Sundaram BNP Paribas

Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Monthly Dividend Reinvst

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	118 / 1129	Q1
1W	+0.09%	-13.04%	+13.12	282 / 1151	Q1
2W	-0.10%	-13.18%	+13.08	402 / 1149	Q2
1M	+0.02%	-13.26%	+13.28	354 / 1137	Q2
3M	+0.07%	-13.15%	+13.22	389 / 1116	Q2
6M	+9.44%	-15.45%	+24.90	19 / 906	Q1
YTD	+9.48%	-15.77%	+25.25	18 / 952	Q1
1Y	+9.50%	-13.09%	+22.59	106 / 820	Q1
2Y	+7.06%	-12.72%	+19.78	96 / 446	Q1
3Y	+1.95%	-11.01%	+12.96	157 / 385	Q2
4Y	+2.00%	-6.52%	+8.52	135 / 339	Q2
5Y	+1.74%	-7.36%	+9.10	135 / 314	Q2
7Y	+1.70%	+2.53%	-0.83	119 / 234	Q3
10Y	+1.59%	+3.14%	-1.55	53 / 101	Q3
Inception	+1.72%	-13.63%	+15.35	372 / 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	+9.48%	+5.14%	+4.33	6 / 42
2020	+4.67%	+5.20%	-0.53	26 / 45
2019	-7.62%	-4.85%	-2.77	42 / 56
2018	+2.18%	+1.30%	+0.88	22 / 90
2017	+0.73%	+1.63%	-0.90	61 / 137
2016	+2.75%	+3.02%	-0.27	75 / 181
2015	+0.67%	+2.22%	-1.55	126 / 216
2014	+1.88%	+5.51%	-3.63	143 / 240
2013	+0.46%	-1.95%	+2.42	134 / 276
2012	+0.67%	+1.38%	-0.71	190 / 295
2011	+5.21%	-3.16%	+8.38	93 / 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

+1.40%

177 windows

min -9.1% · max 11.0%

91% positive

3-Year rolling

+1.24%

155 windows

min -1.8% · max 3.4%

82% positive

5-Year rolling

+1.43%

131 windows

min -0.5% · max 2.4%

93% positive

7-Year rolling

+1.39%

105 windows

min 0.0% · max 2.2%

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

7.91%

3-year · annualised

Sharpe ratio

-0.54

vs risk-free 6.5%

Sortino ratio

-0.76

Downside-only deviation

Max drawdown

-12.10%

May 2019 → Mar 2020

% positive months

72.2%

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
31 Dec 2021	₹13.6574
30 Dec 2021	₹13.6534
29 Dec 2021	₹13.6514
28 Dec 2021	₹13.6480
27 Dec 2021	₹13.6452
24 Dec 2021	₹13.6458
23 Dec 2021	₹13.6447
22 Dec 2021	₹13.6401
21 Dec 2021	₹13.6416
20 Dec 2021	₹13.6512

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-Monthly Dividend Reinvst 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-Monthly Dividend Reinvst 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-Monthly Dividend Reinvst 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-Monthly Dividend Reinvst has delivered a absolute return of 9.50% — +22.59 pp ahead of the Income category average of -13.09%. The fund ranks #106 of 820 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Monthly Dividend Reinvst has delivered a CAGR of 1.95% — +12.96 pp ahead of the Income category average of -11.01%. The fund ranks #157 of 385 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Monthly Dividend Reinvst has delivered a CAGR of 1.74% — +9.1 pp ahead of the Income category average of -7.36%. The fund ranks #135 of 314 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Monthly Dividend Reinvst exactly 10 years ago would be worth approximately ₹117,045 today — a multiplier of 1.17×, based on the 10-year CAGR of 1.59%. 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-Monthly Dividend Reinvst over the last 5 years — total invested ₹600,000 — would be worth ₹654,375 today. That's an XIRR (money-weighted annualised return) of 3.42%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Monthly Dividend Reinvst = ₹1,200,000 invested. It would currently be worth ₹1,335,731 (multiplier 1.11×). XIRR: 2.11%. 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-Monthly Dividend Reinvst ranks #135 out of 314 funds in the Income category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is -7.36%; this fund delivered 1.74%.

The worst peak-to-trough decline Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Monthly Dividend Reinvst has experienced over the last 5-year window is 12.10% — its NAV fell from a high on 31 May 2019 to a low on 24 Mar 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-Monthly Dividend Reinvst averaged 1.43% (best 2.40%, worst -0.52%). 93% of rolling windows ended positive. The 5-year Sharpe ratio is -0.75 — negative risk-adjusted performance.

In calendar year 2020, Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Monthly Dividend Reinvst returned 4.67% — lagging the Income category average of 5.20% by 0.53 pp. It ranked #26 of 45 in its category that year.

Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Monthly Dividend Reinvst 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-Monthly Dividend Reinvst 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: 12.1%. 5-year CAGR: 1.74%.

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