Should I invest in Sundaram BNP Paribas CAPEX Opportunities Fund?

We don't give personal investment advice. Sundaram BNP Paribas CAPEX Opportunities Fund-Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 58.0%. 5-year CAGR: 7.78%.

Sundaram BNP Paribas

Sundaram BNP Paribas CAPEX Opportunities Fund-Growth

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	-0.63%	+0.06%	-0.69	253 / 299	Q4
1W	+0.08%	-3.61%	+3.69	137 / 303	Q2
2W	+5.37%	-4.52%	+9.89	20 / 303	Q1
1M	+10.87%	-5.64%	+16.50	9 / 302	Q1
3M	+11.42%	-4.27%	+15.69	27 / 302	Q1
6M	+29.74%	+1.48%	+28.26	25 / 307	Q1
YTD	+9.34%	-0.18%	+9.52	98 / 309	Q2
1Y	+13.47%	+7.10%	+6.37	121 / 307	Q2
2Y	-5.80%	+2.20%	-8.00	222 / 303	Q3
3Y	-9.99%	+0.76%	-10.75	233 / 264	Q4
4Y	-9.68%	+0.58%	-10.26	208 / 235	Q4
5Y	+7.78%	+0.02%	+7.76	72 / 208	Q2
7Y	+1.34%	+3.12%	-1.77	115 / 130	Q4
10Y	—	—	—	—	—
Inception	+1.26%	+0.51%	+0.74	214 / 310	Q3

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
2014 YTD	+9.34%	+34.59%	-25.25	121 / 133
2013	-16.24%	+0.03%	-16.26	148 / 154
2012	+19.57%	+23.57%	-4.00	141 / 190
2011	-39.71%	-23.68%	-16.03	233 / 241
2010	+5.12%	+11.69%	-6.56	187 / 256
2009	+87.12%	+65.86%	+21.26	49 / 238
2008	-62.55%	-52.86%	-9.69	159 / 198
2007	+88.18%	+42.91%	+45.27	7 / 137
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

+7.40%

86 windows

min -63.9% · max 129.5%

43% positive

3-Year rolling

-0.45%

62 windows

min -23.1% · max 23.0%

48% positive

5-Year rolling

-0.66%

37 windows

min -11.1% · max 13.2%

46% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

-1.03%

13 windows

min -3.7% · max 2.4%

31% 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

25.79%

3-year · annualised

Sharpe ratio

-0.52

vs risk-free 6.5%

Sortino ratio

-0.77

Downside-only deviation

Max drawdown

-49.99%

Apr 2011 → Aug 2013

% positive months

44.4%

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
4 Apr 2014	₹16.9577
3 Apr 2014	₹17.0652
2 Apr 2014	₹17.0512
1 Apr 2014	₹16.9835
31 Mar 2014	₹17.1228
28 Mar 2014	₹16.9437
27 Mar 2014	₹16.6336
26 Mar 2014	₹16.4387
25 Mar 2014	₹16.3621
24 Mar 2014	₹16.2786

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 CAPEX Opportunities Fund-Growth is a Growth from Sundaram BNP Paribas (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Sundaram BNP Paribas CAPEX Opportunities Fund-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.

Sundaram BNP Paribas CAPEX Opportunities Fund-Growth is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas CAPEX Opportunities Fund-Growth has delivered a absolute return of 13.47% — +6.37 pp ahead of the Growth category average of 7.10%. The fund ranks #121 of 307 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas CAPEX Opportunities Fund-Growth has delivered a CAGR of -9.99% — -10.75 pp behind the Growth category average of 0.76%. The fund ranks #233 of 264 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas CAPEX Opportunities Fund-Growth has delivered a CAGR of 7.78% — +7.76 pp ahead of the Growth category average of 0.02%. The fund ranks #72 of 208 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram BNP Paribas CAPEX Opportunities Fund-Growth exactly 5 years ago would be worth approximately ₹145,432 today — a multiplier of 1.45×, based on the 5-year CAGR of 7.78%. The category average over the same window would have grown ₹1 lakh to ₹100,100.

A ₹10,000 monthly SIP in Sundaram BNP Paribas CAPEX Opportunities Fund-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹551,792 today. That's an XIRR (money-weighted annualised return) of -3.29%.

Sundaram BNP Paribas CAPEX Opportunities Fund-Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹772,836 — XIRR -2.36%.

On a 5-year basis, Sundaram BNP Paribas CAPEX Opportunities Fund-Growth ranks #72 out of 208 funds in the Growth category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 0.02%; this fund delivered 7.78%.

The worst peak-to-trough decline Sundaram BNP Paribas CAPEX Opportunities Fund-Growth has experienced over the last 5-year window is 58.00% — its NAV fell from a high on 13 Oct 2010 to a low on 28 Aug 2013. 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 CAPEX Opportunities Fund-Growth averaged -0.66% (best 13.15%, worst -11.05%). 46% of rolling windows ended positive. The 5-year Sharpe ratio is 0.19 — weak risk-adjusted performance.

In calendar year 2013, Sundaram BNP Paribas CAPEX Opportunities Fund-Growth returned -16.24% — lagging the Growth category average of 0.03% by 16.26 pp. It ranked #148 of 154 in its category that year.

Sundaram BNP Paribas CAPEX Opportunities Fund-Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Sundaram BNP Paribas CAPEX Opportunities Fund-Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 58.0%. 5-year CAGR: 7.78%.

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