Sundaram BNP Paribas

Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Appreciation Option

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.

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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	+0.03%	-9.99%	+10.02	120 / 1129	Q1
1W	+0.09%	-13.04%	+13.12	279 / 1151	Q1
2W	+0.09%	-13.18%	+13.27	301 / 1149	Q2
1M	+0.21%	-13.26%	+13.47	293 / 1137	Q2
3M	+0.80%	-13.15%	+13.95	304 / 1116	Q2
6M	+11.38%	-15.45%	+26.83	4 / 906	Q1
YTD	+12.80%	-15.77%	+28.58	5 / 952	Q1
1Y	+12.83%	-13.09%	+25.91	9 / 820	Q1
2Y	+10.95%	-12.72%	+23.67	9 / 446	Q1
3Y	+5.35%	-11.01%	+16.36	116 / 385	Q2
4Y	+5.53%	-6.52%	+12.05	96 / 339	Q2
5Y	+5.52%	-7.36%	+12.88	92 / 314	Q2
7Y	+6.34%	+2.53%	+3.81	80 / 234	Q2
10Y	+7.52%	+3.14%	+4.38	20 / 101	Q1
Inception	+7.23%	-13.63%	+20.87	268 / 1199	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	+12.80%	+5.14%	+7.66	2 / 42
2020	+9.11%	+5.20%	+3.91	5 / 45
2019	-5.09%	-4.85%	-0.24	29 / 56
2018	+6.13%	+1.30%	+4.83	9 / 90
2017	+5.46%	+1.63%	+3.83	24 / 137
2016	+9.14%	+3.02%	+6.12	23 / 181
2015	+7.31%	+2.22%	+5.09	45 / 216
2014	+10.20%	+5.51%	+4.69	51 / 240
2013	+9.67%	-1.95%	+11.63	7 / 276
2012	+10.87%	+1.38%	+9.49	31 / 295
2011	+12.67%	-3.16%	+15.83	2 / 317

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

+6.99%

177 windows

min -6.0% · max 13.8%

94% positive

3-Year rolling

+6.89%

155 windows

min 2.0% · max 11.3%

100% positive

5-Year rolling

+7.39%

131 windows

min 4.1% · max 10.3%

100% positive

7-Year rolling

+7.65%

105 windows

min 5.4% · max 9.5%

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

7.70%

3-year · annualised

Sharpe ratio

-0.13

vs risk-free 6.5%

Sortino ratio

-0.20

Downside-only deviation

Max drawdown

-11.00%

Jun 2019 → Aug 2019

% positive months

88.9%

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	₹36.3802
30 Dec 2021	₹36.3696
29 Dec 2021	₹36.3641
28 Dec 2021	₹36.3552
27 Dec 2021	₹36.3477
24 Dec 2021	₹36.3491
23 Dec 2021	₹36.3462
22 Dec 2021	₹36.3342
21 Dec 2021	₹36.3380
20 Dec 2021	₹36.3636

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 Select Debt-Short-term Asset Plan-Appreciation Option 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 Select Debt-Short-term Asset Plan-Appreciation Option 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 Select Debt-Short-term Asset Plan-Appreciation Option 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 Select Debt-Short-term Asset Plan-Appreciation Option has delivered a absolute return of 12.83% — +25.91 pp ahead of the Income category average of -13.09%. The fund ranks #9 of 820 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Appreciation Option has delivered a CAGR of 5.35% — +16.36 pp ahead of the Income category average of -11.01%. The fund ranks #116 of 385 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Appreciation Option has delivered a CAGR of 5.52% — +12.88 pp ahead of the Income category average of -7.36%. The fund ranks #92 of 314 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Appreciation Option exactly 10 years ago would be worth approximately ₹206,424 today — a multiplier of 2.06×, based on the 10-year CAGR of 7.52%. The category average over the same window would have grown ₹1 lakh to ₹136,244.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Appreciation Option over the last 5 years — total invested ₹600,000 — would be worth ₹713,961 today. That's an XIRR (money-weighted annualised return) of 6.88%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Appreciation Option = ₹1,200,000 invested. It would currently be worth ₹1,702,328 (multiplier 1.42×). XIRR: 6.79%. 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 Select Debt-Short-term Asset Plan-Appreciation Option ranks #92 out of 314 funds in the Income category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is -7.36%; this fund delivered 5.52%.

The worst peak-to-trough decline Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Appreciation Option has experienced over the last 5-year window is 11.00% — its NAV fell from a high on 03 Jun 2019 to a low on 16 Aug 2019. 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 Select Debt-Short-term Asset Plan-Appreciation Option averaged 7.39% (best 10.26%, worst 4.07%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.15 — negative risk-adjusted performance.

In calendar year 2020, Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Appreciation Option returned 9.11% — beating the Income category average of 5.20% by 3.91 pp. It ranked #5 of 45 in its category that year.

Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Appreciation Option 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 Select Debt-Short-term Asset Plan-Appreciation Option 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: 11.0%. 5-year CAGR: 5.52%.

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

Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Appreciation Option

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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