Should I invest in Aditya Birla Sun Life Infrastructure Fund - Regular?

We don't give personal investment advice. Aditya Birla Sun Life Infrastructure Fund - Regular - IDCW 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: 30.2%. 5-year CAGR: 9.69%.

Birla Sun Life

Aditya Birla Sun Life Infrastructure Fund - Regular - IDCW

Latest NAV

₹28.7300

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	82 / 122	Q3
1W	-1.47%	-1.20%	-0.27	80 / 122	Q3
2W	-1.91%	-1.38%	-0.53	85 / 122	Q3
1M	-2.44%	-0.33%	-2.11	97 / 122	Q4
3M	+3.72%	+2.77%	+0.95	43 / 122	Q2
6M	+17.65%	+4.75%	+12.90	14 / 122	Q1
YTD	+10.08%	+0.21%	+9.87	18 / 122	Q1
1Y	+1.99%	+1.48%	+0.51	50 / 120	Q2
2Y	-4.19%	+1.54%	-5.73	90 / 116	Q4
3Y	+9.69%	+13.01%	-3.32	83 / 114	Q3
4Y	+14.80%	+14.55%	+0.25	53 / 106	Q2
5Y	+9.69%	+11.72%	-2.03	67 / 104	Q3
7Y	+11.93%	+14.88%	-2.94	73 / 99	Q3
10Y	+6.74%	+11.23%	-4.48	79 / 93	Q4
Inception	+4.97%	+10.97%	-6.00	103 / 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	+10.08%	+0.11%	+9.96	18 / 118
2025	-5.69%	+3.20%	-8.88	103 / 115
2024	+14.45%	+19.60%	-5.15	76 / 113
2023	+24.60%	+31.56%	-6.96	75 / 108
2022	+2.60%	+2.19%	+0.41	53 / 104
2021	+36.28%	+32.41%	+3.87	43 / 102
2020	+3.54%	+18.32%	-14.78	79 / 100
2019	-4.01%	+5.50%	-9.51	87 / 97
2018	-31.34%	-10.07%	-21.27	92 / 94
2017	+36.40%	+30.10%	+6.30	33 / 93
2016	+1.07%	-0.25%	+1.32	35 / 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

+9.30%

236 windows

min -64.4% · max 112.6%

55% positive

3-Year rolling

+5.65%

211 windows

min -19.5% · max 30.8%

66% positive

5-Year rolling

+4.68%

187 windows

min -12.9% · max 25.6%

71% positive

7-Year rolling

+4.03%

163 windows

min -3.9% · max 11.9%

87% 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

18.67%

3-year · annualised

Sharpe ratio

0.25

vs risk-free 6.5%

Sortino ratio

0.40

Downside-only deviation

Max drawdown

-30.16%

Sep 2024 → Feb 2025

% positive months

55.6%

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	₹28.7300
23 Jul 2026	₹28.8100
22 Jul 2026	₹29.1600
21 Jul 2026	₹29.4100
20 Jul 2026	₹29.3000
17 Jul 2026	₹29.1600
16 Jul 2026	₹29.3300
15 Jul 2026	₹29.1700
14 Jul 2026	₹29.0200
13 Jul 2026	₹29.2600

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 24 Jul 2026, the NAV of Aditya Birla Sun Life Infrastructure Fund - Regular - IDCW is ₹28.7300. 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 - Regular - IDCW 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 - Regular - IDCW 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 - Regular - IDCW has delivered a absolute return of 1.99% — +0.51 pp ahead of the Sectoral/Thematic Fund category average of 1.48%. The fund ranks #50 of 120 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Infrastructure Fund - Regular - IDCW has delivered a CAGR of 9.69% — -3.32 pp behind the Sectoral/Thematic Fund category average of 13.01%. The fund ranks #83 of 114 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Infrastructure Fund - Regular - IDCW has delivered a CAGR of 9.69% — -2.03 pp behind the Sectoral/Thematic Fund category average of 11.72%. The fund ranks #67 of 104 in its category — the third (Q3) quartile.

₹1 lakh invested in Aditya Birla Sun Life Infrastructure Fund - Regular - IDCW exactly 10 years ago would be worth approximately ₹192,045 today — a multiplier of 1.92×, based on the 10-year CAGR of 6.74%. 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 - Regular - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹777,225 today. That's an XIRR (money-weighted annualised return) of 10.29%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Infrastructure Fund - Regular - IDCW = ₹1,200,000 invested. It would currently be worth ₹2,037,794 (multiplier 1.70×). XIRR: 10.21%. 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 - Regular - IDCW ranks #67 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.72%; this fund delivered 9.69%.

The worst peak-to-trough decline Aditya Birla Sun Life Infrastructure Fund - Regular - IDCW has experienced over the last 5-year window is 30.16% — 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 - Regular - IDCW averaged 4.68% (best 25.63%, worst -12.92%). 71% of rolling windows ended positive. The 5-year Sharpe ratio is 0.24 — weak risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Infrastructure Fund - Regular - IDCW returned -5.69% — lagging the Sectoral/Thematic Fund category average of 3.20% by 8.88 pp. It ranked #103 of 115 in its category that year.

Aditya Birla Sun Life Infrastructure Fund - Regular - IDCW 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 - Regular - IDCW 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: 30.2%. 5-year CAGR: 9.69%.

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