Should I invest in Aditya Birla Sun Life Infrastructure Fund?

We don't give personal investment advice. Aditya Birla Sun Life Infrastructure Fund-Growth 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: 24.7%. 5-year CAGR: 17.23%.

Birla Sun Life

Aditya Birla Sun Life Infrastructure Fund-Growth

Latest NAV

₹104.6300

As of

24 Jul 2026

4,999 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	-0.28%	-0.24%	-0.03	81 / 122	Q3
1W	-1.46%	-1.20%	-0.26	78 / 122	Q3
2W	-1.90%	-1.38%	-0.52	84 / 122	Q3
1M	-2.42%	-0.33%	-2.09	96 / 122	Q4
3M	+3.75%	+2.77%	+0.98	42 / 122	Q2
6M	+17.65%	+4.75%	+12.91	13 / 122	Q1
YTD	+10.09%	+0.21%	+9.88	17 / 122	Q1
1Y	+8.45%	+1.48%	+6.97	28 / 120	Q1
2Y	+2.62%	+1.54%	+1.08	42 / 116	Q2
3Y	+17.63%	+13.01%	+4.63	31 / 114	Q2
4Y	+22.92%	+14.55%	+8.37	11 / 106	Q1
5Y	+17.23%	+11.72%	+5.51	21 / 104	Q1
7Y	+19.54%	+14.88%	+4.66	21 / 99	Q1
10Y	+14.36%	+11.23%	+3.13	24 / 93	Q2
Inception	+11.86%	+10.97%	+0.90	54 / 122	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	+10.09%	+0.11%	+9.98	17 / 118
2025	+0.28%	+3.20%	-2.92	57 / 115
2024	+23.50%	+19.60%	+3.90	30 / 113
2023	+42.72%	+31.56%	+11.16	22 / 108
2022	+8.87%	+2.19%	+6.68	35 / 104
2021	+43.43%	+32.41%	+11.02	31 / 102
2020	+11.73%	+18.32%	-6.59	56 / 100
2019	-4.01%	+5.50%	-9.51	86 / 97
2018	-21.96%	-10.07%	-11.89	83 / 94
2017	+51.01%	+30.10%	+20.91	5 / 93
2016	+1.05%	-0.25%	+1.30	36 / 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

+16.86%

236 windows

min -61.6% · max 122.3%

64% positive

3-Year rolling

+13.08%

211 windows

min -13.8% · max 38.7%

84% positive

5-Year rolling

+11.90%

187 windows

min -5.6% · max 34.0%

91% positive

7-Year rolling

+11.13%

163 windows

min 1.9% · max 19.5%

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

17.86%

3-year · annualised

Sharpe ratio

0.65

vs risk-free 6.5%

Sortino ratio

1.11

Downside-only deviation

Max drawdown

-24.66%

Sep 2024 → Feb 2025

% positive months

58.3%

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	₹17.7760	24 Jul 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.1441	24 Jul 2026
SBI COMMA Fund - REGULAR PLAN - Growth	SBI	₹114.8349	24 Jul 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.5800	24 Jul 2026
Franklin Asian Equity Fund - Growth Plan	Franklin Templeton	₹43.3220	24 Jul 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.3942	24 Jul 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹68.1110	24 Jul 2026
CANARA ROBECO INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹166.1100	24 Jul 2026
UTI - MNC Fund - Regular Plan - Growth Option	UTI	₹392.8627	24 Jul 2026
Aditya Birla Sun Life Consumption Fund -Regular - IDCW	Birla Sun Life	₹35.4300	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹104.6300
23 Jul 2026	₹104.9200
22 Jul 2026	₹106.1800
21 Jul 2026	₹107.1100
20 Jul 2026	₹106.7000
17 Jul 2026	₹106.1800
16 Jul 2026	₹106.8000
15 Jul 2026	₹106.2100
14 Jul 2026	₹105.6800
13 Jul 2026	₹106.5300

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 24 Jul 2026, the NAV of Aditya Birla Sun Life Infrastructure Fund-Growth is ₹104.6300. 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.

Aditya Birla Sun Life Infrastructure Fund-Growth has NAV history starting from 03 Apr 2006, a track record of about 20 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.

Aditya Birla Sun Life Infrastructure Fund-Growth 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, Aditya Birla Sun Life Infrastructure Fund-Growth has delivered a absolute return of 8.45% — +6.97 pp ahead of the Sectoral/Thematic Fund category average of 1.48%. The fund ranks #28 of 120 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Infrastructure Fund-Growth has delivered a CAGR of 17.63% — +4.63 pp ahead of the Sectoral/Thematic Fund category average of 13.01%. The fund ranks #31 of 114 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Infrastructure Fund-Growth has delivered a CAGR of 17.23% — +5.51 pp ahead of the Sectoral/Thematic Fund category average of 11.72%. The fund ranks #21 of 104 in its category — the top (Q1) quartile.

₹1 lakh invested in Aditya Birla Sun Life Infrastructure Fund-Growth exactly 10 years ago would be worth approximately ₹382,560 today — a multiplier of 3.83×, based on the 10-year CAGR of 14.36%. The category average over the same window would have grown ₹1 lakh to ₹289,792.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Infrastructure Fund-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹940,889 today. That's an XIRR (money-weighted annualised return) of 18.04%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Infrastructure Fund-Growth = ₹1,200,000 invested. It would currently be worth ₹2,992,049 (multiplier 2.49×). XIRR: 17.39%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Aditya Birla Sun Life Infrastructure Fund-Growth ranks #21 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 11.72%; this fund delivered 17.23%.

The worst peak-to-trough decline Aditya Birla Sun Life Infrastructure Fund-Growth has experienced over the last 5-year window is 24.66% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. 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, Aditya Birla Sun Life Infrastructure Fund-Growth averaged 11.90% (best 34.00%, worst -5.63%). 91% of rolling windows ended positive. The 5-year Sharpe ratio is 0.62 — reasonable risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Infrastructure Fund-Growth returned 0.28% — lagging the Sectoral/Thematic Fund category average of 3.20% by 2.92 pp. It ranked #57 of 115 in its category that year.

Aditya Birla Sun Life Infrastructure Fund-Growth 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. Aditya Birla Sun Life Infrastructure Fund-Growth 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: 24.7%. 5-year CAGR: 17.23%.

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