Sundaram BNP Paribas

Sundaram BNP Paribas Money Fund Super Institutional Qrtly Div. Reinvest

Unit split applied to historical metrics

This scheme had a 2× unit consolidation on 16 Sep 2014. Returns, SIP simulations and risk metrics on this page are split-adjusted — they reflect what a real investor's portfolio experienced (a consolidation doesn't change portfolio value, only the unit count and per-unit NAV).

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	56 / 110	Q3
1W	+0.07%	+0.31%	-0.24	38 / 107	Q2
2W	-0.05%	+0.36%	-0.41	98 / 106	Q4
1M	+0.10%	+0.37%	-0.28	35 / 106	Q2
3M	+0.65%	+0.70%	-0.05	32 / 105	Q2
6M	+1.28%	-0.73%	+2.01	31 / 105	Q2
YTD	+2.13%	-1.59%	+3.72	18 / 102	Q1
1Y	+2.14%	-0.61%	+2.75	31 / 100	Q2
2Y	+2.36%	-0.86%	+3.22	29 / 96	Q2
3Y	+3.21%	-1.06%	+4.27	26 / 89	Q2
4Y	+3.80%	-1.39%	+5.19	24 / 86	Q2
5Y	+3.99%	+0.08%	+3.91	21 / 76	Q2
7Y	+4.83%	-1.37%	+6.20	17 / 53	Q2
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
2021 YTD	+2.13%	+0.90%	+1.24	4 / 13
2020	+2.57%	+1.12%	+1.45	4 / 14
2019	+4.91%	+5.19%	-0.28	5 / 15
2018	+5.59%	+0.91%	+4.68	3 / 15
2017	+4.74%	+1.55%	+3.20	4 / 17
2016	+5.60%	+1.80%	+3.80	8 / 33
2015	+8.30%	+2.35%	+5.95	3 / 38
2014	+5.90%	+2.71%	+3.19	15 / 47
2013	—	—	—	—
2012	—	—	—	—
2011	—	—	—	—

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

+5.34%

96 windows

min 1.3% · max 9.7%

100% positive

3-Year rolling

+5.46%

72 windows

min 3.2% · max 7.6%

100% positive

5-Year rolling

+5.40%

52 windows

min 4.0% · max 6.7%

100% positive

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

7-Year rolling

+5.43%

27 windows

min 4.7% · max 6.2%

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

0.73%

3-year · annualised

Sharpe ratio

-4.56

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.38%

Mar 2019 → Mar 2019

% positive months

86.1%

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
31 Dec 2021	₹40.1792
30 Dec 2021	₹40.1750
29 Dec 2021	₹40.1712
28 Dec 2021	₹40.1668
27 Dec 2021	₹40.1632
26 Dec 2021	₹40.1584
24 Dec 2021	₹40.1508
23 Dec 2021	₹40.1457
22 Dec 2021	₹40.1415
21 Dec 2021	₹40.1375

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 Qrtly Div. Reinvest 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 Qrtly Div. Reinvest 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 Super Institutional Qrtly Div. Reinvest 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 Qrtly Div. Reinvest has delivered a absolute return of 2.14% — +2.75 pp ahead of the Liquid category average of -0.61%. The fund ranks #31 of 100 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Money Fund Super Institutional Qrtly Div. Reinvest has delivered a CAGR of 3.21% — +4.27 pp ahead of the Liquid category average of -1.06%. The fund ranks #26 of 89 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Money Fund Super Institutional Qrtly Div. Reinvest has delivered a CAGR of 3.99% — +3.91 pp ahead of the Liquid category average of 0.08%. The fund ranks #21 of 76 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram BNP Paribas Money Fund Super Institutional Qrtly Div. Reinvest exactly 5 years ago would be worth approximately ₹121,634 today — a multiplier of 1.22×, based on the 5-year CAGR of 3.99%. The category average over the same window would have grown ₹1 lakh to ₹100,422.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Money Fund Super Institutional Qrtly Div. Reinvest over the last 5 years — total invested ₹600,000 — would be worth ₹652,401 today. That's an XIRR (money-weighted annualised return) of 3.30%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Money Fund Super Institutional Qrtly Div. Reinvest = ₹1,050,000 invested. It would currently be worth ₹1,272,484 (multiplier 1.21×). XIRR: 4.31%. 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 Qrtly Div. Reinvest ranks #21 out of 76 funds in the Liquid category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 0.08%; this fund delivered 3.99%.

The worst peak-to-trough decline Sundaram BNP Paribas Money Fund Super Institutional Qrtly Div. Reinvest has experienced over the last 5-year window is 0.43% — its NAV fell from a high on 27 Mar 2017 to a low on 28 Mar 2017. 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 Qrtly Div. Reinvest averaged 5.40% (best 6.68%, worst 3.99%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -3.38 — negative risk-adjusted performance.

In calendar year 2020, Sundaram BNP Paribas Money Fund Super Institutional Qrtly Div. Reinvest returned 2.57% — beating the Liquid category average of 1.12% by 1.45 pp. It ranked #4 of 14 in its category that year.

Sundaram BNP Paribas Money Fund Super Institutional Qrtly Div. Reinvest 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 Qrtly Div. Reinvest 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: 0.4%. 5-year CAGR: 3.99%.

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 Qrtly Div. Reinvest

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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