ReviewPlan n/a · Growth
HDFC NIFTY NEXT 50 ETF
- NAV
- 71.9129
- 15 Sept 2026
- 1Y
- +3.1%
- Trailing CAGR
- AUM
- ₹147.03 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+3.1%
- 3Y-46.2%
- 5Yn/a
- 10Yn/a
- SI-34.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.9%
- 3Y+2.0%
- 5Yn/a
- 10Yn/a
- Since inception
- -34.8%
- Calendar-day CAGR
- Excess 1Y
- +3.1%
- Category median, same plan and option
- 3Y win rate
- +46%
- Windows beating the median
- 3Y percentile
- 53
- Vs comparable share classes
- Worst rolling 3Y
- -46.5%
- 275 daily-ending windows
- Median rolling 3Y
- -44.9%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +2.0%
- 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
- 35 days
- 5 recovered episodes
- Longest recovery
- 162 days
- Trough to prior peak
- Current spell
- 1100 days
- Days below latest peak
- Time below peak
- +98%
- NAV observations
11 Sept 2023 – open
Trough 26 Oct 2023 · not recovered
-90.8%
15 Sept 2022 – 6 Sept 2023
Trough 28 Mar 2023 · recovered in 162 days
-18.5%
18 Aug 2022 – 30 Aug 2022
Trough 22 Aug 2022 · recovered in 8 days
-2.8%
8 Aug 2022 – 11 Aug 2022
Trough 10 Aug 2022 · recovered in 1 days
-0.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
53
Vs category
70
Consistency
42
Risk-adjusted
n/a
Drawdown
0
Mean
41
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
No supporting reads in the current evidence set.
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.
ADITYA BIRLA SUN LIFE CRISIL BROAD BASED GILT ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +3.2%
- 3Y
- n/a
- Vol
- 2.6%
- Max DD
- -2.4%
- Sharpe
- 0.26
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
BANDHAN Nifty 50 ETF
Bandhan Mutual Fund
- 1Y
- -6.9%
- 3Y
- +5.7%
- Vol
- 16.0%
- Max DD
- -37.7%
- Sharpe
- 0.46
- 3Y win
- +63%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
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