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

We don't give personal investment advice. Birla Sun Life Infrastructure Fund-Plan A (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: 18.95%.

Birla Sun Life

Birla Sun Life Infrastructure Fund-Plan A (Growth)

Latest NAV

₹101.7800

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	+0.28%	+0.28%	0.00	60 / 122	Q2
1W	-1.07%	-1.28%	+0.21	37 / 122	Q2
2W	+1.73%	+0.09%	+1.64	24 / 122	Q1
1M	-0.94%	-0.62%	-0.32	55 / 122	Q2
3M	+7.11%	+1.50%	+5.61	23 / 122	Q1
6M	+6.09%	-2.06%	+8.15	27 / 122	Q1
YTD	+7.15%	-1.85%	+9.00	18 / 122	Q1
1Y	+9.13%	+2.44%	+6.69	29 / 119	Q1
2Y	+2.09%	+3.47%	-1.38	56 / 116	Q2
3Y	+20.10%	+14.90%	+5.20	32 / 112	Q2
4Y	+22.71%	+14.65%	+8.05	11 / 105	Q1
5Y	+18.95%	+12.36%	+6.59	15 / 104	Q1
7Y	+17.04%	+13.76%	+3.28	29 / 99	Q2
10Y	+15.04%	+11.67%	+3.38	18 / 93	Q1
Inception	+11.80%	+10.81%	+1.00	49 / 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	+7.15%	-2.01%	+9.17	16 / 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

+17.12%

234 windows

min -62.5% · max 111.7%

62% positive

3-Year rolling

+12.74%

210 windows

min -15.3% · max 39.9%

82% positive

5-Year rolling

+11.77%

185 windows

min -6.4% · max 32.0%

92% positive

7-Year rolling

+11.07%

161 windows

min 1.6% · max 19.0%

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

0.76

vs risk-free 6.5%

Sortino ratio

1.33

Downside-only deviation

Max drawdown

-24.66%

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	₹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	₹101.7800
2 Jun 2026	₹101.8400
1 Jun 2026	₹101.5600
29 May 2026	₹103.1500
27 May 2026	₹103.9900
26 May 2026	₹102.9400
25 May 2026	₹102.7300
22 May 2026	₹101.8400
21 May 2026	₹101.6500
20 May 2026	₹100.7700

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 (Growth) is ₹101.7800. 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 (Growth) 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 (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, Birla Sun Life Infrastructure Fund-Plan A (Growth) has delivered a absolute return of 9.13% — +6.69 pp ahead of the Sectoral/Thematic Fund category average of 2.44%. The fund ranks #29 of 119 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Birla Sun Life Infrastructure Fund-Plan A (Growth) has delivered a CAGR of 20.10% — +5.2 pp ahead of the Sectoral/Thematic Fund category average of 14.90%. The fund ranks #32 of 112 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Birla Sun Life Infrastructure Fund-Plan A (Growth) has delivered a CAGR of 18.95% — +6.59 pp ahead of the Sectoral/Thematic Fund category average of 12.36%. The fund ranks #15 of 104 in its category — the top (Q1) quartile.

₹1 lakh invested in Birla Sun Life Infrastructure Fund-Plan A (Growth) exactly 10 years ago would be worth approximately ₹406,060 today — a multiplier of 4.06×, based on the 10-year CAGR of 15.04%. 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 (Growth) over the last 5 years — total invested ₹600,000 — would be worth ₹929,342 today. That's an XIRR (money-weighted annualised return) of 17.52%.

A ₹10,000 monthly SIP for 10 years in Birla Sun Life Infrastructure Fund-Plan A (Growth) = ₹1,200,000 invested. It would currently be worth ₹2,933,164 (multiplier 2.44×). XIRR: 17.02%. 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 (Growth) ranks #15 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 12.36%; this fund delivered 18.95%.

The worst peak-to-trough decline Birla Sun Life Infrastructure Fund-Plan A (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, Birla Sun Life Infrastructure Fund-Plan A (Growth) averaged 11.77% (best 31.95%, worst -6.37%). 92% of rolling windows ended positive. The 5-year Sharpe ratio is 0.72 — reasonable risk-adjusted performance.

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

Birla Sun Life Infrastructure Fund-Plan A (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. Birla Sun Life Infrastructure Fund-Plan A (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: 18.95%.

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