HealthyPlan n/a · Option n/aFit for a long SIP
Axis NIFTY Bank ETF
Axis Mutual FundExchange Traded Funds (ETFs) - Equity ETF6 years
- NAV
- 566.7638
- 29 Oct 2026
- 1Y
- -5.6%
- Trailing CAGR
- AUM
- ₹342.94 Cr
- 30 Jun 2026
- Volatility
- High
- 18.1% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Fit for a long SIP
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
In three lines
Fits if · The fund beat the category median in 62% of rolling 1-year windows.
Buy checklist
History depth
Pass
6.0 years of path to read.
Engine status
Pass
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -20.6%. Ask whether you can hold through a similar fall.
Vs category
Fail
32% 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.
Evidence supports a shortlist - confirm with peers before you buy elsewhere.
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 21%. 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
If you start a SIP here, diary a 90-day check and an annual review - don’t react to every NAV print.
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-5.6%
- 3Y+9.3%
- 5Y+7.6%
- 10Yn/a
- SI+12.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-5.5%
- 3Y+3.7%
- 5Y+7.4%
- 10Yn/a
- Since inception
- +12.9%
- Calendar-day CAGR
- Excess 1Y
- +0.8%
- Category median, same plan and option
- 3Y win rate
- +32%
- Windows beating the median
- 3Y percentile
- 44
- Vs comparable share classes
- SIP 3Y XIRR
- +3.7%
- Simulated monthly SIP
- Worst rolling 3Y
- +7.1%
- 742 daily-ending windows
- Median rolling 3Y
- +12.5%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 246 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -20.6%
- Worst peak-to-trough
- Current
- -10.4%
- Below last peak
- Current spell
- 253 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 62 recovered episodes
- Longest recovery
- 157 days
- Trough to prior peak
26 Oct 2021 – 14 Sept 2022
Trough 16 Jun 2022 · recovered in 90 days
-20.6%
18 Feb 2026 – open
Trough 31 Mar 2026 · not recovered
-18.4%
15 Feb 2021 – 16 Sept 2021
Trough 12 Apr 2021 · recovered in 157 days
-17.2%
26 Sept 2024 – 21 Apr 2025
Trough 11 Mar 2025 · recovered in 41 days
-12.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
44
Vs category
55
Consistency
47
Risk-adjusted
47
Drawdown
49
Mean
48
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Healthy
Buying stance
Fit for a long SIP
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
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 62% of rolling 1-year windows.
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
- +8.8%
- 3Y
- +21.0%
- Vol
- 15.0%
- Max DD
- -18.3%
- Sharpe
- 0.57
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mirae Asset BSE 200 Equal Weight ETF
Mirae Asset Mutual Fund
- 1Y
- -5.2%
- 3Y
- n/a
- Vol
- 15.2%
- Max DD
- -13.6%
- Sharpe
- 0.19
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Mirae Asset Nifty500 Multicap 50:25:25 ETF
Mirae Asset Mutual Fund
- 1Y
- -6.1%
- 3Y
- n/a
- Vol
- 15.0%
- Max DD
- -19.9%
- Sharpe
- -0.49
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Aditya Birla Sun Life Gold ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +16.9%
- 3Y
- +31.4%
- Vol
- n/a
- Max DD
- -99.2%
- Sharpe
- n/a
- 3Y win
- +40%
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Nifty Next 50 ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- -2.1%
- 3Y
- +16.7%
- Vol
- n/a
- Max DD
- -92.0%
- Sharpe
- n/a
- 3Y win
- +49%
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown