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: 2.05%.

Sundaram BNP Paribas

Sundaram BNP Paribas Tax Saver OE - Dividend

Latest NAV

₹14.6112

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

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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	-0.07%	+0.29%	-0.36	3 / 4	Q3
1W	-1.84%	-1.29%	-0.55	3 / 4	Q3
2W	-0.48%	+0.39%	-0.88	3 / 4	Q3
1M	-3.55%	-1.15%	-2.40	3 / 4	Q3
3M	-6.05%	-0.36%	-5.69	3 / 4	Q3
6M	-15.73%	-5.03%	-10.70	4 / 4	Q4
YTD	-16.59%	-6.14%	-10.45	4 / 4	Q4
1Y	-12.51%	-2.69%	-9.82	4 / 4	Q4
2Y	-5.12%	-0.19%	-4.93	4 / 4	Q4
3Y	+3.68%	+10.22%	-6.54	4 / 4	Q4
4Y	+3.37%	+10.87%	-7.50	4 / 4	Q4
5Y	+2.05%	+8.41%	-6.36	4 / 4	Q4
7Y	+2.89%	+9.01%	-6.12	4 / 4	Q4
10Y	+1.07%	+7.47%	-6.40	4 / 4	Q4
Inception	-1.09%	+8.36%	-9.45	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	-16.59%	-6.14%	-10.45	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

+2.53%

234 windows

min -60.7% · max 68.4%

52% positive

3-Year rolling

+1.16%

209 windows

min -21.7% · max 21.2%

54% positive

5-Year rolling

+1.10%

185 windows

min -13.7% · max 15.0%

59% positive

7-Year rolling

+0.92%

161 windows

min -7.7% · max 7.8%

65% 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

13.87%

3-year · annualised

Sharpe ratio

-0.14

vs risk-free 6.5%

Sortino ratio

-0.18

Downside-only deviation

Max drawdown

-23.26%

Sep 2024 → Mar 2026

% positive months

69.4%

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	₹42.7830	3 Jun 2026
NIPPON INDIA VALUE FUND - DIRECT Plan - IDCW Option	Nippon India	₹63.3353	3 Jun 2026
ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Direct Plan - IDCW	ICICI Prudential	₹112.3300	3 Jun 2026
Bandhan Value Fund - Direct Plan - IDCW	Bandhan	₹47.3160	3 Jun 2026
Quant Value Fund - IDCW Option - Direct Plan	Quant	₹22.7668	3 Jun 2026
Quantum Value Fund - Regular Plan IDCW	Quantum	₹116.1100	3 Jun 2026
Aditya Birla Sun Life Value Fund - Direct - IDCW	Aditya Birla Sun Life	₹79.0765	3 Jun 2026
DSP Value Fund - Direct Plan - IDCW	DSP	₹18.3360	2 Jun 2026
HSBC Value Fund - Direct IDCW	HSBC	₹61.5812	3 Jun 2026
Baroda BNP Paribas Value Fund - Direct Plan - IDCW option	Baroda BNP Paribas	₹12.8107	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹14.6112
2 Jun 2026	₹14.6575
1 Jun 2026	₹14.6676
29 May 2026	₹14.7913
27 May 2026	₹14.9637
26 May 2026	₹14.9326
22 May 2026	₹14.7574
21 May 2026	₹14.7238
20 May 2026	₹14.7235
19 May 2026	₹14.7287

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 Tax Saver OE - Dividend is ₹14.6112. 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 -12.51% — -9.82 pp behind the Value Fund category average of -2.69%. 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 3.68% — -6.54 pp behind the Value Fund category average of 10.22%. 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 2.05% — -6.36 pp behind the Value Fund category average of 8.41%. 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 ₹111,208 today — a multiplier of 1.11×, based on the 10-year CAGR of 1.07%. The category average over the same window would have grown ₹1 lakh to ₹205,506.

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 ₹597,953 today. That's an XIRR (money-weighted annualised return) of -0.13%.

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 ₹1,330,103 (multiplier 1.11×). XIRR: 2.03%. 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 8.41%; this fund delivered 2.05%.

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 1.10% (best 14.96%, worst -13.69%). 59% of rolling windows ended positive. The 5-year Sharpe ratio is -0.22 — 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: 2.05%.

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