Should I invest in Sundaram BNP Paribas Growth Fund?

We don't give personal investment advice. Sundaram BNP Paribas Growth 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: 31.9%. 5-year CAGR: 7.62%.

Sundaram BNP Paribas

Sundaram BNP Paribas Growth Fund-Growth

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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	+0.38%	+0.06%	+0.31	78 / 299	Q2
1W	-1.02%	-3.61%	+2.59	210 / 303	Q3
2W	-0.35%	-4.52%	+4.17	152 / 303	Q3
1M	+2.30%	-5.64%	+7.93	86 / 302	Q2
3M	+9.04%	-4.27%	+13.31	57 / 302	Q1
6M	+14.98%	+1.48%	+13.50	67 / 307	Q1
YTD	+10.84%	-0.18%	+11.02	94 / 309	Q2
1Y	+4.25%	+7.10%	-2.85	160 / 307	Q3
2Y	-1.05%	+2.20%	-3.25	198 / 303	Q3
3Y	+11.40%	+0.76%	+10.64	81 / 264	Q2
4Y	+7.84%	+0.58%	+7.25	93 / 235	Q2
5Y	+7.62%	+0.02%	+7.60	77 / 208	Q2
7Y	+5.48%	+3.12%	+2.36	90 / 130	Q3
10Y	+7.35%	+7.20%	+0.15	34 / 68	Q2
Inception	+6.56%	+0.51%	+6.05	119 / 310	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
2016 YTD	+10.84%	+1.07%	+9.77	11 / 88
2015	-15.47%	-3.94%	-11.53	92 / 99
2014	+32.80%	+34.59%	-1.79	72 / 133
2013	-1.08%	+0.03%	-1.10	97 / 154
2012	+29.25%	+23.57%	+5.68	74 / 190
2011	-27.17%	-23.68%	-3.49	178 / 241
2010	+17.59%	+11.69%	+5.90	78 / 256
2009	+67.57%	+65.86%	+1.71	138 / 238
2008	-57.83%	-52.86%	-4.97	113 / 198
2007	+69.88%	+42.91%	+26.97	13 / 137
2006	—	—	—	—

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

+10.19%

116 windows

min -58.9% · max 91.9%

62% positive

3-Year rolling

+6.94%

92 windows

min -9.4% · max 28.9%

85% positive

5-Year rolling

+6.03%

67 windows

min -3.9% · max 17.7%

94% positive

7-Year rolling

+6.86%

43 windows

min 1.2% · max 13.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

16.45%

3-year · annualised

Sharpe ratio

0.35

vs risk-free 6.5%

Sortino ratio

0.58

Downside-only deviation

Max drawdown

-31.87%

Mar 2015 → Feb 2016

% positive months

63.9%

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.

Recent NAVs

Date	NAV
16 Sep 2016	₹119.9317
15 Sep 2016	₹119.4798
14 Sep 2016	₹119.2555
12 Sep 2016	₹119.1380
9 Sep 2016	₹121.1671
8 Sep 2016	₹122.4077
7 Sep 2016	₹121.7693
6 Sep 2016	₹122.1840
2 Sep 2016	₹120.3489
1 Sep 2016	₹119.9137

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.

Sundaram BNP Paribas Growth Fund-Growth is a Growth from Sundaram BNP Paribas (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Sundaram BNP Paribas Growth Fund-Growth has NAV history starting from 01 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 Growth Fund-Growth is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas Growth Fund-Growth has delivered a absolute return of 4.25% — -2.85 pp behind the Growth category average of 7.10%. The fund ranks #160 of 307 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Growth Fund-Growth has delivered a CAGR of 11.40% — +10.64 pp ahead of the Growth category average of 0.76%. The fund ranks #81 of 264 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Growth Fund-Growth has delivered a CAGR of 7.62% — +7.6 pp ahead of the Growth category average of 0.02%. The fund ranks #77 of 208 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram BNP Paribas Growth Fund-Growth exactly 10 years ago would be worth approximately ₹203,272 today — a multiplier of 2.03×, based on the 10-year CAGR of 7.35%. The category average over the same window would have grown ₹1 lakh to ₹200,432.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Growth Fund-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹725,215 today. That's an XIRR (money-weighted annualised return) of 7.50%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Growth Fund-Growth = ₹1,200,000 invested. It would currently be worth ₹1,692,012 (multiplier 1.41×). XIRR: 6.68%. 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 Growth Fund-Growth ranks #77 out of 208 funds in the Growth category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 0.02%; this fund delivered 7.62%.

The worst peak-to-trough decline Sundaram BNP Paribas Growth Fund-Growth has experienced over the last 5-year window is 31.87% — its NAV fell from a high on 03 Mar 2015 to a low on 29 Feb 2016. 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 Growth Fund-Growth averaged 6.03% (best 17.72%, worst -3.91%). 94% of rolling windows ended positive. The 5-year Sharpe ratio is 0.13 — weak risk-adjusted performance.

In calendar year 2015, Sundaram BNP Paribas Growth Fund-Growth returned -15.47% — lagging the Growth category average of -3.94% by 11.53 pp. It ranked #92 of 99 in its category that year.

Sundaram BNP Paribas Growth 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 Growth 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: 31.9%. 5-year CAGR: 7.62%.

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