HealthyPlan n/a · Option n/aFit for a long SIP
DSP BSE SENSEX Next 30 ETF
- NAV
- 39.8396
- 29 Oct 2026
- 1Y
- -2.4%
- Trailing CAGR
- AUM
- ₹45.79 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.1% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Fit for a long SIP
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
In three lines
Fits if · The fund beat the category median in 100% of rolling 1-year windows.
Fits if · Peak-to-trough drawdown has stayed shallower than 15%.
Buy checklist
History depth
Fail
1.8 years - thin for judging consistency.
Engine status
Pass
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -12.1%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 44.5% of the portfolio.
Evidence supports a shortlist - confirm with peers before you buy elsewhere.
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-2.4%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+8.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-5.4%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +8.2%
- Calendar-day CAGR
- Excess 1Y
- +3.6%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- 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
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -12.1%
- Worst peak-to-trough
- Current
- -9.5%
- Below last peak
- Current spell
- 80 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 20 recovered episodes
- Longest recovery
- 53 days
- Trough to prior peak
10 Aug 2026 – open
Trough 23 Oct 2026 · not recovered
-12.1%
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%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
17
Vs category
72
Consistency
100
Risk-adjusted
36
Drawdown
70
Mean
59
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Healthy
Buying stance
Fit for a long SIP
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
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.
- Peak-to-trough drawdown has stayed shallower than 15%.
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%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
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
- -0.46
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
ADITYA BIRLA SUN LIFE CRISIL BROAD BASED GILT ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +1.2%
- 3Y
- n/a
- Vol
- 2.6%
- Max DD
- -3.0%
- Sharpe
- -0.27
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Bharat Bond ETF - April 2030
Edelweiss Mutual Fund
- 1Y
- +2.9%
- 3Y
- +7.1%
- Vol
- 3.3%
- Max DD
- -5.0%
- Sharpe
- 0.38
- 3Y win
- +5%
- 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
- -22.10
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Motilal Oswal Nifty 500 ETF
Motilal Oswal Mutual Fund
- 1Y
- -7.8%
- 3Y
- +10.2%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.26
- 3Y win
- +100%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown