Should I invest in Sundaram BNP Paribas Tax Saver OE?

We don't give personal investment advice. Sundaram BNP Paribas Tax Saver OE - Dividend 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: 23.3%. 5-year CAGR: 1.47%.

Sundaram BNP Paribas

Sundaram BNP Paribas Tax Saver OE - Dividend

Latest NAV

₹14.3915

As of

11 Jun 2026

4,970 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

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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	-0.49%	-0.79%	+0.29	2 / 4	Q2
1W	-0.91%	-1.17%	+0.26	2 / 4	Q2
2W	-3.24%	-3.22%	-0.02	4 / 4	Q4
1M	-3.12%	-2.55%	-0.56	3 / 4	Q3
3M	-3.31%	+1.27%	-4.58	4 / 4	Q4
6M	-15.94%	-5.61%	-10.33	4 / 4	Q4
YTD	-17.61%	-7.72%	-9.89	4 / 4	Q4
1Y	-15.00%	-6.54%	-8.45	4 / 4	Q4
2Y	-6.09%	-1.15%	-4.94	4 / 4	Q4
3Y	+3.13%	+9.42%	-6.30	4 / 4	Q4
4Y	+3.54%	+10.83%	-7.28	4 / 4	Q4
5Y	+1.47%	+7.73%	-6.25	4 / 4	Q4
7Y	+2.90%	+9.02%	-6.12	4 / 4	Q4
10Y	+0.88%	+7.25%	-6.37	4 / 4	Q4
Inception	-1.15%	+8.26%	-9.40	4 / 4	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
2026 YTD	-17.61%	-7.72%	-9.89	4 / 4
2025	+4.87%	+2.09%	+2.78	2 / 4
2024	+8.73%	+11.98%	-3.25	4 / 4
2023	+17.09%	+28.90%	-11.81	4 / 4
2022	-7.21%	-0.58%	-6.64	4 / 4
2021	+17.09%	+26.97%	-9.88	4 / 4
2020	+7.46%	+11.82%	-4.35	4 / 4
2019	-2.69%	-4.72%	+2.02	2 / 4
2018	-23.23%	-22.82%	-0.40	3 / 4
2017	+19.06%	+37.34%	-18.28	4 / 4
2016	-9.11%	+1.01%	-10.12	4 / 4

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

+2.41%

234 windows

min -60.5% · max 69.2%

50% positive

3-Year rolling

+1.24%

210 windows

min -21.3% · max 20.6%

54% positive

5-Year rolling

+1.06%

186 windows

min -12.6% · max 16.5%

59% positive

7-Year rolling

+0.94%

161 windows

min -7.7% · max 7.4%

63% 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

11.82%

3-year · annualised

Sharpe ratio

-0.23

vs risk-free 6.5%

Sortino ratio

-0.35

Downside-only deviation

Max drawdown

-23.26%

Sep 2024 → Mar 2026

% positive months

50.0%

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 Value Fund

Scheme	Fund house	NAV	As of
HDFC Value Fund - IDCW Option - Direct Plan	HDFC	₹42.5500	11 Jun 2026
NIPPON INDIA VALUE FUND - DIRECT Plan - IDCW Option	Nippon India	₹62.4999	11 Jun 2026
ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Direct Plan - IDCW	ICICI Prudential	₹111.5600	11 Jun 2026
Bandhan Value Fund - Direct Plan - IDCW	Bandhan	₹46.5270	11 Jun 2026
Quant Value Fund - IDCW Option - Direct Plan	Quant	₹22.1410	11 Jun 2026
Quantum Value Fund - Regular Plan IDCW	Quantum	₹114.2100	11 Jun 2026
Aditya Birla Sun Life Value Fund - Direct - IDCW	Aditya Birla Sun Life	₹77.4827	11 Jun 2026
DSP Value Fund - Direct Plan - IDCW	DSP	₹18.0780	10 Jun 2026
HSBC Value Fund - Direct IDCW	HSBC	₹60.3026	11 Jun 2026
Baroda BNP Paribas Value Fund - Direct Plan - IDCW option	Baroda BNP Paribas	₹12.5398	11 Jun 2026

Recent NAVs

Date	NAV
11 Jun 2026	₹14.3915
10 Jun 2026	₹14.4782
9 Jun 2026	₹14.5499
8 Jun 2026	₹14.4661
5 Jun 2026	₹14.6111
4 Jun 2026	₹14.6661
3 Jun 2026	₹14.6112
2 Jun 2026	₹14.6575
1 Jun 2026	₹14.6676
29 May 2026	₹14.7913

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 11 Jun 2026, the NAV of Sundaram BNP Paribas Tax Saver OE - Dividend is ₹14.3915. It's a Value Fund from Sundaram BNP Paribas, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Sundaram BNP Paribas Tax Saver OE - Dividend 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 Tax Saver OE - Dividend is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Value Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas Tax Saver OE - Dividend has delivered a absolute return of -15.00% — -8.45 pp behind the Value Fund category average of -6.54%. The fund ranks #4 of 4 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Tax Saver OE - Dividend has delivered a CAGR of 3.13% — -6.3 pp behind the Value Fund category average of 9.42%. The fund ranks #4 of 4 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Tax Saver OE - Dividend has delivered a CAGR of 1.47% — -6.25 pp behind the Value Fund category average of 7.73%. The fund ranks #4 of 4 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Sundaram BNP Paribas Tax Saver OE - Dividend exactly 10 years ago would be worth approximately ₹109,185 today — a multiplier of 1.09×, based on the 10-year CAGR of 0.88%. The category average over the same window would have grown ₹1 lakh to ₹201,351.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Tax Saver OE - Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹589,167 today. That's an XIRR (money-weighted annualised return) of -0.72%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Tax Saver OE - Dividend = ₹1,200,000 invested. It would currently be worth ₹1,309,858 (multiplier 1.09×). XIRR: 1.73%. 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 Tax Saver OE - Dividend ranks #4 out of 4 funds in the Value Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 7.73%; this fund delivered 1.47%.

The worst peak-to-trough decline Sundaram BNP Paribas Tax Saver OE - Dividend has experienced over the last 5-year window is 23.25% — its NAV fell from a high on 26 Sep 2024 to a low on 31 Mar 2026. 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 Tax Saver OE - Dividend averaged 1.06% (best 16.53%, worst -12.58%). 59% of rolling windows ended positive. The 5-year Sharpe ratio is -0.32 — negative risk-adjusted performance.

In calendar year 2025, Sundaram BNP Paribas Tax Saver OE - Dividend returned 4.87% — beating the Value Fund category average of 2.09% by 2.78 pp. It ranked #2 of 4 in its category that year.

Sundaram BNP Paribas Tax Saver OE - Dividend 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 Tax Saver OE - Dividend 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: 23.3%. 5-year CAGR: 1.47%.

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