Should I invest in Sundaram BNP Paribas Global Advantage Fund Dividend?

We don't give personal investment advice. Sundaram BNP Paribas Global Advantage Fund Dividend 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 horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.0%. 5-year CAGR: 9.90%.

Sundaram BNP Paribas

Sundaram BNP Paribas Global Advantage Fund Dividend

Latest NAV

₹34.9046

As of

16 Jul 2026

4,564 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	+0.30%	-0.46%	+0.76	9 / 25	Q2
1W	+1.09%	+0.19%	+0.90	11 / 25	Q2
2W	+1.49%	-3.56%	+5.05	10 / 26	Q2
1M	+0.50%	-4.06%	+4.56	12 / 26	Q2
3M	+5.62%	-2.44%	+8.06	10 / 26	Q2
6M	+7.05%	-1.46%	+8.51	10 / 26	Q2
YTD	+7.77%	+4.04%	+3.73	12 / 26	Q2
1Y	+17.82%	+9.46%	+8.36	11 / 25	Q2
2Y	+14.24%	+3.14%	+11.10	11 / 25	Q2
3Y	+14.28%	+4.07%	+10.21	8 / 25	Q2
4Y	+17.67%	+3.90%	+13.77	5 / 25	Q1
5Y	+9.90%	+6.21%	+3.69	8 / 23	Q2
7Y	+13.50%	+9.87%	+3.63	3 / 15	Q1
10Y	+11.37%	+10.26%	+1.10	4 / 10	Q2
Inception	+6.82%	+2.05%	+4.77	11 / 26	Q2

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	+7.77%	+13.92%	-6.15	8 / 9
2025	+16.89%	+32.40%	-15.52	8 / 9
2024	+14.01%	+6.26%	+7.74	3 / 9
2023	+30.88%	+14.97%	+15.92	2 / 11
2022	-15.42%	-16.19%	+0.77	5 / 10
2021	+18.37%	+8.26%	+10.11	5 / 12
2020	+21.02%	+18.86%	+2.17	6 / 14
2019	+17.64%	+26.46%	-8.82	14 / 14
2018	-7.79%	-6.08%	-1.71	7 / 14
2017	+19.14%	+16.48%	+2.67	7 / 15
2016	+13.13%	+13.28%	-0.16	5 / 15

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

+8.06%

219 windows

min -46.6% · max 68.8%

69% positive

3-Year rolling

+7.46%

194 windows

min -11.0% · max 28.4%

84% positive

5-Year rolling

+6.69%

170 windows

min -3.7% · max 20.4%

89% positive

7-Year rolling

+6.02%

146 windows

min -1.2% · max 14.3%

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

12.97%

3-year · annualised

Sharpe ratio

0.60

vs risk-free 6.5%

Sortino ratio

1.07

Downside-only deviation

Max drawdown

-17.84%

Feb 2025 → Apr 2025

% positive months

66.7%

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 Fund of Funds - Overseas

Scheme	Fund house	NAV	As of
ICICI Prudential Global Stable Equity Fund (FOF) - Direct - IDCW	ICICI Prudential	₹36.3700	17 Jul 2026
Invesco India - Invesco Global Consumer Trends Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹13.0237	17 Jul 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - DIRECT PLAN - IDCW	Bandhan	₹13.4869	17 Jul 2026
Aditya Birla Sun Life US Equity Passive FOF-Direct IDCW	Aditya Birla Sun Life	₹22.5819	17 Jul 2026
Kotak Global Emerging Market Overseas Equity Omni FOF - Payout of Income Distribution cum capital withdrawal option - Direct	Kotak	₹41.5050	17 Jul 2026
DSP BlackRock World Energy Fund - Regular Plan - Dividend	DSP BlackRock	₹20.0828	17 Jul 2026
DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW	DSP	₹21.3384	17 Jul 2026
HSBC Brazil Fund - IDCW	HSBC	₹10.3169	17 Jul 2026
Axis Global Equity Alpha Fund of Fund - Direct Plan - IDCW	Axis	₹25.8323	17 Jul 2026
Sundaram BNP Paribas Global Advantage Fund Growth	Sundaram BNP Paribas	₹43.1784	16 Jul 2026

Recent NAVs

Date	NAV
16 Jul 2026	₹34.9046
15 Jul 2026	₹34.8000
14 Jul 2026	₹34.5644
13 Jul 2026	₹34.6475
10 Jul 2026	₹34.6111
9 Jul 2026	₹34.5267
8 Jul 2026	₹34.2598
7 Jul 2026	₹34.6869
6 Jul 2026	₹34.6953
3 Jul 2026	₹34.5052

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 16 Jul 2026, the NAV of Sundaram BNP Paribas Global Advantage Fund Dividend is ₹34.9046. It's a Fund of Funds - Overseas 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 Global Advantage Fund Dividend has NAV history starting from 24 Aug 2007, a track record of about 18 years 10 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 Global Advantage Fund Dividend is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Fund of Funds - Overseas' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas Global Advantage Fund Dividend has delivered a absolute return of 17.82% — +8.36 pp ahead of the Fund of Funds - Overseas category average of 9.46%. The fund ranks #11 of 25 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Global Advantage Fund Dividend has delivered a CAGR of 14.28% — +10.21 pp ahead of the Fund of Funds - Overseas category average of 4.07%. The fund ranks #8 of 25 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Global Advantage Fund Dividend has delivered a CAGR of 9.90% — +3.69 pp ahead of the Fund of Funds - Overseas category average of 6.21%. The fund ranks #8 of 23 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram BNP Paribas Global Advantage Fund Dividend exactly 10 years ago would be worth approximately ₹293,471 today — a multiplier of 2.93×, based on the 10-year CAGR of 11.37%. The category average over the same window would have grown ₹1 lakh to ₹265,631.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Global Advantage Fund Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹868,210 today. That's an XIRR (money-weighted annualised return) of 14.76%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Global Advantage Fund Dividend = ₹1,200,000 invested. It would currently be worth ₹2,308,792 (multiplier 1.92×). XIRR: 12.56%. 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 Global Advantage Fund Dividend ranks #8 out of 23 funds in the Fund of Funds - Overseas category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 6.21%; this fund delivered 9.90%.

The worst peak-to-trough decline Sundaram BNP Paribas Global Advantage Fund Dividend has experienced over the last 5-year window is 24.95% — its NAV fell from a high on 10 Dec 2021 to a low on 30 Sep 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 Global Advantage Fund Dividend averaged 6.69% (best 20.44%, worst -3.75%). 89% of rolling windows ended positive. The 5-year Sharpe ratio is 0.28 — weak risk-adjusted performance.

In calendar year 2025, Sundaram BNP Paribas Global Advantage Fund Dividend returned 16.89% — lagging the Fund of Funds - Overseas category average of 32.40% by 15.52 pp. It ranked #8 of 9 in its category that year.

Sundaram BNP Paribas Global Advantage Fund Dividend 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 Global Advantage Fund Dividend 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: 25.0%. 5-year CAGR: 9.90%.

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