MonitorPlan n/a · Option n/a
Edelweiss BSE Capital Markets & Insurance ETF
- NAV
- 22.8257
- 15 Sept 2026
- 1Y
- -0.9%
- Trailing CAGR
- AUM
- ₹15.18 Cr
- 30 Jun 2026
- Volatility
- High
- 19.2% 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-0.9%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+5.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-8.6%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +5.5%
- Calendar-day CAGR
- Excess 1Y
- -4.5%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- 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
- 19 days
- 13 recovered episodes
- Longest recovery
- 75 days
- Trough to prior peak
- Current spell
- 113 days
- Days below latest peak
- Time below peak
- +92%
- NAV observations
2 Jan 2025 – 15 May 2025
Trough 4 Mar 2025 · recovered in 72 days
-17.5%
23 Feb 2026 – 17 Apr 2026
Trough 31 Mar 2026 · recovered in 17 days
-13.7%
25 May 2026 – open
Trough 11 Jun 2026 · not recovered
-8.7%
1 Jul 2025 – 12 Nov 2025
Trough 29 Aug 2025 · recovered in 75 days
-7.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
20
Vs category
22
Consistency
86
Risk-adjusted
30
Drawdown
56
Mean
43
What changed
DECISION
Status moved from MONITOR to HEALTHY.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
DECISION
Status moved from HEALTHY to MONITOR.
10 Sept 2026
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
- 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 86% of rolling 1-year windows.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
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%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Nippon India ETF BSE Sensex Next 50
Nippon India Mutual Fund
- 1Y
- +1.1%
- 3Y
- +14.6%
- Vol
- 19.2%
- Max DD
- -38.3%
- Sharpe
- 0.65
- 3Y win
- +96%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
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
- Higher 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
- Higher 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
- Higher trailing returns