HealthyPlan n/a · Option n/aFit for a long SIP
Axis NIFTY Healthcare ETF
Axis Mutual FundExchange Traded Funds (ETFs) - Equity ETF5.4 years
- NAV
- 167.3475
- 30 Oct 2026
- 1Y
- +11.1%
- Trailing CAGR
- AUM
- ₹21.69 Cr
- 30 Jun 2026
- Volatility
- Medium
- 14.9% annualized
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
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 100% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
Buy checklist
History depth
Pass
5.4 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 -20.7%. Ask whether you can hold through a similar fall.
Vs category
Pass
100% 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+11.1%
- 3Y+21.1%
- 5Y+14.2%
- 10Yn/a
- SI+13.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+15.3%
- 3Y+13.0%
- 5Y+17.0%
- 10Yn/a
- Since inception
- +13.5%
- Calendar-day CAGR
- Excess 1Y
- +17.2%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 89
- Vs comparable share classes
- SIP 3Y XIRR
- +13.0%
- Simulated monthly SIP
- Worst rolling 3Y
- +11.8%
- 616 daily-ending windows
- Median rolling 3Y
- +20.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 113 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -20.7%
- Worst peak-to-trough
- Current
- -3.0%
- Below last peak
- Current spell
- 60 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 17 days
- 55 recovered episodes
- Longest recovery
- 398 days
- Trough to prior peak
3 Sept 2021 – 20 Jul 2023
Trough 17 Jun 2022 · recovered in 398 days
-20.7%
2 Jan 2025 – 29 Jul 2025
Trough 28 Feb 2025 · recovered in 151 days
-15.7%
31 Aug 2026 – open
Trough 23 Oct 2026 · not recovered
-9.2%
29 Jul 2025 – 26 Feb 2026
Trough 29 Jan 2026 · recovered in 28 days
-8.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
89
Vs category
100
Consistency
82
Risk-adjusted
52
Drawdown
48
Mean
74
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 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
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
- +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
Caveat: Higher volatility
Mirae Asset BSE 200 Equal Weight ETF
Mirae Asset Mutual Fund
- 1Y
- -5.5%
- 3Y
- n/a
- Vol
- 15.2%
- Max DD
- -13.6%
- Sharpe
- 0.16
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns
Zerodha Nifty Smallcap 100 ETF
Zerodha Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 18.4%
- Max DD
- -18.1%
- Sharpe
- -0.06
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns
Axis BSE Sensex ETF
Axis Mutual Fund
- 1Y
- -11.0%
- 3Y
- +6.2%
- Vol
- 12.7%
- Max DD
- -16.0%
- Sharpe
- 0.24
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Mirae Asset BSE Sensex ETF
Mirae Asset Mutual Fund
- 1Y
- -11.0%
- 3Y
- +6.2%
- Vol
- 13.3%
- Max DD
- -16.0%
- Sharpe
- 0.02
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns