MonitorPlan n/a · GrowthWatch before adding
HDFC NIFTY PSU BANK ETF
- NAV
- 84.0931
- 29 Oct 2026
- 1Y
- +3.1%
- Trailing CAGR
- AUM
- ₹35.52 Cr
- 30 Jun 2026
- Volatility
- High
- 25.8% 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
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 70% of rolling 1-year windows.
Prefer peers if · Prefer DSP Nifty Bank ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Fail
2.7 years - thin for judging consistency.
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 -29.7%. 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
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+3.1%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+11.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-2.3%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +11.3%
- Calendar-day CAGR
- Excess 1Y
- +8.8%
- 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
- -29.7%
- Worst peak-to-trough
- Current
- -15.5%
- Below last peak
- Current spell
- 245 days
- Days below latest peak
- Time below peak
- +94%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 18 days
- 20 recovered episodes
- Longest recovery
- 238 days
- Trough to prior peak
3 Jun 2024 – 27 Oct 2025
Trough 3 Mar 2025 · recovered in 238 days
-29.7%
26 Feb 2026 – open
Trough 31 Mar 2026 · not recovered
-20.3%
7 Mar 2024 – 25 Apr 2024
Trough 19 Mar 2024 · recovered in 37 days
-9.1%
30 Apr 2024 – 3 Jun 2024
Trough 13 May 2024 · recovered in 21 days
-8.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
29
Vs category
100
Consistency
70
Risk-adjusted
41
Drawdown
26
Mean
53
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
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 70% of rolling 1-year windows.
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 Bank ETF
DSP Mutual Fund
- 1Y
- -5.5%
- 3Y
- +9.3%
- Vol
- 15.4%
- Max DD
- -18.3%
- Sharpe
- 0.14
- 3Y win
- +84%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher 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
- Higher 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
- Higher trailing returns
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
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
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
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown