Sundaram BNP Paribas

Sundaram BNP Paribas Flexible Fund-Short Term Plan - Institutional Growth

Latest NAV

₹44.7880

As of

3 Jun 2026

4,885 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.

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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	+0.06%	+0.05%	+0.00	6 / 8	Q3
1W	+0.24%	+0.10%	+0.14	2 / 8	Q1
2W	+0.34%	+0.17%	+0.17	1 / 8	Q1
1M	+0.17%	+0.03%	+0.14	1 / 8	Q1
3M	+0.44%	-0.85%	+1.29	2 / 8	Q1
6M	+1.26%	-0.65%	+1.92	1 / 8	Q1
YTD	+1.08%	-0.50%	+1.58	2 / 8	Q1
1Y	+3.76%	-0.65%	+4.41	1 / 8	Q1
2Y	+6.67%	+1.15%	+5.51	1 / 8	Q1
3Y	+6.69%	+0.90%	+5.78	1 / 8	Q1
4Y	+6.68%	+1.22%	+5.45	1 / 8	Q1
5Y	+5.61%	+1.13%	+4.48	2 / 8	Q1
7Y	+6.05%	+1.77%	+4.28	2 / 8	Q1
10Y	+6.35%	+2.13%	+4.22	2 / 8	Q1
Inception	+7.34%	+2.43%	+4.91	2 / 8	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	+1.08%	-0.67%	+1.75	2 / 6
2025	+7.58%	+3.55%	+4.04	1 / 6
2024	+7.94%	+0.55%	+7.39	1 / 8
2023	+6.87%	+0.99%	+5.88	1 / 8
2022	+3.00%	+0.43%	+2.56	2 / 8
2021	+2.93%	+0.27%	+2.65	2 / 8
2020	+7.59%	+4.83%	+2.76	2 / 8
2019	+10.06%	+4.94%	+5.12	1 / 8
2018	+5.97%	+2.19%	+3.78	3 / 8
2017	+6.26%	+1.46%	+4.80	1 / 8
2016	+7.86%	+5.33%	+2.54	3 / 8

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

+7.48%

231 windows

min 1.4% · max 11.4%

100% positive

3-Year rolling

+7.42%

208 windows

min 4.0% · max 9.5%

100% positive

5-Year rolling

+7.42%

183 windows

min 5.5% · max 9.1%

100% positive

7-Year rolling

+7.57%

160 windows

min 6.0% · max 8.7%

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

1.31%

3-year · annualised

Sharpe ratio

0.00

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.54%

May 2026 → May 2026

% positive months

91.7%

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 Banking & PSU Fund

Scheme	Fund house	NAV	As of
HDFC Banking and PSU Debt Fund - IDCW Option	HDFC	₹10.1283	3 Jun 2026
NIPPON INDIA BANKING and PSU FUND - Direct Plan - IDCW Option	Nippon India	₹22.3658	3 Jun 2026
SBI Banking & PSU Fund - Direct Plan - Daily Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹1,520.0680	3 Jun 2026
ICICI Prudential Banking and PSU Debt Fund - Direct Plan - Quarterly IDCW	ICICI Prudential	₹12.9930	3 Jun 2026
Invesco India Banking and PSU Fund - Direct Plan - Daily IDCW (Reinvestment)	Invesco	₹1,062.6489	3 Jun 2026
Bandhan Banking and PSU Fund - Direct Annual IDCW	Bandhan	₹12.0978	3 Jun 2026
Aditya Birla Sun Life Banking & PSU Debt Fund - DIRECT - IDCW	Aditya Birla Sun Life	₹104.7496	3 Jun 2026
Franklin India Banking and PSU Debt Fund - Direct - IDCW	Franklin India	₹11.5390	3 Jun 2026
Mirae Asset Banking and PSU Fund - Direct Plan - IDCW	Mirae Asset	₹13.7262	3 Jun 2026
Kotak Banking and PSU Debt - Monthly Payout of Income Distribution cum capital withdrawal option	Kotak	₹12.7834	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹44.7880
2 Jun 2026	₹44.7950
1 Jun 2026	₹44.7691
29 May 2026	₹44.7591
27 May 2026	₹44.7243
26 May 2026	₹44.6875
22 May 2026	₹44.6067
21 May 2026	₹44.5783
20 May 2026	₹44.6230
19 May 2026	₹44.6439

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 Flexible Fund-Short Term Plan - Institutional Growth is ₹44.7880. It's a Banking & PSU Fund from Sundaram BNP Paribas, run as a Institutional plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Sundaram BNP Paribas Flexible Fund-Short Term Plan - Institutional Growth 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 Flexible Fund-Short Term Plan - Institutional Growth is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Banking & PSU Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas Flexible Fund-Short Term Plan - Institutional Growth has delivered a absolute return of 3.76% — +4.41 pp ahead of the Banking & PSU Fund category average of -0.65%. The fund ranks #1 of 8 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Flexible Fund-Short Term Plan - Institutional Growth has delivered a CAGR of 6.69% — +5.78 pp ahead of the Banking & PSU Fund category average of 0.90%. The fund ranks #1 of 8 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Flexible Fund-Short Term Plan - Institutional Growth has delivered a CAGR of 5.61% — +4.48 pp ahead of the Banking & PSU Fund category average of 1.13%. The fund ranks #2 of 8 in its category — the top (Q1) quartile.

₹1 lakh invested in Sundaram BNP Paribas Flexible Fund-Short Term Plan - Institutional Growth exactly 10 years ago would be worth approximately ₹185,154 today — a multiplier of 1.85×, based on the 10-year CAGR of 6.35%. The category average over the same window would have grown ₹1 lakh to ₹123,512.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Flexible Fund-Short Term Plan - Institutional Growth over the last 5 years — total invested ₹600,000 — would be worth ₹702,897 today. That's an XIRR (money-weighted annualised return) of 6.26%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Flexible Fund-Short Term Plan - Institutional Growth = ₹1,200,000 invested. It would currently be worth ₹1,645,114 (multiplier 1.37×). XIRR: 6.14%. 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 Flexible Fund-Short Term Plan - Institutional Growth ranks #2 out of 8 funds in the Banking & PSU Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 1.13%; this fund delivered 5.61%.

The worst peak-to-trough decline Sundaram BNP Paribas Flexible Fund-Short Term Plan - Institutional Growth has experienced over the last 5-year window is 1.49% — its NAV fell from a high on 05 Apr 2022 to a low on 06 May 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 Flexible Fund-Short Term Plan - Institutional Growth averaged 7.42% (best 9.15%, worst 5.54%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.72 — negative risk-adjusted performance.

In calendar year 2025, Sundaram BNP Paribas Flexible Fund-Short Term Plan - Institutional Growth returned 7.58% — beating the Banking & PSU Fund category average of 3.55% by 4.04 pp. It ranked #1 of 6 in its category that year.

Sundaram BNP Paribas Flexible Fund-Short Term Plan - Institutional Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Sundaram BNP Paribas Flexible Fund-Short Term Plan - Institutional Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 1.5%. 5-year CAGR: 5.61%.

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

Sundaram BNP Paribas Flexible Fund-Short Term Plan - Institutional Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Banking & PSU Fund

Recent NAVs

Frequently asked questions

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