MonitorPlan n/a · Option n/aWatch before adding
Edelweiss Nifty500 Multicap Momentum Quality 50 ETF
- NAV
- 39.0919
- 29 Oct 2026
- 1Y
- -8.2%
- Trailing CAGR
- AUM
- ₹33.22 Cr
- 30 Jun 2026
- Volatility
- High
- 18.4% annualized
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 · Risk-adjusted return (Sharpe) is negative over the available daily history.
Prefer peers if · Prefer Aditya Birla Sun Life Crisil 10 year Gilt ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Fail
2.0 years - thin for judging consistency.
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 -27.6%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
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.
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-8.2%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-7.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-8.8%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -7.4%
- Calendar-day CAGR
- Excess 1Y
- -2.2%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- 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
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -27.6%
- Worst peak-to-trough
- Current
- -19.2%
- Below last peak
- Current spell
- 682 days
- Days below latest peak
- Time below peak
- +98%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 2 recovered episodes
- Longest recovery
- 19 days
- Trough to prior peak
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
4
Vs category
36
Consistency
19
Risk-adjusted
0
Drawdown
31
Mean
18
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
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
No supporting reads in the current evidence set.
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Sept 2026
DECISION
Status moved from MONITOR to REVIEW.
15 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Aditya Birla Sun Life Crisil 10 year Gilt ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +0.2%
- 3Y
- n/a
- Vol
- 3.0%
- Max DD
- -3.4%
- Sharpe
- -0.46
- 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
- +1.2%
- 3Y
- n/a
- Vol
- 2.6%
- Max DD
- -3.0%
- Sharpe
- -0.27
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Nifty Bank ETF
DSP Mutual Fund
- 1Y
- -5.5%
- 3Y
- +9.3%
- Vol
- 15.4%
- Max DD
- -18.3%
- Sharpe
- 0.14
- 3Y win
- +84%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Motilal Oswal Nifty 500 ETF
Motilal Oswal Mutual Fund
- 1Y
- -7.8%
- 3Y
- +10.2%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.26
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
BANDHAN Nifty 50 ETF
Bandhan Mutual Fund
- 1Y
- -11.1%
- 3Y
- +7.5%
- Vol
- 16.0%
- Max DD
- -37.7%
- Sharpe
- 0.40
- 3Y win
- +64%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown