Sundaram BNP Paribas
Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option
Category
Income
Plan type
Dividend
Structure
Open-ended
AMFI Scheme Code
100611
ISIN (Growth)
—
ISIN (Dividend)
—
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 | +0.04% | +6.99% | -6.95 | 51 / 763 | Q1 |
| 1W | -0.20% | +6.38% | -6.58 | 324 / 722 | Q2 |
| 2W | -0.40% | +6.63% | -7.03 | 361 / 725 | Q2 |
| 1M | -0.24% | +6.29% | -6.53 | 388 / 752 | Q3 |
| 3M | +1.22% | +7.87% | -6.65 | 273 / 728 | Q2 |
| 6M | +3.48% | +9.67% | -6.19 | 256 / 642 | Q2 |
| YTD | +5.05% | +8.47% | -3.42 | 144 / 666 | Q1 |
| 1Y | +5.18% | +13.70% | -8.51 | 320 / 591 | Q3 |
| 2Y | +9.40% | -5.03% | +14.44 | 27 / 197 | Q1 |
| 3Y | +7.66% | -3.09% | +10.75 | 29 / 140 | Q1 |
| 4Y | -2.79% | +1.62% | -4.41 | 112 / 119 | Q4 |
| 5Y | -0.99% | -0.16% | -0.84 | 93 / 102 | Q4 |
| 7Y | +0.82% | +2.05% | -1.23 | 24 / 64 | Q2 |
| 10Y | — | — | — | — | — |
| Inception | +2.43% | -3.28% | +5.72 | 348 / 797 | 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 |
|---|---|---|---|---|
| 2015 YTD | +5.05% | +2.23% | +2.83 | 20 / 65 |
| 2014 | +13.21% | +2.77% | +10.44 | 5 / 82 |
| 2013 | +3.71% | +1.77% | +1.94 | 32 / 101 |
| 2012 | -28.14% | -0.30% | -27.84 | 110 / 113 |
| 2011 | +6.57% | +1.75% | +4.82 | 35 / 109 |
| 2010 | +4.73% | -0.95% | +5.68 | 31 / 165 |
| 2009 | +1.46% | -0.31% | +1.77 | 230 / 482 |
| 2008 | +11.66% | -5.54% | +17.20 | 3 / 250 |
| 2007 | +7.35% | +5.54% | +1.81 | 16 / 30 |
| 2006 | — | — | — | — |
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
+3.12%
106 windows
min -30.4% · max 15.2%
89% positive
3-Year rolling
+0.71%
82 windows
min -9.4% · max 9.2%
55% positive
5-Year rolling
-0.02%
58 windows
min -3.1% · max 6.6%
21% positive
Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.
7-Year rolling
+0.84%
33 windows
min 0.3% · max 1.6%
100% positive
Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.
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
4.22%
3-year · annualised
Sharpe ratio
0.23
vs risk-free 6.5%
Sortino ratio
0.50
Downside-only deviation
Max drawdown
-8.44%
May 2013 → Aug 2013
% positive months
69.4%
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.
Recent NAVs
| Date | NAV |
|---|---|
| 9 Dec 2015 | ₹14.0397 |
| 8 Dec 2015 | ₹14.0344 |
| 7 Dec 2015 | ₹14.0607 |
| 4 Dec 2015 | ₹14.0561 |
| 3 Dec 2015 | ₹14.1070 |
| 2 Dec 2015 | ₹14.0682 |
| 1 Dec 2015 | ₹14.0826 |
| 30 Nov 2015 | ₹14.0433 |
| 27 Nov 2015 | ₹14.0525 |
| 26 Nov 2015 | ₹14.0854 |
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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.
Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option is a Income from Sundaram BNP Paribas (Institutional plan, IDCW (dividend) option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.
Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option 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.
Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Income' SEBI category, which determines its peer set and tax treatment.
Over the trailing 1-year window, Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option has delivered a absolute return of 5.18% — -8.51 pp behind the Income category average of 13.70%. The fund ranks #320 of 591 in its category — the third (Q3) quartile.
Over the trailing 3-year window, Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option has delivered a CAGR of 7.66% — +10.75 pp ahead of the Income category average of -3.09%. The fund ranks #29 of 140 in its category — the top (Q1) quartile.
Over the trailing 5-year window, Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option has delivered a CAGR of -0.99% — -0.84 pp behind the Income category average of -0.16%. The fund ranks #93 of 102 in its category — the bottom (Q4) quartile.
₹1 lakh invested in Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option exactly 5 years ago would be worth approximately ₹95,128 today — a multiplier of 0.95×, based on the 5-year CAGR of -0.99%. The category average over the same window would have grown ₹1 lakh to ₹99,222.
A ₹10,000 monthly SIP in Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹653,592 today. That's an XIRR (money-weighted annualised return) of 3.37%.
Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹892,076 — XIRR 1.70%.
On a 5-year basis, Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option ranks #93 out of 102 funds in the Income category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is -0.16%; this fund delivered -0.99%.
The worst peak-to-trough decline Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option has experienced over the last 5-year window is 35.05% — its NAV fell from a high on 18 Mar 2012 to a low on 19 Mar 2012. 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, Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option averaged -0.02% (best 6.58%, worst -3.12%). 21% of rolling windows ended positive. The 5-year Sharpe ratio is -0.36 — negative risk-adjusted performance.
In calendar year 2014, Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option returned 13.21% — beating the Income category average of 2.77% by 10.44 pp. It ranked #5 of 82 in its category that year.
Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.
We don't give personal investment advice. Sundaram BNP Paribas Bond Saver-Institutional Plan - Bonus Option is suitable for an investor whose:
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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