Should I invest in Sundaram BNP Paribas Select Focus?

We don't give personal investment advice. Sundaram BNP Paribas Select Focus-Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 36.7%. 5-year CAGR: 17.52%.

Sundaram BNP Paribas

Sundaram BNP Paribas Select Focus-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	-0.45%	+0.06%	-0.51	243 / 299	Q4
1W	-0.01%	-3.61%	+3.60	153 / 303	Q3
2W	-2.75%	-4.52%	+1.77	222 / 303	Q3
1M	-2.60%	-5.64%	+3.04	197 / 302	Q3
3M	-5.00%	-4.27%	-0.73	194 / 302	Q3
6M	+7.48%	+1.48%	+6.00	113 / 307	Q2
YTD	+22.29%	-0.18%	+22.47	51 / 309	Q1
1Y	+24.49%	+7.10%	+17.39	76 / 307	Q1
2Y	+16.92%	+2.20%	+14.72	82 / 303	Q2
3Y	+17.03%	+0.76%	+16.27	42 / 264	Q1
4Y	+12.30%	+0.58%	+11.72	47 / 235	Q1
5Y	+17.52%	+0.02%	+17.50	15 / 208	Q1
7Y	+11.59%	+3.12%	+8.48	28 / 130	Q1
10Y	+13.51%	+7.20%	+6.31	8 / 68	Q1
Inception	+10.77%	+0.51%	+10.26	49 / 310	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	+22.29%	+35.98%	-13.69	15 / 17
2020	+11.81%	-9.83%	+21.64	14 / 39
2019	+14.42%	+4.81%	+9.61	4 / 39
2018	+1.85%	-8.44%	+10.29	7 / 55
2017	+35.31%	+29.57%	+5.74	25 / 65
2016	+0.34%	+1.07%	-0.73	50 / 88
2015	-2.50%	-3.94%	+1.44	56 / 99
2014	+34.32%	+34.59%	-0.27	70 / 133
2013	+2.61%	+0.03%	+2.59	63 / 154
2012	+21.60%	+23.57%	-1.97	125 / 190
2011	-23.67%	-23.68%	+0.01	116 / 241

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

+13.63%

180 windows

min -52.8% · max 85.1%

76% positive

3-Year rolling

+9.49%

156 windows

min -4.6% · max 21.6%

92% positive

5-Year rolling

+9.28%

131 windows

min -3.8% · max 17.5%

97% positive

7-Year rolling

+9.52%

107 windows

min 1.7% · max 14.0%

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

27.06%

3-year · annualised

Sharpe ratio

0.50

vs risk-free 6.5%

Sortino ratio

0.66

Downside-only deviation

Max drawdown

-36.74%

Feb 2020 → Mar 2020

% positive months

66.7%

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
24 Dec 2021	₹264.9676
23 Dec 2021	₹266.1520
22 Dec 2021	₹264.5141
21 Dec 2021	₹261.4153
20 Dec 2021	₹259.0396
17 Dec 2021	₹264.9885
16 Dec 2021	₹268.5526
15 Dec 2021	₹268.6656
14 Dec 2021	₹270.1979
13 Dec 2021	₹270.6553

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 Focus-Growth is a Growth from Sundaram BNP Paribas (Unknown plan, Growth 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 Focus-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 Select Focus-Growth is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas Select Focus-Growth has delivered a absolute return of 24.49% — +17.39 pp ahead of the Growth category average of 7.10%. The fund ranks #76 of 307 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Select Focus-Growth has delivered a CAGR of 17.03% — +16.27 pp ahead of the Growth category average of 0.76%. The fund ranks #42 of 264 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Select Focus-Growth has delivered a CAGR of 17.52% — +17.5 pp ahead of the Growth category average of 0.02%. The fund ranks #15 of 208 in its category — the top (Q1) quartile.

₹1 lakh invested in Sundaram BNP Paribas Select Focus-Growth exactly 10 years ago would be worth approximately ₹354,977 today — a multiplier of 3.55×, based on the 10-year CAGR of 13.51%. The category average over the same window would have grown ₹1 lakh to ₹200,432.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Select Focus-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹904,992 today. That's an XIRR (money-weighted annualised return) of 16.43%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Select Focus-Growth = ₹1,200,000 invested. It would currently be worth ₹2,485,044 (multiplier 2.07×). XIRR: 13.93%. 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 Focus-Growth ranks #15 out of 208 funds in the Growth category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 0.02%; this fund delivered 17.52%.

The worst peak-to-trough decline Sundaram BNP Paribas Select Focus-Growth has experienced over the last 5-year window is 36.74% — its NAV fell from a high on 19 Feb 2020 to a low on 23 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 Select Focus-Growth averaged 9.28% (best 17.53%, worst -3.77%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.56 — reasonable risk-adjusted performance.

In calendar year 2020, Sundaram BNP Paribas Select Focus-Growth returned 11.81% — beating the Growth category average of -9.83% by 21.64 pp. It ranked #14 of 39 in its category that year.

Sundaram BNP Paribas Select Focus-Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Sundaram BNP Paribas Select Focus-Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 36.7%. 5-year CAGR: 17.52%.

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