Should I invest in Sundaram BNP Paribas Growth Fund?

We don't give personal investment advice. Sundaram BNP Paribas Growth 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: 49.5%. 5-year CAGR: -0.88%.

Sundaram BNP Paribas

Sundaram BNP Paribas Growth Fund-Dividend

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	+0.38%	+0.06%	+0.32	77 / 299	Q2
1W	-1.02%	-3.61%	+2.59	209 / 303	Q3
2W	-0.35%	-4.52%	+4.17	151 / 303	Q2
1M	+2.30%	-5.64%	+7.93	85 / 302	Q2
3M	+9.04%	-4.27%	+13.31	56 / 302	Q1
6M	+14.99%	+1.48%	+13.51	66 / 307	Q1
YTD	+10.81%	-0.18%	+10.99	95 / 309	Q2
1Y	+4.23%	+7.10%	-2.87	161 / 307	Q3
2Y	-14.79%	+2.20%	-17.00	263 / 303	Q4
3Y	-2.93%	+0.76%	-3.69	188 / 264	Q3
4Y	-2.74%	+0.58%	-3.32	193 / 235	Q4
5Y	-0.88%	+0.02%	-0.90	168 / 208	Q4
7Y	-2.81%	+3.12%	-5.93	122 / 130	Q4
10Y	-1.83%	+7.20%	-9.03	66 / 68	Q4
Inception	-4.59%	+0.51%	-5.10	264 / 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
2016 YTD	+10.81%	+1.07%	+9.74	12 / 88
2015	-37.31%	-3.94%	-33.36	97 / 99
2014	+18.49%	+34.59%	-16.09	114 / 133
2013	-1.06%	+0.03%	-1.09	96 / 154
2012	+29.28%	+23.57%	+5.71	73 / 190
2011	-26.38%	-23.68%	-2.70	164 / 241
2010	-0.93%	+11.69%	-12.61	227 / 256
2009	+67.60%	+65.86%	+1.74	137 / 238
2008	-57.80%	-52.86%	-4.94	111 / 198
2007	+23.19%	+42.91%	-19.73	109 / 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

+0.11%

116 windows

min -67.2% · max 87.9%

50% positive

3-Year rolling

-1.17%

92 windows

min -25.4% · max 22.1%

35% positive

5-Year rolling

-1.06%

67 windows

min -10.8% · max 14.0%

34% positive

7-Year rolling

-0.98%

43 windows

min -6.3% · max 4.7%

26% 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

22.30%

3-year · annualised

Sharpe ratio

-0.30

vs risk-free 6.5%

Sortino ratio

-0.37

Downside-only deviation

Max drawdown

-49.48%

Mar 2015 → Feb 2016

% positive months

58.3%

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
16 Sep 2016	₹10.7271
15 Sep 2016	₹10.6865
14 Sep 2016	₹10.6665
12 Sep 2016	₹10.6560
9 Sep 2016	₹10.8375
8 Sep 2016	₹10.9484
7 Sep 2016	₹10.8913
6 Sep 2016	₹10.9284
2 Sep 2016	₹10.7643
1 Sep 2016	₹10.7253

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 Growth Fund-Dividend 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 Growth Fund-Dividend has NAV history starting from 01 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 Growth Fund-Dividend 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 Growth Fund-Dividend has delivered a absolute return of 4.23% — -2.87 pp behind the Growth category average of 7.10%. The fund ranks #161 of 307 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Growth Fund-Dividend has delivered a CAGR of -2.93% — -3.69 pp behind the Growth category average of 0.76%. The fund ranks #188 of 264 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Growth Fund-Dividend has delivered a CAGR of -0.88% — -0.9 pp behind the Growth category average of 0.02%. The fund ranks #168 of 208 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Sundaram BNP Paribas Growth Fund-Dividend exactly 10 years ago would be worth approximately ₹83,137 today — a multiplier of 0.83×, based on the 10-year CAGR of -1.83%. The category average over the same window would have grown ₹1 lakh to ₹200,432.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Growth Fund-Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹550,011 today. That's an XIRR (money-weighted annualised return) of -3.41%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Growth Fund-Dividend = ₹1,200,000 invested. It would currently be worth ₹1,080,384 (multiplier 0.90×). XIRR: -2.10%. 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 Growth Fund-Dividend ranks #168 out of 208 funds in the Growth category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 0.02%; this fund delivered -0.88%.

The worst peak-to-trough decline Sundaram BNP Paribas Growth Fund-Dividend has experienced over the last 5-year window is 49.48% — its NAV fell from a high on 03 Mar 2015 to a low on 29 Feb 2016. 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 Growth Fund-Dividend averaged -1.06% (best 14.02%, worst -10.75%). 34% of rolling windows ended positive. The 5-year Sharpe ratio is -0.25 — negative risk-adjusted performance.

In calendar year 2015, Sundaram BNP Paribas Growth Fund-Dividend returned -37.31% — lagging the Growth category average of -3.94% by 33.36 pp. It ranked #97 of 99 in its category that year.

Sundaram BNP Paribas Growth 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 Growth 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: 49.5%. 5-year CAGR: -0.88%.

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