MonitorRegular · Growth
BANDHAN Nifty 50 ETF
- NAV
- 255.716
- 15 Sept 2026
- 1Y
- -6.9%
- Trailing CAGR
- AUM
- ₹22.03 Cr
- 30 Jun 2026
- Volatility
- High
- 16.0% 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-6.9%
- 3Y+5.7%
- 5Y+6.9%
- 10Yn/a
- SI+11.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-10.8%
- 3Y-0.0%
- 5Y+5.4%
- 10Yn/a
- Since inception
- +11.7%
- Calendar-day CAGR
- Excess 1Y
- -11.9%
- Category median, same plan and option
- 3Y win rate
- +63%
- Windows beating the median
- 3Y percentile
- 100
- Vs comparable share classes
- Worst rolling 3Y
- -4.4%
- 1718 daily-ending windows
- Median rolling 3Y
- +14.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1224 daily-ending windows
- SIP 3Y XIRR
- -0.0%
- 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
- 14 days
- 120 recovered episodes
- Longest recovery
- 237 days
- Trough to prior peak
- Current spell
- 256 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
14 Jan 2020 – 6 Nov 2020
Trough 23 Mar 2020 · recovered in 228 days
-37.7%
18 Oct 2021 – 11 Nov 2022
Trough 17 Jun 2022 · recovered in 147 days
-16.4%
26 Sept 2024 – 27 Oct 2025
Trough 4 Mar 2025 · recovered in 237 days
-15.4%
2 Jan 2026 – open
Trough 31 Mar 2026 · not recovered
-15.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
0
Consistency
51
Risk-adjusted
48
Drawdown
6
Mean
41
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.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 63% of rolling 3-year windows.
- Three-year return is above the category median.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
DSP Nifty Bank ETF
DSP Mutual Fund
- 1Y
- +2.1%
- 3Y
- +7.1%
- Vol
- 15.4%
- Max DD
- -18.3%
- Sharpe
- 0.23
- 3Y win
- +81%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Nifty PSU Bank ETF
DSP Mutual Fund
- 1Y
- +15.6%
- 3Y
- +17.9%
- Vol
- 25.8%
- Max DD
- -29.7%
- Sharpe
- 0.66
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
ICICI Prudential Nifty Financial Services Ex-Bank ETF
ICICI Prudential Mutual Fund
- 1Y
- +3.0%
- 3Y
- +15.6%
- Vol
- 18.8%
- Max DD
- -16.7%
- Sharpe
- 0.69
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
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 ETF BSE Sensex Next 50
Nippon India Mutual Fund
- 1Y
- +1.1%
- 3Y
- +14.6%
- Vol
- 19.2%
- Max DD
- -38.3%
- Sharpe
- 0.65
- 3Y win
- +96%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown