MonitorPlan n/a · Option n/a
Edelweiss Nifty500 Multicap Momentum Quality 50 ETF
- NAV
- 40.3617
- 15 Sept 2026
- 1Y
- -0.2%
- Trailing CAGR
- AUM
- ₹33.22 Cr
- 30 Jun 2026
- Volatility
- High
- 18.3% 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-0.2%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-4.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+1.8%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -4.4%
- Calendar-day CAGR
- Excess 1Y
- -3.6%
- 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
- 11 days
- 2 recovered episodes
- Longest recovery
- 19 days
- Trough to prior peak
- Current spell
- 634 days
- Days below latest peak
- Time below peak
- +98%
- NAV observations
16 Dec 2024 – open
Trough 7 Apr 2025 · not recovered
-27.6%
6 Nov 2024 – 2 Dec 2024
Trough 13 Nov 2024 · recovered in 19 days
-6.0%
11 Dec 2024 – 16 Dec 2024
Trough 13 Dec 2024 · recovered in 3 days
-0.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
22
Vs category
27
Consistency
22
Risk-adjusted
3
Drawdown
31
Mean
21
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
No supporting reads in the current evidence set.
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
- Higher win rate vs category
- 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 win rate vs category
- Higher 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
- Higher win rate vs category
- Higher trailing returns
BANDHAN Nifty 50 ETF
Bandhan Mutual Fund
- 1Y
- -6.9%
- 3Y
- +5.7%
- Vol
- 16.0%
- Max DD
- -37.7%
- Sharpe
- 0.46
- 3Y win
- +63%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: 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%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility