MonitorPlan n/a · Option n/aWatch before adding
DSP Nifty 50 ETF
- NAV
- 242.0757
- 29 Oct 2026
- 1Y
- -11.1%
- Trailing CAGR
- AUM
- ₹263.82 Cr
- 30 Jun 2026
- Volatility
- Medium
- 13.7% 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
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 93% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
Prefer peers if · Prefer DSP Nifty PSU Bank ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Watch
4.9 years - usable, still building a track record.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -15.8%. Ask whether you can hold through a similar fall.
Vs category
Pass
93% 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.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
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
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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-11.1%
- 3Y+7.6%
- 5Yn/a
- 10Yn/a
- SI+7.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-9.4%
- 3Y-0.7%
- 5Yn/a
- 10Yn/a
- Since inception
- +7.5%
- Calendar-day CAGR
- Excess 1Y
- -5.1%
- Category median, same plan and option
- 3Y win rate
- +93%
- Windows beating the median
- 3Y percentile
- 62
- Vs comparable share classes
- SIP 3Y XIRR
- -0.7%
- Simulated monthly SIP
- Worst rolling 3Y
- +5.3%
- 460 daily-ending windows
- Median rolling 3Y
- +12.6%
- 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
- -15.8%
- Worst peak-to-trough
- Current
- -12.0%
- Below last peak
- Current spell
- 300 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 15 days
- 48 recovered episodes
- Longest recovery
- 237 days
- Trough to prior peak
17 Jan 2022 – 1 Nov 2022
Trough 17 Jun 2022 · recovered in 137 days
-15.8%
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%
1 Dec 2022 – 14 Jun 2023
Trough 24 Mar 2023 · recovered in 82 days
-9.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
62
Vs category
18
Consistency
72
Risk-adjusted
34
Drawdown
61
Mean
49
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 93% of rolling 3-year windows.
- Three-year return is above the category median.
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
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
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
DSP Nifty PSU Bank ETF
DSP Mutual Fund
- 1Y
- +3.4%
- 3Y
- +19.6%
- Vol
- 25.6%
- Max DD
- -29.7%
- Sharpe
- 0.64
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
ICICI Prudential Nifty Financial Services Ex-Bank ETF
ICICI Prudential Mutual Fund
- 1Y
- -7.9%
- 3Y
- +13.3%
- Vol
- 18.9%
- Max DD
- -16.7%
- Sharpe
- 0.53
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
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%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Nippon India ETF BSE Sensex Next 50
Nippon India Mutual Fund
- 1Y
- -6.2%
- 3Y
- +14.7%
- Vol
- 19.1%
- Max DD
- -38.3%
- Sharpe
- 0.57
- 3Y win
- +96%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · 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
- -0.46
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns