Birla Sun Life
Birla Sun life Interval Income Fund - Quarterly Plan Series II RETAIL GROWTH
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 | +0.00% | -7.11% | +7.11 | 183 / 732 | Q1 |
| 1W | +0.16% | -12.64% | +12.80 | 108 / 699 | Q1 |
| 2W | +0.27% | -12.71% | +12.98 | 127 / 712 | Q1 |
| 1M | +0.52% | -12.43% | +12.95 | 161 / 754 | Q1 |
| 3M | +1.43% | -11.47% | +12.91 | 229 / 740 | Q2 |
| 6M | +1.75% | -9.57% | +11.32 | 344 / 680 | Q3 |
| YTD | +1.58% | -9.94% | +11.52 | 288 / 704 | Q2 |
| 1Y | +3.04% | -7.10% | +10.15 | 321 / 627 | Q3 |
| 2Y | +6.09% | -7.27% | +13.36 | 52 / 143 | Q2 |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +6.70% | -6.12% | +12.82 | 320 / 770 | 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 |
|---|---|---|---|---|
| 2010 YTD | +1.58% | -4.87% | +6.44 | 43 / 143 |
| 2009 | +4.19% | -9.70% | +13.89 | 187 / 552 |
| 2008 | +9.95% | +2.86% | +7.09 | 11 / 257 |
| 2007 | — | — | — | — |
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.
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 | 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.
Recent NAVs
| Date | NAV |
|---|---|
| 17 May 2010 | ₹11.7658 |
| 14 May 2010 | ₹11.7600 |
| 13 May 2010 | ₹11.7585 |
| 12 May 2010 | ₹11.7542 |
| 11 May 2010 | ₹11.7512 |
| 10 May 2010 | ₹11.7471 |
| 7 May 2010 | ₹11.7418 |
| 6 May 2010 | ₹11.7400 |
| 5 May 2010 | ₹11.7382 |
| 4 May 2010 | ₹11.7365 |
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.
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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