 May 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH averaged 6.30% (best 8.30%, worst 4.79%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -1.38 — negative risk-adjusted performance.

In calendar year 2025, BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH returned 6.38% — beating the Arbitrage Fund category average of 3.56% by 2.82 pp. It ranked #2 of 4 in its category that year.

BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.3%. 5-year CAGR: 5.89%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Arbitrage Fund

Recent NAVs

Frequently asked questions

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