MonitorPlan n/a · Option n/a
Bajaj Finserv Nifty 50 ETF
- NAV
- 238.1773
- 15 Sept 2026
- 1Y
- -6.8%
- Trailing CAGR
- AUM
- ₹172.75 Cr
- 30 Jun 2026
- Volatility
- Medium
- 13.5% 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-6.8%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+3.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-10.7%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +3.6%
- Calendar-day CAGR
- Excess 1Y
- -10.4%
- 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
- 13 days
- 29 recovered episodes
- Longest recovery
- 237 days
- Trough to prior peak
- Current spell
- 256 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
26 Sept 2024 – 27 Oct 2025
Trough 4 Mar 2025 · recovered in 237 days
-15.5%
2 Jan 2026 – open
Trough 31 Mar 2026 · not recovered
-15.1%
3 Jun 2024 – 7 Jun 2024
Trough 4 Jun 2024 · recovered in 3 days
-5.8%
1 Aug 2024 – 26 Aug 2024
Trough 6 Aug 2024 · recovered in 20 days
-4.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
7
Vs category
0
Consistency
41
Risk-adjusted
22
Drawdown
61
Mean
26
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 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ADITYA BIRLA SUN LIFE CRISIL BROAD BASED GILT ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +3.2%
- 3Y
- n/a
- Vol
- 2.6%
- Max DD
- -2.4%
- Sharpe
- 0.26
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Aditya Birla Sun Life Crisil 10 year Gilt ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +2.1%
- 3Y
- n/a
- Vol
- 3.0%
- Max DD
- -2.8%
- Sharpe
- 0.04
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Bharat Bond ETF - April 2030
Edelweiss Mutual Fund
- 1Y
- +4.8%
- 3Y
- +7.4%
- Vol
- 3.3%
- Max DD
- -5.0%
- Sharpe
- 0.64
- 3Y win
- +2%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Nippon India Nifty 1D Rate Liquid ETF- Growth
Nippon India Mutual Fund
- 1Y
- +4.7%
- 3Y
- n/a
- Vol
- 0.1%
- Max DD
- 0.0%
- Sharpe
- -15.67
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
BANDHAN Nifty 50 ETF
Bandhan Mutual Fund
- 1Y
- -6.9%
- 3Y
- +5.7%
- Vol
- 16.0%
- Max DD
- -37.7%
- Sharpe
- 0.46
- 3Y win
- +63%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown