ReviewPlan n/a · Option n/a
Aditya Birla Sun Life Nifty IT ETF
Aditya Birla Sun Life Mutual FundExchange Traded Funds (ETFs) - Equity ETF4.9 years
- NAV
- 32.3797
- 15 Sept 2026
- 1Y
- -17.4%
- Trailing CAGR
- AUM
- ₹60.92 Cr
- 30 Jun 2026
- Volatility
- High
- 22.1% 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-17.4%
- 3Y-1.9%
- 5Yn/a
- 10Yn/a
- SI-2.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-18.5%
- 3Y-10.5%
- 5Yn/a
- 10Yn/a
- Since inception
- -2.1%
- Calendar-day CAGR
- Excess 1Y
- -19.8%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 8
- Vs comparable share classes
- Worst rolling 3Y
- -2.4%
- 462 daily-ending windows
- Median rolling 3Y
- +7.2%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- -10.5%
- 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
- 44 days
- 16 recovered episodes
- Longest recovery
- 571 days
- Trough to prior peak
- Current spell
- 637 days
- Days below latest peak
- Time below peak
- +96%
- NAV observations
13 Dec 2024 – open
Trough 1 Jul 2026 · not recovered
-41.6%
4 Jan 2022 – 6 Feb 2024
Trough 15 Jul 2022 · recovered in 571 days
-32.0%
16 Feb 2024 – 12 Jul 2024
Trough 4 Jun 2024 · recovered in 38 days
-15.4%
17 Sept 2024 – 22 Nov 2024
Trough 31 Oct 2024 · recovered in 22 days
-6.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
8
Vs category
0
Consistency
15
Risk-adjusted
14
Drawdown
0
Mean
7
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 11 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.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
- Maximum drawdown exceeded 35%.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
- AUM fell by 30% or more versus the prior observation.
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 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
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
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%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
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%
- Lower volatility
- 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
- Lower volatility
- 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%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns