Sundaram BNP Paribas

Sundaram BNP Paribas Media and Entertainment Opportunities Fund Regular 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	+0.14%	+0.17%	-0.04	9 / 20	Q2
1W	-0.19%	-0.51%	+0.31	15 / 20	Q3
2W	-0.43%	+0.88%	-1.30	14 / 20	Q3
1M	+2.37%	+1.03%	+1.34	10 / 20	Q2
3M	+6.67%	+2.63%	+4.04	7 / 20	Q2
6M	+9.07%	+5.72%	+3.36	8 / 20	Q2
YTD	-1.80%	-0.48%	-1.32	12 / 20	Q3
1Y	+5.22%	+25.15%	-19.93	11 / 20	Q3
2Y	+11.68%	+16.06%	-4.38	10 / 18	Q3
3Y	+18.74%	+6.97%	+11.77	5 / 16	Q2
4Y	+19.02%	+7.75%	+11.27	2 / 14	Q1
5Y	+8.21%	+10.15%	-1.94	6 / 9	Q3
7Y	+7.46%	+5.76%	+1.69	3 / 9	Q2
10Y	—	—	—	—	—
Inception	+9.61%	+8.16%	+1.44	7 / 20	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	-1.80%	-8.98%	+7.18	1 / 4
2015	+14.90%	+7.47%	+7.42	1 / 9
2014	+26.99%	+39.97%	-12.99	5 / 9
2013	+1.65%	+7.46%	-5.81	4 / 9
2012	+38.95%	+19.17%	+19.78	2 / 9
2011	-32.60%	-19.63%	-12.96	11 / 11
2010	+1.34%	+3.85%	-2.51	11 / 18
2009	+47.12%	+58.66%	-11.54	13 / 18
2008	—	—	—	—

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

+12.66%

87 windows

min -30.4% · max 74.3%

71% positive

3-Year rolling

+6.50%

63 windows

min -11.4% · max 25.4%

67% positive

5-Year rolling

+5.91%

38 windows

min 2.6% · max 12.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+10.06%

14 windows

min 6.5% · max 12.2%

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

15.95%

3-year · annualised

Sharpe ratio

0.76

vs risk-free 6.5%

Sortino ratio

1.50

Downside-only deviation

Max drawdown

-16.21%

Jan 2016 → Feb 2016

% 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.

Recent NAVs

Date	NAV
22 Jul 2016	₹21.0981
21 Jul 2016	₹21.0694
20 Jul 2016	₹21.0618
19 Jul 2016	₹21.0805
18 Jul 2016	₹21.0295
15 Jul 2016	₹21.1391
14 Jul 2016	₹21.1606
13 Jul 2016	₹21.0255
12 Jul 2016	₹21.2937
11 Jul 2016	₹21.2084

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 Media and Entertainment Opportunities Fund Regular Growth is a Growth from Sundaram BNP Paribas (Regular 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 Media and Entertainment Opportunities Fund Regular Growth has NAV history starting from 20 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 Media and Entertainment Opportunities Fund Regular 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 Media and Entertainment Opportunities Fund Regular Growth has delivered a absolute return of 5.22% — -19.93 pp behind the Growth category average of 25.15%. The fund ranks #11 of 20 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Media and Entertainment Opportunities Fund Regular Growth has delivered a CAGR of 18.74% — +11.77 pp ahead of the Growth category average of 6.97%. The fund ranks #5 of 16 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Media and Entertainment Opportunities Fund Regular Growth has delivered a CAGR of 8.21% — -1.94 pp behind the Growth category average of 10.15%. The fund ranks #6 of 9 in its category — the third (Q3) quartile.

₹1 lakh invested in Sundaram BNP Paribas Media and Entertainment Opportunities Fund Regular Growth exactly 5 years ago would be worth approximately ₹148,344 today — a multiplier of 1.48×, based on the 5-year CAGR of 8.21%. The category average over the same window would have grown ₹1 lakh to ₹162,158.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Media and Entertainment Opportunities Fund Regular Growth over the last 5 years — total invested ₹600,000 — would be worth ₹879,525 today. That's an XIRR (money-weighted annualised return) of 15.28%.

Sundaram BNP Paribas Media and Entertainment Opportunities Fund Regular Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,229,869 — XIRR 10.70%.

On a 5-year basis, Sundaram BNP Paribas Media and Entertainment Opportunities Fund Regular Growth ranks #6 out of 9 funds in the Growth category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 10.15%; this fund delivered 8.21%.

The worst peak-to-trough decline Sundaram BNP Paribas Media and Entertainment Opportunities Fund Regular Growth has experienced over the last 5-year window is 31.00% — its NAV fell from a high on 25 Jul 2011 to a low on 19 Jun 2012. 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 Media and Entertainment Opportunities Fund Regular Growth averaged 5.91% (best 12.21%, worst 2.59%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.17 — weak risk-adjusted performance.

In calendar year 2015, Sundaram BNP Paribas Media and Entertainment Opportunities Fund Regular Growth returned 14.90% — beating the Growth category average of 7.47% by 7.42 pp. It ranked #1 of 9 in its category that year.

Sundaram BNP Paribas Media and Entertainment Opportunities Fund Regular 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 Media and Entertainment Opportunities Fund Regular 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: 31.0%. 5-year CAGR: 8.21%.

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