HealthyPlan n/a · Option n/a
BHARAT Bond ETF- April 2031
- NAV
- 1,431.1646
- 15 Sept 2026
- 1Y
- +4.2%
- Trailing CAGR
- AUM
- ₹13,216.18 Cr
- 30 Jun 2026
- Volatility
- Low
- 2.4% 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+4.2%
- 3Y+7.3%
- 5Y+6.3%
- 10Yn/a
- SI+6.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.8%
- 3Y+6.4%
- 5Y+6.8%
- 10Yn/a
- Since inception
- +6.0%
- Calendar-day CAGR
- Excess 1Y
- +1.1%
- Category median, same plan and option
- 3Y win rate
- +1%
- Windows beating the median
- 3Y percentile
- 54
- Vs comparable share classes
- Worst rolling 3Y
- +4.7%
- 759 daily-ending windows
- Median rolling 3Y
- +6.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 275 daily-ending windows
- SIP 3Y XIRR
- +6.4%
- 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
- 8 days
- 119 recovered episodes
- Longest recovery
- 72 days
- Trough to prior peak
- Current spell
- 33 days
- Days below latest peak
- Time below peak
- +67%
- NAV observations
5 Apr 2022 – 24 Aug 2022
Trough 13 Jun 2022 · recovered in 72 days
-3.8%
4 Aug 2020 – 15 Oct 2020
Trough 24 Aug 2020 · recovered in 52 days
-3.2%
8 Jan 2021 – 7 Apr 2021
Trough 22 Feb 2021 · recovered in 44 days
-3.0%
17 Dec 2021 – 21 Mar 2022
Trough 4 Feb 2022 · recovered in 45 days
-2.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
54
Vs category
57
Consistency
18
Risk-adjusted
42
Drawdown
91
Mean
52
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 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
- 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
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · 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
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · 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%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
DSP Nifty PSU Bank ETF
DSP Mutual Fund
- 1Y
- +15.6%
- 3Y
- +17.9%
- Vol
- 25.8%
- Max DD
- -29.7%
- Sharpe
- 0.66
- 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
- +3.0%
- 3Y
- +15.6%
- Vol
- 18.8%
- Max DD
- -16.7%
- Sharpe
- 0.69
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown