ReviewRegular · GrowthPrefer peers first
BANDHAN BSE Sensex ETF
- NAV
- 801.5679
- 27 Oct 2026
- 1Y
- -12.6%
- Trailing CAGR
- AUM
- ₹1.16 Cr
- 30 Jun 2026
- Volatility
- High
- 16.1% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 27 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 · Three-year return sits below the 25th percentile of comparable share classes.
Prefer peers if · Prefer DSP Nifty Bank ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
10.0 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Watch
0.32% TER on Regular - Direct is usually cheaper for the same scheme.
Drawdown vs peers
Watch
Peak-to-trough -37.3%. Ask whether you can hold through a similar fall.
Vs category
Fail
36% 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.
Plan class
Watch
Regular plan - switch the buy to Direct Growth of the same scheme when you can.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
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.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
Regular plan drag
Regular TER compounds against you on long SIPs. Prefer the Direct Growth class of the same scheme when you buy.
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-12.6%
- 3Y+5.7%
- 5Y+4.6%
- 10Y+11.2%
- SI+11.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-11.2%
- 3Y-2.5%
- 5Y+3.5%
- 10Y+9.3%
- Since inception
- +11.3%
- Calendar-day CAGR
- Excess 1Y
- -17.6%
- Category median, same plan and option
- 3Y win rate
- +36%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- SIP 3Y XIRR
- -2.5%
- Simulated monthly SIP
- Worst rolling 3Y
- -2.6%
- 1746 daily-ending windows
- Median rolling 3Y
- +14.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1252 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -37.3%
- Worst peak-to-trough
- Current
- -13.6%
- Below last peak
- Current spell
- 298 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 118 recovered episodes
- Longest recovery
- 260 days
- Trough to prior peak
14 Jan 2020 – 6 Nov 2020
Trough 23 Mar 2020 · recovered in 228 days
-37.3%
18 Oct 2021 – 7 Nov 2022
Trough 17 Jun 2022 · recovered in 143 days
-16.3%
2 Jan 2026 – open
Trough 31 Mar 2026 · not recovered
-16.1%
26 Sept 2024 – 19 Nov 2025
Trough 4 Mar 2025 · recovered in 260 days
-14.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
0
Consistency
42
Risk-adjusted
44
Drawdown
7
Mean
19
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.
- Three-year return sits below the 25th percentile of comparable share classes.
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
What changed
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
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
18 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
DSP Nifty Bank ETF
DSP Mutual Fund
- 1Y
- -6.7%
- 3Y
- +8.7%
- Vol
- 15.4%
- Max DD
- -18.3%
- Sharpe
- 0.11
- 3Y win
- +84%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Motilal Oswal Nifty 500 ETF
Motilal Oswal Mutual Fund
- 1Y
- -8.2%
- 3Y
- +9.8%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.24
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
BANDHAN Nifty 50 ETF
Bandhan Mutual Fund
- 1Y
- -11.6%
- 3Y
- +7.2%
- Vol
- 16.0%
- Max DD
- -37.7%
- Sharpe
- 0.40
- 3Y win
- +64%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Crisil 10 year Gilt ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- -0.2%
- 3Y
- n/a
- Vol
- 3.0%
- Max DD
- -3.4%
- Sharpe
- -0.53
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
ADITYA BIRLA SUN LIFE CRISIL BROAD BASED GILT ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +0.9%
- 3Y
- n/a
- Vol
- 2.6%
- Max DD
- -3.0%
- Sharpe
- -0.32
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns