Should I invest in Birla Sun Life Special Situations Fund?

We don't give personal investment advice. Birla Sun Life Special Situations Fund - Dividend is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 29.1%. 5-year CAGR: 12.25%.

Birla Sun Life

Birla Sun Life Special Situations Fund - Dividend

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	-1.06%	+0.06%	-1.12	285 / 299	Q4
1W	-2.36%	-3.61%	+1.24	231 / 303	Q4
2W	-1.24%	-4.52%	+3.28	175 / 303	Q3
1M	-1.08%	-5.64%	+4.56	158 / 302	Q3
3M	+0.66%	-4.27%	+4.93	137 / 302	Q2
6M	+2.21%	+1.48%	+0.73	160 / 307	Q3
YTD	-1.57%	-0.18%	-1.39	161 / 309	Q3
1Y	+3.76%	+7.10%	-3.34	166 / 307	Q3
2Y	+12.02%	+2.20%	+9.82	115 / 303	Q2
3Y	+4.24%	+0.76%	+3.48	142 / 264	Q3
4Y	+9.04%	+0.58%	+8.46	81 / 235	Q2
5Y	+12.25%	+0.02%	+12.23	43 / 208	Q1
7Y	+9.60%	+3.12%	+6.48	44 / 130	Q2
10Y	+6.43%	+7.20%	-0.77	40 / 68	Q3
Inception	+5.69%	+0.51%	+5.18	137 / 310	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
2018 YTD	-1.57%	-8.44%	+6.87	13 / 55
2017	+21.85%	+29.57%	-7.72	49 / 65
2016	-1.65%	+1.07%	-2.72	56 / 88
2015	-1.25%	-3.94%	+2.69	52 / 99
2014	+47.14%	+34.59%	+12.56	29 / 133
2013	+0.95%	+0.03%	+0.93	74 / 154
2012	+25.76%	+23.57%	+2.19	101 / 190
2011	-26.50%	-23.68%	-2.82	165 / 241
2010	+11.95%	+11.69%	+0.26	137 / 256
2009	+74.20%	+65.86%	+8.33	92 / 238
2008	—	—	—	—

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

+13.65%

113 windows

min -50.5% · max 99.0%

70% positive

3-Year rolling

+9.89%

89 windows

min -7.0% · max 27.7%

88% positive

5-Year rolling

+10.30%

65 windows

min -0.2% · max 18.2%

98% positive

7-Year rolling

+9.84%

40 windows

min 6.1% · max 16.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

16.99%

3-year · annualised

Sharpe ratio

-0.05

vs risk-free 6.5%

Sortino ratio

-0.07

Downside-only deviation

Max drawdown

-29.13%

Aug 2015 → Feb 2016

% positive months

61.1%

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.

Recent NAVs

Date	NAV
18 May 2018	₹17.7727
17 May 2018	₹17.9628
16 May 2018	₹18.0012
15 May 2018	₹18.0396
14 May 2018	₹18.1217
11 May 2018	₹18.2031
10 May 2018	₹18.0519
9 May 2018	₹18.1271
8 May 2018	₹18.1828
7 May 2018	₹18.1464

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.

Birla Sun Life Special Situations Fund - Dividend is a Growth from Birla Sun Life (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Birla Sun Life Special Situations Fund - Dividend has NAV history starting from 15 Feb 2008, a track record of about 18 years 3 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 Special Situations Fund - Dividend is managed by Birla Sun Life. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Birla Sun Life Special Situations Fund - Dividend has delivered a absolute return of 3.76% — -3.34 pp behind the Growth category average of 7.10%. The fund ranks #166 of 307 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Birla Sun Life Special Situations Fund - Dividend has delivered a CAGR of 4.24% — +3.48 pp ahead of the Growth category average of 0.76%. The fund ranks #142 of 264 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Birla Sun Life Special Situations Fund - Dividend has delivered a CAGR of 12.25% — +12.23 pp ahead of the Growth category average of 0.02%. The fund ranks #43 of 208 in its category — the top (Q1) quartile.

₹1 lakh invested in Birla Sun Life Special Situations Fund - Dividend exactly 10 years ago would be worth approximately ₹186,475 today — a multiplier of 1.86×, based on the 10-year CAGR of 6.43%. The category average over the same window would have grown ₹1 lakh to ₹200,432.

A ₹10,000 monthly SIP in Birla Sun Life Special Situations Fund - Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹767,578 today. That's an XIRR (money-weighted annualised return) of 9.79%.

A ₹10,000 monthly SIP for 10 years in Birla Sun Life Special Situations Fund - Dividend = ₹1,200,000 invested. It would currently be worth ₹2,039,600 (multiplier 1.70×). XIRR: 10.23%. 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 Special Situations Fund - Dividend ranks #43 out of 208 funds in the Growth category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 0.02%; this fund delivered 12.25%.

The worst peak-to-trough decline Birla Sun Life Special Situations Fund - Dividend has experienced over the last 5-year window is 29.13% — its NAV fell from a high on 19 Aug 2015 to a low on 25 Feb 2016. 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 Special Situations Fund - Dividend averaged 10.30% (best 18.18%, worst -0.17%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.36 — weak risk-adjusted performance.

In calendar year 2017, Birla Sun Life Special Situations Fund - Dividend returned 21.85% — lagging the Growth category average of 29.57% by 7.72 pp. It ranked #49 of 65 in its category that year.

Birla Sun Life Special Situations Fund - Dividend doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Birla Sun Life Special Situations Fund - Dividend is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 29.1%. 5-year CAGR: 12.25%.

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