MonitorPlan n/a · Option n/a
Aditya Birla Sun Life Nifty 200 Quality 30 ETF
Aditya Birla Sun Life Mutual FundExchange Traded Funds (ETFs) - Equity ETF4.1 years
- NAV
- 20.4286
- 15 Sept 2026
- 1Y
- -6.4%
- Trailing CAGR
- AUM
- ₹26.06 Cr
- 30 Jun 2026
- Volatility
- Medium
- 12.6% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-6.4%
- 3Y+6.6%
- 5Yn/a
- 10Yn/a
- SI+8.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-7.6%
- 3Y+0.0%
- 5Yn/a
- 10Yn/a
- Since inception
- +8.3%
- Calendar-day CAGR
- Excess 1Y
- -7.5%
- Category median, same plan and option
- 3Y win rate
- +8%
- Windows beating the median
- 3Y percentile
- 38
- Vs comparable share classes
- Worst rolling 3Y
- +6.6%
- 266 daily-ending windows
- Median rolling 3Y
- +13.4%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +0.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 36 recovered episodes
- Longest recovery
- 55 days
- Trough to prior peak
- Current spell
- 718 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
27 Sept 2024 – open
Trough 4 Mar 2025 · not recovered
-22.5%
1 Dec 2022 – 11 May 2023
Trough 28 Mar 2023 · recovered in 44 days
-8.3%
13 Sept 2022 – 29 Nov 2022
Trough 11 Oct 2022 · recovered in 49 days
-5.2%
18 Sept 2023 – 16 Nov 2023
Trough 26 Oct 2023 · recovered in 21 days
-4.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
38
Vs category
3
Consistency
25
Risk-adjusted
39
Drawdown
44
Mean
30
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Nifty Healthcare ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +11.5%
- 3Y
- +19.1%
- Vol
- 14.9%
- Max DD
- -18.3%
- Sharpe
- 0.64
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Axis NIFTY Bank ETF
Axis Mutual Fund
- 1Y
- +2.0%
- 3Y
- +7.1%
- Vol
- 18.2%
- Max DD
- -20.6%
- Sharpe
- 0.51
- 3Y win
- +33%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Aditya Birla Sun Life Gold ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +36.5%
- 3Y
- +35.3%
- Vol
- n/a
- Max DD
- -99.2%
- Sharpe
- n/a
- 3Y win
- +39%
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
ADITYA BIRLA SUN LIFE NIFTY BANK ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +2.1%
- 3Y
- +7.1%
- Vol
- n/a
- Max DD
- -92.1%
- Sharpe
- n/a
- 3Y win
- +12%
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Nifty Next 50 ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +3.3%
- 3Y
- +16.0%
- Vol
- n/a
- Max DD
- -92.0%
- Sharpe
- n/a
- 3Y win
- +48%
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown