ReviewPlan n/a · Option n/a
Axis Nifty 50 ETF
Axis Mutual FundExchange Traded Funds (ETFs) - Equity ETF9.2 years
- NAV
- 256.1829
- 15 Sept 2026
- 1Y
- -5.5%
- Trailing CAGR
- AUM
- ₹931.54 Cr
- 31 Aug 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-5.5%
- 3Y+6.6%
- 5Y+7.3%
- 10Yn/a
- SI-13.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-8.4%
- 3Y+1.1%
- 5Y+6.1%
- 10Yn/a
- Since inception
- -13.4%
- Calendar-day CAGR
- Excess 1Y
- -7.9%
- Category median, same plan and option
- 3Y win rate
- +27%
- Windows beating the median
- 3Y percentile
- 25
- Vs comparable share classes
- Worst rolling 3Y
- -51.7%
- 1542 daily-ending windows
- Median rolling 3Y
- +8.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +27%
- 1044 daily-ending windows
- SIP 3Y XIRR
- +1.1%
- 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
- 15 days
- 33 recovered episodes
- Longest recovery
- 157 days
- Trough to prior peak
- Current spell
- 2432 days
- Days below latest peak
- Time below peak
- +97%
- NAV observations
14 Jan 2020 – open
Trough 24 Sept 2020 · not recovered
-91.2%
28 Aug 2018 – 1 Apr 2019
Trough 26 Oct 2018 · recovered in 157 days
-14.2%
3 Jun 2019 – 7 Nov 2019
Trough 19 Sept 2019 · recovered in 49 days
-10.8%
29 Jan 2018 – 23 Jul 2018
Trough 23 Mar 2018 · recovered in 122 days
-9.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
25
Vs category
1
Consistency
36
Risk-adjusted
n/a
Drawdown
0
Mean
15
Portfolio
31 Aug 2026 · 52 holdings · top 10 are 52.7%.
- Top 5
- 36.7%
- Top 10
- 52.7%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
99.6%
Cash
0.4%
Sectors
Financial
36.2%
Technology
15.7%
Energy & Utilities
11.4%
Consumer Discretionary
9.8%
Materials
8.8%
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.
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
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
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
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