Should I invest in Birla Sun Life New Millenium Fund-Plan A(Divivdend)?

We don't give personal investment advice. Birla Sun Life New Millenium Fund-Plan A(Divivdend) 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: 35.8%. 5-year CAGR: -1.16%.

Birla Sun Life

Birla Sun Life New Millenium Fund-Plan A(Divivdend)

Latest NAV

₹35.5900

As of

9 Jun 2026

4,966 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	-0.17%	+0.52%	-0.69	103 / 122	Q4
1W	-5.52%	-0.65%	-4.87	120 / 122	Q4
2W	-1.85%	-1.97%	+0.12	47 / 122	Q2
1M	-1.49%	-1.57%	+0.08	52 / 122	Q2
3M	+1.63%	+2.70%	-1.07	63 / 122	Q3
6M	-19.68%	-1.28%	-18.40	118 / 122	Q4
YTD	-19.13%	-2.48%	-16.65	118 / 122	Q4
1Y	-21.47%	-0.10%	-21.37	119 / 120	Q4
2Y	-10.77%	+2.58%	-13.35	112 / 116	Q4
3Y	-1.48%	+14.25%	-15.74	111 / 112	Q4
4Y	-1.02%	+14.89%	-15.91	104 / 105	Q4
5Y	-1.16%	+11.91%	-13.07	104 / 104	Q4
7Y	+7.74%	+13.71%	-5.97	86 / 99	Q4
10Y	+6.49%	+11.54%	-5.05	81 / 93	Q4
Inception	+4.85%	+10.71%	-5.86	102 / 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	-19.13%	-2.67%	-16.46	114 / 118
2025	-11.35%	+3.20%	-14.55	113 / 115
2024	+9.88%	+19.60%	-9.73	93 / 113
2023	+25.52%	+31.56%	-6.03	72 / 108
2022	-26.30%	+2.19%	-28.49	103 / 104
2021	+60.35%	+32.41%	+27.94	7 / 102
2020	+49.35%	+18.32%	+31.03	12 / 100
2019	+1.47%	+5.50%	-4.03	66 / 97
2018	+2.14%	-10.07%	+12.20	12 / 94
2017	+14.97%	+30.10%	-15.13	76 / 93
2016	-10.19%	-0.25%	-9.94	81 / 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

+9.11%

234 windows

min -62.5% · max 110.4%

56% positive

3-Year rolling

+7.14%

210 windows

min -15.4% · max 34.9%

74% positive

5-Year rolling

+7.95%

186 windows

min -10.4% · max 23.6%

84% positive

7-Year rolling

+7.91%

161 windows

min -1.7% · max 17.3%

92% 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

20.39%

3-year · annualised

Sharpe ratio

-0.29

vs risk-free 6.5%

Sortino ratio

-0.37

Downside-only deviation

Max drawdown

-35.80%

Dec 2024 → Mar 2026

% positive months

50.0%

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 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	₹35.5900
8 Jun 2026	₹35.6500
5 Jun 2026	₹36.0200
4 Jun 2026	₹36.3400
3 Jun 2026	₹36.3600
2 Jun 2026	₹37.6700
1 Jun 2026	₹36.6700
29 May 2026	₹36.1800
27 May 2026	₹36.2400
26 May 2026	₹36.2600

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 New Millenium Fund-Plan A(Divivdend) is ₹35.5900. 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 New Millenium Fund-Plan A(Divivdend) has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 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 New Millenium Fund-Plan A(Divivdend) 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 New Millenium Fund-Plan A(Divivdend) has delivered a absolute return of -21.47% — -21.37 pp behind the Sectoral/Thematic Fund category average of -0.10%. The fund ranks #119 of 120 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Birla Sun Life New Millenium Fund-Plan A(Divivdend) has delivered a CAGR of -1.48% — -15.74 pp behind the Sectoral/Thematic Fund category average of 14.25%. The fund ranks #111 of 112 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Birla Sun Life New Millenium Fund-Plan A(Divivdend) has delivered a CAGR of -1.16% — -13.07 pp behind the Sectoral/Thematic Fund category average of 11.91%. The fund ranks #104 of 104 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Birla Sun Life New Millenium Fund-Plan A(Divivdend) exactly 10 years ago would be worth approximately ₹187,513 today — a multiplier of 1.88×, based on the 10-year CAGR of 6.49%. The category average over the same window would have grown ₹1 lakh to ₹298,137.

A ₹10,000 monthly SIP in Birla Sun Life New Millenium Fund-Plan A(Divivdend) over the last 5 years — total invested ₹600,000 — would be worth ₹517,807 today. That's an XIRR (money-weighted annualised return) of -5.77%.

A ₹10,000 monthly SIP for 10 years in Birla Sun Life New Millenium Fund-Plan A(Divivdend) = ₹1,200,000 invested. It would currently be worth ₹1,590,196 (multiplier 1.33×). XIRR: 5.49%. 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 New Millenium Fund-Plan A(Divivdend) ranks #104 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 -1.16%.

The worst peak-to-trough decline Birla Sun Life New Millenium Fund-Plan A(Divivdend) has experienced over the last 5-year window is 35.80% — its NAV fell from a high on 13 Dec 2024 to a low on 30 Mar 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 New Millenium Fund-Plan A(Divivdend) averaged 7.95% (best 23.64%, worst -10.41%). 84% of rolling windows ended positive. The 5-year Sharpe ratio is -0.30 — negative risk-adjusted performance.

In calendar year 2025, Birla Sun Life New Millenium Fund-Plan A(Divivdend) returned -11.35% — lagging the Sectoral/Thematic Fund category average of 3.20% by 14.55 pp. It ranked #113 of 115 in its category that year.

Birla Sun Life New Millenium Fund-Plan A(Divivdend) 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 New Millenium Fund-Plan A(Divivdend) 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: 35.8%. 5-year CAGR: -1.16%.

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