Should I invest in Birla Sun Life International Equity Fund Plan A?

We don't give personal investment advice. Birla Sun Life International Equity Fund Plan A- Dividend is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 23.1%. 5-year CAGR: 4.13%.

Birla Sun Life

Birla Sun Life International Equity Fund Plan A- Dividend

Latest NAV

₹22.0066

As of

9 Jun 2026

4,562 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	-0.57%	+0.52%	-1.09	109 / 122	Q4
1W	-3.00%	-0.65%	-2.35	111 / 122	Q4
2W	-2.59%	-1.97%	-0.62	87 / 122	Q3
1M	-0.88%	-1.57%	+0.70	33 / 122	Q2
3M	+2.21%	+2.70%	-0.49	52 / 122	Q2
6M	+3.30%	-1.28%	+4.57	42 / 122	Q2
YTD	+2.82%	-2.48%	+5.30	37 / 122	Q2
1Y	+19.38%	-0.10%	+19.47	8 / 120	Q1
2Y	+17.20%	+2.58%	+14.62	8 / 116	Q1
3Y	+10.96%	+14.25%	-3.29	78 / 112	Q3
4Y	+8.24%	+14.89%	-6.65	91 / 105	Q4
5Y	+4.13%	+11.91%	-7.78	97 / 104	Q4
7Y	+6.49%	+13.71%	-7.22	90 / 99	Q4
10Y	+4.30%	+11.54%	-7.25	87 / 93	Q4
Inception	+4.35%	+10.71%	-6.35	108 / 122	Q4

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	+2.82%	-2.67%	+5.49	35 / 118
2025	+26.81%	+3.20%	+23.61	2 / 115
2024	-0.24%	+19.60%	-19.84	111 / 113
2023	+1.42%	+31.56%	-30.14	106 / 108
2022	-8.31%	+2.19%	-10.50	86 / 104
2021	+6.85%	+32.41%	-25.56	97 / 102
2020	+6.47%	+18.32%	-11.85	75 / 100
2019	+14.42%	+5.50%	+8.92	15 / 97
2018	-4.61%	-10.07%	+5.46	29 / 94
2017	-0.69%	+30.10%	-30.79	92 / 93
2016	-1.43%	-0.25%	-1.18	46 / 93

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

+5.34%

215 windows

min -31.0% · max 40.7%

65% positive

3-Year rolling

+5.19%

190 windows

min -5.6% · max 21.8%

73% positive

5-Year rolling

+5.10%

166 windows

min -2.0% · max 17.9%

89% positive

7-Year rolling

+4.48%

142 windows

min 0.0% · max 12.3%

99% 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

11.85%

3-year · annualised

Sharpe ratio

0.39

vs risk-free 6.5%

Sortino ratio

0.60

Downside-only deviation

Max drawdown

-14.25%

Jul 2023 → Oct 2023

% positive months

69.4%

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 Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option	HDFC	₹16.9470	10 Jun 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹26.7441	10 Jun 2026
Magnum Equity Fund -Dividend	SBI	₹71.3828	10 Jun 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.4100	10 Jun 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹20.4784	10 Jun 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.1874	10 Jun 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹65.7260	10 Jun 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹63.3900	10 Jun 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹382.5913	10 Jun 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹62.3900	10 Jun 2026

Recent NAVs

Date	NAV
9 Jun 2026	₹22.0066
8 Jun 2026	₹22.1326
5 Jun 2026	₹21.9290
4 Jun 2026	₹22.6686
3 Jun 2026	₹22.6443
2 Jun 2026	₹22.6869
1 Jun 2026	₹22.4725
29 May 2026	₹22.4196
27 May 2026	₹22.5285
26 May 2026	₹22.5925

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 09 Jun 2026, the NAV of Birla Sun Life International Equity Fund Plan A- Dividend is ₹22.0066. It's a Sectoral/Thematic Fund from Birla Sun Life, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Birla Sun Life International Equity Fund Plan A- Dividend has NAV history starting from 15 Nov 2007, a track record of about 18 years 6 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 International Equity Fund Plan A- Dividend is managed by Birla Sun Life. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Birla Sun Life International Equity Fund Plan A- Dividend has delivered a absolute return of 19.38% — +19.47 pp ahead of the Sectoral/Thematic Fund category average of -0.10%. The fund ranks #8 of 120 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Birla Sun Life International Equity Fund Plan A- Dividend has delivered a CAGR of 10.96% — -3.29 pp behind the Sectoral/Thematic Fund category average of 14.25%. The fund ranks #78 of 112 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Birla Sun Life International Equity Fund Plan A- Dividend has delivered a CAGR of 4.13% — -7.78 pp behind the Sectoral/Thematic Fund category average of 11.91%. The fund ranks #97 of 104 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Birla Sun Life International Equity Fund Plan A- Dividend exactly 10 years ago would be worth approximately ₹152,303 today — a multiplier of 1.52×, based on the 10-year CAGR of 4.30%. The category average over the same window would have grown ₹1 lakh to ₹298,137.

A ₹10,000 monthly SIP in Birla Sun Life International Equity Fund Plan A- Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹753,137 today. That's an XIRR (money-weighted annualised return) of 9.02%.

A ₹10,000 monthly SIP for 10 years in Birla Sun Life International Equity Fund Plan A- Dividend = ₹1,200,000 invested. It would currently be worth ₹1,629,736 (multiplier 1.36×). XIRR: 5.96%. 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 International Equity Fund Plan A- Dividend ranks #97 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 11.91%; this fund delivered 4.13%.

The worst peak-to-trough decline Birla Sun Life International Equity Fund Plan A- Dividend has experienced over the last 5-year window is 23.13% — its NAV fell from a high on 15 Nov 2021 to a low on 27 Oct 2023. 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 International Equity Fund Plan A- Dividend averaged 5.10% (best 17.88%, worst -1.96%). 89% of rolling windows ended positive. The 5-year Sharpe ratio is -0.11 — negative risk-adjusted performance.

In calendar year 2025, Birla Sun Life International Equity Fund Plan A- Dividend returned 26.81% — beating the Sectoral/Thematic Fund category average of 3.20% by 23.61 pp. It ranked #2 of 115 in its category that year.

Birla Sun Life International Equity Fund Plan A- Dividend is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Birla Sun Life International Equity Fund Plan A- Dividend is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 23.1%. 5-year CAGR: 4.13%.

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