ReviewPlan n/a · Option n/a
Aditya Birla Sun Life Nifty 50 ETF
Aditya Birla Sun Life Mutual FundExchange Traded Funds (ETFs) - Equity ETF15.2 years
- NAV
- 27.135
- 15 Sept 2026
- 1Y
- -6.8%
- Trailing CAGR
- AUM
- ₹3,105.25 Cr
- 30 Jun 2026
- Volatility
- n/a
- History still thin
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-6.8%
- 3Y+5.8%
- 5Y-32.5%
- 10Y-11.5%
- SI-4.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-10.7%
- 3Y+0.1%
- 5Y+3.4%
- 10Y-8.5%
- Since inception
- -4.7%
- Calendar-day CAGR
- Excess 1Y
- -8.7%
- Category median, same plan and option
- 3Y win rate
- +65%
- Windows beating the median
- 3Y percentile
- 21
- Vs comparable share classes
- Worst rolling 3Y
- -48.8%
- 2992 daily-ending windows
- Median rolling 3Y
- +10.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +53%
- 2505 daily-ending windows
- SIP 3Y XIRR
- +0.1%
- 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
- 16 days
- 111 recovered episodes
- Longest recovery
- 276 days
- Trough to prior peak
- Current spell
- 1793 days
- Days below latest peak
- Time below peak
- +93%
- NAV observations
18 Oct 2021 – open
Trough 17 Jun 2022 · not recovered
-91.6%
14 Jan 2020 – 9 Nov 2020
Trough 23 Mar 2020 · recovered in 231 days
-38.3%
3 Mar 2015 – 31 Aug 2016
Trough 25 Feb 2016 · recovered in 188 days
-21.1%
25 Jul 2011 – 21 Sept 2012
Trough 20 Dec 2011 · recovered in 276 days
-19.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
21
Vs category
0
Consistency
64
Risk-adjusted
n/a
Drawdown
0
Mean
21
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
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 65% of rolling 3-year windows.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
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
Aditya Birla Sun Life Silver ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +75.9%
- 3Y
- +45.4%
- Vol
- 32.2%
- Max DD
- -44.4%
- Sharpe
- 0.88
- 3Y win
- +79%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mirae Asset Nifty India Manufacturing ETF
Mirae Asset Mutual Fund
- 1Y
- +4.2%
- 3Y
- +16.2%
- Vol
- 15.5%
- Max DD
- -23.2%
- Sharpe
- 0.74
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mirae Asset Nifty Next 50 ETF
Mirae Asset Mutual Fund
- 1Y
- +3.3%
- 3Y
- +16.0%
- Vol
- 19.4%
- Max DD
- -36.0%
- Sharpe
- 0.56
- 3Y win
- +99%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mirae Asset BSE 200 Equal Weight ETF
Mirae Asset Mutual Fund
- 1Y
- +1.4%
- 3Y
- n/a
- Vol
- 15.2%
- Max DD
- -13.6%
- Sharpe
- 0.43
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns