Sundaram BNP Paribas
Sundaram BNP Paribas Money Fund-Institutional Plan-Quarterly Div. Reinvestment
Category
Liquid
Plan type
Dividend
Structure
Open-ended
AMFI Scheme Code
102705
ISIN (Growth)
—
ISIN (Dividend)
—
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 | — | — | — | — | — |
| 1Y | — | — | — | — | — |
| 2Y | — | — | — | — | — |
| 3Y | -100.00% | -1.06% | -98.94 | 88 / 89 | Q4 |
| 4Y | -100.00% | -1.39% | -98.61 | 85 / 86 | Q4 |
| 5Y | -100.00% | +0.08% | -100.08 | 75 / 76 | Q4 |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | — | — | — | — | — |
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 | — | — | — | — |
| 2012 | — | — | — | — |
| 2011 | -100.00% | -0.45% | -99.55 | 66 / 67 |
| 2010 | +0.83% | -1.24% | +2.07 | 23 / 73 |
| 2009 | -0.31% | +0.17% | -0.48 | 72 / 75 |
| 2008 | — | — | — | — |
| 2007 | -100.00% | +0.04% | -100.04 | 48 / 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
+0.88%
21 windows
min -2.4% · max 6.0%
57% positive
Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.
3-Year rolling
+1.43%
6 windows
min 1.1% · max 1.8%
100% positive
Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.
5-Year rolling
—
Insufficient history
7-Year rolling
—
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-Quarterly 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-Quarterly Div. Reinvestment has NAV history starting from 19 Jun 2006, a track record of about 19 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 Money Fund-Institutional Plan-Quarterly 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.
Sundaram BNP Paribas Money Fund-Institutional Plan-Quarterly Div. Reinvestment doesn't have a complete 1-year window yet (we need at least 1 year of NAVs). Check the shorter-window returns above.
Over the trailing 3-year window, Sundaram BNP Paribas Money Fund-Institutional Plan-Quarterly Div. Reinvestment has delivered a CAGR of -100.00% — -98.94 pp behind the Liquid category average of -1.06%. The fund ranks #88 of 89 in its category — the bottom (Q4) quartile.
Over the trailing 5-year window, Sundaram BNP Paribas Money Fund-Institutional Plan-Quarterly Div. Reinvestment has delivered a CAGR of -100.00% — -100.08 pp behind the Liquid category average of 0.08%. The fund ranks #75 of 76 in its category — the bottom (Q4) quartile.
₹1 lakh invested in Sundaram BNP Paribas Money Fund-Institutional Plan-Quarterly 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-Quarterly Div. Reinvestment. The fund typically needs 12+ months for a 1-year SIP backtest.
Sundaram BNP Paribas Money Fund-Institutional Plan-Quarterly 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-Quarterly Div. Reinvestment ranks #75 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-Quarterly Div. Reinvestment doesn't have a computed drawdown figure yet.
Across all 3-year rolling windows, Sundaram BNP Paribas Money Fund-Institutional Plan-Quarterly Div. Reinvestment averaged 1.43% (best 1.79%, worst 1.11%). 100% of rolling windows ended positive.
We don't yet have a completed calendar-year return for Sundaram BNP Paribas Money Fund-Institutional Plan-Quarterly Div. Reinvestment.
Sundaram BNP Paribas Money Fund-Institutional Plan-Quarterly 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-Quarterly 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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