Birla Sun Life Enhancer
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Returns (as on 14 Nov 2025)
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About Birla Sun Life Enhancer
Birla Sun Life Enhancer is a Balanced Fund launched on 22-03-2001, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹5435 Cr, with a Net Asset Value (NAV) of ₹110.66 (as of 14 Nov 2025).
Over time, Birla Sun Life Enhancer has shown stable growth with 7.85% return in the last 1 year, 8.94 % CAGR over 3 years, 8.38 % CAGR over 5 years. For longer horizons, it has delivered 8.82 % CAGR over 7 years, 8.49 % CAGR over 10 years, Return Since Inception (RSI) of 10.24%, highlighting its consistent performance track record.
Highlights of Birla Sun Life Enhancer
- It is benchmarked against the Crisil Composite Bond(30),Crisil Liquid(10),I-SEC Li-BEX(30),Nifty 50(30), which delivered 9.35% in the same period.
- The fund maintains a strong allocation with Debt holding: 65.9%, ideal for long-term growth.
- Major sector exposure includes Financial holding: 10.07%, Energy holding: 3.64%, Technology holding: 2.81%, offering Conservative diversification.
- Birla Sun Life Enhancer has delivered 7.85% returns in the past 1 year, with a 3-year CAGR of 8.94% and a 5-year CAGR of 8.38%.
- It offers solid long-term growth with 8.82% returns over 7 years and 8.49% returns over 10 years.
- Since its launch on 22-03-2001, Birla Sun Life Enhancer has achieved a Return Since Inception (RSI) of 10.24%.
- Short-term performance remains steady, with 2.39% in 3 months, 3.01% in 6 months, and Year-to-Date (YTD) return of 6.95%.
- Managed by Birla Sun Life, Birla Sun Life Enhancer is designed for investors seeking Conservative returns with moderate risk exposure.
More Funds from Birla Sun Life
| Fund name | AUM  |
1Y |
|
| Aditya Birla Sun Life Group Secure | ₹8,233 Cr | 7.27% | Get Details |
| Birla Sun Life Enhancer |
₹5,435 Cr | 7.85% | Get Details |
| Birla Sun Life Multiplier |
₹4,916 Cr | 6.61% | Get Details |
| Birla Sun Life Maximiser |
₹3,105 Cr | 7.18% | Get Details |
| Aditya Birla Sun Life Group Fixed Interest | ₹3,004 Cr | 7.3% | Get Details |
| Birla Sun Life Super 20 |
₹2,189 Cr | 9.61% | Get Details |
| Aditya Birla Sun Life Linked Discontinued Policy Fund | ₹1,554 Cr | 5.89% | Get Details |
| Aditya Birla Sun Life Group Stable | ₹1,356 Cr | 7.3% | Get Details |
| Birla Sun Life Magnifier |
₹1,287 Cr | 7.22% | Get Details |
Top 10 Balanced Fund
| Fund name |
Returns
|
||||||||
| Future Generali Future Midcap Fund | 11.38% | 23.46% | 26.06% | Get Details | |||||
| IDBI Federal Midcap | 0.75% | 22% | 25.61% | 15.06% | Get Details | ||||
| Aegon Life Group Equity Fund | 11.69% | 18.23% | 21.02% | Get Details | |||||
| Bandhan Life Pension Enhanced Equity | 11.69% | 17.25% | 19.96% | Get Details | |||||
| Reliance Life Pure Equity Fund 2 | 8.66% | 16.87% | 19.45% | 13.54% | Get Details | ||||
| Tata AIA Life Whole Life Aggressive Growth Fund | 10.24% | 19.83% | 18.67% | 15.84% | Get Details | ||||
| Future Generali Future Apex Fund | 9.34% | 14.77% | 18.59% | 14.2% | Get Details | ||||
| Future Generali Future Opportunity Fund | 9.32% | 14.4% | 18.03% | 13.26% | Get Details | ||||
| PNB MetLife Balanced Opportunities Fund | 3.6% | 16.99% | 17.88% | Get Details | |||||
| PNB MetLife India Multiplier | 8.98% | 13.95% | 17.24% | 12.67% | Get Details | ||||
Ajit Kumar PPBOversees a broad portfolio of equity, debt and balanced funds, demonstrating expertise across diverse investment strategies
Peer Comparison
- Overview
- Returns
| Fund name | AUM |
1Y |
|
| SBI Life Equity Fund | ₹81,769 Cr | 5.43% | Get Details |
| ICICI Prudential Life Maximiser Fund V | ₹51,438 Cr | 11.57% | Get Details |
| SBI Life Midcap Fund | ₹47,404 Cr | 8.16% | Get Details |
| HDFC Life Opportunities Fund | ₹36,970 Cr | 7.08% | Get Details |
| SBI Life Bond Pension II | ₹29,605 Cr | 6.16% | Get Details |
| SBI Life Balanced Fund | ₹22,457 Cr | 8% | Get Details |
| ICICI Prudential Life Multi Cap Growth Fund | ₹18,866 Cr | 10.06% | Get Details |
| SBI Life Bond Fund | ₹18,375 Cr | 6.91% | Get Details |
| Kotak Mahindra OM Life Classic Opportunities Fund | ₹13,897 Cr | 7.83% | Get Details |
| Axis Max Life Growth Super Fund | ₹13,086 Cr | 7.73% | Get Details |
| Fund name |
Returns
|
||||||||
| SBI Life Equity Fund | 4.07% | 13.08% | 15.09% | 12.45% | Get Details | ||||
| ICICI Prudential Life Maximiser Fund V | 11.11% | 14.28% | 17.04% | 12.08% | Get Details | ||||
| SBI Life Midcap Fund | 3.89% | 22.31% | 24.28% | Get Details | |||||
| HDFC Life Opportunities Fund | 2.76% | 18.95% | 20.69% | 15.06% | Get Details | ||||
| SBI Life Bond Pension II | 5.45% | 7.18% | 5.17% | 6.57% | Get Details | ||||
| SBI Life Balanced Fund | 7.26% | 10.07% | 10.3% | 10.23% | Get Details | ||||
| ICICI Prudential Life Multi Cap Growth Fund | 7.35% | 15.97% | 17.33% | 11.97% | Get Details | ||||
| SBI Life Bond Fund | 6.13% | 7.43% | 5.41% | 6.93% | Get Details | ||||
| Kotak Mahindra OM Life Classic Opportunities Fund | 4.63% | 15.3% | 17.45% | 13.83% | Get Details | ||||
| Axis Max Life Growth Super Fund | 6.39% | 14.01% | 16.12% | 13.61% | Get Details | ||||
Top ULIP Funds
| Fund name |
Returns
|
||||||||
| Aviva Pension PSU Fund | 11.7% | 30.52% | 36.12% | 16.35% | Get Details | ||||
| Aviva PSU | 12.03% | 30% | 35.75% | 16.07% | Get Details | ||||
| PNB MetLife Mid Cap Fund | 0.07% | 16.43% | 34.5% | Get Details | |||||
| PNB MetLife Pension Mid Cap Fund | 25.1% | 31.41% | 18.41% | Get Details | |||||
| Reliance Pension Energy Fund 2 | 1.57% | 24.41% | 28.69% | 17.72% | Get Details | ||||
| Reliance Life Energy Fund 2 | 1.56% | 24.01% | 28.64% | 17.65% | Get Details | ||||
| Axis Max Life High Growth Fund | 0.78% | 27.07% | 28.04% | 19.37% | Get Details | ||||
| Tata AIA Life Top 200 Fund | 6.25% | 22.06% | 27.3% | 17.9% | Get Details | ||||
| Canara HSBC Life Emerging Leaders Equity Fund | 4.77% | 24.35% | 26.93% | Get Details | |||||
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*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.
*The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.
*The maturity amount of Rs 50 Lakhs. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.
˜The insurers/plans mentioned are arranged in order of highest to lowest first year premium (sum of individual single premium and individual non-single premium) offered by Policybazaar’s insurer partners offering life insurance investment plans on our platform, as per ‘first year premium of life insurers as at 31.03.2025 report’ published by IRDAI. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. For complete list of insurers in India refer to the IRDAI website www.irdai.gov.in
^Returns as on 10th Jan'25. 18% returns for Tata AIA Life Top 200 for the last 10 years.The past performance is not necessarily indicative of future performance. Source: Morningstar
++Source -: Google Review Rating available on: http://bit.ly/3J20bXZ
All Data Source: Value Research
TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
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