Should I invest in Birla Sun Life Frontline Equity Fund-Plan A (Divivdend)?

We don't give personal investment advice. Birla Sun Life Frontline Equity 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: 26.1%. 5-year CAGR: 3.78%.

Birla Sun Life

Birla Sun Life Frontline Equity Fund-Plan A (Divivdend)

Latest NAV

₹38.1100

As of

25 Jun 2026

4,979 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	+0.05%	+0.13%	-0.07	21 / 35	Q3
1W	+0.11%	-0.25%	+0.35	11 / 35	Q2
2W	+4.67%	+4.26%	+0.41	19 / 35	Q3
1M	+1.38%	+1.24%	+0.14	19 / 35	Q3
3M	+5.22%	+4.70%	+0.52	13 / 35	Q2
6M	-6.52%	-6.55%	+0.03	21 / 35	Q3
YTD	-6.82%	-6.48%	-0.35	22 / 35	Q3
1Y	-9.20%	-4.04%	-5.15	31 / 35	Q4
2Y	-5.09%	-0.59%	-4.50	31 / 35	Q4
3Y	+4.06%	+9.06%	-5.00	29 / 35	Q4
4Y	+6.16%	+11.22%	-5.05	29 / 34	Q4
5Y	+3.78%	+8.23%	-4.44	28 / 34	Q4
7Y	+5.21%	+9.45%	-4.25	28 / 34	Q4
10Y	+4.29%	+9.08%	-4.79	30 / 34	Q4
Inception	+2.45%	+8.39%	-5.94	31 / 35	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	-6.82%	-6.85%	+0.02	21 / 34
2025	+2.62%	+5.20%	-2.58	29 / 34
2024	+7.32%	+12.60%	-5.28	30 / 34
2023	+13.60%	+21.38%	-7.78	32 / 34
2022	-2.56%	+0.25%	-2.82	27 / 34
2021	+20.62%	+23.62%	-3.00	26 / 34
2020	+7.77%	+11.04%	-3.26	28 / 34
2019	+0.16%	+7.65%	-7.49	32 / 35
2018	-8.98%	-3.82%	-5.16	27 / 35
2017	+19.23%	+24.19%	-4.97	29 / 35
2016	-3.72%	+0.01%	-3.73	28 / 33

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

+5.35%

235 windows

min -54.9% · max 90.0%

58% positive

3-Year rolling

+4.25%

210 windows

min -13.6% · max 19.4%

72% positive

5-Year rolling

+3.98%

186 windows

min -9.7% · max 16.9%

76% positive

7-Year rolling

+3.63%

162 windows

min -2.2% · max 11.3%

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

13.80%

3-year · annualised

Sharpe ratio

-0.11

vs risk-free 6.5%

Sortino ratio

-0.15

Downside-only deviation

Max drawdown

-26.06%

Sep 2024 → Mar 2026

% 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 Large Cap Fund

Scheme	Fund house	NAV	As of
HDFC Top 200 Fund - Dividend Option	HDFC	₹51.2660	25 Jun 2026
SBI BLUE CHIP FUND-DIVIDEND	SBI	₹53.6996	25 Jun 2026
Franklin India Bluechip Fund-Dividend	Franklin Templeton	₹42.0596	25 Jun 2026
Mirae Asset India Opportunities Fund - Dividend Plan	Mirae Asset	₹28.4910	25 Jun 2026
Kotak Large Cap Fund - Growth	Kotak	₹562.2980	25 Jun 2026
Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan A - Growth option	Edelweiss	₹82.0700	25 Jun 2026
HSBC Equity Fund - Dividend	HSBC	₹41.7995	25 Jun 2026
UTI - Master Share-Growth Option	UTI	₹261.3091	25 Jun 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹329.2300	25 Jun 2026
Birla Sun Life Frontline Equity Fund-Plan A (Growth)	Birla Sun Life	₹511.9700	25 Jun 2026

Recent NAVs

Date	NAV
25 Jun 2026	₹38.1100
24 Jun 2026	₹38.0900
23 Jun 2026	₹37.7800
22 Jun 2026	₹38.1300
19 Jun 2026	₹37.9000
18 Jun 2026	₹38.0700
17 Jun 2026	₹37.9500
16 Jun 2026	₹37.7800
15 Jun 2026	₹37.6100
12 Jun 2026	₹37.1000

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 25 Jun 2026, the NAV of Birla Sun Life Frontline Equity Fund-Plan A (Divivdend) is ₹38.1100. It's a Large 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 Frontline Equity 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 Frontline Equity Fund-Plan A (Divivdend) is managed by Birla Sun Life. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Birla Sun Life Frontline Equity Fund-Plan A (Divivdend) has delivered a absolute return of -9.20% — -5.15 pp behind the Large Cap Fund category average of -4.04%. The fund ranks #31 of 35 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Birla Sun Life Frontline Equity Fund-Plan A (Divivdend) has delivered a CAGR of 4.06% — -5 pp behind the Large Cap Fund category average of 9.06%. The fund ranks #29 of 35 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Birla Sun Life Frontline Equity Fund-Plan A (Divivdend) has delivered a CAGR of 3.78% — -4.44 pp behind the Large Cap Fund category average of 8.23%. The fund ranks #28 of 34 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Birla Sun Life Frontline Equity Fund-Plan A (Divivdend) exactly 10 years ago would be worth approximately ₹152,197 today — a multiplier of 1.52×, based on the 10-year CAGR of 4.29%. The category average over the same window would have grown ₹1 lakh to ₹238,434.

A ₹10,000 monthly SIP in Birla Sun Life Frontline Equity Fund-Plan A (Divivdend) over the last 5 years — total invested ₹600,000 — would be worth ₹634,856 today. That's an XIRR (money-weighted annualised return) of 2.23%.

A ₹10,000 monthly SIP for 10 years in Birla Sun Life Frontline Equity Fund-Plan A (Divivdend) = ₹1,200,000 invested. It would currently be worth ₹1,525,428 (multiplier 1.27×). XIRR: 4.69%. 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 Frontline Equity Fund-Plan A (Divivdend) ranks #28 out of 34 funds in the Large Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 8.23%; this fund delivered 3.78%.

The worst peak-to-trough decline Birla Sun Life Frontline Equity Fund-Plan A (Divivdend) has experienced over the last 5-year window is 26.06% — its NAV fell from a high on 26 Sep 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 Frontline Equity Fund-Plan A (Divivdend) averaged 3.98% (best 16.91%, worst -9.73%). 76% of rolling windows ended positive. The 5-year Sharpe ratio is -0.13 — negative risk-adjusted performance.

In calendar year 2025, Birla Sun Life Frontline Equity Fund-Plan A (Divivdend) returned 2.62% — lagging the Large Cap Fund category average of 5.20% by 2.58 pp. It ranked #29 of 34 in its category that year.

Birla Sun Life Frontline Equity 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 Frontline Equity 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: 26.1%. 5-year CAGR: 3.78%.

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