ReviewPlan n/a · Option n/aPrefer peers first
Edelweiss Silver ETF
- NAV
- 189.162
- 29 Oct 2026
- 1Y
- +28.5%
- Trailing CAGR
- AUM
- ₹1,734.33 Cr
- 30 Jun 2026
- Volatility
- High
- 35.8% 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
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Maximum drawdown exceeded 35%.
Prefer peers if · Prefer DSP Nifty PSU Bank ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Fail
2.9 years - thin for judging consistency.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Watch
Peak-to-trough -49.5%. 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
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
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+28.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+36.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-28.1%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +36.8%
- Calendar-day CAGR
- Excess 1Y
- +34.8%
- 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
- -49.5%
- Worst peak-to-trough
- Current
- -49.5%
- Below last peak
- Current spell
- 273 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 29 recovered episodes
- Longest recovery
- 87 days
- Trough to prior peak
29 Jan 2026 – open
Trough 29 Oct 2026 · not recovered
-49.5%
14 Oct 2025 – 3 Dec 2025
Trough 28 Oct 2025 · recovered in 36 days
-19.8%
29 May 2024 – 21 Oct 2024
Trough 8 Aug 2024 · recovered in 74 days
-16.1%
23 Oct 2024 – 17 Mar 2025
Trough 20 Dec 2024 · recovered in 87 days
-13.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
86
Vs category
100
Consistency
95
Risk-adjusted
70
Drawdown
0
Mean
70
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 95% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
No holdings or recent changes on file for this scheme yet.
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
DSP Nifty PSU Bank ETF
DSP Mutual Fund
- 1Y
- +3.4%
- 3Y
- +19.6%
- Vol
- 25.6%
- Max DD
- -29.7%
- Sharpe
- 0.64
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
ICICI Prudential Nifty Financial Services Ex-Bank ETF
ICICI Prudential Mutual Fund
- 1Y
- -7.9%
- 3Y
- +13.3%
- Vol
- 18.9%
- Max DD
- -16.7%
- Sharpe
- 0.53
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower 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
Caveat: Lower trailing returns
Nippon India ETF BSE Sensex Next 50
Nippon India Mutual Fund
- 1Y
- -6.2%
- 3Y
- +14.7%
- Vol
- 19.1%
- Max DD
- -38.3%
- Sharpe
- 0.57
- 3Y win
- +96%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
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
Caveat: Lower trailing returns