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

We don't give personal investment advice. Sundaram BNP Paribas Global Advantage Fund 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 horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.0%. 5-year CAGR: 12.31%.

Sundaram BNP Paribas

Sundaram BNP Paribas Global Advantage Fund Growth

Latest NAV

₹43.8156

As of

2 Jun 2026

4,534 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%	+0.09%	-0.09	18 / 25	Q3
1W	+1.39%	+0.93%	+0.45	12 / 25	Q2
2W	+2.17%	-2.39%	+4.56	8 / 26	Q2
1M	+6.55%	-1.98%	+8.53	8 / 26	Q2
3M	+9.74%	-0.35%	+10.09	7 / 26	Q2
6M	+11.29%	+2.63%	+8.66	10 / 26	Q2
YTD	+9.36%	+5.94%	+3.42	10 / 26	Q2
1Y	+31.37%	+14.34%	+17.03	7 / 25	Q2
2Y	+21.45%	+5.26%	+16.19	7 / 25	Q2
3Y	+19.52%	+5.41%	+14.11	7 / 25	Q2
4Y	+18.36%	+3.49%	+14.87	4 / 25	Q1
5Y	+12.31%	+6.62%	+5.69	6 / 23	Q2
7Y	+15.37%	+10.73%	+4.64	3 / 15	Q1
10Y	+12.83%	+11.21%	+1.63	3 / 10	Q2
Inception	+8.17%	+2.25%	+5.92	10 / 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	+9.36%	+19.40%	-10.04	8 / 9
2025	+23.90%	+32.40%	-8.50	6 / 9
2024	+14.01%	+6.26%	+7.74	2 / 9
2023	+30.88%	+14.97%	+15.92	3 / 11
2022	-15.42%	-16.19%	+0.77	6 / 10
2021	+18.43%	+8.26%	+10.17	4 / 12
2020	+21.04%	+18.86%	+2.18	5 / 14
2019	+17.64%	+26.46%	-8.81	13 / 14
2018	-7.81%	-6.08%	-1.72	8 / 14
2017	+19.14%	+16.48%	+2.67	6 / 15
2016	+13.12%	+13.28%	-0.16	6 / 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

+8.96%

217 windows

min -47.5% · max 67.1%

71% positive

3-Year rolling

+8.30%

193 windows

min -6.3% · max 24.5%

88% positive

5-Year rolling

+7.82%

168 windows

min -1.1% · max 19.8%

99% positive

7-Year rolling

+7.20%

144 windows

min 1.7% · max 15.4%

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

12.06%

3-year · annualised

Sharpe ratio

1.01

vs risk-free 6.5%

Sortino ratio

1.92

Downside-only deviation

Max drawdown

-17.84%

Feb 2025 → Apr 2025

% positive months

72.2%

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	₹34.3100	2 Jun 2026
Invesco India - Invesco Global Consumer Trends Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹15.2620	2 Jun 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - DIRECT PLAN - IDCW	Bandhan	₹13.2706	2 Jun 2026
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct - IDCW	Aditya Birla Sun Life	₹32.9488	2 Jun 2026
Kotak Global Emerging Market Overseas Equity Omni FOF - Payout of Income Distribution cum capital withdrawal option - Direct	Kotak	₹46.2960	2 Jun 2026
DSP BlackRock World Energy Fund - Regular Plan - Dividend	DSP BlackRock	₹21.6135	2 Jun 2026
DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW	DSP	₹22.9501	2 Jun 2026
HSBC Brazil Fund - IDCW	HSBC	₹10.3242	2 Jun 2026
Axis Global Equity Alpha Fund of Fund - Direct Plan - IDCW	Axis	₹25.7113	2 Jun 2026
Sundaram BNP Paribas Global Advantage Fund Dividend	Sundaram BNP Paribas	₹35.4198	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹43.8156
29 May 2026	₹43.8076
26 May 2026	₹43.2157
22 May 2026	₹43.3384
21 May 2026	₹43.4534
20 May 2026	₹43.5066
19 May 2026	₹42.8842
18 May 2026	₹43.0888
15 May 2026	₹42.8202
14 May 2026	₹42.9926

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 02 Jun 2026, the NAV of Sundaram BNP Paribas Global Advantage Fund Growth is ₹43.8156. 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 Growth has NAV history starting from 24 Aug 2007, a track record of about 18 years 9 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 Growth 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 Growth has delivered a absolute return of 31.37% — +17.03 pp ahead of the Fund of Funds - Overseas category average of 14.34%. The fund ranks #7 of 25 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Global Advantage Fund Growth has delivered a CAGR of 19.52% — +14.11 pp ahead of the Fund of Funds - Overseas category average of 5.41%. The fund ranks #7 of 25 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Global Advantage Fund Growth has delivered a CAGR of 12.31% — +5.69 pp ahead of the Fund of Funds - Overseas category average of 6.62%. The fund ranks #6 of 23 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram BNP Paribas Global Advantage Fund Growth exactly 10 years ago would be worth approximately ₹334,461 today — a multiplier of 3.34×, based on the 10-year CAGR of 12.83%. The category average over the same window would have grown ₹1 lakh to ₹289,295.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Global Advantage Fund Growth over the last 5 years — total invested ₹600,000 — would be worth ₹941,734 today. That's an XIRR (money-weighted annualised return) of 18.06%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Global Advantage Fund Growth = ₹1,200,000 invested. It would currently be worth ₹2,515,893 (multiplier 2.10×). XIRR: 14.16%. 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 Growth ranks #6 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 6.62%; this fund delivered 12.31%.

The worst peak-to-trough decline Sundaram BNP Paribas Global Advantage Fund Growth 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 Growth averaged 7.82% (best 19.81%, worst -1.14%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.42 — weak risk-adjusted performance.

In calendar year 2025, Sundaram BNP Paribas Global Advantage Fund Growth returned 23.90% — lagging the Fund of Funds - Overseas category average of 32.40% by 8.50 pp. It ranked #6 of 9 in its category that year.

Sundaram BNP Paribas Global Advantage Fund 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 Global Advantage Fund 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: 25.0%. 5-year CAGR: 12.31%.

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