Should I invest in Sundaram BNP Paribas Select Focus-Inst Growth?

We don't give personal investment advice. Sundaram BNP Paribas Select Focus-Inst Growth 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: 36.7%. 5-year CAGR: 18.75%.

Sundaram BNP Paribas

Sundaram BNP Paribas Select Focus-Inst Growth

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	241 / 299	Q4
1W	+0.01%	-3.61%	+3.62	145 / 303	Q2
2W	-2.71%	-4.52%	+1.81	217 / 303	Q3
1M	-2.52%	-5.64%	+3.12	195 / 302	Q3
3M	-4.77%	-4.27%	-0.50	190 / 302	Q3
6M	+8.00%	+1.48%	+6.52	107 / 307	Q2
YTD	+23.46%	-0.18%	+23.64	47 / 309	Q1
1Y	+25.70%	+7.10%	+18.60	73 / 307	Q1
2Y	+18.04%	+2.20%	+15.84	67 / 303	Q1
3Y	+18.06%	+0.76%	+17.30	38 / 264	Q1
4Y	+13.52%	+0.58%	+12.93	37 / 235	Q1
5Y	+18.75%	+0.02%	+18.73	9 / 208	Q1
7Y	+12.51%	+3.12%	+9.39	21 / 130	Q1
10Y	+14.33%	+7.20%	+7.13	6 / 68	Q1
Inception	+9.87%	+0.51%	+9.35	64 / 310	Q1

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	+23.46%	+35.98%	-12.52	13 / 17
2020	+12.86%	-9.83%	+22.69	12 / 39
2019	+15.24%	+4.81%	+10.44	3 / 39
2018	+3.55%	-8.44%	+11.99	6 / 55
2017	+36.55%	+29.57%	+6.99	23 / 65
2016	+0.52%	+1.07%	-0.55	48 / 88
2015	-2.16%	-3.94%	+1.78	55 / 99
2014	+34.93%	+34.59%	+0.34	69 / 133
2013	+2.89%	+0.03%	+2.86	59 / 154
2012	+22.57%	+23.57%	-1.00	114 / 190
2011	-23.04%	-23.68%	+0.64	105 / 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

+14.43%

143 windows

min -38.1% · max 84.6%

77% positive

3-Year rolling

+10.89%

125 windows

min -3.9% · max 24.4%

94% positive

5-Year rolling

+11.14%

101 windows

min 1.6% · max 18.7%

100% positive

7-Year rolling

+11.31%

76 windows

min 5.8% · max 15.5%

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

27.09%

3-year · annualised

Sharpe ratio

0.53

vs risk-free 6.5%

Sortino ratio

0.70

Downside-only deviation

Max drawdown

-36.69%

Feb 2020 → Mar 2020

% positive months

66.7%

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	₹289.7731
23 Dec 2021	₹291.0605
22 Dec 2021	₹289.2616
21 Dec 2021	₹285.8652
20 Dec 2021	₹283.2597
17 Dec 2021	₹289.7417
16 Dec 2021	₹293.6308
15 Dec 2021	₹293.7466
14 Dec 2021	₹295.4140
13 Dec 2021	₹295.9062

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-Inst Growth 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-Inst Growth has NAV history starting from 24 Apr 2008, a track record of about 18 years 1 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-Inst Growth 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-Inst Growth has delivered a absolute return of 25.70% — +18.6 pp ahead of the Growth category average of 7.10%. The fund ranks #73 of 307 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Select Focus-Inst Growth has delivered a CAGR of 18.06% — +17.3 pp ahead of the Growth category average of 0.76%. The fund ranks #38 of 264 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Select Focus-Inst Growth has delivered a CAGR of 18.75% — +18.73 pp ahead of the Growth category average of 0.02%. The fund ranks #9 of 208 in its category — the top (Q1) quartile.

₹1 lakh invested in Sundaram BNP Paribas Select Focus-Inst Growth exactly 10 years ago would be worth approximately ₹381,631 today — a multiplier of 3.82×, based on the 10-year CAGR of 14.33%. 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-Inst Growth over the last 5 years — total invested ₹600,000 — would be worth ₹930,522 today. That's an XIRR (money-weighted annualised return) of 17.56%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Select Focus-Inst Growth = ₹1,200,000 invested. It would currently be worth ₹2,609,868 (multiplier 2.17×). XIRR: 14.84%. 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-Inst Growth ranks #9 out of 208 funds in the Growth category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 0.02%; this fund delivered 18.75%.

The worst peak-to-trough decline Sundaram BNP Paribas Select Focus-Inst Growth has experienced over the last 5-year window is 36.69% — its NAV fell from a high on 19 Feb 2020 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-Inst Growth averaged 11.14% (best 18.75%, worst 1.62%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.60 — reasonable risk-adjusted performance.

In calendar year 2020, Sundaram BNP Paribas Select Focus-Inst Growth returned 12.86% — beating the Growth category average of -9.83% by 22.69 pp. It ranked #12 of 39 in its category that year.

Sundaram BNP Paribas Select Focus-Inst Growth 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-Inst Growth 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: 36.7%. 5-year CAGR: 18.75%.

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