Sundaram BNP Paribas

Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Annual Div

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	+0.03%	-9.99%	+10.02	117 / 1129	Q1
1W	+0.09%	-13.04%	+13.12	280 / 1151	Q1
2W	+0.09%	-13.18%	+13.27	300 / 1149	Q2
1M	+0.21%	-13.26%	+13.47	294 / 1137	Q2
3M	+0.80%	-13.15%	+13.94	306 / 1116	Q2
6M	+11.38%	-15.45%	+26.83	5 / 906	Q1
YTD	+6.89%	-15.77%	+22.66	76 / 952	Q1
1Y	+6.91%	-13.09%	+20.00	252 / 820	Q2
2Y	+5.09%	-12.72%	+17.81	141 / 446	Q2
3Y	-0.05%	-11.01%	+10.96	272 / 385	Q3
4Y	+0.19%	-6.52%	+6.71	213 / 339	Q3
5Y	+0.22%	-7.36%	+7.58	192 / 314	Q3
7Y	+1.85%	+2.53%	-0.68	115 / 234	Q2
10Y	-0.48%	+3.14%	-3.63	95 / 101	Q4
Inception	+0.82%	-13.63%	+14.45	427 / 1199	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
2021 YTD	+6.89%	+5.14%	+1.75	19 / 42
2020	+3.30%	+5.20%	-1.90	35 / 45
2019	-9.66%	-4.85%	-4.80	45 / 56
2018	+0.96%	+1.30%	-0.34	49 / 90
2017	+0.35%	+1.63%	-1.28	74 / 137
2016	+4.42%	+3.02%	+1.40	60 / 181
2015	+7.31%	+2.22%	+5.08	46 / 216
2014	-7.87%	+5.51%	-13.38	236 / 240
2013	-17.99%	-1.95%	-16.04	264 / 276
2012	+10.68%	+1.38%	+9.30	35 / 295
2011	+12.43%	-3.16%	+15.59	3 / 317

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

+0.89%

177 windows

min -19.0% · max 13.3%

68% positive

3-Year rolling

+0.65%

155 windows

min -8.5% · max 10.5%

61% positive

5-Year rolling

+0.69%

131 windows

min -4.9% · max 7.6%

55% positive

7-Year rolling

+0.10%

105 windows

min -4.5% · max 4.6%

60% 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

9.05%

3-year · annualised

Sharpe ratio

-0.68

vs risk-free 6.5%

Sortino ratio

-0.91

Downside-only deviation

Max drawdown

-15.00%

Mar 2019 → Apr 2020

% positive months

80.6%

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
31 Dec 2021	₹12.2059
30 Dec 2021	₹12.2023
29 Dec 2021	₹12.2005
28 Dec 2021	₹12.1975
27 Dec 2021	₹12.1950
24 Dec 2021	₹12.1955
23 Dec 2021	₹12.1945
22 Dec 2021	₹12.1905
21 Dec 2021	₹12.1917
20 Dec 2021	₹12.2003

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 Select Debt-Short-term Asset Plan-Annual Div 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 Select Debt-Short-term Asset Plan-Annual Div has NAV history starting from 03 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 Select Debt-Short-term Asset Plan-Annual Div is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Income' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Annual Div has delivered a absolute return of 6.91% — +20 pp ahead of the Income category average of -13.09%. The fund ranks #252 of 820 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Annual Div has delivered a CAGR of -0.05% — +10.96 pp ahead of the Income category average of -11.01%. The fund ranks #272 of 385 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Annual Div has delivered a CAGR of 0.22% — +7.58 pp ahead of the Income category average of -7.36%. The fund ranks #192 of 314 in its category — the third (Q3) quartile.

₹1 lakh invested in Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Annual Div exactly 10 years ago would be worth approximately ₹95,256 today — a multiplier of 0.95×, based on the 10-year CAGR of -0.48%. The category average over the same window would have grown ₹1 lakh to ₹136,244.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Annual Div over the last 5 years — total invested ₹600,000 — would be worth ₹633,633 today. That's an XIRR (money-weighted annualised return) of 2.15%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Annual Div = ₹1,200,000 invested. It would currently be worth ₹1,245,948 (multiplier 1.04×). XIRR: 0.74%. 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 Select Debt-Short-term Asset Plan-Annual Div ranks #192 out of 314 funds in the Income category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is -7.36%; this fund delivered 0.22%.

The worst peak-to-trough decline Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Annual Div has experienced over the last 5-year window is 15.00% — its NAV fell from a high on 26 Mar 2019 to a low on 09 Apr 2020. 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 Select Debt-Short-term Asset Plan-Annual Div averaged 0.69% (best 7.59%, worst -4.88%). 55% of rolling windows ended positive. The 5-year Sharpe ratio is -0.78 — negative risk-adjusted performance.

In calendar year 2020, Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Annual Div returned 3.30% — lagging the Income category average of 5.20% by 1.90 pp. It ranked #35 of 45 in its category that year.

Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Annual Div 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 Select Debt-Short-term Asset Plan-Annual Div 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. Worst 5-year drawdown: 15.0%. 5-year CAGR: 0.22%.

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