Sundaram BNP Paribas

Sundaram BNP Paribas Ultra Short Term Super Inst Monthly Dividend

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	+0.02%	-9.99%	+10.01	138 / 1129	Q1
1W	+0.08%	-13.04%	+13.12	295 / 1151	Q2
2W	-0.06%	-13.18%	+13.12	396 / 1149	Q2
1M	+0.07%	-13.26%	+13.33	335 / 1137	Q2
3M	-0.11%	-13.15%	+13.03	594 / 1116	Q3
6M	+8.07%	-15.45%	+23.52	30 / 906	Q1
YTD	+8.23%	-15.77%	+24.00	43 / 952	Q1
1Y	+8.25%	-13.09%	+21.34	179 / 820	Q1
2Y	+4.67%	-12.72%	+17.39	154 / 446	Q2
3Y	+1.17%	-11.01%	+12.18	186 / 385	Q2
4Y	+0.97%	-6.52%	+7.49	169 / 339	Q2
5Y	+0.88%	-7.36%	+8.24	167 / 314	Q3
7Y	+0.85%	+2.53%	-1.68	146 / 234	Q3
10Y	—	—	—	—	—
Inception	—	—	—	—	—

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	+8.23%	+5.14%	+3.08	14 / 42
2020	+1.21%	+5.20%	-3.99	40 / 45
2019	-5.52%	-4.85%	-0.67	30 / 56
2018	+0.36%	+1.30%	-0.94	56 / 90
2017	+0.50%	+1.63%	-1.13	71 / 137
2016	+1.27%	+3.02%	-1.75	94 / 181
2015	+0.77%	+2.22%	-1.45	125 / 216
2014	+1.02%	+5.51%	-4.49	154 / 240
2013	+0.80%	-1.95%	+2.76	130 / 276
2012	—	—	—	—
2011	—	—	—	—

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

+0.38%

101 windows

min -7.1% · max 8.4%

87% positive

3-Year rolling

+0.04%

76 windows

min -2.1% · max 1.3%

63% positive

5-Year rolling

+0.13%

52 windows

min -0.8% · max 1.0%

46% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+0.07%

28 windows

min -0.3% · max 1.0%

18% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

6.25%

3-year · annualised

Sharpe ratio

-0.82

vs risk-free 6.5%

Sortino ratio

-1.30

Downside-only deviation

Max drawdown

-8.70%

Mar 2019 → Aug 2019

% positive months

61.1%

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	₹11.4628
30 Dec 2021	₹11.4602
29 Dec 2021	₹11.4583
28 Dec 2021	₹11.4561
27 Dec 2021	₹11.4536
24 Dec 2021	₹11.4539
23 Dec 2021	₹11.4518
22 Dec 2021	₹11.4485
21 Dec 2021	₹11.4487
20 Dec 2021	₹11.4538

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 Ultra Short Term Super Inst Monthly Dividend is a Income from Sundaram BNP Paribas (Unknown plan, IDCW (dividend) option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Sundaram BNP Paribas Ultra Short Term Super Inst Monthly Dividend has NAV history starting from 24 Apr 2007, a track record of about 19 years 1 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 Ultra Short Term Super Inst Monthly Dividend is managed by Sundaram BNP Paribas. It's classified by AMFI under the 'Income' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram BNP Paribas Ultra Short Term Super Inst Monthly Dividend has delivered a absolute return of 8.25% — +21.34 pp ahead of the Income category average of -13.09%. The fund ranks #179 of 820 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Sundaram BNP Paribas Ultra Short Term Super Inst Monthly Dividend has delivered a CAGR of 1.17% — +12.18 pp ahead of the Income category average of -11.01%. The fund ranks #186 of 385 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram BNP Paribas Ultra Short Term Super Inst Monthly Dividend has delivered a CAGR of 0.88% — +8.24 pp ahead of the Income category average of -7.36%. The fund ranks #167 of 314 in its category — the third (Q3) quartile.

₹1 lakh invested in Sundaram BNP Paribas Ultra Short Term Super Inst Monthly Dividend exactly 5 years ago would be worth approximately ₹104,453 today — a multiplier of 1.04×, based on the 5-year CAGR of 0.88%. The category average over the same window would have grown ₹1 lakh to ₹68,226.

A ₹10,000 monthly SIP in Sundaram BNP Paribas Ultra Short Term Super Inst Monthly Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹634,784 today. That's an XIRR (money-weighted annualised return) of 2.22%.

A ₹10,000 monthly SIP for 10 years in Sundaram BNP Paribas Ultra Short Term Super Inst Monthly Dividend = ₹1,100,000 invested. It would currently be worth ₹1,167,444 (multiplier 1.06×). XIRR: 1.28%. 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 Ultra Short Term Super Inst Monthly Dividend ranks #167 out of 314 funds in the Income category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is -7.36%; this fund delivered 0.88%.

The worst peak-to-trough decline Sundaram BNP Paribas Ultra Short Term Super Inst Monthly Dividend has experienced over the last 5-year window is 8.70% — its NAV fell from a high on 29 Mar 2019 to a low on 16 Aug 2019. 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 Ultra Short Term Super Inst Monthly Dividend averaged 0.13% (best 0.98%, worst -0.80%). 46% of rolling windows ended positive. The 5-year Sharpe ratio is -1.12 — negative risk-adjusted performance.

In calendar year 2020, Sundaram BNP Paribas Ultra Short Term Super Inst Monthly Dividend returned 1.21% — lagging the Income category average of 5.20% by 3.99 pp. It ranked #40 of 45 in its category that year.

Sundaram BNP Paribas Ultra Short Term Super Inst Monthly Dividend is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Sundaram BNP Paribas Ultra Short Term Super Inst Monthly Dividend is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 8.7%. 5-year CAGR: 0.88%.

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