ReviewPlan n/a · GrowthPrefer peers first
HDFC NIFTY IT ETF
- NAV
- 34.1702
- 29 Oct 2026
- 1Y
- -10.3%
- Trailing CAGR
- AUM
- ₹84.14 Cr
- 31 Aug 2026
- Volatility
- n/a
- History still thin
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 · Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Watch if · Three-year return sits below the 25th percentile of comparable share classes.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Buy checklist
History depth
Watch
4.0 years - usable, still building a track record.
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 -92.8%. Ask whether you can hold through a similar fall.
Vs category
Fail
0% 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
Watch
Top 10 holdings ≈ 99.8% of the portfolio.
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-10.3%
- 3Y-52.0%
- 5Yn/a
- 10Yn/a
- SI-42.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.6%
- 3Y-11.3%
- 5Yn/a
- 10Yn/a
- Since inception
- -42.3%
- Calendar-day CAGR
- Excess 1Y
- -4.7%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- SIP 3Y XIRR
- -11.3%
- Simulated monthly SIP
- Worst rolling 3Y
- -55.0%
- 237 daily-ending windows
- Median rolling 3Y
- -52.3%
- 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
- -92.8%
- Worst peak-to-trough
- Current
- -91.0%
- Below last peak
- Current spell
- 1000 days
- Days below latest peak
- Time below peak
- +98%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 19 days
- 12 recovered episodes
- Longest recovery
- 89 days
- Trough to prior peak
2 Feb 2024 – open
Trough 1 Jul 2026 · not recovered
-92.8%
16 Feb 2023 – 18 Jul 2023
Trough 20 Apr 2023 · recovered in 89 days
-15.3%
1 Dec 2022 – 16 Feb 2023
Trough 6 Jan 2023 · recovered in 41 days
-10.2%
15 Sept 2023 – 8 Dec 2023
Trough 26 Oct 2023 · recovered in 43 days
-8.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
21
Consistency
9
Risk-adjusted
n/a
Drawdown
0
Mean
8
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
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Portfolio
31 Aug 2026 · 12 holdings · top 10 are 99.8%.
- Top 5
- 78.4%
- Top 10
- 99.8%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
99.8%
Cash
0.2%
Sectors
Technology
100.0%
What changed
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
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
18 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
17 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
15 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 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
- 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
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ANGEL ONE NIFTY TOTAL MARKET ETF
Angel One Mutual Fund
- 1Y
- -7.2%
- 3Y
- n/a
- Vol
- 14.2%
- Max DD
- -14.8%
- Sharpe
- 0.06
- 3Y win
- n/a
- 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%
- Shallower drawdown
- Higher win rate vs category
- Higher 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%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns