…

HealthyPlan n/a · Option n/aFit for a long SIP

Bharat Bond ETF - April 2030

Edelweiss Mutual Fund Other Scheme - Other ETFs6.8 years

NAV: 1,599.614; 29 Oct 2026
1Y: +2.9%; Trailing CAGR
AUM: ₹24,941.87 Cr; 30 Jun 2026
Volatility: Low; 3.3% annualized

NAV path pending

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 · Peak-to-trough drawdown has stayed shallower than 15%.

Buy checklist

History depth
Pass
6.8 years of path to read.
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 -5.0%. Ask whether you can hold through a similar fall.
Vs category
Fail
5% 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.

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+2.9%
3Y+7.1%
5Y+6.3%
10Yn/a
SI+7.1%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+2.5%
3Y+5.7%
5Y+6.5%
10Yn/a

Since inception: +7.1%; Calendar-day CAGR
Excess 1Y: +9.0%; Category median, same plan and option
3Y win rate: +5%; Windows beating the median
3Y percentile: 47; Vs comparable share classes
SIP 3Y XIRR: +5.7%; Simulated monthly SIP
Worst rolling 3Y: +4.9%; 929 daily-ending windows
Median rolling 3Y: +6.8%; Calendar-day CAGR
Positive rolling 5Y: +100%; 446 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -5.0%; Worst peak-to-trough
Current: -1.1%; Below last peak
Current spell: 76 days; Days below latest peak
Time below peak: +65%; NAV observations

Drawdown

Path not in current snapshots

n/a

Average recovery: 6 days; 172 recovered episodes
Longest recovery: 65 days; Trough to prior peak

9 Mar 2020 – 22 Apr 2020
Trough 23 Mar 2020 · recovered in 30 days
-5.0%
5 Apr 2022 – 17 Aug 2022
Trough 13 Jun 2022 · recovered in 65 days
-3.4%
8 Jan 2021 – 6 Apr 2021
Trough 26 Feb 2021 · recovered in 39 days
-2.8%
5 Aug 2020 – 12 Oct 2020
Trough 24 Aug 2020 · recovered in 49 days
-2.6%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
47
Vs category
100
Consistency
21
Risk-adjusted
44
Drawdown
87
Mean
60

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

Peak-to-trough drawdown has stayed shallower than 15%.

No holdings or recent changes on file for this scheme yet.

Worth investigating

Same-category peers with enough history to inspect beside this fund - including tradeoffs.

All funds

HealthyPlan n/a · Option n/aFit for a long SIP

Bharat Bond ETF - April 2030

Edelweiss Mutual Fund Other Scheme - Other ETFs6.8 years

NAV: 1,599.614; 29 Oct 2026
1Y: +2.9%; Trailing CAGR
AUM: ₹24,941.87 Cr; 30 Jun 2026
Volatility: Low; 3.3% annualized

Nov 2024 – Oct 2026

All funds

HealthyPlan n/a · Option n/aFit for a long SIP

Bharat Bond ETF - April 2030

Edelweiss Mutual Fund Other Scheme - Other ETFs6.8 years

NAV: 1,599.614; 29 Oct 2026
1Y: +2.9%; Trailing CAGR
AUM: ₹24,941.87 Cr; 30 Jun 2026
Volatility: Low; 3.3% annualized

NAV path pending

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 · Peak-to-trough drawdown has stayed shallower than 15%.

Buy checklist

History depth
Pass
6.8 years of path to read.
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 -5.0%. Ask whether you can hold through a similar fall.
Vs category
Fail
5% 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.

Evidence supports a shortlist - confirm with peers before you buy elsewhere.

NAV

29 Oct 2026 · +2.9% over 1Y

1,599.614

Oct 20251,553.0677 – 1,616.9356Oct 2026

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+2.9%
3Y+7.1%
5Y+6.3%
10Yn/a
SI+7.1%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+2.5%
3Y+5.7%
5Y+6.5%
10Yn/a

Since inception: +7.1%; Calendar-day CAGR
Excess 1Y: +9.0%; Category median, same plan and option
3Y win rate: +5%; Windows beating the median
3Y percentile: 47; Vs comparable share classes
SIP 3Y XIRR: +5.7%; Simulated monthly SIP
Worst rolling 3Y: +4.9%; 929 daily-ending windows
Median rolling 3Y: +6.8%; Calendar-day CAGR
Positive rolling 5Y: +100%; 446 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -5.0%; Worst peak-to-trough
Current: -1.1%; Below last peak
Current spell: 76 days; Days below latest peak
Time below peak: +65%; NAV observations

Drawdown

29 Oct 2026

-1.1%

Dec 2019-4.8% – 0.0%Oct 2026

Average recovery: 6 days; 172 recovered episodes
Longest recovery: 65 days; Trough to prior peak

9 Mar 2020 – 22 Apr 2020
Trough 23 Mar 2020 · recovered in 30 days
-5.0%
5 Apr 2022 – 17 Aug 2022
Trough 13 Jun 2022 · recovered in 65 days
-3.4%
8 Jan 2021 – 6 Apr 2021
Trough 26 Feb 2021 · recovered in 39 days
-2.8%
5 Aug 2020 – 12 Oct 2020
Trough 24 Aug 2020 · recovered in 49 days
-2.6%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
47
Vs category
100
Consistency
21
Risk-adjusted
44
Drawdown
87
Mean
60

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

Peak-to-trough drawdown has stayed shallower than 15%.

No holdings or recent changes on file for this scheme yet.

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 · Peak-to-trough drawdown has stayed shallower than 15%.

Buy checklist

History depth
Pass
6.8 years of path to read.
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 -5.0%. Ask whether you can hold through a similar fall.
Vs category
Fail
5% 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.

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+2.9%
3Y+7.1%
5Y+6.3%
10Yn/a
SI+7.1%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+2.5%
3Y+5.7%
5Y+6.5%
10Yn/a

Since inception: +7.1%; Calendar-day CAGR
Excess 1Y: +9.0%; Category median, same plan and option
3Y win rate: +5%; Windows beating the median
3Y percentile: 47; Vs comparable share classes
SIP 3Y XIRR: +5.7%; Simulated monthly SIP
Worst rolling 3Y: +4.9%; 929 daily-ending windows
Median rolling 3Y: +6.8%; Calendar-day CAGR
Positive rolling 5Y: +100%; 446 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -5.0%; Worst peak-to-trough
Current: -1.1%; Below last peak
Current spell: 76 days; Days below latest peak
Time below peak: +65%; NAV observations

Drawdown

Path not in current snapshots

n/a

Average recovery: 6 days; 172 recovered episodes
Longest recovery: 65 days; Trough to prior peak

9 Mar 2020 – 22 Apr 2020
Trough 23 Mar 2020 · recovered in 30 days
-5.0%
5 Apr 2022 – 17 Aug 2022
Trough 13 Jun 2022 · recovered in 65 days
-3.4%
8 Jan 2021 – 6 Apr 2021
Trough 26 Feb 2021 · recovered in 39 days
-2.8%
5 Aug 2020 – 12 Oct 2020
Trough 24 Aug 2020 · recovered in 49 days
-2.6%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
47
Vs category
100
Consistency
21
Risk-adjusted
44
Drawdown
87
Mean
60

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

Peak-to-trough drawdown has stayed shallower than 15%.

No holdings or recent changes on file for this scheme yet.

Worth investigating

Same-category peers with enough history to inspect beside this fund - including tradeoffs.

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 · Peak-to-trough drawdown has stayed shallower than 15%.

Buy checklist

History depth
Pass
6.8 years of path to read.
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 -5.0%. Ask whether you can hold through a similar fall.
Vs category
Fail
5% 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.

Evidence supports a shortlist - confirm with peers before you buy elsewhere.

NAV

29 Oct 2026 · +2.9% over 1Y

1,599.614

Oct 20251,553.0677 – 1,616.9356Oct 2026

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+2.9%
3Y+7.1%
5Y+6.3%
10Yn/a
SI+7.1%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+2.5%
3Y+5.7%
5Y+6.5%
10Yn/a

Since inception: +7.1%; Calendar-day CAGR
Excess 1Y: +9.0%; Category median, same plan and option
3Y win rate: +5%; Windows beating the median
3Y percentile: 47; Vs comparable share classes
SIP 3Y XIRR: +5.7%; Simulated monthly SIP
Worst rolling 3Y: +4.9%; 929 daily-ending windows
Median rolling 3Y: +6.8%; Calendar-day CAGR
Positive rolling 5Y: +100%; 446 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -5.0%; Worst peak-to-trough
Current: -1.1%; Below last peak
Current spell: 76 days; Days below latest peak
Time below peak: +65%; NAV observations

Drawdown

29 Oct 2026

-1.1%

Dec 2019-4.8% – 0.0%Oct 2026

Average recovery: 6 days; 172 recovered episodes
Longest recovery: 65 days; Trough to prior peak

9 Mar 2020 – 22 Apr 2020
Trough 23 Mar 2020 · recovered in 30 days
-5.0%
5 Apr 2022 – 17 Aug 2022
Trough 13 Jun 2022 · recovered in 65 days
-3.4%
8 Jan 2021 – 6 Apr 2021
Trough 26 Feb 2021 · recovered in 39 days
-2.8%
5 Aug 2020 – 12 Oct 2020
Trough 24 Aug 2020 · recovered in 49 days
-2.6%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
47
Vs category
100
Consistency
21
Risk-adjusted
44
Drawdown
87
Mean
60

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

Peak-to-trough drawdown has stayed shallower than 15%.

No holdings or recent changes on file for this scheme yet.

Bharat Bond ETF - April 2030

Should you add this fund?

Returns

Drawdown

Dimensions

Decision

Worth investigating

Aditya Birla Sun Life Crisil 10 year Gilt ETF

ADITYA BIRLA SUN LIFE CRISIL BROAD BASED GILT ETF

BANDHAN Nifty 50 ETF

DSP Nifty Bank ETF

DSP Nifty PSU Bank ETF

Bharat Bond ETF - April 2030

Bharat Bond ETF - April 2030

Should you add this fund?

Returns

Drawdown

Dimensions

Decision

Should you add this fund?

Returns

Drawdown

Dimensions

Decision

Worth investigating

Aditya Birla Sun Life Crisil 10 year Gilt ETF

ADITYA BIRLA SUN LIFE CRISIL BROAD BASED GILT ETF

BANDHAN Nifty 50 ETF

DSP Nifty Bank ETF

DSP Nifty PSU Bank ETF

Bharat Bond ETF - April 2030

Should you add this fund?

Returns

Drawdown

Dimensions

Decision