ReviewPlan n/a · Growth
HDFC NIFTY Midcap 150 ETF
- NAV
- 22.6554
- 15 Sept 2026
- 1Y
- +3.6%
- Trailing CAGR
- AUM
- ₹142.4 Cr
- 30 Jun 2026
- Volatility
- n/a
- History still thin
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+3.6%
- 3Y-47.0%
- 5Yn/a
- 10Yn/a
- SI-36.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.9%
- 3Y+3.4%
- 5Yn/a
- 10Yn/a
- Since inception
- -36.6%
- Calendar-day CAGR
- Excess 1Y
- +3.6%
- Category median, same plan and option
- 3Y win rate
- +78%
- Windows beating the median
- 3Y percentile
- 47
- Vs comparable share classes
- Worst rolling 3Y
- -47.0%
- 144 daily-ending windows
- Median rolling 3Y
- -43.9%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +3.4%
- 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
- 5 days
- 16 recovered episodes
- Longest recovery
- 21 days
- Trough to prior peak
- Current spell
- 1100 days
- Days below latest peak
- Time below peak
- +92%
- NAV observations
11 Sept 2023 – open
Trough 26 Oct 2023 · not recovered
-90.8%
8 Mar 2023 – 18 Apr 2023
Trough 28 Mar 2023 · recovered in 21 days
-5.6%
16 Feb 2023 – 6 Mar 2023
Trough 27 Feb 2023 · recovered in 7 days
-2.9%
21 Jun 2023 – 30 Jun 2023
Trough 23 Jun 2023 · recovered in 7 days
-2.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
47
Vs category
73
Consistency
69
Risk-adjusted
n/a
Drawdown
0
Mean
47
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 78% of rolling 3-year windows.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
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%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Nifty PSU Bank ETF
DSP Mutual Fund
- 1Y
- +15.6%
- 3Y
- +17.9%
- Vol
- 25.8%
- Max DD
- -29.7%
- Sharpe
- 0.66
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
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
Nippon India ETF BSE Sensex Next 50
Nippon India Mutual Fund
- 1Y
- +1.1%
- 3Y
- +14.6%
- Vol
- 19.2%
- Max DD
- -38.3%
- Sharpe
- 0.65
- 3Y win
- +96%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
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
- Shallower drawdown
- Higher trailing returns