Sundaram BNP Paribas

Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Quarterly Div

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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	121 / 1129	Q1
1W	+0.09%	-13.04%	+13.12	281 / 1151	Q1
2W	-0.53%	-13.18%	+12.66	503 / 1149	Q2
1M	-0.41%	-13.26%	+12.85	497 / 1137	Q2
3M	+0.18%	-13.15%	+13.32	371 / 1116	Q2
6M	+9.98%	-15.45%	+25.43	11 / 906	Q1
YTD	+8.42%	-15.77%	+24.19	39 / 952	Q1
1Y	+8.44%	-13.09%	+21.52	172 / 820	Q1
2Y	+5.89%	-12.72%	+18.61	127 / 446	Q2
3Y	+0.77%	-11.01%	+11.78	197 / 385	Q3
4Y	+0.79%	-6.52%	+7.31	177 / 339	Q3
5Y	+0.68%	-7.36%	+8.04	173 / 314	Q3
7Y	+1.56%	+2.53%	-0.97	123 / 234	Q3
10Y	-0.84%	+3.14%	-3.98	97 / 101	Q4
Inception	+0.95%	-13.63%	+14.58	409 / 1199	Q2

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	+8.42%	+5.14%	+3.27	13 / 42
2020	+3.40%	+5.20%	-1.80	30 / 45
2019	-8.80%	-4.85%	-3.94	44 / 56
2018	+0.87%	+1.30%	-0.43	50 / 90
2017	+0.23%	+1.63%	-1.40	77 / 137
2016	+2.50%	+3.02%	-0.52	79 / 181
2015	+4.74%	+2.22%	+2.52	88 / 216
2014	-10.64%	+5.51%	-16.15	238 / 240
2013	-16.76%	-1.95%	-14.80	262 / 276
2012	+10.67%	+1.38%	+9.29	36 / 295
2011	+12.06%	-3.16%	+15.22	7 / 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

+0.96%

177 windows

min -17.8% · max 12.9%

71% positive

3-Year rolling

+0.58%

155 windows

min -9.1% · max 10.3%

59% positive

5-Year rolling

+0.48%

131 windows

min -5.3% · max 7.5%

43% positive

7-Year rolling

-0.18%

105 windows

min -4.7% · max 5.5%

55% 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

8.09%

3-year · annualised

Sharpe ratio

-0.67

vs risk-free 6.5%

Sortino ratio

-0.92

Downside-only deviation

Max drawdown

-12.19%

Jun 2019 → Aug 2019

% positive months

63.9%

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	₹12.0967
30 Dec 2021	₹12.0932
29 Dec 2021	₹12.0914
28 Dec 2021	₹12.0884
27 Dec 2021	₹12.0859
24 Dec 2021	₹12.0864
23 Dec 2021	₹12.0854
22 Dec 2021	₹12.0814
21 Dec 2021	₹12.0827
20 Dec 2021	₹12.1662

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-Quarterly Div 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-Quarterly Div 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-Quarterly Div 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-Quarterly Div has delivered a absolute return of 8.44% — +21.52 pp ahead of the Income category average of -13.09%. The fund ranks #172 of 820 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Quarterly Div has delivered a CAGR of 0.77% — +11.78 pp ahead of the Income category average of -11.01%. The fund ranks #197 of 385 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Quarterly Div has delivered a CAGR of 0.68% — +8.04 pp ahead of the Income category average of -7.36%. The fund ranks #173 of 314 in its category — the third (Q3) quartile.

₹1 lakh invested in Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Quarterly Div exactly 10 years ago would be worth approximately ₹91,905 today — a multiplier of 0.92×, based on the 10-year CAGR of -0.84%. 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-Quarterly Div over the last 5 years — total invested ₹600,000 — would be worth ₹633,367 today. That's an XIRR (money-weighted annualised return) of 2.13%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Quarterly Div = ₹1,200,000 invested. It would currently be worth ₹1,229,020 (multiplier 1.02×). XIRR: 0.47%. 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-Quarterly Div ranks #173 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 0.68%.

The worst peak-to-trough decline Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Quarterly Div has experienced over the last 5-year window is 12.19% — 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-Quarterly Div averaged 0.48% (best 7.52%, worst -5.30%). 43% of rolling windows ended positive. The 5-year Sharpe ratio is -0.87 — negative risk-adjusted performance.

In calendar year 2020, Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Quarterly Div returned 3.40% — lagging the Income category average of 5.20% by 1.80 pp. It ranked #30 of 45 in its category that year.

Sundaram BNP Paribas Select Debt-Short-term Asset Plan-Quarterly Div 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-Quarterly Div 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: 12.2%. 5-year CAGR: 0.68%.

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