ReviewPlan n/a · Option n/aPrefer peers first
Aditya Birla Sun Life Nifty Next 50 ETF
Aditya Birla Sun Life Mutual FundExchange Traded Funds (ETFs) - Equity ETF7.9 years
- NAV
- 70.1561
- 26 Oct 2026
- 1Y
- -3.2%
- Trailing CAGR
- AUM
- ₹102.77 Cr
- 30 Jun 2026
- Volatility
- n/a
- History still thin
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 26 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Maximum drawdown exceeded 35%.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Prefer peers if · Prefer Aditya Birla Sun Life Nifty Healthcare ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
7.9 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Watch
Peak-to-trough -92.0%. Ask whether you can hold through a similar fall.
Vs category
Watch
49% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 92%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
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-3.2%
- 3Y+16.6%
- 5Y-30.5%
- 10Yn/a
- SI-16.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-7.4%
- 3Y+2.4%
- 5Y+8.6%
- 10Yn/a
- Since inception
- -16.3%
- Calendar-day CAGR
- Excess 1Y
- +3.8%
- Category median, same plan and option
- 3Y win rate
- +49%
- Windows beating the median
- 3Y percentile
- 81
- Vs comparable share classes
- SIP 3Y XIRR
- +2.4%
- Simulated monthly SIP
- Worst rolling 3Y
- -48.8%
- 1199 daily-ending windows
- Median rolling 3Y
- -43.4%
- Calendar-day CAGR
- Positive rolling 5Y
- 0%
- 704 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -92.0%
- Worst peak-to-trough
- Current
- -84.5%
- Below last peak
- Current spell
- 1834 days
- Days below latest peak
- Time below peak
- +96%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 21 days
- 26 recovered episodes
- Longest recovery
- 234 days
- Trough to prior peak
18 Oct 2021 – open
Trough 20 Jun 2022 · not recovered
-92.0%
24 Jan 2020 – 12 Nov 2020
Trough 23 Mar 2020 · recovered in 234 days
-35.8%
16 Apr 2019 – 29 Oct 2019
Trough 22 Aug 2019 · recovered in 68 days
-11.4%
20 Dec 2018 – 16 Apr 2019
Trough 18 Feb 2019 · recovered in 57 days
-10.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
82
Vs category
74
Consistency
46
Risk-adjusted
n/a
Drawdown
0
Mean
50
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- Three-year return is above the category median.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
No holdings or recent changes on file for this scheme yet.
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Aditya Birla Sun Life Nifty Healthcare ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.6%
- 3Y
- +20.0%
- Vol
- 15.0%
- Max DD
- -18.3%
- Sharpe
- 0.54
- 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
- +31.1%
- 3Y
- +38.2%
- Vol
- 32.1%
- Max DD
- -48.6%
- Sharpe
- 0.74
- 3Y win
- +81%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mirae Asset BSE 200 Equal Weight ETF
Mirae Asset Mutual Fund
- 1Y
- -5.6%
- 3Y
- n/a
- Vol
- 15.2%
- Max DD
- -13.6%
- Sharpe
- 0.13
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Mirae Asset Nifty Next 50 ETF
Mirae Asset Mutual Fund
- 1Y
- -3.3%
- 3Y
- +16.5%
- Vol
- 19.3%
- Max DD
- -36.0%
- Sharpe
- 0.48
- 3Y win
- +99%
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Zerodha Nifty Midcap 150 ETF
Zerodha Mutual Fund
- 1Y
- -3.8%
- 3Y
- n/a
- Vol
- 16.9%
- Max DD
- -20.8%
- Sharpe
- -0.19
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns