…

MonitorPlan n/a · Option n/aWatch before adding

BHARAT Bond ETF - April 2033

Edelweiss Mutual Fund Other Scheme - Other ETFs3.9 years

NAV: 1,286.3891; 29 Oct 2026
1Y: +1.6%; Trailing CAGR
AUM: ₹6,189.32 Cr; 31 Aug 2026
Volatility: Low; 1.9% 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

Watch before adding

Recent evidence is mixed. Compare peers before increasing exposure.

In three lines

Fits if · Peak-to-trough drawdown has stayed shallower than 15%.
Prefer peers if · Prefer BANDHAN Nifty 50 ETF if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Watch
3.9 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 -2.7%. Ask whether you can hold through a similar fall.
Vs category
Fail
22% 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
Watch
Top 10 holdings ≈ 68.4% of the portfolio.

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+1.6%
3Y+6.8%
5Yn/a
10Yn/a
SI+6.7%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+0.5%
3Y+4.8%
5Yn/a
10Yn/a

Since inception: +6.7%; Calendar-day CAGR
Excess 1Y: +7.7%; Category median, same plan and option
3Y win rate: +22%; Windows beating the median
3Y percentile: 38; Vs comparable share classes
SIP 3Y XIRR: +4.8%; Simulated monthly SIP
Worst rolling 3Y: +6.6%; 212 daily-ending windows
Median rolling 3Y: +7.7%; 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: -2.7%; Worst peak-to-trough
Current: -2.5%; Below last peak
Current spell: 76 days; Days below latest peak
Time below peak: +61%; NAV observations

Drawdown

Path not in current snapshots

n/a

Average recovery: 6 days; 92 recovered episodes
Longest recovery: 64 days; Trough to prior peak

14 Aug 2026 – open
Trough 28 Oct 2026 · not recovered
-2.7%
2 Mar 2026 – 5 Jun 2026
Trough 2 Apr 2026 · recovered in 64 days
-1.4%
7 Feb 2023 – 28 Mar 2023
Trough 27 Feb 2023 · recovered in 29 days
-0.9%
5 Dec 2025 – 16 Feb 2026
Trough 20 Jan 2026 · recovered in 27 days
-0.8%

Dimensions

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

Returns
38
Vs category
98
Consistency
36
Risk-adjusted
47
Drawdown
93
Mean
62

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

No status reasons yet. History is still thin.

Supporting reads

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

Portfolio

31 Aug 2026 · 27 holdings · top 10 are 68.4%.

Top 5: 39.4%
Top 10: 68.4%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Debt
96.0%
Cash
4.0%

Sectors

Financial
63.9%
Energy & Utilities
22.2%
Entities
10.0%
Unspecified
3.9%

What changed

DECISION
Status moved from HEALTHY to MONITOR.
27 Oct 2026

Worth investigating

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

All funds

MonitorPlan n/a · Option n/aWatch before adding

BHARAT Bond ETF - April 2033

Edelweiss Mutual Fund Other Scheme - Other ETFs3.9 years

NAV: 1,286.3891; 29 Oct 2026
1Y: +1.6%; Trailing CAGR
AUM: ₹6,189.32 Cr; 31 Aug 2026
Volatility: Low; 1.9% annualized

Oct 2024 – Oct 2026

All funds

MonitorPlan n/a · Option n/aWatch before adding

BHARAT Bond ETF - April 2033

Edelweiss Mutual Fund Other Scheme - Other ETFs3.9 years

NAV: 1,286.3891; 29 Oct 2026
1Y: +1.6%; Trailing CAGR
AUM: ₹6,189.32 Cr; 31 Aug 2026
Volatility: Low; 1.9% 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

Watch before adding

Recent evidence is mixed. Compare peers before increasing exposure.

In three lines

Fits if · Peak-to-trough drawdown has stayed shallower than 15%.
Prefer peers if · Prefer BANDHAN Nifty 50 ETF if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Watch
3.9 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 -2.7%. Ask whether you can hold through a similar fall.
Vs category
Fail
22% 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
Watch
Top 10 holdings ≈ 68.4% of the portfolio.

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

29 Oct 2026 · +1.6% over 1Y

1,286.3891

Oct 20251,262.1868 – 1,319.0464Oct 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+1.6%
3Y+6.8%
5Yn/a
10Yn/a
SI+6.7%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+0.5%
3Y+4.8%
5Yn/a
10Yn/a

Since inception: +6.7%; Calendar-day CAGR
Excess 1Y: +7.7%; Category median, same plan and option
3Y win rate: +22%; Windows beating the median
3Y percentile: 38; Vs comparable share classes
SIP 3Y XIRR: +4.8%; Simulated monthly SIP
Worst rolling 3Y: +6.6%; 212 daily-ending windows
Median rolling 3Y: +7.7%; 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: -2.7%; Worst peak-to-trough
Current: -2.5%; Below last peak
Current spell: 76 days; Days below latest peak
Time below peak: +61%; NAV observations

Drawdown

29 Oct 2026

-2.5%

Dec 2022-2.7% – 0.0%Oct 2026

Average recovery: 6 days; 92 recovered episodes
Longest recovery: 64 days; Trough to prior peak

14 Aug 2026 – open
Trough 28 Oct 2026 · not recovered
-2.7%
2 Mar 2026 – 5 Jun 2026
Trough 2 Apr 2026 · recovered in 64 days
-1.4%
7 Feb 2023 – 28 Mar 2023
Trough 27 Feb 2023 · recovered in 29 days
-0.9%
5 Dec 2025 – 16 Feb 2026
Trough 20 Jan 2026 · recovered in 27 days
-0.8%

Dimensions

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

Returns
38
Vs category
98
Consistency
36
Risk-adjusted
47
Drawdown
93
Mean
62

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

No status reasons yet. History is still thin.

Supporting reads

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

Portfolio

31 Aug 2026 · 27 holdings · top 10 are 68.4%.

Top 5: 39.4%
Top 10: 68.4%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Debt
96.0%
Cash
4.0%

Sectors

Financial
63.9%
Energy & Utilities
22.2%
Entities
10.0%
Unspecified
3.9%

What changed

DECISION
Status moved from HEALTHY to MONITOR.
27 Oct 2026

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 · Peak-to-trough drawdown has stayed shallower than 15%.
Prefer peers if · Prefer BANDHAN Nifty 50 ETF if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Watch
3.9 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 -2.7%. Ask whether you can hold through a similar fall.
Vs category
Fail
22% 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
Watch
Top 10 holdings ≈ 68.4% of the portfolio.

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+1.6%
3Y+6.8%
5Yn/a
10Yn/a
SI+6.7%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+0.5%
3Y+4.8%
5Yn/a
10Yn/a

Since inception: +6.7%; Calendar-day CAGR
Excess 1Y: +7.7%; Category median, same plan and option
3Y win rate: +22%; Windows beating the median
3Y percentile: 38; Vs comparable share classes
SIP 3Y XIRR: +4.8%; Simulated monthly SIP
Worst rolling 3Y: +6.6%; 212 daily-ending windows
Median rolling 3Y: +7.7%; 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: -2.7%; Worst peak-to-trough
Current: -2.5%; Below last peak
Current spell: 76 days; Days below latest peak
Time below peak: +61%; NAV observations

Drawdown

Path not in current snapshots

n/a

Average recovery: 6 days; 92 recovered episodes
Longest recovery: 64 days; Trough to prior peak

14 Aug 2026 – open
Trough 28 Oct 2026 · not recovered
-2.7%
2 Mar 2026 – 5 Jun 2026
Trough 2 Apr 2026 · recovered in 64 days
-1.4%
7 Feb 2023 – 28 Mar 2023
Trough 27 Feb 2023 · recovered in 29 days
-0.9%
5 Dec 2025 – 16 Feb 2026
Trough 20 Jan 2026 · recovered in 27 days
-0.8%

Dimensions

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

Returns
38
Vs category
98
Consistency
36
Risk-adjusted
47
Drawdown
93
Mean
62

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

No status reasons yet. History is still thin.

Supporting reads

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

Portfolio

31 Aug 2026 · 27 holdings · top 10 are 68.4%.

Top 5: 39.4%
Top 10: 68.4%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Debt
96.0%
Cash
4.0%

Sectors

Financial
63.9%
Energy & Utilities
22.2%
Entities
10.0%
Unspecified
3.9%

What changed

DECISION
Status moved from HEALTHY to MONITOR.
27 Oct 2026

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

Watch before adding

Recent evidence is mixed. Compare peers before increasing exposure.

In three lines

Fits if · Peak-to-trough drawdown has stayed shallower than 15%.
Prefer peers if · Prefer BANDHAN Nifty 50 ETF if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Watch
3.9 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 -2.7%. Ask whether you can hold through a similar fall.
Vs category
Fail
22% 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
Watch
Top 10 holdings ≈ 68.4% of the portfolio.

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

29 Oct 2026 · +1.6% over 1Y

1,286.3891

Oct 20251,262.1868 – 1,319.0464Oct 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+1.6%
3Y+6.8%
5Yn/a
10Yn/a
SI+6.7%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+0.5%
3Y+4.8%
5Yn/a
10Yn/a

Since inception: +6.7%; Calendar-day CAGR
Excess 1Y: +7.7%; Category median, same plan and option
3Y win rate: +22%; Windows beating the median
3Y percentile: 38; Vs comparable share classes
SIP 3Y XIRR: +4.8%; Simulated monthly SIP
Worst rolling 3Y: +6.6%; 212 daily-ending windows
Median rolling 3Y: +7.7%; 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: -2.7%; Worst peak-to-trough
Current: -2.5%; Below last peak
Current spell: 76 days; Days below latest peak
Time below peak: +61%; NAV observations

Drawdown

29 Oct 2026

-2.5%

Dec 2022-2.7% – 0.0%Oct 2026

Average recovery: 6 days; 92 recovered episodes
Longest recovery: 64 days; Trough to prior peak

14 Aug 2026 – open
Trough 28 Oct 2026 · not recovered
-2.7%
2 Mar 2026 – 5 Jun 2026
Trough 2 Apr 2026 · recovered in 64 days
-1.4%
7 Feb 2023 – 28 Mar 2023
Trough 27 Feb 2023 · recovered in 29 days
-0.9%
5 Dec 2025 – 16 Feb 2026
Trough 20 Jan 2026 · recovered in 27 days
-0.8%

Dimensions

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

Returns
38
Vs category
98
Consistency
36
Risk-adjusted
47
Drawdown
93
Mean
62

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

No status reasons yet. History is still thin.

Supporting reads

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

Portfolio

31 Aug 2026 · 27 holdings · top 10 are 68.4%.

Top 5: 39.4%
Top 10: 68.4%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Debt
96.0%
Cash
4.0%

Sectors

Financial
63.9%
Energy & Utilities
22.2%
Entities
10.0%
Unspecified
3.9%

What changed

DECISION
Status moved from HEALTHY to MONITOR.
27 Oct 2026