{"id":224430,"date":"2026-08-31T15:24:40","date_gmt":"2026-08-31T09:54:40","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/"},"modified":"2026-08-31T15:24:40","modified_gmt":"2026-08-31T09:54:40","slug":"aditya-birla-sl-infrastructure-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/","title":{"rendered":"Aditya Birla SL Infrastructure Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-infrastructure-fund-g-direct-plan\">Aditya Birla SL Infrastructure Fund Direct Growth Plan<\/a> has a NAV of \u20b9121.72 as of 28 August 2026, with scheme AUM of \u20b91,219 Cr. Its 1-year, 3-year and 5-year returns are 18.995%, 19.2792% and 20.0972%. The fund sits in the High Risk category, so our view is that it suits investors who can stay patient through sharp swings and want infrastructure-led equity exposure over a longer horizon.<\/p>\n<p>What stands out is that the fund has stayed well ahead of the benchmark across 1-year, 3-year and 5-year periods, while its portfolio leans meaningfully toward automobile ancillaries, capital goods and infrastructure. That mix can help in a strong capex cycle, but it also means the fund can move differently from a broad market index. For investors who want a focused equity sleeve rather than a diversified core holding, this is a relevant feature.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Aditya_Birla_SL_Infrastructure\" title=\"Should you BUY or HOLD Aditya Birla SL Infrastructure?\">Should you BUY or HOLD Aditya Birla SL Infrastructure?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Aditya_Birla_SL_Infrastructure_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Aditya Birla SL Infrastructure Fund Direct Growth Plan?\">What is the current NAV of Aditya Birla SL Infrastructure Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#How_has_the_fund_performed_against_NIFTY_50\" title=\"How has the fund performed against NIFTY 50?\">How has the fund performed against NIFTY 50?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#How_does_it_compare_with_the_peer_funds_listed_here\" title=\"How does it compare with the peer funds listed here?\">How does it compare with the peer funds listed here?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-infrastructure-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Metric<\/th>\n<th>Value<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9121.72<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b91,219 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>1.41%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 30D, Nil after 30D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Jonas Bhutta<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Jonas Bhutta.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>2.1%<\/td>\n<td>-0.85%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>7.83%<\/td>\n<td>3.39%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>19%<\/td>\n<td>-2.29%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>19.28%<\/td>\n<td>6.4%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>20.1%<\/td>\n<td>7.13%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent numbers show that the fund has continued to outpace the benchmark in both the 1-month and 3-month windows. That matters because it suggests the portfolio has not just relied on an older upcycle; it has also held up in the short run, while the benchmark was softer over 1 month and still modest over 3 months.<\/p>\n<p>Over the longer periods, the fund\u2019s edge remains clear. The 1-year return of 19% sits well above the benchmark\u2019s -2.29%, and the 3-year and 5-year returns also stay comfortably ahead of the index. Our view is that this pattern points to sustained compounding rather than one isolated surge, although the rise and pullback visible in the return path also remind us that the ride is not smooth.<\/p>\n<p>The mid-term path has had stretches of firmness, then some give-back, and then recovery again. That shape is consistent with a focused equity fund tied to cyclical themes: it can move strongly when the underlying sectors support it, but it can also cool when the market changes tone. For investors, the key point is that the fund has shown resilience across multiple windows, not just one favourable month or quarter.<\/p>\n<p>Compared with NIFTY 50, the fund has been ahead in every displayed period. The gap is especially visible over 1 year, but it also persists over 3 years and 5 years, so the benchmark comparison is not a one-off story. That consistency supports the view that the fund\u2019s sector mix has been working better than a broad market approach during the same stretch.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Aditya_Birla_SL_Infrastructure\"><\/span>Should you BUY or HOLD Aditya Birla SL Infrastructure?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Aditya Birla SL Infrastructure? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-infrastructure-fund-g-direct-plan\">Aditya Birla SL Infrastructure Fund Direct Growth Plan<\/a><\/td>\n<td>18.995%<\/td>\n<td>19.2792%<\/td>\n<td>20.0972%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-strategic-metal-and-energy-equity-fof-g-direct-plan\">ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan<\/a><\/td>\n<td>74.6291%<\/td>\n<td>37.4093%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sbi-automotive-opportunities-fund-g-direct-plan\">SBI Automotive Opportunities Fund Direct Growth Plan<\/a><\/td>\n<td>36.1787%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-mfg-equity-fund-g-direct-plan\">Aditya Birla SL Mfg. Equity Fund Direct Growth Plan<\/a><\/td>\n<td>31.2065%<\/td>\n<td>23.5399%<\/td>\n<td>17.0758%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-active-momentum-fund-g-direct-plan\">Motilal Oswal Active Momentum Fund Direct Growth Plan<\/a><\/td>\n<td>30.7865%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-healthcare-fund-g-direct-plan\">Kotak Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>29.7972%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>On 1-year return, the fund trails the strongest peer figures in this set, especially the more specialised thematic peers. Even so, its 3-year and 5-year numbers are more complete than several peers that do not have longer-period figures available, and that makes the comparison more balanced than the 1-year gap alone suggests.<\/p>\n<p>The longer-term view is mixed but still useful. Aditya Birla SL Infrastructure Fund Direct Growth Plan is ahead of Aditya Birla SL Mfg. Equity Fund Direct Growth Plan on 5-year return, while its 3-year return is lower than that peer\u2019s. Against peers with unavailable longer-period figures, the fund\u2019s own 3-year and 5-year track record gives investors a clearer picture of how it has behaved through time.<\/p>\n<p>So the short-term comparison leans against the fund, but the longer-term comparison is steadier. That difference matters: recent performance has been solid, yet the most aggressive peer returns in this group have come from narrower themes, while this fund shows a more established multi-year history.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The portfolio tilts toward large-cap names, but it is not a pure large-cap fund. Large caps account for 40.7%, small caps 36.22%, mid caps 14.51% and other exposure 8.57%, so the mix is spread across market segments rather than concentrated in one size bucket. That combination can support upside in stronger industrial and infrastructure phases, but it can also raise day-to-day movement.<\/p>\n<table>\n<thead>\n<tr>\n<th>Market-cap bucket<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Large Cap<\/td>\n<td>40.7%<\/td>\n<\/tr>\n<tr>\n<td>Mid Cap<\/td>\n<td>14.51%<\/td>\n<\/tr>\n<tr>\n<td>Small Cap<\/td>\n<td>36.22%<\/td>\n<\/tr>\n<tr>\n<td>Other Cap<\/td>\n<td>8.57%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<table>\n<thead>\n<tr>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<th>Top holdings<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>AUTOMOBILE &amp; ANCILLARIES<\/td>\n<td>24.18%<\/td>\n<td>WABCO INDIA LTD (7.73%), ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LIMITED (1.99%)<\/td>\n<\/tr>\n<tr>\n<td>CAPITAL GOODS<\/td>\n<td>20.72%<\/td>\n<td>TD POWER SYSTEMS LIMITED (4.54%), KIRLOSKAR PNEUMATIC CO LTD (3.95%)<\/td>\n<\/tr>\n<tr>\n<td>INFRASTRUCTURE<\/td>\n<td>16.04%<\/td>\n<td>IRB INFRASTRUCTURE DEVELOPERS LIMITED (5.62%), LARSEN &amp; TOUBRO LIMITED (3.48%)<\/td>\n<\/tr>\n<tr>\n<td>FINANCE<\/td>\n<td>5.81%<\/td>\n<td>MULTI COMMODITY EXCHANGE OF INDIA LTD (2.34%), APTUS VALUE HOUSING FINANCE INDIA LTD (0.51%)<\/td>\n<\/tr>\n<tr>\n<td>CONSTRUCTION MATERIALS<\/td>\n<td>4.63%<\/td>\n<td>ULTRATECH CEMENT LIMITED (1.87%), JK CEMENT LIMITED (1.15%)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The sector mix is led by automobile ancillaries, capital goods and infrastructure, and those three together dominate the portfolio\u2019s direction. Automobile &amp; ancillaries at 24.18% is clearly larger than the next sector, capital goods at 20.72%, and both are ahead of infrastructure at 16.04%. That makes the top part of the portfolio fairly concentrated around the industrial and infrastructure theme.<\/p>\n<p>Among individual stocks, WABCO INDIA LTD at 7.73% and IRB INFRASTRUCTURE DEVELOPERS LIMITED at 5.62% stand out as important positions, but the broader sector weights matter more for understanding behaviour. Capital goods and infrastructure may have greater influence when capital spending and project activity improve, while the sizeable small-cap allocation can add extra sensitivity. Overall, the mix looks geared toward a cyclical recovery style rather than a defensive balance.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund fits investors who can tolerate High Risk exposure and are comfortable with a portfolio that is tied to cyclical sectors. The return record across 1 year, 3 years and 5 years is strong versus the benchmark, but the path is not steady enough for short-horizon or low-volatility investors.<\/p>\n<p>The more suitable horizon is longer term, because the fund has shown its best case over multi-year periods rather than as a short tactical trade. The main trade-off is clear: you get meaningful upside participation in infrastructure and industrial themes, but you also accept sharper swings than a broad market equity fund would typically deliver.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> 1% on or before 30D, Nil after 30D.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Aditya_Birla_SL_Infrastructure_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Aditya Birla SL Infrastructure Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b9121.72 as of 28 August 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund\u2019s returns are 18.995% for 1 year, 19.2792% for 3 years and 20.0972% for 5 years.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_performed_against_NIFTY_50\"><\/span>How has the fund performed against NIFTY 50?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has outperformed NIFTY 50 across 1 month, 3 months, 1 year, 3 years and 5 years. The gap is especially wide over 1 year, where the fund is positive while the benchmark is negative.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_peer_funds_listed_here\"><\/span>How does it compare with the peer funds listed here?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is lower than several peer returns in this set, but its 3-year and 5-year figures are more complete than many peers that do not have longer-period numbers available. That gives investors a stronger multi-year reference point.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP is \u20b9100.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Jonas Bhutta. The exit load is 1% on or before 30 days and nil after 30 days.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Aditya Birla SL Infrastructure Fund Direct Growth Plan has shown a stronger multi-year return pattern than the benchmark, and its recent numbers also remain positive. The peer set tells a mixed story: the fund is behind the most aggressive short-term peer returns, but its longer history gives a steadier picture than several peers with missing longer-period figures. With High Risk classification and a portfolio tilted toward automobile ancillaries, capital goods and infrastructure, it is best viewed as a cyclical equity option for investors who can stay invested through volatility.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 31 August 2026 at 3:22 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Aditya Birla SL Infrastructure Fund Direct Growth Plan\",\"identifier\":\"aditya-birla-sl-infrastructure-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"01 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":121.72,\"valueReference\":\"as of 28 Aug 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"1219 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"1.41\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":18.995},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":19.2792},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":20.0972},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Jonas Bhutta\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Aditya Birla SL Infrastructure Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b9121.72 as of 28 August 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s returns are 18.995% for 1 year, 19.2792% for 3 years and 20.0972% for 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed against NIFTY 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has outperformed NIFTY 50 across 1 month, 3 months, 1 year, 3 years and 5 years. The gap is especially wide over 1 year, where the fund is positive while the benchmark is negative.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is lower than several peer returns in this set, but its 3-year and 5-year figures are more complete than many peers that do not have longer-period numbers available. That gives investors a stronger multi-year reference point.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Jonas Bhutta. The exit load is 1% on or before 30 days and nil after 30 days.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Person\",\"name\":\"{{ANALYST_NAME}}\",\"affiliation\":{\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\"},\"description\":\"Uniapps Investment Adviser Pvt. Ltd. \u2014 SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aditya Birla SL Infrastructure Fund Direct Growth Plan has a NAV of \u20b9121.72 as of 28 August 2026, with 1Y\/3Y\/5Y returns of 18.995%\/19.2792%\/20.0972% and High Risk classification.<\/p>\n","protected":false},"author":29,"featured_media":224425,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-224430","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["224425"],"rank_math_title":["Aditya Birla SL Infra Fund NAV, Returns &amp; Review"],"rank_math_description":["Aditya Birla SL Infrastructure Fund Direct Growth Plan NAV is \u20b9121.72; 5Y return is 20.0972%. See returns, portfolio and review."],"rank_math_focus_keyword":["Aditya Birla SL Infrastructure Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/08\/Aditya_Birla_SL_Infrastructure_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_bullish.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224430","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=224430"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224430\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/224425"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=224430"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=224430"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=224430"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}