Should I invest in Birla Sun Life International Equity Fund Plan A?

We don't give personal investment advice. Birla Sun Life International Equity 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: 17.2%. 5-year CAGR: 12.28%.

Birla Sun Life

Birla Sun Life International Equity Fund Plan A- Growth

Latest NAV

₹53.2371

As of

2 Jun 2026

4,557 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	+0.95%	+0.28%	+0.67	11 / 122	Q1
1W	+0.42%	-1.28%	+1.70	16 / 122	Q1
2W	+2.36%	+0.09%	+2.26	16 / 122	Q1
1M	+4.26%	-0.62%	+4.88	9 / 122	Q1
3M	+10.75%	+1.50%	+9.24	8 / 122	Q1
6M	+15.20%	-2.06%	+17.26	6 / 122	Q1
YTD	+13.85%	-1.85%	+15.70	6 / 122	Q1
1Y	+34.48%	+2.44%	+32.04	3 / 119	Q1
2Y	+27.42%	+3.47%	+23.96	3 / 116	Q1
3Y	+21.19%	+14.90%	+6.29	25 / 112	Q1
4Y	+15.96%	+14.65%	+1.30	43 / 105	Q2
5Y	+12.28%	+12.36%	-0.08	54 / 104	Q3
7Y	+14.99%	+13.76%	+1.24	42 / 99	Q2
10Y	+12.88%	+11.67%	+1.22	40 / 93	Q2
Inception	+9.45%	+10.81%	-1.36	69 / 122	Q3

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	+13.85%	-2.01%	+15.87	6 / 118
2025	+34.84%	+3.20%	+31.64	1 / 115
2024	+7.38%	+19.60%	-12.22	106 / 113
2023	+9.18%	+31.56%	-22.37	103 / 108
2022	-2.14%	+2.19%	-4.32	65 / 104
2021	+13.03%	+32.41%	-19.38	91 / 102
2020	+13.40%	+18.32%	-4.92	49 / 100
2019	+24.40%	+5.50%	+18.90	6 / 97
2018	+4.95%	-10.07%	+15.02	6 / 94
2017	+12.62%	+30.10%	-17.48	83 / 93
2016	-1.43%	-0.25%	-1.18	45 / 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

+11.52%

214 windows

min -32.8% · max 273.3%

80% positive

3-Year rolling

+10.40%

190 windows

min -3.3% · max 63.5%

97% positive

5-Year rolling

+10.39%

166 windows

min 2.8% · max 35.1%

100% positive

7-Year rolling

+10.01%

141 windows

min 6.5% · max 30.5%

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

12.53%

3-year · annualised

Sharpe ratio

1.09

vs risk-free 6.5%

Sortino ratio

2.18

Downside-only deviation

Max drawdown

-14.25%

Jul 2023 → Oct 2023

% positive months

72.2%

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
2 Jun 2026	₹53.2371
1 Jun 2026	₹52.7345
29 May 2026	₹52.6102
27 May 2026	₹52.8659
26 May 2026	₹53.0160
25 May 2026	₹52.4051
22 May 2026	₹52.5357
21 May 2026	₹52.6757
20 May 2026	₹52.5590
19 May 2026	₹52.0118

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 02 Jun 2026, the NAV of Birla Sun Life International Equity Fund Plan A- Growth is ₹53.2371. 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 International Equity Fund Plan A- Growth has NAV history starting from 15 Nov 2007, a track record of about 18 years 6 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 International Equity 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 International Equity Fund Plan A- Growth has delivered a absolute return of 34.48% — +32.04 pp ahead of the Sectoral/Thematic Fund category average of 2.44%. The fund ranks #3 of 119 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Birla Sun Life International Equity Fund Plan A- Growth has delivered a CAGR of 21.19% — +6.29 pp ahead of the Sectoral/Thematic Fund category average of 14.90%. The fund ranks #25 of 112 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Birla Sun Life International Equity Fund Plan A- Growth has delivered a CAGR of 12.28% — -0.08 pp behind the Sectoral/Thematic Fund category average of 12.36%. The fund ranks #54 of 104 in its category — the third (Q3) quartile.

₹1 lakh invested in Birla Sun Life International Equity Fund Plan A- Growth exactly 10 years ago would be worth approximately ₹335,914 today — a multiplier of 3.36×, based on the 10-year CAGR of 12.88%. The category average over the same window would have grown ₹1 lakh to ₹301,430.

A ₹10,000 monthly SIP in Birla Sun Life International Equity Fund Plan A- Growth over the last 5 years — total invested ₹600,000 — would be worth ₹962,224 today. That's an XIRR (money-weighted annualised return) of 18.95%.

A ₹10,000 monthly SIP for 10 years in Birla Sun Life International Equity Fund Plan A- Growth = ₹1,200,000 invested. It would currently be worth ₹2,575,970 (multiplier 2.15×). XIRR: 14.60%. 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 International Equity Fund Plan A- Growth ranks #54 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 12.28%.

The worst peak-to-trough decline Birla Sun Life International Equity Fund Plan A- Growth has experienced over the last 5-year window is 17.20% — its NAV fell from a high on 15 Nov 2021 to a low on 03 Oct 2022. 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 International Equity Fund Plan A- Growth averaged 10.39% (best 35.12%, worst 2.77%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.43 — weak risk-adjusted performance.

In calendar year 2025, Birla Sun Life International Equity Fund Plan A- Growth returned 34.84% — beating the Sectoral/Thematic Fund category average of 3.20% by 31.64 pp. It ranked #1 of 115 in its category that year.

Birla Sun Life International Equity 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 International Equity 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: 17.2%. 5-year CAGR: 12.28%.

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