Should I invest in Birla Sun Life New Millenium Fund-Plan B(Growth)?

We don't give personal investment advice. Birla Sun Life New Millenium Fund-Plan B(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: 31.6%. 5-year CAGR: 7.51%.

Birla Sun Life

Birla Sun Life New Millenium Fund-Plan B(Growth)

Latest NAV

₹151.8400

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	3 / 122	Q1
1W	+3.88%	-1.28%	+5.16	2 / 122	Q1
2W	+3.77%	+0.09%	+3.68	5 / 122	Q1
1M	+6.24%	-0.62%	+6.86	5 / 122	Q1
3M	+6.57%	+1.50%	+5.07	26 / 122	Q1
6M	-14.68%	-2.06%	-12.62	114 / 122	Q4
YTD	-14.41%	-1.85%	-12.56	112 / 122	Q4
1Y	-9.58%	+2.44%	-12.02	107 / 119	Q4
2Y	+0.96%	+3.47%	-2.51	68 / 116	Q3
3Y	+6.98%	+14.90%	-7.92	99 / 112	Q4
4Y	+6.68%	+14.65%	-7.98	94 / 105	Q4
5Y	+7.51%	+12.36%	-4.86	87 / 104	Q4
7Y	+16.30%	+13.76%	+2.54	32 / 99	Q2
10Y	+14.99%	+11.67%	+3.33	19 / 93	Q1
Inception	+11.79%	+10.81%	+0.99	50 / 122	Q2

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%	-12.40	108 / 118
2025	-5.50%	+3.20%	-8.69	98 / 115
2024	+18.00%	+19.60%	-1.61	62 / 113
2023	+35.25%	+31.56%	+3.69	43 / 108
2022	-21.64%	+2.19%	-23.82	100 / 104
2021	+69.55%	+32.41%	+37.14	4 / 102
2020	+58.36%	+18.32%	+40.04	9 / 100
2019	+9.22%	+5.50%	+3.72	28 / 97
2018	+16.06%	-10.07%	+26.13	2 / 94
2017	+22.28%	+30.10%	-7.82	71 / 93
2016	-3.42%	-0.25%	-3.17	58 / 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

+16.73%

234 windows

min -56.4% · max 129.1%

70% positive

3-Year rolling

+14.51%

210 windows

min -15.3% · max 43.6%

90% positive

5-Year rolling

+15.42%

185 windows

min -5.3% · max 33.5%

92% positive

7-Year rolling

+15.48%

161 windows

min 2.3% · max 26.4%

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

19.23%

3-year · annualised

Sharpe ratio

0.11

vs risk-free 6.5%

Sortino ratio

0.16

Downside-only deviation

Max drawdown

-31.58%

Dec 2024 → Mar 2026

% positive months

55.6%

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	₹151.8400
1 Jun 2026	₹147.8100
29 May 2026	₹145.8100
27 May 2026	₹146.0600
26 May 2026	₹146.1700
25 May 2026	₹145.9300
22 May 2026	₹144.6300
21 May 2026	₹144.6500
20 May 2026	₹145.5200
19 May 2026	₹146.3200

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 B(Growth) is ₹151.8400. 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 B(Growth) 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 B(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 New Millenium Fund-Plan B(Growth) has delivered a absolute return of -9.58% — -12.02 pp behind the Sectoral/Thematic Fund category average of 2.44%. The fund ranks #107 of 119 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Birla Sun Life New Millenium Fund-Plan B(Growth) has delivered a CAGR of 6.98% — -7.92 pp behind the Sectoral/Thematic Fund category average of 14.90%. The fund ranks #99 of 112 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Birla Sun Life New Millenium Fund-Plan B(Growth) has delivered a CAGR of 7.51% — -4.86 pp behind the Sectoral/Thematic Fund category average of 12.36%. The fund ranks #87 of 104 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Birla Sun Life New Millenium Fund-Plan B(Growth) exactly 10 years ago would be worth approximately ₹404,260 today — a multiplier of 4.04×, based on the 10-year CAGR of 14.99%. 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 B(Growth) over the last 5 years — total invested ₹600,000 — would be worth ₹642,256 today. That's an XIRR (money-weighted annualised return) of 2.68%.

A ₹10,000 monthly SIP for 10 years in Birla Sun Life New Millenium Fund-Plan B(Growth) = ₹1,200,000 invested. It would currently be worth ₹2,550,558 (multiplier 2.13×). XIRR: 14.42%. 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 B(Growth) ranks #87 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 7.51%.

The worst peak-to-trough decline Birla Sun Life New Millenium Fund-Plan B(Growth) has experienced over the last 5-year window is 31.58% — 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 B(Growth) averaged 15.42% (best 33.49%, worst -5.34%). 92% of rolling windows ended positive. The 5-year Sharpe ratio is 0.14 — weak risk-adjusted performance.

In calendar year 2025, Birla Sun Life New Millenium Fund-Plan B(Growth) returned -5.50% — lagging the Sectoral/Thematic Fund category average of 3.20% by 8.69 pp. It ranked #98 of 115 in its category that year.

Birla Sun Life New Millenium Fund-Plan B(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 New Millenium Fund-Plan B(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: 31.6%. 5-year CAGR: 7.51%.

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