Sundaram BNP Paribas

Sundaram BNP Paribas Financial Services Opportunities Fund Inst Dividend

Latest NAV

₹33.8495

As of

6 Jan 2025

4,071 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%	+0.28%	-0.28	78 / 122	Q3
1W	-0.06%	-1.28%	+1.22	20 / 122	Q1
2W	-0.43%	+0.09%	-0.53	77 / 122	Q3
1M	-5.15%	-0.62%	-4.53	119 / 122	Q4
3M	-2.83%	+1.50%	-4.34	92 / 122	Q4
6M	-11.22%	-2.06%	-9.16	105 / 122	Q4
YTD	-0.46%	-1.85%	+1.39	46 / 122	Q2
1Y	+0.58%	+2.44%	-1.86	60 / 119	Q3
2Y	+12.56%	+3.47%	+9.10	16 / 116	Q1
3Y	+9.29%	+14.90%	-5.61	91 / 112	Q4
4Y	+9.73%	+14.65%	-4.93	85 / 105	Q4
5Y	+8.79%	+12.36%	-3.57	80 / 104	Q4
7Y	+6.30%	+13.76%	-7.46	92 / 99	Q4
10Y	+7.19%	+11.67%	-4.48	78 / 93	Q4
Inception	+7.61%	+10.81%	-3.19	88 / 122	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
2025 YTD	-0.46%	+3.20%	-3.65	65 / 115
2024	+0.53%	+19.60%	-19.08	109 / 113
2023	+23.22%	+31.56%	-8.33	88 / 108
2022	+10.25%	+2.19%	+8.07	28 / 104
2021	+8.53%	+32.41%	-23.88	94 / 102
2020	-0.05%	+18.32%	-18.37	88 / 100
2019	+18.99%	+5.50%	+13.49	10 / 97
2018	-13.84%	-10.07%	-3.77	59 / 94
2017	+28.64%	+30.10%	-1.46	57 / 93
2016	+9.50%	-0.25%	+9.75	10 / 93
2015	-8.78%	-5.20%	-3.58	4 / 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

+9.15%

165 windows

min -43.4% · max 83.4%

64% positive

3-Year rolling

+8.03%

143 windows

min -17.6% · max 29.0%

85% positive

5-Year rolling

+7.49%

117 windows

min -4.7% · max 15.2%

91% positive

7-Year rolling

+7.33%

94 windows

min 1.7% · max 11.9%

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

19.13%

3-year · annualised

Sharpe ratio

0.23

vs risk-free 6.5%

Sortino ratio

0.36

Downside-only deviation

Max drawdown

-16.75%

Jan 2022 → Jun 2022

% positive months

61.1%

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 Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option	HDFC	₹16.8310	3 Jun 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.7005	3 Jun 2026
Magnum Equity Fund -Dividend	SBI	₹71.4772	3 Jun 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.5700	3 Jun 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹21.5824	3 Jun 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.2801	3 Jun 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹67.0980	3 Jun 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹64.3200	3 Jun 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹382.6597	3 Jun 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹62.7500	3 Jun 2026

Recent NAVs

Date	NAV
6 Jan 2025	₹33.8495
3 Jan 2025	₹34.4532
2 Jan 2025	₹34.5747
1 Jan 2025	₹34.0045
31 Dec 2024	₹33.7763
30 Dec 2024	₹33.8693
27 Dec 2024	₹34.0656
26 Dec 2024	₹34.0679
24 Dec 2024	₹33.9883
23 Dec 2024	₹33.9973

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 06 Jan 2025, the NAV of Sundaram BNP Paribas Financial Services Opportunities Fund Inst Dividend is ₹33.8495. It's a Sectoral/Thematic 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 Financial Services Opportunities Fund Inst Dividend has NAV history starting from 16 Jun 2008, a track record of about 17 years 11 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 Financial Services Opportunities Fund Inst Dividend is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas Financial Services Opportunities Fund Inst Dividend has delivered a absolute return of 0.58% — -1.86 pp behind the Sectoral/Thematic Fund category average of 2.44%. The fund ranks #60 of 119 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Financial Services Opportunities Fund Inst Dividend has delivered a CAGR of 9.29% — -5.61 pp behind the Sectoral/Thematic Fund category average of 14.90%. The fund ranks #91 of 112 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Financial Services Opportunities Fund Inst Dividend has delivered a CAGR of 8.79% — -3.57 pp behind the Sectoral/Thematic Fund category average of 12.36%. The fund ranks #80 of 104 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Sundaram BNP Paribas Financial Services Opportunities Fund Inst Dividend exactly 10 years ago would be worth approximately ₹200,231 today — a multiplier of 2.00×, based on the 10-year CAGR of 7.19%. The category average over the same window would have grown ₹1 lakh to ₹301,430.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Financial Services Opportunities Fund Inst Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹809,509 today. That's an XIRR (money-weighted annualised return) of 11.90%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Financial Services Opportunities Fund Inst Dividend = ₹1,200,000 invested. It would currently be worth ₹1,915,517 (multiplier 1.60×). XIRR: 9.03%. 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 Financial Services Opportunities Fund Inst Dividend ranks #80 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 12.36%; this fund delivered 8.79%.

The worst peak-to-trough decline Sundaram BNP Paribas Financial Services Opportunities Fund Inst Dividend has experienced over the last 5-year window is 45.27% — its NAV fell from a high on 16 Jan 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 Financial Services Opportunities Fund Inst Dividend averaged 7.49% (best 15.22%, worst -4.67%). 91% of rolling windows ended positive. The 5-year Sharpe ratio is 0.22 — weak risk-adjusted performance.

In calendar year 2024, Sundaram BNP Paribas Financial Services Opportunities Fund Inst Dividend returned 0.53% — lagging the Sectoral/Thematic Fund category average of 19.60% by 19.08 pp. It ranked #109 of 113 in its category that year.

Sundaram BNP Paribas Financial Services Opportunities Fund Inst 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 Financial Services Opportunities Fund Inst 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: 45.3%. 5-year CAGR: 8.79%.

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