Sundaram BNP Paribas

Sundaram BNP Paribas Money Fund Super Institutional 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

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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	+0.01%	+0.34%	-0.33	55 / 110	Q2
1W	+0.07%	+0.31%	-0.24	37 / 107	Q2
2W	+0.14%	+0.36%	-0.22	36 / 106	Q2
1M	+0.28%	+0.37%	-0.09	31 / 106	Q2
3M	+0.84%	+0.70%	+0.14	30 / 105	Q2
6M	+1.66%	-0.73%	+2.38	29 / 105	Q2
YTD	+3.29%	-1.59%	+4.87	14 / 102	Q1
1Y	+3.29%	-0.61%	+3.91	29 / 100	Q2
2Y	+3.72%	-0.86%	+4.58	26 / 96	Q2
3Y	+4.67%	-1.06%	+5.73	24 / 89	Q2
4Y	+5.35%	-1.39%	+6.73	22 / 86	Q2
5Y	+5.60%	+0.08%	+5.52	19 / 76	Q1
7Y	+6.27%	-1.37%	+7.63	13 / 53	Q1
10Y	+7.18%	+3.10%	+4.07	5 / 16	Q2
Inception	+7.21%	-1.26%	+8.47	17 / 110	Q1

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
2021 YTD	+3.29%	+0.90%	+2.39	1 / 13
2020	+4.15%	+1.12%	+3.03	1 / 14
2019	+6.59%	+5.19%	+1.40	2 / 15
2018	+7.37%	+0.91%	+6.46	1 / 15
2017	+6.60%	+1.55%	+5.06	2 / 17
2016	+7.57%	+1.80%	+5.77	3 / 33
2015	+8.30%	+2.35%	+5.95	4 / 38
2014	+9.06%	+2.71%	+6.35	4 / 47
2013	+9.24%	+0.78%	+8.46	3 / 64
2012	+9.65%	+155.04%	-145.40	5 / 65
2011	+9.01%	-0.45%	+9.46	1 / 67

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

+7.35%

180 windows

min 3.2% · max 9.8%

100% positive

3-Year rolling

+7.56%

156 windows

min 4.7% · max 9.4%

100% positive

5-Year rolling

+7.74%

132 windows

min 5.6% · max 9.1%

100% positive

7-Year rolling

+7.90%

107 windows

min 6.3% · max 8.5%

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

0.45%

3-year · annualised

Sharpe ratio

—

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.10%

Mar 2020 → Mar 2020

% positive months

100.0%

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
31 Dec 2021	₹44.1929
30 Dec 2021	₹44.1882
29 Dec 2021	₹44.1841
28 Dec 2021	₹44.1792
27 Dec 2021	₹44.1752
26 Dec 2021	₹44.1699
24 Dec 2021	₹44.1616
23 Dec 2021	₹44.1561
22 Dec 2021	₹44.1514
21 Dec 2021	₹44.1470

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 Super Institutional Growth 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 Super Institutional Growth 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 Super Institutional Growth 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 Super Institutional Growth has delivered a absolute return of 3.29% — +3.91 pp ahead of the Liquid category average of -0.61%. The fund ranks #29 of 100 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Money Fund Super Institutional Growth has delivered a CAGR of 4.67% — +5.73 pp ahead of the Liquid category average of -1.06%. The fund ranks #24 of 89 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Money Fund Super Institutional Growth has delivered a CAGR of 5.60% — +5.52 pp ahead of the Liquid category average of 0.08%. The fund ranks #19 of 76 in its category — the top (Q1) quartile.

₹1 lakh invested in Sundaram BNP Paribas Money Fund Super Institutional Growth exactly 10 years ago would be worth approximately ₹199,990 today — a multiplier of 2.00×, based on the 10-year CAGR of 7.18%. The category average over the same window would have grown ₹1 lakh to ₹135,735.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Money Fund Super Institutional Growth over the last 5 years — total invested ₹600,000 — would be worth ₹678,294 today. That's an XIRR (money-weighted annualised return) of 4.84%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Money Fund Super Institutional Growth = ₹1,200,000 invested. It would currently be worth ₹1,652,279 (multiplier 1.38×). XIRR: 6.22%. 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 Money Fund Super Institutional Growth ranks #19 out of 76 funds in the Liquid category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 0.08%; this fund delivered 5.60%.

The worst peak-to-trough decline Sundaram BNP Paribas Money Fund Super Institutional Growth has experienced over the last 5-year window is 0.10% — its NAV fell from a high on 17 Mar 2020 to a low on 24 Mar 2020. 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 Money Fund Super Institutional Growth averaged 7.74% (best 9.07%, worst 5.60%). 100% of rolling windows ended positive.

In calendar year 2020, Sundaram BNP Paribas Money Fund Super Institutional Growth returned 4.15% — beating the Liquid category average of 1.12% by 3.03 pp. It ranked #1 of 14 in its category that year.

Sundaram BNP Paribas Money Fund Super Institutional Growth 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 Super Institutional Growth 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)

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.1%. 5-year CAGR: 5.60%.

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

Sundaram BNP Paribas Money Fund Super Institutional Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Recent NAVs

Frequently asked questions

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