Should I invest in Birla Sun Life Long Term Advantage Fund Series I?

We don't give personal investment advice. Birla Sun Life Long Term Advantage Fund Series I - 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: 26.4%. 5-year CAGR: 13.03%.

Birla Sun Life

Birla Sun Life Long Term Advantage Fund Series I - GROWTH

Latest NAV

₹89.9346

As of

10 Jun 2026

4,676 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	+1.10%	+0.81%	+0.30	5 / 11	Q2
1W	+0.06%	+0.15%	-0.10	9 / 11	Q4
2W	-0.92%	-1.20%	+0.28	5 / 11	Q2
1M	-0.12%	-1.32%	+1.20	1 / 11	Q1
3M	+12.50%	+10.05%	+2.45	3 / 11	Q2
6M	+8.24%	+3.49%	+4.75	1 / 11	Q1
YTD	+7.19%	+2.37%	+4.81	1 / 11	Q1
1Y	+4.87%	-1.67%	+6.55	1 / 11	Q1
2Y	+5.13%	+0.61%	+4.52	2 / 11	Q1
3Y	+16.51%	+13.63%	+2.88	4 / 11	Q2
4Y	+17.85%	+16.27%	+1.58	6 / 11	Q3
5Y	+13.03%	+13.38%	-0.35	8 / 11	Q3
7Y	+15.00%	+16.38%	-1.38	8 / 11	Q3
10Y	+12.86%	+13.48%	-0.61	8 / 11	Q3
Inception	+12.23%	+12.56%	-0.34	7 / 11	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	+7.19%	+2.37%	+4.81	1 / 11
2025	-4.53%	-7.39%	+2.86	3 / 11
2024	+20.84%	+19.88%	+0.96	6 / 11
2023	+38.93%	+40.75%	-1.82	7 / 11
2022	-6.46%	-1.80%	-4.66	9 / 11
2021	+49.49%	+57.02%	-7.53	8 / 11
2020	+19.07%	+22.20%	-3.13	8 / 11
2019	-11.75%	-6.18%	-5.58	9 / 11
2018	-22.72%	-21.74%	-0.97	7 / 11
2017	+55.52%	+47.87%	+7.66	4 / 11
2016	+8.77%	+2.95%	+5.83	2 / 11

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

+17.51%

220 windows

min -62.1% · max 155.6%

65% positive

3-Year rolling

+15.42%

196 windows

min -16.8% · max 41.5%

88% positive

5-Year rolling

+15.03%

171 windows

min -3.0% · max 30.3%

99% positive

7-Year rolling

+14.59%

147 windows

min 8.0% · max 26.6%

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

18.09%

3-year · annualised

Sharpe ratio

0.58

vs risk-free 6.5%

Sortino ratio

1.02

Downside-only deviation

Max drawdown

-26.43%

Oct 2024 → Mar 2025

% positive months

61.1%

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 Small Cap Fund

Scheme	Fund house	NAV	As of
HDFC Small Cap Fund - Growth Option	HDFC	₹132.2320	10 Jun 2026
Nippon India Small Cap Fund - Growth Plan - Bonus Option	Nippon India	₹170.4211	10 Jun 2026
Franklin India Smaller Companies Fund-Dividend	Franklin Templeton	₹41.9561	10 Jun 2026
Kotak-Mid-Cap-Dividend	Kotak Mahindra	₹110.0630	10 Jun 2026
Birla Sun Life Long Term Advantage Fund Series I - DIVIDEND	Birla Sun Life	₹37.2203	10 Jun 2026
Sundaram BNP Paribas S.M.I.L.E.Fund-Dividend	Sundaram BNP Paribas	₹34.7779	10 Jun 2026

Recent NAVs

Date	NAV
10 Jun 2026	₹89.9346
9 Jun 2026	₹90.9833
8 Jun 2026	₹89.9904
5 Jun 2026	₹91.3362
4 Jun 2026	₹91.4279
3 Jun 2026	₹91.0012
2 Jun 2026	₹90.9304
1 Jun 2026	₹90.5558
29 May 2026	₹91.2669
27 May 2026	₹91.7450

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 10 Jun 2026, the NAV of Birla Sun Life Long Term Advantage Fund Series I - GROWTH is ₹89.9346. It's a Small Cap 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 Long Term Advantage Fund Series I - GROWTH has NAV history starting from 31 May 2007, a track record of about 19 years. 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 Long Term Advantage Fund Series I - GROWTH is managed by Birla Sun Life. It's classified by AMFI under the 'Small Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Birla Sun Life Long Term Advantage Fund Series I - GROWTH has delivered a absolute return of 4.87% — +6.55 pp ahead of the Small Cap Fund category average of -1.67%. The fund ranks #1 of 11 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Birla Sun Life Long Term Advantage Fund Series I - GROWTH has delivered a CAGR of 16.51% — +2.88 pp ahead of the Small Cap Fund category average of 13.63%. The fund ranks #4 of 11 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Birla Sun Life Long Term Advantage Fund Series I - GROWTH has delivered a CAGR of 13.03% — -0.35 pp behind the Small Cap Fund category average of 13.38%. The fund ranks #8 of 11 in its category — the third (Q3) quartile.

₹1 lakh invested in Birla Sun Life Long Term Advantage Fund Series I - GROWTH exactly 10 years ago would be worth approximately ₹335,352 today — a multiplier of 3.35×, based on the 10-year CAGR of 12.86%. The category average over the same window would have grown ₹1 lakh to ₹354,014.

A ₹10,000 monthly SIP in Birla Sun Life Long Term Advantage Fund Series I - GROWTH over the last 5 years — total invested ₹600,000 — would be worth ₹837,732 today. That's an XIRR (money-weighted annualised return) of 13.30%.

A ₹10,000 monthly SIP for 10 years in Birla Sun Life Long Term Advantage Fund Series I - GROWTH = ₹1,200,000 invested. It would currently be worth ₹2,484,844 (multiplier 2.07×). XIRR: 13.93%. 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 Long Term Advantage Fund Series I - GROWTH ranks #8 out of 11 funds in the Small Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 13.38%; this fund delivered 13.03%.

The worst peak-to-trough decline Birla Sun Life Long Term Advantage Fund Series I - GROWTH has experienced over the last 5-year window is 26.43% — its NAV fell from a high on 16 Oct 2024 to a low on 03 Mar 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 Long Term Advantage Fund Series I - GROWTH averaged 15.03% (best 30.35%, worst -2.97%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.43 — weak risk-adjusted performance.

In calendar year 2025, Birla Sun Life Long Term Advantage Fund Series I - GROWTH returned -4.53% — beating the Small Cap Fund category average of -7.39% by 2.86 pp. It ranked #3 of 11 in its category that year.

Birla Sun Life Long Term Advantage Fund Series I - 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 Long Term Advantage Fund Series I - 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: 26.4%. 5-year CAGR: 13.03%.

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