Should I invest in Sundaram BNP Paribas Taxsaver OE- App?

We don't give personal investment advice. Sundaram BNP Paribas Taxsaver OE- App 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: 16.6%. 5-year CAGR: 9.72%.

Sundaram BNP Paribas

Sundaram BNP Paribas Taxsaver OE- App

Latest NAV

₹204.9234

As of

3 Jun 2026

4,954 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	4 / 4	Q4
1W	-1.84%	-1.29%	-0.55	4 / 4	Q4
2W	-0.48%	+0.39%	-0.88	4 / 4	Q4
1M	-3.55%	-1.15%	-2.40	4 / 4	Q4
3M	-6.05%	-0.36%	-5.69	4 / 4	Q4
6M	-9.07%	-5.03%	-4.04	3 / 4	Q3
YTD	-9.99%	-6.14%	-3.85	3 / 4	Q3
1Y	-4.89%	-2.69%	-2.19	3 / 4	Q3
2Y	+0.41%	-0.19%	+0.60	2 / 4	Q2
3Y	+8.75%	+10.22%	-1.47	3 / 4	Q3
4Y	+10.07%	+10.87%	-0.80	3 / 4	Q3
5Y	+9.72%	+8.41%	+1.31	2 / 4	Q2
7Y	+10.03%	+9.01%	+1.03	2 / 4	Q2
10Y	+10.66%	+7.47%	+3.19	2 / 4	Q2
Inception	+10.85%	+8.36%	+2.49	2 / 4	Q2

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	-9.99%	-6.14%	-3.85	3 / 4
2025	+6.42%	+2.09%	+4.34	1 / 4
2024	+12.06%	+11.98%	+0.08	2 / 4
2023	+22.24%	+28.90%	-6.67	3 / 4
2022	+4.03%	-0.58%	+4.61	1 / 4
2021	+31.08%	+26.97%	+4.10	2 / 4
2020	+9.77%	+11.82%	-2.05	3 / 4
2019	+5.78%	-4.72%	+10.50	1 / 4
2018	-10.19%	-22.82%	+12.64	1 / 4
2017	+36.88%	+37.34%	-0.47	3 / 4
2016	+6.26%	+1.01%	+5.25	2 / 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

+14.58%

234 windows

min -49.0% · max 80.4%

79% positive

3-Year rolling

+12.25%

209 windows

min -9.3% · max 29.2%

94% positive

5-Year rolling

+11.88%

185 windows

min -1.8% · max 22.8%

99% positive

7-Year rolling

+11.68%

161 windows

min 5.8% · max 18.4%

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

12.64%

3-year · annualised

Sharpe ratio

0.22

vs risk-free 6.5%

Sortino ratio

0.31

Downside-only deviation

Max drawdown

-16.13%

Sep 2024 → Feb 2025

% positive months

72.2%

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	₹204.9234
2 Jun 2026	₹205.5728
1 Jun 2026	₹205.7146
29 May 2026	₹207.4496
27 May 2026	₹209.8670
26 May 2026	₹209.4315
22 May 2026	₹206.9742
21 May 2026	₹206.5024
20 May 2026	₹206.4990
19 May 2026	₹206.5717

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 Taxsaver OE- App is ₹204.9234. 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 Taxsaver OE- App 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 Taxsaver OE- App 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 Taxsaver OE- App has delivered a absolute return of -4.89% — -2.19 pp behind the Value Fund category average of -2.69%. The fund ranks #3 of 4 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Taxsaver OE- App has delivered a CAGR of 8.75% — -1.47 pp behind the Value Fund category average of 10.22%. The fund ranks #3 of 4 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Taxsaver OE- App has delivered a CAGR of 9.72% — +1.31 pp ahead of the Value Fund category average of 8.41%. The fund ranks #2 of 4 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram BNP Paribas Taxsaver OE- App exactly 10 years ago would be worth approximately ₹275,349 today — a multiplier of 2.75×, based on the 10-year CAGR of 10.66%. The category average over the same window would have grown ₹1 lakh to ₹205,506.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Taxsaver OE- App over the last 5 years — total invested ₹600,000 — would be worth ₹704,221 today. That's an XIRR (money-weighted annualised return) of 6.34%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Taxsaver OE- App = ₹1,200,000 invested. It would currently be worth ₹1,997,193 (multiplier 1.66×). XIRR: 9.83%. 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 Taxsaver OE- App ranks #2 out of 4 funds in the Value Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 8.41%; this fund delivered 9.72%.

The worst peak-to-trough decline Sundaram BNP Paribas Taxsaver OE- App has experienced over the last 5-year window is 16.55% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. 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 Taxsaver OE- App averaged 11.88% (best 22.77%, worst -1.85%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.29 — weak risk-adjusted performance.

In calendar year 2025, Sundaram BNP Paribas Taxsaver OE- App returned 6.42% — beating the Value Fund category average of 2.09% by 4.33 pp. It ranked #1 of 4 in its category that year.

Sundaram BNP Paribas Taxsaver OE- App 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 Taxsaver OE- App 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: 16.6%. 5-year CAGR: 9.72%.

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