Should I invest in Sundaram BNP Paribas Rural India Fund Growth?

We don't give personal investment advice. Sundaram BNP Paribas Rural India Fund Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.7%. 5-year CAGR: 10.14%.

Sundaram BNP Paribas

Sundaram BNP Paribas Rural India Fund Growth

Latest NAV

₹85.8068

As of

11 Jun 2026

4,941 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	-0.41%	-0.66%	+0.25	44 / 122	Q2
1W	-0.34%	-1.02%	+0.68	43 / 122	Q2
2W	-2.73%	-2.90%	+0.17	49 / 122	Q2
1M	-3.34%	-2.08%	-1.26	109 / 122	Q4
3M	+0.30%	+2.79%	-2.49	84 / 122	Q3
6M	-10.82%	-1.68%	-9.14	105 / 122	Q4
YTD	-11.51%	-3.09%	-8.42	108 / 122	Q4
1Y	-11.37%	-0.86%	-10.51	104 / 120	Q4
2Y	-1.85%	+2.25%	-4.10	75 / 116	Q3
3Y	+9.50%	+13.92%	-4.42	86 / 112	Q4
4Y	+12.49%	+14.76%	-2.27	69 / 105	Q3
5Y	+10.14%	+11.73%	-1.59	62 / 104	Q3
7Y	+10.96%	+13.67%	-2.71	71 / 99	Q3
10Y	+11.19%	+11.53%	-0.35	56 / 93	Q3
Inception	+11.39%	+10.61%	+0.77	57 / 122	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	-11.51%	-3.30%	-8.22	104 / 118
2025	-0.75%	+3.20%	-3.94	67 / 115
2024	+19.98%	+19.60%	+0.38	49 / 113
2023	+30.44%	+31.56%	-1.11	57 / 108
2022	+9.35%	+2.19%	+7.16	30 / 104
2021	+18.87%	+32.41%	-13.54	79 / 102
2020	+13.29%	+18.32%	-5.03	50 / 100
2019	+3.05%	+5.50%	-2.45	54 / 97
2018	-7.38%	-10.07%	+2.68	40 / 94
2017	+36.68%	+30.10%	+6.58	32 / 93
2016	+20.77%	-0.25%	+21.02	3 / 93

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

+14.78%

233 windows

min -61.5% · max 115.2%

75% positive

3-Year rolling

+13.10%

208 windows

min -6.8% · max 33.3%

93% positive

5-Year rolling

+12.93%

184 windows

min -1.8% · max 25.6%

99% positive

7-Year rolling

+12.94%

160 windows

min 3.4% · max 21.8%

100% 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

13.00%

3-year · annualised

Sharpe ratio

0.27

vs risk-free 6.5%

Sortino ratio

0.42

Downside-only deviation

Max drawdown

-24.73%

Sep 2024 → Mar 2026

% positive months

63.9%

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 Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option	HDFC	₹16.9040	11 Jun 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹26.7077	11 Jun 2026
Magnum Equity Fund -Dividend	SBI	₹70.9904	11 Jun 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.3400	11 Jun 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹20.4535	11 Jun 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.1395	11 Jun 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹64.9490	11 Jun 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹62.7600	11 Jun 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹379.7700	11 Jun 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹61.9000	11 Jun 2026

Recent NAVs

Date	NAV
11 Jun 2026	₹85.8068
10 Jun 2026	₹86.3750
9 Jun 2026	₹86.7338
8 Jun 2026	₹86.3013
5 Jun 2026	₹87.2166
4 Jun 2026	₹87.0775
3 Jun 2026	₹86.6675
2 Jun 2026	₹86.9341
1 Jun 2026	₹86.4215
29 May 2026	₹87.5802

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 11 Jun 2026, the NAV of Sundaram BNP Paribas Rural India Fund Growth is ₹85.8068. It's a Sectoral/Thematic Fund from Sundaram BNP Paribas, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Sundaram BNP Paribas Rural India Fund Growth has NAV history starting from 18 May 2006, a track record of about 20 years. 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 Rural India Fund Growth is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas Rural India Fund Growth has delivered a absolute return of -11.37% — -10.51 pp behind the Sectoral/Thematic Fund category average of -0.86%. The fund ranks #104 of 120 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Rural India Fund Growth has delivered a CAGR of 9.50% — -4.42 pp behind the Sectoral/Thematic Fund category average of 13.92%. The fund ranks #86 of 112 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Rural India Fund Growth has delivered a CAGR of 10.14% — -1.59 pp behind the Sectoral/Thematic Fund category average of 11.73%. The fund ranks #62 of 104 in its category — the third (Q3) quartile.

₹1 lakh invested in Sundaram BNP Paribas Rural India Fund Growth exactly 10 years ago would be worth approximately ₹288,721 today — a multiplier of 2.89×, based on the 10-year CAGR of 11.19%. The category average over the same window would have grown ₹1 lakh to ₹297,832.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Rural India Fund Growth over the last 5 years — total invested ₹600,000 — would be worth ₹707,999 today. That's an XIRR (money-weighted annualised return) of 6.55%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Rural India Fund Growth = ₹1,200,000 invested. It would currently be worth ₹2,012,443 (multiplier 1.68×). XIRR: 9.97%. 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 Rural India Fund Growth ranks #62 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.73%; this fund delivered 10.14%.

The worst peak-to-trough decline Sundaram BNP Paribas Rural India Fund Growth has experienced over the last 5-year window is 24.73% — its NAV fell from a high on 23 Sep 2024 to a low on 23 Mar 2026. 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 Rural India Fund Growth averaged 12.93% (best 25.61%, worst -1.81%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.30 — weak risk-adjusted performance.

In calendar year 2025, Sundaram BNP Paribas Rural India Fund Growth returned -0.75% — lagging the Sectoral/Thematic Fund category average of 3.20% by 3.94 pp. It ranked #67 of 115 in its category that year.

Sundaram BNP Paribas Rural India Fund Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

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

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.7%. 5-year CAGR: 10.14%.

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