HealthyPlan n/a · Option n/a
Axis Nifty500 Value 50 ETF
Axis Mutual FundExchange Traded Funds (ETFs) - Equity ETF1.5 years
- NAV
- 31.8176
- 15 Sept 2026
- 1Y
- +10.3%
- Trailing CAGR
- AUM
- ₹35.73 Cr
- 30 Jun 2026
- Volatility
- High
- 16.3% annualized
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+10.3%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+13.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-0.6%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +13.3%
- Calendar-day CAGR
- Excess 1Y
- +8.5%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- 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
- 7 days
- 20 recovered episodes
- Longest recovery
- 22 days
- Trough to prior peak
- Current spell
- 201 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
26 Feb 2026 – open
Trough 23 Mar 2026 · not recovered
-12.4%
24 Mar 2025 – 21 Apr 2025
Trough 7 Apr 2025 · recovered in 14 days
-8.2%
29 Jan 2026 – 4 Feb 2026
Trough 1 Feb 2026 · recovered in 3 days
-5.2%
1 Jul 2025 – 16 Sept 2025
Trough 31 Aug 2025 · recovered in 16 days
-5.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
45
Vs category
100
Consistency
100
Risk-adjusted
51
Drawdown
69
Mean
73
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Healthy
Engine status
Healthy
Doing its job
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 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
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%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown
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%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Gold ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +36.5%
- 3Y
- +35.3%
- Vol
- n/a
- Max DD
- -99.2%
- Sharpe
- n/a
- 3Y win
- +39%
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Nifty 200 Quality 30 ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- -6.4%
- 3Y
- +6.6%
- Vol
- 12.6%
- Max DD
- -22.5%
- Sharpe
- 0.29
- 3Y win
- +8%
- Lower volatility
Caveat: Deeper drawdown · Lower trailing returns
Aditya Birla Sun Life Nifty Next 50 ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +3.3%
- 3Y
- +16.0%
- Vol
- n/a
- Max DD
- -92.0%
- Sharpe
- n/a
- 3Y win
- +48%
- Higher trailing returns
Caveat: Deeper drawdown