Should I invest in Birla Sun Life Infrastructure Fund-Plan A (Dividend)?

We don't give personal investment advice. Birla Sun Life Infrastructure Fund-Plan A (Dividend) 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: 9.90%.

Birla Sun Life

Birla Sun Life Infrastructure Fund-Plan A (Dividend)

Latest NAV

₹29.1600

As of

17 Jul 2026

4,994 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	-0.58%	-0.07%	-0.51	98 / 122	Q4
1W	-0.44%	-0.15%	-0.30	84 / 122	Q3
2W	-0.44%	-0.13%	-0.31	70 / 122	Q3
1M	+0.41%	+1.33%	-0.92	82 / 122	Q3
3M	+6.19%	+3.32%	+2.87	28 / 122	Q1
6M	+14.67%	+2.87%	+11.80	14 / 122	Q1
YTD	+11.72%	+1.43%	+10.30	15 / 122	Q1
1Y	+2.60%	+2.53%	+0.07	56 / 120	Q2
2Y	-4.39%	+1.69%	-6.08	89 / 116	Q4
3Y	+10.76%	+13.72%	-2.96	76 / 114	Q3
4Y	+16.03%	+15.46%	+0.57	55 / 106	Q3
5Y	+9.90%	+12.16%	-2.27	69 / 104	Q3
7Y	+11.96%	+15.00%	-3.03	73 / 99	Q3
10Y	+7.10%	+11.50%	-4.40	79 / 93	Q4
Inception	+5.05%	+11.17%	-6.12	105 / 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	+11.72%	+1.37%	+10.35	15 / 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

+9.57%

236 windows

min -63.9% · max 89.4%

56% positive

3-Year rolling

+5.65%

211 windows

min -19.7% · max 31.8%

66% positive

5-Year rolling

+4.66%

187 windows

min -12.0% · max 27.0%

70% positive

7-Year rolling

+4.09%

163 windows

min -3.8% · max 12.3%

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

18.76%

3-year · annualised

Sharpe ratio

0.30

vs risk-free 6.5%

Sortino ratio

0.43

Downside-only deviation

Max drawdown

-30.16%

Sep 2024 → Feb 2025

% positive months

63.9%

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	₹18.4020	17 Jul 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.0439	17 Jul 2026
Magnum Equity Fund -Dividend	SBI	₹75.2678	17 Jul 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.7400	17 Jul 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹20.5340	17 Jul 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.5442	17 Jul 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹68.7640	17 Jul 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹64.5500	17 Jul 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹397.9086	17 Jul 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹66.3400	17 Jul 2026

Recent NAVs

Date	NAV
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
10 Jul 2026	₹29.2900
9 Jul 2026	₹28.9000
8 Jul 2026	₹28.5800
7 Jul 2026	₹29.1500
6 Jul 2026	₹29.4400

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 Infrastructure Fund-Plan A (Dividend) is ₹29.1600. 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 Infrastructure Fund-Plan A (Dividend) 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.

Birla Sun Life Infrastructure Fund-Plan A (Dividend) 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 Infrastructure Fund-Plan A (Dividend) has delivered a absolute return of 2.60% — +0.07 pp ahead of the Sectoral/Thematic Fund category average of 2.53%. The fund ranks #56 of 120 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Birla Sun Life Infrastructure Fund-Plan A (Dividend) has delivered a CAGR of 10.76% — -2.96 pp behind the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #76 of 114 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Birla Sun Life Infrastructure Fund-Plan A (Dividend) has delivered a CAGR of 9.90% — -2.27 pp behind the Sectoral/Thematic Fund category average of 12.16%. The fund ranks #69 of 104 in its category — the third (Q3) quartile.

₹1 lakh invested in Birla Sun Life Infrastructure Fund-Plan A (Dividend) exactly 10 years ago would be worth approximately ₹198,637 today — a multiplier of 1.99×, based on the 10-year CAGR of 7.10%. The category average over the same window would have grown ₹1 lakh to ₹297,061.

A ₹10,000 monthly SIP in Birla Sun Life Infrastructure Fund-Plan A (Dividend) over the last 5 years — total invested ₹600,000 — would be worth ₹781,228 today. That's an XIRR (money-weighted annualised return) of 10.49%.

A ₹10,000 monthly SIP for 10 years in Birla Sun Life Infrastructure Fund-Plan A (Dividend) = ₹1,200,000 invested. It would currently be worth ₹2,049,880 (multiplier 1.71×). XIRR: 10.32%. 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 Infrastructure Fund-Plan A (Dividend) ranks #69 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 12.16%; this fund delivered 9.90%.

The worst peak-to-trough decline Birla Sun Life Infrastructure Fund-Plan A (Dividend) 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, Birla Sun Life Infrastructure Fund-Plan A (Dividend) averaged 4.66% (best 26.97%, worst -12.03%). 70% of rolling windows ended positive. The 5-year Sharpe ratio is 0.26 — weak risk-adjusted performance.

In calendar year 2025, Birla Sun Life Infrastructure Fund-Plan A (Dividend) 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.

Birla Sun Life Infrastructure Fund-Plan A (Dividend) 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 Infrastructure Fund-Plan A (Dividend) 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: 9.90%.

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