MonitorPlan n/a · Growth
HDFC NIFTY PSU BANK ETF
- NAV
- 82.5586
- 15 Sept 2026
- 1Y
- +15.4%
- Trailing CAGR
- AUM
- ₹35.52 Cr
- 30 Jun 2026
- Volatility
- High
- 26.0% annualized
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+15.4%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+11.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.3%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +11.0%
- Calendar-day CAGR
- Excess 1Y
- +15.4%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- 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
- SIP 3Y XIRR
- n/a
- 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
- 18 days
- 20 recovered episodes
- Longest recovery
- 238 days
- Trough to prior peak
- Current spell
- 201 days
- Days below latest peak
- Time below peak
- +94%
- NAV observations
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
56
Vs category
100
Consistency
68
Risk-adjusted
42
Drawdown
26
Mean
58
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 68% of rolling 1-year windows.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
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%
- Lower volatility
- 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%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower 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%
- 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
- +1.1%
- 3Y
- +14.6%
- Vol
- 19.2%
- Max DD
- -38.3%
- Sharpe
- 0.65
- 3Y win
- +96%
- Lower volatility
- Higher win rate vs category
Caveat: Deeper drawdown · Lower 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
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns