Sundaram BNP Paribas
Sundaram BNP Paribas Select Small Cap Dividend
Category
Growth
Plan type
Growth
Structure
Close-ended
AMFI Scheme Code
104998
ISIN (Growth)
—
ISIN (Dividend)
—
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 | — | — | — | — | — |
| 1W | -100.00% | -3.61% | -96.39 | 302 / 303 | Q4 |
| 2W | -100.00% | -4.52% | -95.48 | 302 / 303 | Q4 |
| 1M | -100.00% | -5.64% | -94.36 | 301 / 302 | Q4 |
| 3M | -100.00% | -4.27% | -95.73 | 301 / 302 | Q4 |
| 6M | -100.00% | +1.48% | -101.48 | 306 / 307 | Q4 |
| YTD | -100.00% | -0.18% | -99.82 | 308 / 309 | Q4 |
| 1Y | -100.00% | +7.10% | -107.10 | 306 / 307 | Q4 |
| 2Y | -100.00% | +2.20% | -102.20 | 302 / 303 | Q4 |
| 3Y | -100.00% | +0.76% | -100.76 | 263 / 264 | Q4 |
| 4Y | -100.00% | +0.58% | -100.58 | 234 / 235 | Q4 |
| 5Y | -100.00% | +0.02% | -100.02 | 207 / 208 | Q4 |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | -100.00% | +0.51% | -100.51 | 309 / 310 | Q4 |
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 |
|---|---|---|---|---|
| 2012 YTD | -100.00% | +23.57% | -123.57 | 189 / 190 |
| 2011 | -19.53% | -23.68% | +4.15 | 69 / 241 |
| 2010 | +10.08% | +11.69% | -1.61 | 150 / 256 |
| 2009 | +111.80% | +65.86% | +45.94 | 8 / 238 |
| 2008 | -65.54% | -52.86% | -12.68 | 176 / 198 |
| 2007 | — | — | — | — |
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
+13.60%
48 windows
min -64.9% · max 173.8%
42% positive
Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.
3-Year rolling
+10.25%
24 windows
min -6.1% · max 31.6%
88% positive
Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.
5-Year rolling
—
Insufficient history
7-Year rolling
—
Insufficient history
Recent NAVs
| Date | NAV |
|---|---|
| 28 Feb 2012 | ₹0.0000 |
| 27 Feb 2012 | ₹0.0000 |
| 24 Feb 2012 | ₹0.0000 |
| 22 Feb 2012 | ₹11.5259 |
| 21 Feb 2012 | ₹11.5277 |
| 17 Feb 2012 | ₹11.5362 |
| 16 Feb 2012 | ₹11.5438 |
| 15 Feb 2012 | ₹11.5456 |
| 14 Feb 2012 | ₹11.4390 |
| 13 Feb 2012 | ₹11.3768 |
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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 Small Cap Dividend 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 Small Cap Dividend has NAV history starting from 05 Mar 2007, a track record of about 19 years 3 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 Small Cap Dividend 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 Small Cap Dividend has delivered a absolute return of -100.00% — -107.1 pp behind the Growth category average of 7.10%. The fund ranks #306 of 307 in its category — the bottom (Q4) quartile.
Over the trailing 3-year window, Sundaram BNP Paribas Select Small Cap Dividend has delivered a CAGR of -100.00% — -100.76 pp behind the Growth category average of 0.76%. The fund ranks #263 of 264 in its category — the bottom (Q4) quartile.
Over the trailing 5-year window, Sundaram BNP Paribas Select Small Cap Dividend has delivered a CAGR of -100.00% — -100.02 pp behind the Growth category average of 0.02%. The fund ranks #207 of 208 in its category — the bottom (Q4) quartile.
₹1 lakh invested in Sundaram BNP Paribas Select Small Cap Dividend exactly 5 years ago would be worth approximately ₹0 today — a multiplier of 0.00×, based on the 5-year CAGR of -100.00%. The category average over the same window would have grown ₹1 lakh to ₹100,100.
We don't have enough NAV history yet to simulate a SIP on Sundaram BNP Paribas Select Small Cap Dividend. The fund typically needs 12+ months for a 1-year SIP backtest.
Sundaram BNP Paribas Select Small Cap Dividend doesn't have enough SIP-backtest history yet. Check the 1-year SIP simulation above as soon as it has 12+ months of NAVs.
On a 5-year basis, Sundaram BNP Paribas Select Small Cap Dividend ranks #207 out of 208 funds in the Growth category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 0.02%; this fund delivered -100.00%.
Sundaram BNP Paribas Select Small Cap Dividend doesn't have a computed drawdown figure yet.
Across all 3-year rolling windows, Sundaram BNP Paribas Select Small Cap Dividend averaged 10.25% (best 31.56%, worst -6.06%). 88% of rolling windows ended positive.
In calendar year 2011, Sundaram BNP Paribas Select Small Cap Dividend returned -19.53% — beating the Growth category average of -23.68% by 4.15 pp. It ranked #69 of 241 in its category that year.
Sundaram BNP Paribas Select Small Cap Dividend 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 Small Cap Dividend 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
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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