Sundaram BNP Paribas
Sundaram BNP Paribas Money Fund-Institutional Plan-Monthly Div. Reinvestment
Category
Liquid
Plan type
Dividend
Structure
Open-ended
AMFI Scheme Code
102704
ISIN (Growth)
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ISIN (Dividend)
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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 | — | — | — | — | — |
| 1W | — | — | — | — | — |
| 2W | — | — | — | — | — |
| 1M | — | — | — | — | — |
| 3M | — | — | — | — | — |
| 6M | — | — | — | — | — |
| YTD | -100.00% | -1.59% | -98.41 | 102 / 102 | Q4 |
| 1Y | -100.00% | -0.61% | -99.39 | 100 / 100 | Q4 |
| 2Y | -100.00% | -0.86% | -99.14 | 96 / 96 | Q4 |
| 3Y | -100.00% | -1.06% | -98.94 | 87 / 89 | Q4 |
| 4Y | -100.00% | -1.39% | -98.61 | 84 / 86 | Q4 |
| 5Y | -100.00% | +0.08% | -100.08 | 74 / 76 | Q4 |
| 7Y | -100.00% | -1.37% | -98.63 | 52 / 53 | Q4 |
| 10Y | — | — | — | — | — |
| Inception | -100.00% | -1.26% | -98.74 | 109 / 110 | Q4 |
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 |
|---|---|---|---|---|
| 2013 YTD | -100.00% | +0.78% | -100.78 | 64 / 64 |
| 2012 | +0.16% | +155.04% | -154.89 | 31 / 65 |
| 2011 | +0.97% | -0.45% | +1.42 | 23 / 67 |
| 2010 | -0.10% | -1.24% | +1.14 | 71 / 73 |
| 2009 | -0.25% | +0.17% | -0.42 | 71 / 75 |
| 2008 | +0.98% | +2.60% | -1.61 | 19 / 61 |
| 2007 | +1.12% | +0.04% | +1.09 | 15 / 48 |
| 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
+0.41%
73 windows
min -0.2% · max 1.1%
97% positive
3-Year rolling
+0.37%
49 windows
min 0.0% · max 0.5%
100% positive
Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.
5-Year rolling
+0.42%
25 windows
min 0.4% · max 0.5%
100% positive
Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.
7-Year rolling
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Insufficient history
Recent NAVs
| Date | NAV |
|---|---|
| 18 Dec 2013 | ₹0.0000 |
| 26 Sep 2013 | ₹0.0000 |
| 24 Jul 2013 | ₹0.0000 |
| 9 Jul 2013 | ₹0.0000 |
| 20 Jun 2013 | ₹0.0000 |
| 18 Jun 2013 | ₹0.0000 |
| 10 Jun 2013 | ₹0.0000 |
| 9 Jun 2013 | ₹0.0000 |
| 8 Jun 2013 | ₹0.0000 |
| 6 Jun 2013 | ₹0.0000 |
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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 Money Fund-Institutional Plan-Monthly Div. Reinvestment is a Liquid from Sundaram BNP Paribas (Institutional plan, IDCW (dividend) option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.
Sundaram BNP Paribas Money Fund-Institutional Plan-Monthly Div. Reinvestment 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 Money Fund-Institutional Plan-Monthly Div. Reinvestment is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Liquid' SEBI category, which determines its peer set and tax treatment.
Over the trailing 1-year window, Sundaram BNP Paribas Money Fund-Institutional Plan-Monthly Div. Reinvestment has delivered a absolute return of -100.00% — -99.39 pp behind the Liquid category average of -0.61%. The fund ranks #100 of 100 in its category — the bottom (Q4) quartile.
Over the trailing 3-year window, Sundaram BNP Paribas Money Fund-Institutional Plan-Monthly Div. Reinvestment has delivered a CAGR of -100.00% — -98.94 pp behind the Liquid category average of -1.06%. The fund ranks #87 of 89 in its category — the bottom (Q4) quartile.
Over the trailing 5-year window, Sundaram BNP Paribas Money Fund-Institutional Plan-Monthly Div. Reinvestment has delivered a CAGR of -100.00% — -100.08 pp behind the Liquid category average of 0.08%. The fund ranks #74 of 76 in its category — the bottom (Q4) quartile.
₹1 lakh invested in Sundaram BNP Paribas Money Fund-Institutional Plan-Monthly Div. Reinvestment exactly 5 years ago would be worth approximately ₹0 today — a multiplier of 0.00×, based on the 5-year CAGR of -100.00%. The category average over the same window would have grown ₹1 lakh to ₹100,422.
We don't have enough NAV history yet to simulate a SIP on Sundaram BNP Paribas Money Fund-Institutional Plan-Monthly Div. Reinvestment. The fund typically needs 12+ months for a 1-year SIP backtest.
Sundaram BNP Paribas Money Fund-Institutional Plan-Monthly Div. Reinvestment doesn't have enough SIP-backtest history yet. Check the 1-year SIP simulation above as soon as it has 12+ months of NAVs.
On a 5-year basis, Sundaram BNP Paribas Money Fund-Institutional Plan-Monthly Div. Reinvestment ranks #74 out of 76 funds in the Liquid category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 0.08%; this fund delivered -100.00%.
Sundaram BNP Paribas Money Fund-Institutional Plan-Monthly Div. Reinvestment doesn't have a computed drawdown figure yet.
Across all 5-year rolling windows, Sundaram BNP Paribas Money Fund-Institutional Plan-Monthly Div. Reinvestment averaged 0.42% (best 0.55%, worst 0.36%). 100% of rolling windows ended positive.
In calendar year 2012, Sundaram BNP Paribas Money Fund-Institutional Plan-Monthly Div. Reinvestment returned 0.16% — lagging the Liquid category average of 155.04% by 154.89 pp. It ranked #31 of 65 in its category that year.
Sundaram BNP Paribas Money Fund-Institutional Plan-Monthly Div. Reinvestment is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.
We don't give personal investment advice. Sundaram BNP Paribas Money Fund-Institutional Plan-Monthly Div. Reinvestment is suitable for an investor whose:
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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