Should I invest in Sundaram BNP Paribas Equity Multiplier Fund Dividend?

We don't give personal investment advice. Sundaram BNP Paribas Equity Multiplier Fund Dividend 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: 26.3%. 5-year CAGR: 4.84%.

Sundaram BNP Paribas

Sundaram BNP Paribas Equity Multiplier Fund Dividend

Latest NAV

₹28.3520

As of

3 Jun 2026

4,724 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	+0.28%	+0.11%	+0.17	13 / 32	Q2
1W	-1.43%	-1.76%	+0.33	9 / 32	Q2
2W	+0.97%	-0.27%	+1.24	4 / 32	Q1
1M	+0.72%	-1.02%	+1.74	4 / 32	Q1
3M	-1.76%	-1.18%	-0.58	20 / 32	Q3
6M	-4.33%	-5.43%	+1.09	15 / 32	Q2
YTD	-4.51%	-5.57%	+1.06	14 / 32	Q2
1Y	-4.80%	-1.21%	-3.58	22 / 32	Q3
2Y	-4.37%	+1.22%	-5.59	30 / 32	Q4
3Y	+5.50%	+13.45%	-7.96	29 / 32	Q4
4Y	+5.79%	+13.62%	-7.83	30 / 32	Q4
5Y	+4.84%	+11.89%	-7.05	30 / 32	Q4
7Y	+6.42%	+12.99%	-6.57	30 / 32	Q4
10Y	+5.34%	+11.48%	-6.14	29 / 32	Q4
Inception	+5.69%	+9.20%	-3.51	24 / 29	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
2026 YTD	-4.51%	-5.57%	+1.06	14 / 32
2025	-3.76%	+2.91%	-6.66	29 / 32
2024	+11.94%	+19.92%	-7.98	29 / 32
2023	+17.19%	+27.73%	-10.54	31 / 32
2022	-8.25%	+2.49%	-10.74	29 / 32
2021	+31.35%	+32.49%	-1.14	18 / 32
2020	+5.86%	+13.97%	-8.12	28 / 32
2019	-0.54%	+4.84%	-5.38	28 / 32
2018	-15.90%	-10.87%	-5.03	27 / 32
2017	+22.12%	+31.34%	-9.23	27 / 32
2016	+3.66%	+2.52%	+1.13	12 / 32

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

+7.76%

223 windows

min -65.0% · max 81.9%

60% positive

3-Year rolling

+7.31%

197 windows

min -15.5% · max 24.4%

84% positive

5-Year rolling

+7.17%

174 windows

min -7.1% · max 18.0%

90% positive

7-Year rolling

+6.97%

150 windows

min -0.5% · max 16.1%

99% 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

16.85%

3-year · annualised

Sharpe ratio

0.02

vs risk-free 6.5%

Sortino ratio

0.03

Downside-only deviation

Max drawdown

-26.32%

Sep 2024 → Mar 2026

% positive months

75.0%

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 Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option	HDFC	₹329.5320	3 Jun 2026
SBI Magnum Multiplier Plus Scheme - 93 -Dividend	SBI	₹282.7709	2 Jun 2026
ICICI Prudential Growth Plan-Dividend Option	ICICI Prudential	₹28.9300	3 Jun 2026
Franklin India Flexi Cap Fund-Dividend Plan	Franklin Templeton	₹18.7310	3 Jun 2026
Kotak Opportunities---Dividend	Kotak Mahindra	₹58.2030	3 Jun 2026
Canara Robeco Emerging Equities-GROWTH PLAN	Canara Robeco	₹239.5300	3 Jun 2026
UTI - TOP 100 Fund- Growth Option	UTI	₹177.6776	3 Jun 2026
Bharti AXA Equity Fund Eco Plan- Growth	Bharti AXA	₹97.8700	3 Jun 2026
Birla Sun Life Advantage Fund-Plan A (Dividend)	Birla Sun Life	₹129.9500	3 Jun 2026
Escorts High Yield Equity Plan - Dividend Option	Escorts	₹74.2930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹28.3520
2 Jun 2026	₹28.5057
1 Jun 2026	₹28.4261
29 May 2026	₹28.7082
27 May 2026	₹29.0122
26 May 2026	₹28.9189
22 May 2026	₹28.5155
21 May 2026	₹28.4125
20 May 2026	₹28.2723
19 May 2026	₹28.2317

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 Equity Multiplier Fund Dividend is ₹28.3520. It's a Large & Mid Cap Fund from Sundaram BNP Paribas, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Sundaram BNP Paribas Equity Multiplier Fund Dividend has NAV history starting from 05 Mar 2007, a track record of about 19 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 Equity Multiplier Fund Dividend is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas Equity Multiplier Fund Dividend has delivered a absolute return of -4.80% — -3.58 pp behind the Large & Mid Cap Fund category average of -1.21%. The fund ranks #22 of 32 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Equity Multiplier Fund Dividend has delivered a CAGR of 5.50% — -7.96 pp behind the Large & Mid Cap Fund category average of 13.45%. The fund ranks #29 of 32 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Equity Multiplier Fund Dividend has delivered a CAGR of 4.84% — -7.05 pp behind the Large & Mid Cap Fund category average of 11.89%. The fund ranks #30 of 32 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Sundaram BNP Paribas Equity Multiplier Fund Dividend exactly 10 years ago would be worth approximately ₹168,173 today — a multiplier of 1.68×, based on the 10-year CAGR of 5.34%. The category average over the same window would have grown ₹1 lakh to ₹296,438.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Equity Multiplier Fund Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹643,545 today. That's an XIRR (money-weighted annualised return) of 2.76%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Equity Multiplier Fund Dividend = ₹1,200,000 invested. It would currently be worth ₹1,583,450 (multiplier 1.32×). XIRR: 5.41%. 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 Equity Multiplier Fund Dividend ranks #30 out of 32 funds in the Large & Mid Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 11.89%; this fund delivered 4.84%.

The worst peak-to-trough decline Sundaram BNP Paribas Equity Multiplier Fund Dividend has experienced over the last 5-year window is 26.32% — its NAV fell from a high on 27 Sep 2024 to a low on 31 Mar 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 Equity Multiplier Fund Dividend averaged 7.17% (best 18.00%, worst -7.11%). 90% of rolling windows ended positive. The 5-year Sharpe ratio is -0.01 — negative risk-adjusted performance.

In calendar year 2025, Sundaram BNP Paribas Equity Multiplier Fund Dividend returned -3.76% — lagging the Large & Mid Cap Fund category average of 2.91% by 6.66 pp. It ranked #29 of 32 in its category that year.

Sundaram BNP Paribas Equity Multiplier Fund Dividend 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 Equity Multiplier Fund Dividend 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: 26.3%. 5-year CAGR: 4.84%.

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