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: 13.54%.

Birla Sun Life

Birla Sun Life Long Term Advantage Fund Series I - GROWTH

Latest NAV

₹91.0012

As of

3 Jun 2026

4,671 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	+0.41%	+0.49%	-0.08	8 / 11	Q3
1W	-0.98%	-1.40%	+0.42	2 / 11	Q1
2W	+1.01%	+0.63%	+0.39	1 / 11	Q1
1M	+0.91%	-0.01%	+0.92	1 / 11	Q1
3M	+9.82%	+8.19%	+1.64	6 / 11	Q3
6M	+5.74%	+1.20%	+4.54	1 / 11	Q1
YTD	+7.12%	+2.29%	+4.84	1 / 11	Q1
1Y	+7.69%	+0.63%	+7.06	2 / 11	Q1
2Y	+6.44%	+1.77%	+4.67	2 / 11	Q1
3Y	+16.86%	+13.97%	+2.89	4 / 11	Q2
4Y	+17.29%	+15.68%	+1.60	6 / 11	Q3
5Y	+13.54%	+13.92%	-0.38	6 / 11	Q3
7Y	+14.49%	+16.06%	-1.56	8 / 11	Q3
10Y	+13.00%	+13.61%	-0.61	8 / 11	Q3
Inception	+12.24%	+12.57%	-0.33	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	+7.12%	+2.29%	+4.84	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

+17.64%

220 windows

min -61.8% · max 138.3%

65% positive

3-Year rolling

+15.39%

196 windows

min -17.8% · max 40.2%

88% positive

5-Year rolling

+14.97%

171 windows

min -4.2% · max 29.0%

98% positive

7-Year rolling

+14.58%

147 windows

min 7.2% · max 26.8%

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

18.90%

3-year · annualised

Sharpe ratio

0.58

vs risk-free 6.5%

Sortino ratio

0.95

Downside-only deviation

Max drawdown

-26.43%

Oct 2024 → Mar 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 Small Cap Fund

Scheme	Fund house	NAV	As of
HDFC Small Cap Fund - Growth Option	HDFC	₹132.6930	3 Jun 2026
Nippon India Small Cap Fund - Growth Plan - Bonus Option	Nippon India	₹171.7948	3 Jun 2026
Franklin India Smaller Companies Fund-Dividend	Franklin Templeton	₹42.3720	3 Jun 2026
Kotak-Mid-Cap-Dividend	Kotak Mahindra	₹110.1380	3 Jun 2026
Birla Sun Life Long Term Advantage Fund Series I - DIVIDEND	Birla Sun Life	₹37.6617	3 Jun 2026
Sundaram BNP Paribas S.M.I.L.E.Fund-Dividend	Sundaram BNP Paribas	₹34.8923	3 Jun 2026

Recent NAVs

Date	NAV
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
26 May 2026	₹91.8316
25 May 2026	₹91.6148
22 May 2026	₹90.4121
21 May 2026	₹90.5962
20 May 2026	₹90.2036

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 Long Term Advantage Fund Series I - GROWTH is ₹91.0012. 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 7.69% — +7.06 pp ahead of the Small Cap Fund category average of 0.63%. The fund ranks #2 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 16.86% — +2.89 pp ahead of the Small Cap Fund category average of 13.97%. 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 13.54% — -0.38 pp behind the Small Cap Fund category average of 13.92%. The fund ranks #6 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 ₹339,502 today — a multiplier of 3.40×, based on the 10-year CAGR of 13.00%. The category average over the same window would have grown ₹1 lakh to ₹358,195.

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 ₹839,669 today. That's an XIRR (money-weighted annualised return) of 13.40%.

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 ₹2,490,687 (multiplier 2.08×). XIRR: 13.98%. 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 #6 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 13.92%; this fund delivered 13.54%.

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 14.97% (best 29.00%, worst -4.21%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.44 — 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: 13.54%.

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