ReviewPlan n/a · Option n/aPrefer peers first
Axis Nifty 50 ETF
Axis Mutual FundExchange Traded Funds (ETFs) - Equity ETF9.3 years
- NAV
- 255.5479
- 30 Oct 2026
- 1Y
- -10.0%
- Trailing CAGR
- AUM
- ₹931.54 Cr
- 31 Aug 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 30 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Watch if · Maximum drawdown exceeded 35%.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Buy checklist
History depth
Pass
9.3 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 -91.2%. Ask whether you can hold through a similar fall.
Vs category
Fail
26% 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
Pass
Top 10 holdings ≈ 52.7% of the portfolio.
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 91%. 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-10.0%
- 3Y+7.5%
- 5Y+6.6%
- 10Yn/a
- SI-13.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-8.6%
- 3Y-0.4%
- 5Y+5.3%
- 10Yn/a
- Since inception
- -13.3%
- Calendar-day CAGR
- Excess 1Y
- -3.9%
- Category median, same plan and option
- 3Y win rate
- +26%
- Windows beating the median
- 3Y percentile
- 30
- Vs comparable share classes
- SIP 3Y XIRR
- -0.4%
- Simulated monthly SIP
- Worst rolling 3Y
- -51.7%
- 1574 daily-ending windows
- Median rolling 3Y
- +7.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +29%
- 1076 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -91.2%
- Worst peak-to-trough
- Current
- -80.0%
- Below last peak
- Current spell
- 2481 days
- Days below latest peak
- Time below peak
- +97%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 15 days
- 33 recovered episodes
- Longest recovery
- 157 days
- Trough to prior peak
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
30
Vs category
25
Consistency
35
Risk-adjusted
n/a
Drawdown
0
Mean
23
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
- 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%.
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.
30 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
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
- +11.3%
- 3Y
- +21.5%
- Vol
- 15.0%
- Max DD
- -18.3%
- Sharpe
- 0.59
- 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
- +23.8%
- 3Y
- +35.1%
- Vol
- 32.1%
- Max DD
- -51.7%
- Sharpe
- 0.69
- 3Y win
- +81%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Axis NIFTY Bank ETF
Axis Mutual Fund
- 1Y
- -5.4%
- 3Y
- +8.9%
- Vol
- 18.1%
- Max DD
- -20.6%
- Sharpe
- 0.44
- 3Y win
- +32%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mirae Asset Nifty Next 50 ETF
Mirae Asset Mutual Fund
- 1Y
- -2.6%
- 3Y
- +16.4%
- Vol
- 19.3%
- Max DD
- -36.0%
- Sharpe
- 0.48
- 3Y win
- +99%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Aditya Birla Sun Life Nifty Next 50 ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- -2.5%
- 3Y
- +16.5%
- Vol
- n/a
- Max DD
- -92.0%
- Sharpe
- n/a
- 3Y win
- +49%
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown