Should I invest in Birla Sun Life New Millenium Fund-Plan A(Divivdend)?

We don't give personal investment advice. Birla Sun Life New Millenium Fund-Plan A(Divivdend) 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: 35.8%. 5-year CAGR: 0.70%.

Birla Sun Life

Birla Sun Life New Millenium Fund-Plan A(Divivdend)

Latest NAV

₹37.6700

As of

2 Jun 2026

4,961 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	+2.73%	+0.28%	+2.45	2 / 122	Q1
1W	+3.89%	-1.28%	+5.17	1 / 122	Q1
2W	+3.77%	+0.09%	+3.68	4 / 122	Q1
1M	+6.23%	-0.62%	+6.85	6 / 122	Q1
3M	+6.56%	+1.50%	+5.06	27 / 122	Q1
6M	-14.68%	-2.06%	-12.62	113 / 122	Q4
YTD	-14.41%	-1.85%	-12.56	111 / 122	Q4
1Y	-15.18%	+2.44%	-17.62	116 / 119	Q4
2Y	-5.64%	+3.47%	-9.11	106 / 116	Q4
3Y	-0.24%	+14.90%	-15.13	109 / 112	Q4
4Y	-0.30%	+14.65%	-14.96	104 / 105	Q4
5Y	+0.70%	+12.36%	-11.66	103 / 104	Q4
7Y	+8.91%	+13.76%	-4.84	81 / 99	Q4
10Y	+6.99%	+11.67%	-4.67	79 / 93	Q4
Inception	+5.15%	+10.81%	-5.65	102 / 122	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
2026 YTD	-14.41%	-2.01%	-12.39	107 / 118
2025	-11.35%	+3.20%	-14.55	113 / 115
2024	+9.88%	+19.60%	-9.73	93 / 113
2023	+25.52%	+31.56%	-6.03	72 / 108
2022	-26.30%	+2.19%	-28.49	103 / 104
2021	+60.35%	+32.41%	+27.94	7 / 102
2020	+49.35%	+18.32%	+31.03	12 / 100
2019	+1.47%	+5.50%	-4.03	66 / 97
2018	+2.14%	-10.07%	+12.20	12 / 94
2017	+14.97%	+30.10%	-15.13	76 / 93
2016	-10.19%	-0.25%	-9.94	81 / 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

+9.54%

234 windows

min -59.5% · max 116.0%

57% positive

3-Year rolling

+7.16%

210 windows

min -17.4% · max 34.8%

73% positive

5-Year rolling

+7.99%

185 windows

min -10.3% · max 23.8%

84% positive

7-Year rolling

+7.91%

161 windows

min -2.0% · max 17.3%

94% 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

20.16%

3-year · annualised

Sharpe ratio

-0.23

vs risk-free 6.5%

Sortino ratio

-0.30

Downside-only deviation

Max drawdown

-35.80%

Dec 2024 → Mar 2026

% positive months

50.0%

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	₹37.6700
1 Jun 2026	₹36.6700
29 May 2026	₹36.1800
27 May 2026	₹36.2400
26 May 2026	₹36.2600
25 May 2026	₹36.2000
22 May 2026	₹35.8800
21 May 2026	₹35.8900
20 May 2026	₹36.1000
19 May 2026	₹36.3000

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 New Millenium Fund-Plan A(Divivdend) is ₹37.6700. 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 New Millenium Fund-Plan A(Divivdend) 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 New Millenium Fund-Plan A(Divivdend) 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 New Millenium Fund-Plan A(Divivdend) has delivered a absolute return of -15.18% — -17.62 pp behind the Sectoral/Thematic Fund category average of 2.44%. The fund ranks #116 of 119 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Birla Sun Life New Millenium Fund-Plan A(Divivdend) has delivered a CAGR of -0.24% — -15.13 pp behind the Sectoral/Thematic Fund category average of 14.90%. The fund ranks #109 of 112 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Birla Sun Life New Millenium Fund-Plan A(Divivdend) has delivered a CAGR of 0.70% — -11.66 pp behind the Sectoral/Thematic Fund category average of 12.36%. The fund ranks #103 of 104 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Birla Sun Life New Millenium Fund-Plan A(Divivdend) exactly 10 years ago would be worth approximately ₹196,607 today — a multiplier of 1.97×, based on the 10-year CAGR of 6.99%. The category average over the same window would have grown ₹1 lakh to ₹301,430.

A ₹10,000 monthly SIP in Birla Sun Life New Millenium Fund-Plan A(Divivdend) over the last 5 years — total invested ₹600,000 — would be worth ₹550,310 today. That's an XIRR (money-weighted annualised return) of -3.39%.

A ₹10,000 monthly SIP for 10 years in Birla Sun Life New Millenium Fund-Plan A(Divivdend) = ₹1,200,000 invested. It would currently be worth ₹1,688,885 (multiplier 1.41×). XIRR: 6.65%. 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 New Millenium Fund-Plan A(Divivdend) ranks #103 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 12.36%; this fund delivered 0.70%.

The worst peak-to-trough decline Birla Sun Life New Millenium Fund-Plan A(Divivdend) has experienced over the last 5-year window is 35.80% — its NAV fell from a high on 13 Dec 2024 to a low on 30 Mar 2026. 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 New Millenium Fund-Plan A(Divivdend) averaged 7.99% (best 23.79%, worst -10.25%). 84% of rolling windows ended positive. The 5-year Sharpe ratio is -0.18 — negative risk-adjusted performance.

In calendar year 2025, Birla Sun Life New Millenium Fund-Plan A(Divivdend) returned -11.35% — lagging the Sectoral/Thematic Fund category average of 3.20% by 14.55 pp. It ranked #113 of 115 in its category that year.

Birla Sun Life New Millenium Fund-Plan A(Divivdend) 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 New Millenium Fund-Plan A(Divivdend) 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: 35.8%. 5-year CAGR: 0.70%.

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