Should I invest in BIRLA SUN LIFE ENHANCED ARBITRAGE FUND?

We don't give personal investment advice. BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.3%. 5-year CAGR: 5.97%.

Birla Sun Life

BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH

Latest NAV

₹28.2166

As of

17 Jul 2026

4,179 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	+0.10%	+0.10%	+0.00	1 / 4	Q1
1W	+0.14%	+0.14%	+0.00	2 / 4	Q2
2W	+0.21%	+0.12%	+0.08	1 / 4	Q1
1M	+0.63%	+0.40%	+0.23	1 / 4	Q1
3M	+1.44%	+0.75%	+0.69	1 / 4	Q1
6M	+2.98%	+1.62%	+1.36	2 / 4	Q2
YTD	+3.26%	+1.82%	+1.44	2 / 4	Q2
1Y	+5.95%	+3.17%	+2.78	2 / 4	Q2
2Y	+6.42%	+3.62%	+2.79	2 / 4	Q2
3Y	+6.82%	+3.98%	+2.84	2 / 4	Q2
4Y	+6.67%	+3.98%	+2.69	2 / 4	Q2
5Y	+5.97%	+3.45%	+2.52	2 / 4	Q2
7Y	+5.54%	+3.30%	+2.23	2 / 4	Q2
10Y	+5.72%	+3.22%	+2.50	2 / 4	Q2
Inception	+6.30%	+3.99%	+2.30	2 / 4	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	+3.26%	+1.82%	+1.44	2 / 4
2025	+6.38%	+3.56%	+2.82	2 / 4
2024	+7.40%	+4.53%	+2.87	2 / 4
2023	+7.19%	+4.35%	+2.85	1 / 4
2022	+4.07%	+2.17%	+1.90	2 / 4
2021	+3.90%	+2.95%	+0.95	1 / 4
2020	+4.03%	+2.66%	+1.37	2 / 4
2019	+6.17%	+3.10%	+3.07	1 / 4
2018	+6.02%	+2.49%	+3.52	2 / 4
2017	+5.68%	+2.87%	+2.81	1 / 4
2016	+6.58%	+3.51%	+3.07	2 / 4

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

+6.40%

195 windows

min 2.7% · max 10.0%

100% positive

3-Year rolling

+6.42%

171 windows

min 3.9% · max 8.7%

100% positive

5-Year rolling

+6.29%

146 windows

min 4.8% · max 8.3%

100% positive

7-Year rolling

+6.25%

122 windows

min 5.1% · max 7.7%

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

0.47%

3-year · annualised

Sharpe ratio

—

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.28%

May 2026 → May 2026

% positive months

100.0%

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 Arbitrage Fund

Scheme	Fund house	NAV	As of
HDFC ARBITRAGE FUND - Wholesale Growth Option - Direct Plan	HDFC	₹21.5550	17 Jul 2026
Nippon India Arbitrage Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹30.6775	17 Jul 2026
SBI Arbitrage Opportunities Fund - Div	SBI	₹18.9004	17 Jul 2026
ICICI Prudential Equity & Derivatives Fund-Income Optimiser Plan-Retail Dividend Option	ICICI Prudential	₹15.4082	17 Jul 2026
Invesco India Arbitrage Fund - Direct Plan - Growth Option	Invesco	₹36.9481	17 Jul 2026
BANDHAN Arbitrage Fund-Direct Plan- Growth	Bandhan	₹37.4792	17 Jul 2026
quant Arbitrage Fund - Growth Option - Direct Plan	Quant	₹10.9756	17 Jul 2026
Aditya Birla Sun Life Arbitrage Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹30.6426	17 Jul 2026
Motilal Oswal Arbitrage Fund-Direct Plan-Growth	Motilal Oswal	₹11.1679	17 Jul 2026
Franklin India Arbitrage Fund - Direct - Growth	Franklin India	₹11.2041	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹28.2166
16 Jul 2026	₹28.1878
15 Jul 2026	₹28.1932
14 Jul 2026	₹28.2009
13 Jul 2026	₹28.1772
10 Jul 2026	₹28.1780
9 Jul 2026	₹28.1722
8 Jul 2026	₹28.1811
7 Jul 2026	₹28.1822
6 Jul 2026	₹28.1686

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 17 Jul 2026, the NAV of BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH is ₹28.2166. It's a Arbitrage Fund from Birla Sun Life, run as a Retail plan Growth option. NAVs update once per business day from the AMFI feed.

BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH has NAV history starting from 27 Jul 2009, a track record of about 16 years 11 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 ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH is managed by Birla Sun Life. It's classified by AMFI under the 'Arbitrage Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH has delivered a absolute return of 5.95% — +2.78 pp ahead of the Arbitrage Fund category average of 3.17%. The fund ranks #2 of 4 in its category — the second (Q2) quartile.

Over the trailing 3-year window, BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH has delivered a CAGR of 6.82% — +2.84 pp ahead of the Arbitrage Fund category average of 3.98%. The fund ranks #2 of 4 in its category — the second (Q2) quartile.

Over the trailing 5-year window, BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH has delivered a CAGR of 5.97% — +2.52 pp ahead of the Arbitrage Fund category average of 3.45%. The fund ranks #2 of 4 in its category — the second (Q2) quartile.

₹1 lakh invested in BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH exactly 10 years ago would be worth approximately ₹174,387 today — a multiplier of 1.74×, based on the 10-year CAGR of 5.72%. The category average over the same window would have grown ₹1 lakh to ₹137,312.

A ₹10,000 monthly SIP in BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH over the last 5 years — total invested ₹600,000 — would be worth ₹706,836 today. That's an XIRR (money-weighted annualised return) of 6.49%.

A ₹10,000 monthly SIP for 10 years in BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH = ₹1,200,000 invested. It would currently be worth ₹1,618,920 (multiplier 1.35×). XIRR: 5.84%. 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 ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH ranks #2 out of 4 funds in the Arbitrage Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 3.45%; this fund delivered 5.97%.

The worst peak-to-trough decline BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH has experienced over the last 5-year window is 0.28% — its NAV fell from a high on 19 May 2026 to a low on 29 May 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 ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH averaged 6.29% (best 8.29%, worst 4.75%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -1.11 — negative risk-adjusted performance.

In calendar year 2025, BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH returned 6.38% — beating the Arbitrage Fund category average of 3.56% by 2.82 pp. It ranked #2 of 4 in its category that year.

BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.3%. 5-year CAGR: 5.97%.

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

BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - RETAIL PLAN - GROWTH

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Arbitrage Fund

Recent NAVs

Frequently asked questions

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