Sundaram BNP Paribas

Sundaram BNP Paribas Monthly Income Plan-Half-yearly Dividend

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	-0.14%	-9.99%	+9.85	784 / 1129	Q3
1W	+0.43%	-13.04%	+13.47	95 / 1151	Q1
2W	+1.02%	-13.18%	+14.20	50 / 1149	Q1
1M	+1.06%	-13.26%	+14.32	81 / 1137	Q1
3M	+2.94%	-13.15%	+16.09	61 / 1116	Q1
6M	+2.71%	-15.45%	+18.16	296 / 906	Q2
YTD	+2.65%	-15.77%	+18.42	229 / 952	Q1
1Y	+4.19%	-13.09%	+17.27	341 / 820	Q2
2Y	+0.21%	-12.72%	+12.93	252 / 446	Q3
3Y	+3.03%	-11.01%	+14.03	138 / 385	Q2
4Y	-0.63%	-6.52%	+5.89	275 / 339	Q4
5Y	+0.34%	-7.36%	+7.70	187 / 314	Q3
7Y	+0.74%	+2.53%	-1.79	149 / 234	Q3
10Y	+0.91%	+3.14%	-2.23	64 / 101	Q3
Inception	-0.40%	-13.63%	+13.24	967 / 1199	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
2016 YTD	+2.65%	+3.02%	-0.37	76 / 181
2015	+3.69%	+2.22%	+1.47	95 / 216
2014	-0.37%	+5.51%	-5.88	223 / 240
2013	-11.30%	-1.95%	-9.35	259 / 276
2012	+11.15%	+1.38%	+9.77	28 / 295
2011	-4.26%	-3.16%	-1.10	279 / 317
2010	+2.70%	-5.78%	+8.48	130 / 377
2009	+9.56%	-12.86%	+22.41	97 / 713
2008	-8.06%	-2.02%	-6.04	318 / 380
2007	+1.81%	+4.84%	-3.02	105 / 142
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

+0.35%

116 windows

min -12.7% · max 15.7%

59% positive

3-Year rolling

+0.51%

91 windows

min -5.4% · max 6.2%

56% positive

5-Year rolling

+0.73%

67 windows

min -1.4% · max 4.4%

66% positive

7-Year rolling

+0.57%

43 windows

min -1.6% · max 2.1%

77% 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

5.99%

3-year · annualised

Sharpe ratio

-0.56

vs risk-free 6.5%

Sortino ratio

-0.64

Downside-only deviation

Max drawdown

-9.12%

Sep 2014 → Sep 2014

% positive months

75.0%

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
9 Sep 2016	₹11.3185
8 Sep 2016	₹11.3346
7 Sep 2016	₹11.3201
6 Sep 2016	₹11.3075
2 Sep 2016	₹11.2700
1 Sep 2016	₹11.2686
31 Aug 2016	₹11.2725
30 Aug 2016	₹11.2634
29 Aug 2016	₹11.2343
26 Aug 2016	₹11.2044

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 Monthly Income Plan-Half-yearly Dividend is a Income from Sundaram BNP Paribas (Unknown 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 Monthly Income Plan-Half-yearly Dividend 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 Monthly Income Plan-Half-yearly Dividend is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Income' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas Monthly Income Plan-Half-yearly Dividend has delivered a absolute return of 4.19% — +17.27 pp ahead of the Income category average of -13.09%. The fund ranks #341 of 820 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Monthly Income Plan-Half-yearly Dividend has delivered a CAGR of 3.03% — +14.03 pp ahead of the Income category average of -11.01%. The fund ranks #138 of 385 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Monthly Income Plan-Half-yearly Dividend has delivered a CAGR of 0.34% — +7.7 pp ahead of the Income category average of -7.36%. The fund ranks #187 of 314 in its category — the third (Q3) quartile.

₹1 lakh invested in Sundaram BNP Paribas Monthly Income Plan-Half-yearly Dividend exactly 10 years ago would be worth approximately ₹109,522 today — a multiplier of 1.10×, based on the 10-year CAGR of 0.91%. The category average over the same window would have grown ₹1 lakh to ₹136,244.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Monthly Income Plan-Half-yearly Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹614,745 today. That's an XIRR (money-weighted annualised return) of 0.95%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Monthly Income Plan-Half-yearly Dividend = ₹1,190,000 invested. It would currently be worth ₹1,244,771 (multiplier 1.05×). XIRR: 0.89%. 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 Monthly Income Plan-Half-yearly Dividend ranks #187 out of 314 funds in the Income category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is -7.36%; this fund delivered 0.34%.

The worst peak-to-trough decline Sundaram BNP Paribas Monthly Income Plan-Half-yearly Dividend has experienced over the last 5-year window is 17.68% — its NAV fell from a high on 28 May 2013 to a low on 24 Jul 2013. 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 Monthly Income Plan-Half-yearly Dividend averaged 0.73% (best 4.43%, worst -1.43%). 66% of rolling windows ended positive. The 5-year Sharpe ratio is -0.63 — negative risk-adjusted performance.

In calendar year 2015, Sundaram BNP Paribas Monthly Income Plan-Half-yearly Dividend returned 3.69% — beating the Income category average of 2.22% by 1.47 pp. It ranked #95 of 216 in its category that year.

Sundaram BNP Paribas Monthly Income Plan-Half-yearly Dividend 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 Monthly Income Plan-Half-yearly Dividend 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: 17.7%. 5-year CAGR: 0.34%.

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