Should I invest in Sundaram BNP Paribas Bond Saver-Qtrly Dividend?

We don't give personal investment advice. Sundaram BNP Paribas Bond Saver-Qtrly Dividend 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: 4.0%. 5-year CAGR: 1.08%.

Sundaram BNP Paribas

Sundaram BNP Paribas Bond Saver-Qtrly Dividend

Latest NAV

₹13.1137

As of

3 Jun 2026

4,886 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	+0.08%	+25.25%	-25.18	7 / 35	Q1
1W	+0.18%	+18.62%	-18.44	19 / 37	Q3
2W	+0.40%	+22.17%	-21.77	17 / 36	Q2
1M	+0.18%	+22.42%	-22.24	26 / 36	Q3
3M	-0.91%	+23.24%	-24.16	32 / 36	Q4
6M	-1.83%	+24.66%	-26.49	35 / 36	Q4
YTD	-1.90%	+22.37%	-24.27	33 / 36	Q4
1Y	-3.36%	+27.07%	-30.43	34 / 36	Q4
2Y	+0.95%	+10.05%	-9.10	24 / 34	Q3
3Y	+1.37%	+3.02%	-1.65	19 / 31	Q3
4Y	+2.25%	+3.05%	-0.80	17 / 31	Q3
5Y	+1.08%	+2.73%	-1.65	18 / 31	Q3
7Y	+0.96%	+2.69%	-1.73	17 / 28	Q3
10Y	+1.25%	+3.13%	-1.88	16 / 25	Q3
Inception	+1.28%	+10.26%	-8.98	21 / 35	Q3

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	-1.90%	+0.59%	-2.49	17 / 17
2025	+2.06%	+3.35%	-1.28	12 / 20
2024	+3.83%	+4.91%	-1.08	14 / 20
2023	+3.51%	-0.96%	+4.47	13 / 21
2022	-0.58%	+33.83%	-34.41	24 / 27
2021	-2.00%	+0.84%	-2.85	22 / 28
2020	+1.26%	+1.22%	+0.04	15 / 30
2019	+3.05%	+2.51%	+0.54	13 / 30
2018	-0.42%	+2.64%	-3.06	30 / 30
2017	-0.07%	+2.00%	-2.07	20 / 30
2016	+4.33%	+5.02%	-0.69	15 / 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

+1.52%

230 windows

min -13.6% · max 13.5%

70% positive

3-Year rolling

+1.37%

208 windows

min -2.8% · max 6.4%

75% positive

5-Year rolling

+1.38%

182 windows

min -1.0% · max 3.7%

91% positive

7-Year rolling

+1.38%

159 windows

min -0.3% · max 3.2%

97% 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

2.30%

3-year · annualised

Sharpe ratio

-2.22

vs risk-free 6.5%

Sortino ratio

-3.10

Downside-only deviation

Max drawdown

-4.00%

Jun 2025 → May 2026

% positive months

69.4%

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	₹10.1086	3 Jun 2026
Nippon India Medium Duration Fund - Segregated Portfolio 2 - Bonus Option	Nippon India	₹0.0000	3 Jun 2026
SBI Magnum Income Plus Fund - Investment Plan (D)	SBI	₹20.7048	3 Jun 2026
ICICI Prudential Long Term Floating Rate Plan-Plan A-Growth	ICICI Prudential	₹47.3245	3 Jun 2026
Kotak Medium Term Fund - Standard Income Distribution cum capital withdrawal option	Kotak	₹14.6617	3 Jun 2026
IDFC - SSIF - Medium Term - Bimonthly Dividend Option	IDFC	₹10.2608	3 Jun 2026
Sundaram BNP Paribas Bond Saver-Growth	Sundaram BNP Paribas	₹70.5138	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹13.1137
2 Jun 2026	₹13.1196
1 Jun 2026	₹13.1096
29 May 2026	₹13.1097
27 May 2026	₹13.1066
26 May 2026	₹13.0960
22 May 2026	₹13.0622
21 May 2026	₹13.0505
20 May 2026	₹13.0680
19 May 2026	₹13.0676

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 03 Jun 2026, the NAV of Sundaram BNP Paribas Bond Saver-Qtrly Dividend is ₹13.1137. 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-Qtrly 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 Bond Saver-Qtrly Dividend 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-Qtrly Dividend has delivered a absolute return of -3.36% — -30.43 pp behind the Medium Duration Fund category average of 27.07%. The fund ranks #34 of 36 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Bond Saver-Qtrly Dividend has delivered a CAGR of 1.37% — -1.65 pp behind the Medium Duration Fund category average of 3.02%. The fund ranks #19 of 31 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Bond Saver-Qtrly Dividend has delivered a CAGR of 1.08% — -1.65 pp behind the Medium Duration Fund category average of 2.73%. The fund ranks #18 of 31 in its category — the third (Q3) quartile.

₹1 lakh invested in Sundaram BNP Paribas Bond Saver-Qtrly Dividend exactly 10 years ago would be worth approximately ₹113,230 today — a multiplier of 1.13×, based on the 10-year CAGR of 1.25%. The category average over the same window would have grown ₹1 lakh to ₹136,154.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Bond Saver-Qtrly Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹620,186 today. That's an XIRR (money-weighted annualised return) of 1.30%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Bond Saver-Qtrly Dividend = ₹1,200,000 invested. It would currently be worth ₹1,266,827 (multiplier 1.06×). XIRR: 1.07%. 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-Qtrly Dividend ranks #18 out of 31 funds in the Medium Duration Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 2.73%; this fund delivered 1.08%.

The worst peak-to-trough decline Sundaram BNP Paribas Bond Saver-Qtrly Dividend has experienced over the last 5-year window is 4.00% — its NAV fell from a high on 06 Jun 2025 to a low on 21 May 2026. 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-Qtrly Dividend averaged 1.38% (best 3.68%, worst -0.96%). 91% of rolling windows ended positive. The 5-year Sharpe ratio is -2.15 — negative risk-adjusted performance.

In calendar year 2025, Sundaram BNP Paribas Bond Saver-Qtrly Dividend returned 2.06% — lagging the Medium Duration Fund category average of 3.35% by 1.28 pp. It ranked #12 of 20 in its category that year.

Sundaram BNP Paribas Bond Saver-Qtrly Dividend 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-Qtrly Dividend 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: 4.0%. 5-year CAGR: 1.08%.

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