Should I invest in Sundaram BNP Paribas Bond Saver?

We don't give personal investment advice. Sundaram BNP Paribas Bond Saver-Growth 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+ yearsprimary goal is capital preservation or steady accrual, not high growthtax 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: 2.6%. 5-year CAGR: 4.18%.

Sundaram BNP Paribas

Sundaram BNP Paribas Bond Saver-Growth

Latest NAV

₹71.6149

As of

17 Jul 2026

4,916 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

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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	0.00%	-0.05%	+0.05	16 / 32	Q2
1W	-0.05%	-0.09%	+0.04	13 / 32	Q2
2W	+0.02%	-0.01%	+0.03	13 / 32	Q2
1M	+0.65%	+0.54%	+0.11	15 / 32	Q2
3M	+1.56%	+1.27%	+0.28	18 / 32	Q3
6M	+2.09%	+2.01%	+0.08	16 / 32	Q2
YTD	+1.87%	+1.08%	+0.79	15 / 32	Q2
1Y	+3.11%	+2.31%	+0.80	14 / 32	Q2
2Y	+5.25%	+2.97%	+2.28	12 / 31	Q2
3Y	+5.21%	+3.19%	+2.02	14 / 31	Q2
4Y	+5.30%	+3.11%	+2.20	10 / 31	Q2
5Y	+4.18%	+2.66%	+1.52	10 / 31	Q2
7Y	+4.30%	+2.70%	+1.59	10 / 28	Q2
10Y	+5.16%	+3.14%	+2.01	10 / 25	Q2
Inception	+6.02%	+2.93%	+3.09	8 / 32	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
2026 YTD	+1.87%	+1.89%	-0.03	10 / 17
2025	+5.72%	+3.35%	+2.37	9 / 20
2024	+6.27%	+4.91%	+1.36	11 / 20
2023	+5.38%	+3.99%	+1.39	9 / 20
2022	+0.66%	+0.86%	-0.20	13 / 24
2021	+1.64%	+2.88%	-1.24	12 / 25
2020	+6.23%	+1.22%	+5.01	11 / 30
2019	+8.21%	+2.51%	+5.70	9 / 30
2018	+4.68%	+2.64%	+2.04	10 / 30
2017	+5.00%	+2.00%	+3.00	10 / 30
2016	+10.99%	+5.02%	+5.97	7 / 31

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

+6.18%

235 windows

min -1.1% · max 15.2%

97% positive

3-Year rolling

+6.15%

208 windows

min 2.3% · max 10.6%

100% positive

5-Year rolling

+6.27%

187 windows

min 3.8% · max 9.3%

100% positive

7-Year rolling

+6.47%

162 windows

min 4.2% · max 8.2%

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

1.52%

3-year · annualised

Sharpe ratio

-0.90

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-1.09%

Mar 2026 → Apr 2026

% positive months

83.3%

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 Medium Duration Fund

Scheme	Fund house	NAV	As of
HDFC High Interest Fund - Short Term Plan-Dividend Option	HDFC	₹10.0948	17 Jul 2026
Nippon India Medium Duration Fund - Segregated Portfolio 2 - Bonus Option	Nippon India	₹0.0000	17 Jul 2026
SBI Magnum Income Plus Fund - Investment Plan (D)	SBI	₹21.1335	17 Jul 2026
ICICI Prudential Long Term Floating Rate Plan-Plan A-Growth	ICICI Prudential	₹48.2972	17 Jul 2026
Kotak Medium Term Fund - Standard Income Distribution cum capital withdrawal option	Kotak	₹14.9765	17 Jul 2026
IDFC - SSIF - Medium Term - Bimonthly Dividend Option	IDFC	₹10.4772	17 Jul 2026
Sundaram BNP Paribas Bond Saver-Qtrly Dividend	Sundaram BNP Paribas	₹13.3185	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹71.6149
16 Jul 2026	₹71.6170
15 Jul 2026	₹71.5706
14 Jul 2026	₹71.5075
13 Jul 2026	₹71.6435
10 Jul 2026	₹71.6481
9 Jul 2026	₹71.5549
8 Jul 2026	₹71.5218
7 Jul 2026	₹71.6426
6 Jul 2026	₹71.6745

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 17 Jul 2026, the NAV of Sundaram BNP Paribas Bond Saver-Growth is ₹71.6149. It's a Medium Duration 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 Bond Saver-Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 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 Bond Saver-Growth is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Medium Duration Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas Bond Saver-Growth has delivered a absolute return of 3.11% — +0.8 pp ahead of the Medium Duration Fund category average of 2.31%. The fund ranks #14 of 32 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Bond Saver-Growth has delivered a CAGR of 5.21% — +2.02 pp ahead of the Medium Duration Fund category average of 3.19%. The fund ranks #14 of 31 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Bond Saver-Growth has delivered a CAGR of 4.18% — +1.52 pp ahead of the Medium Duration Fund category average of 2.66%. The fund ranks #10 of 31 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram BNP Paribas Bond Saver-Growth exactly 10 years ago would be worth approximately ₹165,318 today — a multiplier of 1.65×, based on the 10-year CAGR of 5.16%. The category average over the same window would have grown ₹1 lakh to ₹136,237.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Bond Saver-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹679,232 today. That's an XIRR (money-weighted annualised return) of 4.90%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Bond Saver-Growth = ₹1,200,000 invested. It would currently be worth ₹1,524,012 (multiplier 1.27×). XIRR: 4.67%. 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 Bond Saver-Growth ranks #10 out of 31 funds in the Medium Duration Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 2.66%; this fund delivered 4.18%.

The worst peak-to-trough decline Sundaram BNP Paribas Bond Saver-Growth has experienced over the last 5-year window is 2.57% — its NAV fell from a high on 30 Mar 2022 to a low on 16 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 Bond Saver-Growth averaged 6.27% (best 9.30%, worst 3.75%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -1.32 — negative risk-adjusted performance.

In calendar year 2025, Sundaram BNP Paribas Bond Saver-Growth returned 5.72% — beating the Medium Duration Fund category average of 3.35% by 2.37 pp. It ranked #9 of 20 in its category that year.

Sundaram BNP Paribas Bond Saver-Growth 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 Bond Saver-Growth 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: 2.6%. 5-year CAGR: 4.18%.

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

Sundaram BNP Paribas Bond Saver-Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Medium Duration Fund

Recent NAVs

Frequently asked questions

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