Should I invest in Sundaram BNP Paribas Global Advantage Fund Dividend?

We don't give personal investment advice. Sundaram BNP Paribas Global Advantage Fund Dividend 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: 25.0%. 5-year CAGR: 9.85%.

Sundaram BNP Paribas

Sundaram BNP Paribas Global Advantage Fund Dividend

Latest NAV

₹33.9618

As of

10 Jun 2026

4,540 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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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	-1.55%	-0.88%	-0.68	18 / 25	Q3
1W	-3.19%	-1.56%	-1.63	17 / 25	Q3
2W	-2.79%	-4.88%	+2.09	18 / 26	Q3
1M	-0.39%	-4.79%	+4.40	11 / 26	Q2
3M	+7.55%	-1.42%	+8.97	6 / 26	Q1
6M	+5.62%	+0.20%	+5.42	11 / 26	Q2
YTD	+4.86%	+3.66%	+1.20	15 / 26	Q3
1Y	+16.63%	+10.03%	+6.60	11 / 25	Q2
2Y	+14.91%	+4.01%	+10.90	11 / 25	Q2
3Y	+14.55%	+4.34%	+10.21	8 / 25	Q2
4Y	+16.95%	+3.28%	+13.67	5 / 25	Q1
5Y	+9.85%	+6.13%	+3.72	8 / 23	Q2
7Y	+13.49%	+10.05%	+3.44	4 / 15	Q2
10Y	+11.76%	+10.78%	+0.99	4 / 10	Q2
Inception	+6.70%	+2.07%	+4.63	12 / 26	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
2026 YTD	+4.86%	+12.82%	-7.96	8 / 9
2025	+16.89%	+32.40%	-15.52	8 / 9
2024	+14.01%	+6.26%	+7.74	3 / 9
2023	+30.88%	+14.97%	+15.92	2 / 11
2022	-15.42%	-16.19%	+0.77	5 / 10
2021	+18.37%	+8.26%	+10.11	5 / 12
2020	+21.02%	+18.86%	+2.17	6 / 14
2019	+17.64%	+26.46%	-8.82	14 / 14
2018	-7.79%	-6.08%	-1.71	7 / 14
2017	+19.14%	+16.48%	+2.67	7 / 15
2016	+13.13%	+13.28%	-0.16	5 / 15

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

+8.18%

217 windows

min -47.0% · max 78.4%

70% positive

3-Year rolling

+7.35%

193 windows

min -9.9% · max 27.2%

84% positive

5-Year rolling

+6.63%

169 windows

min -3.7% · max 18.4%

89% positive

7-Year rolling

+5.98%

144 windows

min -0.3% · max 13.6%

99% positive

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

11.55%

3-year · annualised

Sharpe ratio

0.71

vs risk-free 6.5%

Sortino ratio

1.23

Downside-only deviation

Max drawdown

-17.84%

Feb 2025 → Apr 2025

% positive months

66.7%

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.

Peers in Fund of Funds - Overseas

Scheme	Fund house	NAV	As of
ICICI Prudential Global Stable Equity Fund (FOF) - Direct - IDCW	ICICI Prudential	₹34.7300	10 Jun 2026
Invesco India - Invesco Global Consumer Trends Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹14.0124	11 Jun 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - DIRECT PLAN - IDCW	Bandhan	₹13.3512	11 Jun 2026
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct - IDCW	Aditya Birla Sun Life	₹30.3174	10 Jun 2026
Kotak Global Emerging Market Overseas Equity Omni FOF - Payout of Income Distribution cum capital withdrawal option - Direct	Kotak	₹42.5980	10 Jun 2026
DSP BlackRock World Energy Fund - Regular Plan - Dividend	DSP BlackRock	₹20.5535	10 Jun 2026
DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW	DSP	₹21.8271	10 Jun 2026
HSBC Brazil Fund - IDCW	HSBC	₹9.6698	10 Jun 2026
Axis Global Equity Alpha Fund of Fund - Direct Plan - IDCW	Axis	₹25.0275	10 Jun 2026
Sundaram BNP Paribas Global Advantage Fund Growth	Sundaram BNP Paribas	₹42.0121	10 Jun 2026

Recent NAVs

Date	NAV
10 Jun 2026	₹33.9618
9 Jun 2026	₹34.4982
8 Jun 2026	₹34.5659
5 Jun 2026	₹34.5820
4 Jun 2026	₹35.3364
3 Jun 2026	₹35.0803
2 Jun 2026	₹35.4198
29 May 2026	₹35.4133
26 May 2026	₹34.9348
22 May 2026	₹35.0340

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.

As of 10 Jun 2026, the NAV of Sundaram BNP Paribas Global Advantage Fund Dividend is ₹33.9618. It's a Fund of Funds - Overseas from Sundaram BNP Paribas, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Sundaram BNP Paribas Global Advantage Fund Dividend has NAV history starting from 24 Aug 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 Global Advantage Fund Dividend is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Fund of Funds - Overseas' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas Global Advantage Fund Dividend has delivered a absolute return of 16.63% — +6.6 pp ahead of the Fund of Funds - Overseas category average of 10.03%. The fund ranks #11 of 25 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Global Advantage Fund Dividend has delivered a CAGR of 14.55% — +10.21 pp ahead of the Fund of Funds - Overseas category average of 4.34%. The fund ranks #8 of 25 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Global Advantage Fund Dividend has delivered a CAGR of 9.85% — +3.72 pp ahead of the Fund of Funds - Overseas category average of 6.13%. The fund ranks #8 of 23 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram BNP Paribas Global Advantage Fund Dividend exactly 10 years ago would be worth approximately ₹304,108 today — a multiplier of 3.04×, based on the 10-year CAGR of 11.76%. The category average over the same window would have grown ₹1 lakh to ₹278,266.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Global Advantage Fund Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹854,016 today. That's an XIRR (money-weighted annualised return) of 14.08%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Global Advantage Fund Dividend = ₹1,200,000 invested. It would currently be worth ₹2,271,543 (multiplier 1.89×). XIRR: 12.25%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Sundaram BNP Paribas Global Advantage Fund Dividend ranks #8 out of 23 funds in the Fund of Funds - Overseas category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 6.13%; this fund delivered 9.85%.

The worst peak-to-trough decline Sundaram BNP Paribas Global Advantage Fund Dividend has experienced over the last 5-year window is 24.95% — its NAV fell from a high on 10 Dec 2021 to a low on 30 Sep 2022. 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 Global Advantage Fund Dividend averaged 6.63% (best 18.36%, worst -3.75%). 89% of rolling windows ended positive. The 5-year Sharpe ratio is 0.29 — weak risk-adjusted performance.

In calendar year 2025, Sundaram BNP Paribas Global Advantage Fund Dividend returned 16.89% — lagging the Fund of Funds - Overseas category average of 32.40% by 15.52 pp. It ranked #8 of 9 in its category that year.

Sundaram BNP Paribas Global Advantage Fund Dividend 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 Global Advantage Fund Dividend 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: 25.0%. 5-year CAGR: 9.85%.

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