Should I invest in Sundaram BNP Paribas Energy Opportunities Fund Growth?

We don't give personal investment advice. Sundaram BNP Paribas Energy 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: 40.6%. 5-year CAGR: 7.19%.

Sundaram BNP Paribas

Sundaram BNP Paribas Energy 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	-0.72%	+0.06%	-0.78	264 / 299	Q4
1W	+0.88%	-3.61%	+4.48	81 / 303	Q2
2W	+0.82%	-4.52%	+5.34	99 / 303	Q2
1M	+6.25%	-5.64%	+11.89	31 / 302	Q1
3M	+13.38%	-4.27%	+17.65	17 / 302	Q1
6M	+17.82%	+1.48%	+16.34	49 / 307	Q1
YTD	+9.21%	-0.18%	+9.39	99 / 309	Q2
1Y	+10.49%	+7.10%	+3.38	131 / 307	Q2
2Y	+2.09%	+2.20%	-0.12	162 / 303	Q3
3Y	-2.63%	+0.76%	-3.39	184 / 264	Q3
4Y	-3.87%	+0.58%	-4.45	197 / 235	Q4
5Y	+7.19%	+0.02%	+7.17	86 / 208	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	-5.16%	+0.51%	-5.67	265 / 310	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
2014 YTD	+9.21%	+34.59%	-25.38	122 / 133
2013	-9.21%	+0.03%	-9.24	133 / 154
2012	+12.26%	+23.57%	-11.31	178 / 190
2011	-24.63%	-23.68%	-0.95	139 / 241
2010	+0.26%	+11.69%	-11.43	221 / 256
2009	+72.04%	+65.86%	+6.18	102 / 238
2008	-52.33%	-52.86%	+0.53	64 / 198

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

+1.76%

65 windows

min -52.4% · max 98.8%

38% positive

3-Year rolling

-1.05%

41 windows

min -12.5% · max 21.7%

27% positive

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

5-Year rolling

+0.99%

16 windows

min -4.8% · max 10.8%

50% positive

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

7-Year rolling

—

Insufficient history

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

17.01%

3-year · annualised

Sharpe ratio

-0.45

vs risk-free 6.5%

Sortino ratio

-0.62

Downside-only deviation

Max drawdown

-32.86%

Jul 2011 → Aug 2013

% positive months

47.2%

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
11 Apr 2014	₹7.3175
10 Apr 2014	₹7.3702
9 Apr 2014	₹7.3225
7 Apr 2014	₹7.2372
4 Apr 2014	₹7.2540
3 Apr 2014	₹7.2900
2 Apr 2014	₹7.3406
1 Apr 2014	₹7.2665
31 Mar 2014	₹7.2710
28 Mar 2014	₹7.2578

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 Energy 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 Energy Opportunities Fund Growth has NAV history starting from 03 Jan 2008, a track record of about 18 years 5 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 Energy 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 Energy Opportunities Fund Growth has delivered a absolute return of 10.49% — +3.38 pp ahead of the Growth category average of 7.10%. The fund ranks #131 of 307 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Energy Opportunities Fund Growth has delivered a CAGR of -2.63% — -3.39 pp behind the Growth category average of 0.76%. The fund ranks #184 of 264 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Energy Opportunities Fund Growth has delivered a CAGR of 7.19% — +7.17 pp ahead of the Growth category average of 0.02%. The fund ranks #86 of 208 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram BNP Paribas Energy Opportunities Fund Growth exactly 5 years ago would be worth approximately ₹141,488 today — a multiplier of 1.41×, based on the 5-year CAGR of 7.19%. The category average over the same window would have grown ₹1 lakh to ₹100,100.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Energy Opportunities Fund Growth over the last 5 years — total invested ₹600,000 — would be worth ₹602,165 today. That's an XIRR (money-weighted annualised return) of 0.14%.

Sundaram BNP Paribas Energy Opportunities Fund Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹602,165 — XIRR 0.14%.

On a 5-year basis, Sundaram BNP Paribas Energy Opportunities Fund Growth ranks #86 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 7.19%.

The worst peak-to-trough decline Sundaram BNP Paribas Energy Opportunities Fund Growth has experienced over the last 5-year window is 40.61% — its NAV fell from a high on 09 Nov 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 Energy Opportunities Fund Growth averaged 0.99% (best 10.80%, worst -4.75%). 50% of rolling windows ended positive. The 5-year Sharpe ratio is 0.15 — weak risk-adjusted performance.

In calendar year 2013, Sundaram BNP Paribas Energy Opportunities Fund Growth returned -9.21% — lagging the Growth category average of 0.03% by 9.24 pp. It ranked #133 of 154 in its category that year.

Sundaram BNP Paribas Energy 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 Energy 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: 40.6%. 5-year CAGR: 7.19%.

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