MonitorPlan n/a · GrowthWatch before adding
HDFC BSE 500 ETF
- NAV
- 35.3136
- 29 Oct 2026
- 1Y
- -8.1%
- Trailing CAGR
- AUM
- ₹27.3 Cr
- 30 Jun 2026
- Volatility
- Medium
- 13.5% 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 · The fund beat the category median in 100% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
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
Watch
3.7 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 -18.8%. Ask whether you can hold through a similar fall.
Vs category
Pass
100% 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
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-8.1%
- 3Y+9.8%
- 5Yn/a
- 10Yn/a
- SI+11.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-7.0%
- 3Y+0.7%
- 5Yn/a
- 10Yn/a
- Since inception
- +11.2%
- Calendar-day CAGR
- Excess 1Y
- -2.5%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 73
- Vs comparable share classes
- SIP 3Y XIRR
- +0.7%
- Simulated monthly SIP
- Worst rolling 3Y
- +8.1%
- 174 daily-ending windows
- Median rolling 3Y
- +12.5%
- 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
- -18.8%
- Worst peak-to-trough
- Current
- -9.8%
- Below last peak
- Current spell
- 763 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 5 days
- 45 recovered episodes
- Longest recovery
- 33 days
- Trough to prior peak
26 Sept 2024 – open
Trough 28 Feb 2025 · not recovered
-18.8%
3 Jun 2024 – 10 Jun 2024
Trough 4 Jun 2024 · recovered in 6 days
-6.7%
15 Sept 2023 – 28 Nov 2023
Trough 26 Oct 2023 · recovered in 33 days
-6.3%
16 Feb 2023 – 27 Apr 2023
Trough 28 Mar 2023 · recovered in 30 days
-5.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
73
Vs category
34
Consistency
76
Risk-adjusted
47
Drawdown
53
Mean
57
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
- 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 100% of rolling 3-year windows.
- Three-year return is above the category median.
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
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
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
Caveat: Lower 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
Caveat: Lower trailing returns
Bharat Bond ETF - April 2030
Edelweiss Mutual Fund
- 1Y
- +2.9%
- 3Y
- +7.1%
- Vol
- 3.3%
- Max DD
- -5.0%
- Sharpe
- 0.38
- 3Y win
- +5%
- Lower volatility
- Shallower drawdown
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%
- Shallower drawdown
- Higher trailing returns
Caveat: Higher volatility
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%
- Shallower drawdown
- Higher trailing returns
Caveat: Higher volatility