Should I invest in Sundaram BNP Paribas Select Midcap-Institutional Growth?

We don't give personal investment advice. Sundaram BNP Paribas Select Midcap-Institutional 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: 44.3%. 5-year CAGR: 13.49%.

Sundaram BNP Paribas

Sundaram BNP Paribas Select Midcap-Institutional 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	+1.10%	-11.79%	+12.90	7 / 57	Q1
1W	+2.76%	-11.61%	+14.37	9 / 54	Q1
2W	+2.19%	-11.22%	+13.41	17 / 54	Q2
1M	+1.88%	-9.19%	+11.07	26 / 54	Q2
3M	+1.11%	-5.07%	+6.18	29 / 52	Q3
6M	+11.98%	+1.88%	+10.10	21 / 53	Q2
YTD	+37.34%	-1.37%	+38.70	10 / 54	Q1
1Y	+38.60%	+8.01%	+30.59	12 / 52	Q1
2Y	+24.92%	-3.93%	+28.85	6 / 40	Q1
3Y	+16.19%	-0.61%	+16.80	3 / 28	Q1
4Y	+7.62%	+7.84%	-0.22	13 / 18	Q3
5Y	+13.49%	+12.24%	+1.26	8 / 16	Q2
7Y	+12.90%	+9.45%	+3.45	3 / 12	Q1
10Y	+19.46%	+19.46%	+0.00	1 / 1	Q4
Inception	+18.25%	-6.62%	+24.87	1 / 52	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	+37.34%	+37.34%	+0.00	1 / 1
2020	+12.60%	+12.60%	+0.00	1 / 1
2019	+0.43%	+0.43%	+0.00	1 / 1
2018	-14.54%	-14.54%	+0.00	1 / 1
2017	+40.36%	+19.33%	+21.03	1 / 2
2016	+11.28%	+6.99%	+4.28	2 / 3
2015	+11.52%	-0.84%	+12.36	1 / 3
2014	+75.60%	+29.56%	+46.04	1 / 12
2013	+3.61%	-2.06%	+5.67	6 / 16
2012	+38.99%	+28.53%	+10.47	4 / 21
2011	-22.33%	-27.09%	+4.76	9 / 22

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

+18.50%

139 windows

min -25.7% · max 94.6%

72% positive

3-Year rolling

+15.58%

116 windows

min -9.5% · max 42.7%

88% positive

5-Year rolling

+17.83%

90 windows

min 0.5% · max 29.6%

100% positive

7-Year rolling

+17.56%

66 windows

min 12.2% · max 20.8%

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

23.94%

3-year · annualised

Sharpe ratio

0.50

vs risk-free 6.5%

Sortino ratio

0.64

Downside-only deviation

Max drawdown

-39.49%

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
31 Dec 2021	₹767.7664
30 Dec 2021	₹759.4024
29 Dec 2021	₹759.8569
28 Dec 2021	₹758.3352
27 Dec 2021	₹752.0311
24 Dec 2021	₹747.1199
23 Dec 2021	₹752.8952
22 Dec 2021	₹745.1215
21 Dec 2021	₹736.5644
20 Dec 2021	₹725.5633

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 Midcap-Institutional Growth is a Growth from Sundaram BNP Paribas (Institutional 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 Midcap-Institutional Growth has NAV history starting from 26 May 2009, a track record of about 17 years. 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-Institutional 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 Midcap-Institutional Growth has delivered a absolute return of 38.60% — +30.59 pp ahead of the Growth category average of 8.01%. The fund ranks #12 of 52 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Select Midcap-Institutional Growth has delivered a CAGR of 16.19% — +16.8 pp ahead of the Growth category average of -0.61%. The fund ranks #3 of 28 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Select Midcap-Institutional Growth has delivered a CAGR of 13.49% — +1.26 pp ahead of the Growth category average of 12.24%. The fund ranks #8 of 16 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram BNP Paribas Select Midcap-Institutional Growth exactly 10 years ago would be worth approximately ₹591,621 today — a multiplier of 5.92×, based on the 10-year CAGR of 19.45%. The category average over the same window would have grown ₹1 lakh to ₹591,621.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Select Midcap-Institutional Growth over the last 5 years — total invested ₹600,000 — would be worth ₹909,658 today. That's an XIRR (money-weighted annualised return) of 16.63%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Select Midcap-Institutional Growth = ₹1,200,000 invested. It would currently be worth ₹3,001,829 (multiplier 2.50×). XIRR: 17.44%. 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-Institutional Growth ranks #8 out of 16 funds in the Growth category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 12.24%; this fund delivered 13.49%.

The worst peak-to-trough decline Sundaram BNP Paribas Select Midcap-Institutional Growth has experienced over the last 5-year window is 44.31% — its NAV fell from a high on 08 Jan 2018 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 Midcap-Institutional Growth averaged 17.83% (best 29.57%, worst 0.49%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.42 — weak risk-adjusted performance.

In calendar year 2020, Sundaram BNP Paribas Select Midcap-Institutional Growth returned 12.60% — beating the Growth category average of 12.60% by 0.00 pp. It ranked #1 of 1 in its category that year.

Sundaram BNP Paribas Select Midcap-Institutional 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 Midcap-Institutional 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: 44.3%. 5-year CAGR: 13.49%.

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