HealthyPlan n/a · Option n/a
DSP BSE SENSEX Next 30 ETF
- NAV
- 41.4032
- 15 Sept 2026
- 1Y
- +7.6%
- Trailing CAGR
- AUM
- ₹45.79 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.0% 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+7.6%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+12.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.2%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +12.9%
- Calendar-day CAGR
- Excess 1Y
- +4.1%
- 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
- 14 days
- 20 recovered episodes
- Longest recovery
- 53 days
- Trough to prior peak
- Current spell
- 32 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
26 Feb 2026 – 29 Apr 2026
Trough 23 Mar 2026 · recovered in 37 days
-11.4%
5 Feb 2025 – 21 Mar 2025
Trough 28 Feb 2025 · recovered in 21 days
-8.7%
2 Apr 2025 – 16 Apr 2025
Trough 7 Apr 2025 · recovered in 9 days
-6.9%
6 Jan 2026 – 25 Feb 2026
Trough 1 Feb 2026 · recovered in 24 days
-5.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
39
Vs category
76
Consistency
100
Risk-adjusted
52
Drawdown
71
Mean
68
Portfolio
31 Aug 2026 · 32 holdings · top 10 are 44.5%.
- Top 5
- 25.2%
- Top 10
- 44.5%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
99.7%
Cash
0.3%
Sectors
Materials
21.2%
Consumer Discretionary
20.0%
Financial
18.4%
Healthcare
16.0%
Consumer Staples
11.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 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 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
Caveat: Lower trailing returns
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
Caveat: Lower 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
Caveat: Lower 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
Caveat: Lower trailing returns
ANGEL ONE NIFTY TOTAL MARKET ETF
Angel One Mutual Fund
- 1Y
- -2.5%
- 3Y
- n/a
- Vol
- 14.1%
- Max DD
- -14.8%
- Sharpe
- 0.28
- 3Y win
- n/a
- Lower volatility
Caveat: Deeper drawdown · Lower trailing returns