HealthyPlan n/a · Option n/a
Aditya Birla Sun Life Nifty Healthcare ETF
Aditya Birla Sun Life Mutual FundExchange Traded Funds (ETFs) - Equity ETF4.9 years
- NAV
- 16.776
- 15 Sept 2026
- 1Y
- +11.5%
- Trailing CAGR
- AUM
- ₹76.55 Cr
- 30 Jun 2026
- Volatility
- Medium
- 14.9% 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+11.5%
- 3Y+19.1%
- 5Yn/a
- 10Yn/a
- SI+14.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+16.3%
- 3Y+14.2%
- 5Yn/a
- 10Yn/a
- Since inception
- +14.5%
- Calendar-day CAGR
- Excess 1Y
- +9.8%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 83
- Vs comparable share classes
- Worst rolling 3Y
- +15.6%
- 467 daily-ending windows
- Median rolling 3Y
- +22.3%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +14.2%
- 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
- 17 days
- 54 recovered episodes
- Longest recovery
- 378 days
- Trough to prior peak
- Current spell
- 15 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
31 Dec 2021 – 30 Jun 2023
Trough 17 Jun 2022 · recovered in 378 days
-18.3%
2 Jan 2025 – 29 Jul 2025
Trough 28 Feb 2025 · recovered in 151 days
-15.7%
29 Jul 2025 – 26 Feb 2026
Trough 29 Jan 2026 · recovered in 28 days
-8.4%
9 Oct 2024 – 1 Jan 2025
Trough 18 Nov 2024 · recovered in 44 days
-8.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
83
Vs category
100
Consistency
86
Risk-adjusted
57
Drawdown
54
Mean
76
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Axis BSE Sensex ETF
Axis Mutual Fund
- 1Y
- -8.6%
- 3Y
- +4.0%
- Vol
- 12.7%
- Max DD
- -16.0%
- Sharpe
- 0.30
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Mirae Asset BSE Sensex ETF
Mirae Asset Mutual Fund
- 1Y
- -8.6%
- 3Y
- n/a
- Vol
- 13.3%
- Max DD
- -16.0%
- Sharpe
- 0.07
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Mirae Asset Nifty50 Equal Weight ETF
Mirae Asset Mutual Fund
- 1Y
- -1.0%
- 3Y
- n/a
- Vol
- 12.7%
- Max DD
- -12.4%
- Sharpe
- -0.14
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
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 trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Nifty 200 Quality 30 ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- -6.4%
- 3Y
- +6.6%
- Vol
- 12.6%
- Max DD
- -22.5%
- Sharpe
- 0.29
- 3Y win
- +8%
- Lower volatility
Caveat: Deeper drawdown · Lower trailing returns