Should I invest in Sundaram BNP Paribas Select Midcap?

We don't give personal investment advice. Sundaram BNP Paribas Select Midcap-Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.0%. 5-year CAGR: 18.38%.

Sundaram BNP Paribas

Sundaram BNP Paribas Select Midcap-Growth

Latest NAV

₹1,418.8546

As of

3 Jun 2026

4,964 NAV records on file

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	+0.20%	+0.13%	+0.07	16 / 27	Q3
1W	-1.39%	-1.88%	+0.49	6 / 27	Q1
2W	-0.05%	-0.32%	+0.27	8 / 27	Q2
1M	-0.05%	-0.15%	+0.10	12 / 27	Q2
3M	+1.76%	+2.51%	-0.75	17 / 27	Q3
6M	-1.19%	-1.69%	+0.51	14 / 27	Q3
YTD	-0.97%	-1.73%	+0.76	12 / 27	Q2
1Y	+5.52%	+1.79%	+3.72	9 / 27	Q2
2Y	+8.06%	+2.97%	+5.09	5 / 27	Q1
3Y	+22.13%	+16.50%	+5.63	5 / 27	Q1
4Y	+21.62%	+16.60%	+5.01	6 / 27	Q1
5Y	+18.38%	+14.55%	+3.83	6 / 27	Q1
7Y	+16.96%	+15.90%	+1.05	14 / 27	Q3
10Y	+14.99%	+13.20%	+1.79	10 / 27	Q2
Inception	+15.53%	+10.91%	+4.62	6 / 27	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
2026 YTD	-0.97%	-1.73%	+0.76	12 / 27
2025	+3.87%	+0.65%	+3.22	7 / 27
2024	+31.23%	+23.63%	+7.60	6 / 27
2023	+40.68%	+35.07%	+5.62	4 / 27
2022	+4.84%	+2.50%	+2.34	10 / 27
2021	+36.24%	+38.76%	-2.53	17 / 27
2020	+11.70%	+20.23%	-8.53	21 / 27
2019	-0.37%	-0.75%	+0.38	15 / 27
2018	-15.17%	-14.09%	-1.08	15 / 27
2017	+39.37%	+36.02%	+3.35	12 / 27
2016	+11.00%	+0.99%	+10.02	1 / 27

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

+20.18%

234 windows

min -58.2% · max 147.5%

79% positive

3-Year rolling

+16.92%

209 windows

min -10.7% · max 40.9%

92% positive

5-Year rolling

+16.25%

185 windows

min -1.2% · max 30.0%

99% positive

7-Year rolling

+15.83%

161 windows

min 8.5% · max 29.4%

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

16.27%

3-year · annualised

Sharpe ratio

0.92

vs risk-free 6.5%

Sortino ratio

1.47

Downside-only deviation

Max drawdown

-20.97%

Sep 2024 → Feb 2025

% 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.

Peers in Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC MID-CAP OPPORTUNITIES FUND - Dividend Option	HDFC	₹49.6400	3 Jun 2026
SBI Magnum MIDCAP FUND - DIVIDEND	SBI	₹94.6375	3 Jun 2026
ICICI Prudential Emerging Star Fund-Dividend	ICICI Prudential	₹43.0300	3 Jun 2026
Franklin India Prima Fund-Dividend	Franklin Templeton	₹90.0108	3 Jun 2026
Kotak Emerging Equity Scheme - Dividend	Kotak Mahindra	₹75.8150	3 Jun 2026
UTI Mid Cap Fund-Growth Option	UTI	₹295.9909	3 Jun 2026
Birla Sun Life MIDCAP Fund-Plan A (Dividend)	Birla Sun Life	₹55.7400	3 Jun 2026
Escorts Opportunities Fund-Dividend	Escorts	₹77.1449	3 Jun 2026
Reliance Growth Fund-Dividend Plan-(D)	Reliance	₹116.1031	3 Jun 2026
Religare Mid Cap Fund - Dividend Option	Religare	₹56.5400	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹1,418.8546
2 Jun 2026	₹1,425.5464
1 Jun 2026	₹1,422.7720
29 May 2026	₹1,442.1276
27 May 2026	₹1,456.6663
26 May 2026	₹1,445.6248
22 May 2026	₹1,431.5632
21 May 2026	₹1,433.8432
20 May 2026	₹1,432.8122
19 May 2026	₹1,426.1992

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.

As of 03 Jun 2026, the NAV of Sundaram BNP Paribas Select Midcap-Growth is ₹1,418.8546. It's a Mid Cap Fund from Sundaram BNP Paribas, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Sundaram BNP Paribas Select Midcap-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 Midcap-Growth is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas Select Midcap-Growth has delivered a absolute return of 5.52% — +3.72 pp ahead of the Mid Cap Fund category average of 1.79%. The fund ranks #9 of 27 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Select Midcap-Growth has delivered a CAGR of 22.13% — +5.63 pp ahead of the Mid Cap Fund category average of 16.50%. The fund ranks #5 of 27 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Select Midcap-Growth has delivered a CAGR of 18.38% — +3.83 pp ahead of the Mid Cap Fund category average of 14.55%. The fund ranks #6 of 27 in its category — the top (Q1) quartile.

₹1 lakh invested in Sundaram BNP Paribas Select Midcap-Growth exactly 10 years ago would be worth approximately ₹404,296 today — a multiplier of 4.04×, based on the 10-year CAGR of 14.99%. The category average over the same window would have grown ₹1 lakh to ₹345,601.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Select Midcap-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹920,048 today. That's an XIRR (money-weighted annualised return) of 17.11%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Select Midcap-Growth = ₹1,200,000 invested. It would currently be worth ₹2,812,634 (multiplier 2.34×). XIRR: 16.24%. 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 Midcap-Growth ranks #6 out of 27 funds in the Mid Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 14.55%; this fund delivered 18.38%.

The worst peak-to-trough decline Sundaram BNP Paribas Select Midcap-Growth has experienced over the last 5-year window is 20.97% — its NAV fell from a high on 24 Sep 2024 to a low on 28 Feb 2025. 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 Midcap-Growth averaged 16.25% (best 30.01%, worst -1.24%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.76 — reasonable risk-adjusted performance.

In calendar year 2025, Sundaram BNP Paribas Select Midcap-Growth returned 3.87% — beating the Mid Cap Fund category average of 0.65% by 3.22 pp. It ranked #7 of 27 in its category that year.

Sundaram BNP Paribas Select Midcap-Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

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

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.0%. 5-year CAGR: 18.38%.

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