Sundaram BNP Paribas

SUNDARAM BNP PARIBAS CAPITAL PROTECTION FUND SERIES 1-5 YEARS

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	—	—	—	—	—
1W	—	—	—	—	—
2W	—	—	—	—	—
1M	—	—	—	—	—
3M	—	—	—	—	—
6M	—	—	—	—	—
YTD	—	—	—	—	—
1Y	—	—	—	—	—
2Y	-100.00%	-12.72%	-87.28	432 / 446	Q4
3Y	-100.00%	-11.01%	-88.99	379 / 385	Q4
4Y	-100.00%	-6.52%	-93.48	337 / 339	Q4
5Y	-100.00%	-7.36%	-92.64	309 / 314	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	-100.00%	-13.63%	-86.37	1180 / 1199	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
2013 YTD	—	—	—	—
2012	-100.00%	+1.38%	-101.38	291 / 295
2011	-0.30%	-3.16%	+2.86	228 / 317
2010	+3.59%	-5.78%	+9.37	116 / 377
2009	+12.80%	-12.86%	+25.66	60 / 713
2008	-8.53%	-2.02%	-6.50	323 / 380
2007	—	—	—	—

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

+4.07%

48 windows

min -10.2% · max 19.3%

79% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+4.99%

24 windows

min 2.2% · max 7.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

Recent NAVs

Date	NAV
26 Sep 2013	₹0.0000
24 Jul 2013	₹0.0000
9 Jul 2013	₹0.0000
20 Jun 2013	₹0.0000
18 Jun 2013	₹0.0000
10 Jun 2013	₹0.0000
6 Jun 2013	₹0.0000
4 Jun 2013	₹0.0000
3 Jun 2013	₹0.0000
31 May 2013	₹0.0000

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 CAPITAL PROTECTION FUND SERIES 1-5 YEARS is a Income from Sundaram BNP Paribas (Unknown 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 CAPITAL PROTECTION FUND SERIES 1-5 YEARS has NAV history starting from 03 Sep 2007, a track record of about 18 years 9 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 CAPITAL PROTECTION FUND SERIES 1-5 YEARS is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Income' SEBI category, which determines its peer set and tax treatment.

SUNDARAM BNP PARIBAS CAPITAL PROTECTION FUND SERIES 1-5 YEARS doesn't have a complete 1-year window yet (we need at least 1 year of NAVs). Check the shorter-window returns above.

Over the trailing 3-year window, SUNDARAM BNP PARIBAS CAPITAL PROTECTION FUND SERIES 1-5 YEARS has delivered a CAGR of -100.00% — -88.99 pp behind the Income category average of -11.01%. The fund ranks #379 of 385 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, SUNDARAM BNP PARIBAS CAPITAL PROTECTION FUND SERIES 1-5 YEARS has delivered a CAGR of -100.00% — -92.64 pp behind the Income category average of -7.36%. The fund ranks #309 of 314 in its category — the bottom (Q4) quartile.

₹1 lakh invested in SUNDARAM BNP PARIBAS CAPITAL PROTECTION FUND SERIES 1-5 YEARS exactly 5 years ago would be worth approximately ₹0 today — a multiplier of 0.00×, based on the 5-year CAGR of -100.00%. The category average over the same window would have grown ₹1 lakh to ₹68,226.

We don't have enough NAV history yet to simulate a SIP on SUNDARAM BNP PARIBAS CAPITAL PROTECTION FUND SERIES 1-5 YEARS. The fund typically needs 12+ months for a 1-year SIP backtest.

SUNDARAM BNP PARIBAS CAPITAL PROTECTION FUND SERIES 1-5 YEARS doesn't have enough SIP-backtest history yet. Check the 1-year SIP simulation above as soon as it has 12+ months of NAVs.

On a 5-year basis, SUNDARAM BNP PARIBAS CAPITAL PROTECTION FUND SERIES 1-5 YEARS ranks #309 out of 314 funds in the Income category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is -7.36%; this fund delivered -100.00%.

SUNDARAM BNP PARIBAS CAPITAL PROTECTION FUND SERIES 1-5 YEARS doesn't have a computed drawdown figure yet.

Across all 3-year rolling windows, SUNDARAM BNP PARIBAS CAPITAL PROTECTION FUND SERIES 1-5 YEARS averaged 4.99% (best 7.34%, worst 2.19%). 100% of rolling windows ended positive.

In calendar year 2012, SUNDARAM BNP PARIBAS CAPITAL PROTECTION FUND SERIES 1-5 YEARS returned -100.00% — lagging the Income category average of 1.38% by 101.38 pp. It ranked #291 of 295 in its category that year.

SUNDARAM BNP PARIBAS CAPITAL PROTECTION FUND SERIES 1-5 YEARS 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 CAPITAL PROTECTION FUND SERIES 1-5 YEARS 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)

Cross-check the numbers above against alternatives before deciding. 5-year CAGR: -100.00%.

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