MonitorPlan n/a · Option n/a
DSP Nifty PSU Bank ETF
- NAV
- 82.5236
- 15 Sept 2026
- 1Y
- +15.6%
- Trailing CAGR
- AUM
- ₹415.45 Cr
- 30 Jun 2026
- Volatility
- High
- 25.8% 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+15.6%
- 3Y+17.9%
- 5Yn/a
- 10Yn/a
- SI+20.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.0%
- 3Y+11.4%
- 5Yn/a
- 10Yn/a
- Since inception
- +20.6%
- Calendar-day CAGR
- Excess 1Y
- +14.4%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 91
- Vs comparable share classes
- Worst rolling 3Y
- +17.9%
- 36 daily-ending windows
- Median rolling 3Y
- +23.9%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +11.4%
- 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
- 33 recovered episodes
- Longest recovery
- 238 days
- Trough to prior peak
- Current spell
- 201 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
3 Jun 2024 – 27 Oct 2025
Trough 3 Mar 2025 · recovered in 238 days
-29.7%
26 Feb 2026 – open
Trough 31 Mar 2026 · not recovered
-20.3%
3 Oct 2023 – 5 Dec 2023
Trough 26 Oct 2023 · recovered in 40 days
-12.2%
7 Mar 2024 – 25 Apr 2024
Trough 19 Mar 2024 · recovered in 37 days
-9.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
91
Vs category
100
Consistency
84
Risk-adjusted
58
Drawdown
26
Mean
72
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
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
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
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
- 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
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
Caveat: Lower trailing returns