Should I invest in Sundaram BNP Paribas Taxsaver OE- App?

We don't give personal investment advice. Sundaram BNP Paribas Taxsaver OE- App 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: 16.6%. 5-year CAGR: 9.10%.

Sundaram BNP Paribas

Sundaram BNP Paribas Taxsaver OE- App

Latest NAV

₹201.8421

As of

11 Jun 2026

4,960 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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	-0.49%	-0.79%	+0.29	1 / 4	Q1
1W	-0.91%	-1.17%	+0.27	1 / 4	Q1
2W	-3.24%	-3.22%	-0.02	3 / 4	Q3
1M	-3.12%	-2.55%	-0.56	4 / 4	Q4
3M	-3.31%	+1.27%	-4.58	3 / 4	Q3
6M	-9.29%	-5.61%	-3.68	3 / 4	Q3
YTD	-11.09%	-7.72%	-3.37	3 / 4	Q3
1Y	-7.59%	-6.54%	-1.05	3 / 4	Q3
2Y	-0.61%	-1.15%	+0.54	2 / 4	Q2
3Y	+8.17%	+9.42%	-1.25	3 / 4	Q3
4Y	+10.25%	+10.83%	-0.57	3 / 4	Q3
5Y	+9.10%	+7.73%	+1.38	2 / 4	Q2
7Y	+10.05%	+9.02%	+1.02	2 / 4	Q2
10Y	+10.46%	+7.25%	+3.21	2 / 4	Q2
Inception	+10.77%	+8.26%	+2.52	2 / 4	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	-11.09%	-7.72%	-3.37	3 / 4
2025	+6.42%	+2.09%	+4.34	1 / 4
2024	+12.06%	+11.98%	+0.08	2 / 4
2023	+22.24%	+28.90%	-6.67	3 / 4
2022	+4.03%	-0.58%	+4.61	1 / 4
2021	+31.08%	+26.97%	+4.10	2 / 4
2020	+9.77%	+11.82%	-2.05	3 / 4
2019	+5.78%	-4.72%	+10.50	1 / 4
2018	-10.19%	-22.82%	+12.64	1 / 4
2017	+36.88%	+37.34%	-0.47	3 / 4
2016	+6.26%	+1.01%	+5.25	2 / 4

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

+14.36%

234 windows

min -48.8% · max 98.4%

77% positive

3-Year rolling

+12.32%

210 windows

min -7.9% · max 28.0%

93% positive

5-Year rolling

+11.90%

186 windows

min -0.4% · max 24.4%

99% positive

7-Year rolling

+11.67%

161 windows

min 6.1% · max 18.0%

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

11.39%

3-year · annualised

Sharpe ratio

0.18

vs risk-free 6.5%

Sortino ratio

0.30

Downside-only deviation

Max drawdown

-16.13%

Sep 2024 → Feb 2025

% positive months

55.6%

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.

Peers in Value Fund

Scheme	Fund house	NAV	As of
HDFC Value Fund - IDCW Option - Direct Plan	HDFC	₹42.5500	11 Jun 2026
NIPPON INDIA VALUE FUND - DIRECT Plan - IDCW Option	Nippon India	₹62.4999	11 Jun 2026
ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Direct Plan - IDCW	ICICI Prudential	₹111.5600	11 Jun 2026
Bandhan Value Fund - Direct Plan - IDCW	Bandhan	₹46.5270	11 Jun 2026
Quant Value Fund - IDCW Option - Direct Plan	Quant	₹22.1410	11 Jun 2026
Quantum Value Fund - Regular Plan IDCW	Quantum	₹114.2100	11 Jun 2026
Aditya Birla Sun Life Value Fund - Direct - IDCW	Aditya Birla Sun Life	₹77.4827	11 Jun 2026
DSP Value Fund - Direct Plan - IDCW	DSP	₹18.0780	10 Jun 2026
HSBC Value Fund - Direct IDCW	HSBC	₹60.3026	11 Jun 2026
Baroda BNP Paribas Value Fund - Direct Plan - IDCW option	Baroda BNP Paribas	₹12.5398	11 Jun 2026

Recent NAVs

Date	NAV
11 Jun 2026	₹201.8421
10 Jun 2026	₹203.0590
9 Jun 2026	₹204.0640
8 Jun 2026	₹202.8889
5 Jun 2026	₹204.9221
4 Jun 2026	₹205.6931
3 Jun 2026	₹204.9234
2 Jun 2026	₹205.5728
1 Jun 2026	₹205.7146
29 May 2026	₹207.4496

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 Taxsaver OE- App is ₹201.8421. It's a Value Fund from Sundaram BNP Paribas, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Sundaram BNP Paribas Taxsaver OE- App 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 Taxsaver OE- App is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Value Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas Taxsaver OE- App has delivered a absolute return of -7.59% — -1.05 pp behind the Value Fund category average of -6.54%. The fund ranks #3 of 4 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Taxsaver OE- App has delivered a CAGR of 8.17% — -1.25 pp behind the Value Fund category average of 9.42%. The fund ranks #3 of 4 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Taxsaver OE- App has delivered a CAGR of 9.10% — +1.38 pp ahead of the Value Fund category average of 7.73%. The fund ranks #2 of 4 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram BNP Paribas Taxsaver OE- App exactly 10 years ago would be worth approximately ₹270,344 today — a multiplier of 2.70×, based on the 10-year CAGR of 10.46%. The category average over the same window would have grown ₹1 lakh to ₹201,351.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Taxsaver OE- App over the last 5 years — total invested ₹600,000 — would be worth ₹693,748 today. That's an XIRR (money-weighted annualised return) of 5.74%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Taxsaver OE- App = ₹1,200,000 invested. It would currently be worth ₹1,964,939 (multiplier 1.64×). XIRR: 9.52%. 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 Taxsaver OE- App ranks #2 out of 4 funds in the Value Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 7.73%; this fund delivered 9.10%.

The worst peak-to-trough decline Sundaram BNP Paribas Taxsaver OE- App has experienced over the last 5-year window is 16.55% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. 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 Taxsaver OE- App averaged 11.90% (best 24.45%, worst -0.39%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.24 — weak risk-adjusted performance.

In calendar year 2025, Sundaram BNP Paribas Taxsaver OE- App returned 6.42% — beating the Value Fund category average of 2.09% by 4.33 pp. It ranked #1 of 4 in its category that year.

Sundaram BNP Paribas Taxsaver OE- App 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 Taxsaver OE- App 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: 16.6%. 5-year CAGR: 9.10%.

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