Should I invest in Sundaram BNP Paribas Select Focus?

We don't give personal investment advice. Sundaram BNP Paribas Select Focus-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: 40.7%. 5-year CAGR: 8.72%.

Sundaram BNP Paribas

Sundaram BNP Paribas Select Focus-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	-0.44%	+0.06%	-0.51	242 / 299	Q4
1W	-0.01%	-3.61%	+3.60	154 / 303	Q3
2W	-2.75%	-4.52%	+1.77	221 / 303	Q3
1M	-2.60%	-5.64%	+3.04	196 / 302	Q3
3M	-5.00%	-4.27%	-0.73	193 / 302	Q3
6M	+7.48%	+1.48%	+6.00	112 / 307	Q2
YTD	+14.03%	-0.18%	+14.22	87 / 309	Q2
1Y	+16.09%	+7.10%	+8.98	103 / 307	Q2
2Y	+12.90%	+2.20%	+10.70	111 / 303	Q2
3Y	+11.53%	+0.76%	+10.78	80 / 264	Q2
4Y	+4.82%	+0.58%	+4.24	113 / 235	Q2
5Y	+8.72%	+0.02%	+8.70	63 / 208	Q2
7Y	+3.83%	+3.12%	+0.71	109 / 130	Q4
10Y	+7.92%	+7.20%	+0.71	31 / 68	Q2
Inception	-1.03%	+0.51%	-1.54	243 / 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
2021 YTD	+14.03%	+35.98%	-21.94	17 / 17
2020	+11.81%	-9.83%	+21.64	13 / 39
2019	+6.22%	+4.81%	+1.41	20 / 39
2018	-10.71%	-8.44%	-2.27	32 / 55
2017	+20.83%	+29.57%	-8.74	50 / 65
2016	-10.63%	+1.07%	-11.70	84 / 88
2015	-2.50%	-3.94%	+1.44	57 / 99
2014	+34.32%	+34.59%	-0.27	71 / 133
2013	+2.61%	+0.03%	+2.59	62 / 154
2012	+21.57%	+23.57%	-1.99	126 / 190
2011	-23.67%	-23.68%	+0.01	117 / 241

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

+3.82%

180 windows

min -61.3% · max 74.6%

58% positive

3-Year rolling

+1.00%

156 windows

min -28.6% · max 19.2%

55% positive

5-Year rolling

+1.38%

131 windows

min -15.2% · max 10.1%

66% positive

7-Year rolling

+2.43%

107 windows

min -11.3% · max 8.5%

76% 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

27.00%

3-year · annualised

Sharpe ratio

0.32

vs risk-free 6.5%

Sortino ratio

0.42

Downside-only deviation

Max drawdown

-36.74%

Feb 2020 → Mar 2020

% positive months

61.1%

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
24 Dec 2021	₹17.3020
23 Dec 2021	₹17.3793
22 Dec 2021	₹17.2724
21 Dec 2021	₹17.0700
20 Dec 2021	₹16.9149
17 Dec 2021	₹17.3034
16 Dec 2021	₹17.5361
15 Dec 2021	₹17.5435
14 Dec 2021	₹17.6435
13 Dec 2021	₹17.6734

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 Focus-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 Select Focus-Dividend 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 Focus-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 Select Focus-Dividend has delivered a absolute return of 16.09% — +8.98 pp ahead of the Growth category average of 7.10%. The fund ranks #103 of 307 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Select Focus-Dividend has delivered a CAGR of 11.53% — +10.78 pp ahead of the Growth category average of 0.76%. The fund ranks #80 of 264 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Select Focus-Dividend has delivered a CAGR of 8.72% — +8.7 pp ahead of the Growth category average of 0.02%. The fund ranks #63 of 208 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram BNP Paribas Select Focus-Dividend exactly 10 years ago would be worth approximately ₹214,199 today — a multiplier of 2.14×, based on the 10-year CAGR of 7.92%. The category average over the same window would have grown ₹1 lakh to ₹200,432.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Select Focus-Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹772,173 today. That's an XIRR (money-weighted annualised return) of 10.01%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Select Focus-Dividend = ₹1,200,000 invested. It would currently be worth ₹1,730,259 (multiplier 1.44×). XIRR: 7.11%. 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 Focus-Dividend ranks #63 out of 208 funds in the Growth category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 0.02%; this fund delivered 8.72%.

The worst peak-to-trough decline Sundaram BNP Paribas Select Focus-Dividend has experienced over the last 5-year window is 40.72% — its NAV fell from a high on 23 Jan 2018 to a low on 23 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 Focus-Dividend averaged 1.38% (best 10.10%, worst -15.20%). 66% of rolling windows ended positive. The 5-year Sharpe ratio is 0.20 — weak risk-adjusted performance.

In calendar year 2020, Sundaram BNP Paribas Select Focus-Dividend returned 11.81% — beating the Growth category average of -9.83% by 21.64 pp. It ranked #13 of 39 in its category that year.

Sundaram BNP Paribas Select Focus-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 Select Focus-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: 40.7%. 5-year CAGR: 8.72%.

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