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: 11.32%.

Birla Sun Life

Birla Sun Life Infrastructure Fund-Plan A (Dividend)

Latest NAV

₹27.9500

As of

3 Jun 2026

4,963 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	+0.29%	+0.28%	+0.01	57 / 122	Q2
1W	-1.06%	-1.28%	+0.22	33 / 122	Q2
2W	+1.75%	+0.09%	+1.66	21 / 122	Q1
1M	-0.92%	-0.62%	-0.30	54 / 122	Q2
3M	+7.12%	+1.50%	+5.62	22 / 122	Q1
6M	+6.11%	-2.06%	+8.17	26 / 122	Q1
YTD	+7.16%	-1.85%	+9.01	17 / 122	Q1
1Y	+2.64%	+2.44%	+0.20	44 / 119	Q2
2Y	-4.69%	+3.47%	-8.15	102 / 116	Q4
3Y	+12.00%	+14.90%	-2.90	73 / 112	Q3
4Y	+14.61%	+14.65%	-0.04	57 / 105	Q3
5Y	+11.32%	+12.36%	-1.04	58 / 104	Q3
7Y	+9.60%	+13.76%	-4.15	79 / 99	Q4
10Y	+7.38%	+11.67%	-4.28	77 / 93	Q4
Inception	+4.87%	+10.81%	-5.94	104 / 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	+7.16%	-2.01%	+9.18	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

+9.50%

234 windows

min -65.1% · max 102.7%

53% positive

3-Year rolling

+5.31%

210 windows

min -20.9% · max 32.0%

65% positive

5-Year rolling

+4.58%

185 windows

min -13.9% · max 23.7%

71% positive

7-Year rolling

+3.97%

161 windows

min -4.3% · max 12.5%

88% 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

19.04%

3-year · annualised

Sharpe ratio

0.35

vs risk-free 6.5%

Sortino ratio

0.55

Downside-only deviation

Max drawdown

-30.16%

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	₹16.8310	3 Jun 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.7005	3 Jun 2026
Magnum Equity Fund -Dividend	SBI	₹71.4772	3 Jun 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.5700	3 Jun 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹21.5824	3 Jun 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.2801	3 Jun 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹67.0980	3 Jun 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹64.3200	3 Jun 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹382.6597	3 Jun 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹62.7500	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹27.9500
2 Jun 2026	₹27.9700
1 Jun 2026	₹27.8900
29 May 2026	₹28.3300
27 May 2026	₹28.5600
26 May 2026	₹28.2700
25 May 2026	₹28.2100
22 May 2026	₹27.9700
21 May 2026	₹27.9100
20 May 2026	₹27.6800

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 03 Jun 2026, the NAV of Birla Sun Life Infrastructure Fund-Plan A (Dividend) is ₹27.9500. 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 2 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 2.64% — +0.2 pp ahead of the Sectoral/Thematic Fund category average of 2.44%. The fund ranks #44 of 119 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 12.00% — -2.9 pp behind the Sectoral/Thematic Fund category average of 14.90%. The fund ranks #73 of 112 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 11.32% — -1.04 pp behind the Sectoral/Thematic Fund category average of 12.36%. The fund ranks #58 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 ₹203,863 today — a multiplier of 2.04×, based on the 10-year CAGR of 7.38%. The category average over the same window would have grown ₹1 lakh to ₹301,430.

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 ₹762,626 today. That's an XIRR (money-weighted annualised return) of 9.52%.

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 ₹1,982,858 (multiplier 1.65×). XIRR: 9.70%. 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 #58 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 12.36%; this fund delivered 11.32%.

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 4.58% (best 23.70%, worst -13.86%). 71% of rolling windows ended positive. The 5-year Sharpe ratio is 0.33 — 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: 11.32%.

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