Birla Sun Life
Birla Sun Life Medium Term Plan - Institutional - Fortnightly Dividend Plan
Category
Income
Plan type
Dividend
Structure
Open-ended
AMFI Scheme Code
111816
ISIN (Growth)
—
ISIN (Dividend)
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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 | -100.00% | +6.99% | -106.99 | 753 / 763 | Q4 |
| 1W | -100.00% | +6.38% | -106.38 | 708 / 722 | Q4 |
| 2W | -100.00% | +6.63% | -106.63 | 712 / 725 | Q4 |
| 1M | -100.00% | +6.29% | -106.29 | 736 / 752 | Q4 |
| 3M | -100.00% | +7.87% | -107.87 | 711 / 728 | Q4 |
| 6M | -100.00% | +9.67% | -109.67 | 618 / 642 | Q4 |
| YTD | -100.00% | +8.47% | -108.47 | 640 / 666 | Q4 |
| 1Y | -100.00% | +13.70% | -113.70 | 567 / 591 | Q4 |
| 2Y | -100.00% | -5.03% | -94.97 | 174 / 197 | Q4 |
| 3Y | -100.00% | -3.09% | -96.91 | 130 / 140 | Q4 |
| 4Y | -100.00% | +1.62% | -101.62 | 117 / 119 | Q4 |
| 5Y | -100.00% | -0.16% | -99.84 | 99 / 102 | Q4 |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | -100.00% | -3.28% | -96.72 | 738 / 797 | 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 |
|---|---|---|---|---|
| 2014 YTD | -100.00% | +2.77% | -102.77 | 82 / 82 |
| 2013 | +2.18% | +1.77% | +0.41 | 39 / 101 |
| 2012 | +3.53% | -0.30% | +3.83 | 36 / 113 |
| 2011 | +0.43% | +1.75% | -1.32 | 48 / 109 |
| 2010 | +0.84% | -0.95% | +1.78 | 71 / 165 |
| 2009 | — | — | — | — |
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
+1.53%
52 windows
min 0.2% · max 5.1%
100% positive
Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.
3-Year rolling
+1.52%
27 windows
min 0.7% · max 2.6%
100% positive
Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.
5-Year rolling
+1.40%
3 windows
min 1.2% · max 1.7%
100% positive
Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.
7-Year rolling
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Insufficient history
Recent NAVs
| Date | NAV |
|---|---|
| 3 Jul 2014 | ₹0.0000 |
| 2 Jul 2014 | ₹10.9922 |
| 30 Jun 2014 | ₹10.9648 |
| 27 Jun 2014 | ₹10.9560 |
| 26 Jun 2014 | ₹10.9550 |
| 25 Jun 2014 | ₹10.9491 |
| 24 Jun 2014 | ₹10.9475 |
| 23 Jun 2014 | ₹10.9448 |
| 20 Jun 2014 | ₹10.9397 |
| 19 Jun 2014 | ₹10.9437 |
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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.
Birla Sun Life Medium Term Plan - Institutional - Fortnightly Dividend Plan is a Income from Birla Sun Life (Institutional plan, IDCW (dividend) option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.
Birla Sun Life Medium Term Plan - Institutional - Fortnightly Dividend Plan has NAV history starting from 26 Mar 2009, a track record of about 17 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 Medium Term Plan - Institutional - Fortnightly Dividend Plan is managed by Birla Sun Life. It's classified by AMFI under the 'Income' SEBI category, which determines its peer set and tax treatment.
Over the trailing 1-year window, Birla Sun Life Medium Term Plan - Institutional - Fortnightly Dividend Plan has delivered a absolute return of -100.00% — -113.7 pp behind the Income category average of 13.70%. The fund ranks #567 of 591 in its category — the bottom (Q4) quartile.
Over the trailing 3-year window, Birla Sun Life Medium Term Plan - Institutional - Fortnightly Dividend Plan has delivered a CAGR of -100.00% — -96.91 pp behind the Income category average of -3.09%. The fund ranks #130 of 140 in its category — the bottom (Q4) quartile.
Over the trailing 5-year window, Birla Sun Life Medium Term Plan - Institutional - Fortnightly Dividend Plan has delivered a CAGR of -100.00% — -99.84 pp behind the Income category average of -0.16%. The fund ranks #99 of 102 in its category — the bottom (Q4) quartile.
₹1 lakh invested in Birla Sun Life Medium Term Plan - Institutional - Fortnightly Dividend Plan exactly 5 years ago would be worth approximately ₹0 today — a multiplier of 0.00×, based on the 5-year CAGR of -100.00%. The category average over the same window would have grown ₹1 lakh to ₹99,222.
We don't have enough NAV history yet to simulate a SIP on Birla Sun Life Medium Term Plan - Institutional - Fortnightly Dividend Plan. The fund typically needs 12+ months for a 1-year SIP backtest.
Birla Sun Life Medium Term Plan - Institutional - Fortnightly Dividend Plan doesn't have enough SIP-backtest history yet. Check the 1-year SIP simulation above as soon as it has 12+ months of NAVs.
On a 5-year basis, Birla Sun Life Medium Term Plan - Institutional - Fortnightly Dividend Plan ranks #99 out of 102 funds in the Income category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is -0.16%; this fund delivered -100.00%.
Birla Sun Life Medium Term Plan - Institutional - Fortnightly Dividend Plan doesn't have a computed drawdown figure yet.
Across all 5-year rolling windows, Birla Sun Life Medium Term Plan - Institutional - Fortnightly Dividend Plan averaged 1.40% (best 1.65%, worst 1.16%). 100% of rolling windows ended positive.
In calendar year 2013, Birla Sun Life Medium Term Plan - Institutional - Fortnightly Dividend Plan returned 2.18% — beating the Income category average of 1.77% by 0.41 pp. It ranked #39 of 101 in its category that year.
Birla Sun Life Medium Term Plan - Institutional - Fortnightly Dividend Plan is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.
We don't give personal investment advice. Birla Sun Life Medium Term Plan - Institutional - Fortnightly Dividend Plan is suitable for an investor whose:
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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