MonitorPlan n/a · Growth
HDFC NIFTY Smallcap 250 ETF
- NAV
- 180.4487
- 15 Sept 2026
- 1Y
- +7.5%
- Trailing CAGR
- AUM
- ₹2,604.24 Cr
- 31 Aug 2026
- Volatility
- High
- 18.0% 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+7.5%
- 3Y+13.9%
- 5Yn/a
- 10Yn/a
- SI+21.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+18.6%
- 3Y+9.9%
- 5Yn/a
- 10Yn/a
- Since inception
- +21.9%
- Calendar-day CAGR
- Excess 1Y
- +7.3%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 93
- Vs comparable share classes
- Worst rolling 3Y
- +13.9%
- 143 daily-ending windows
- Median rolling 3Y
- +19.1%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +9.9%
- 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
- 7 days
- 41 recovered episodes
- Longest recovery
- 41 days
- Trough to prior peak
- Current spell
- 718 days
- Days below latest peak
- Time below peak
- +83%
- NAV observations
23 Sept 2024 – open
Trough 3 Mar 2025 · not recovered
-26.1%
7 Feb 2024 – 23 Apr 2024
Trough 13 Mar 2024 · recovered in 41 days
-12.4%
8 Mar 2023 – 26 Apr 2023
Trough 28 Mar 2023 · recovered in 29 days
-7.6%
3 Jun 2024 – 7 Jun 2024
Trough 4 Jun 2024 · recovered in 3 days
-7.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
93
Vs category
95
Consistency
78
Risk-adjusted
71
Drawdown
35
Mean
74
Portfolio
31 Aug 2026 · 252 holdings · top 10 are 12.1%.
- Top 5
- 6.8%
- Top 10
- 12.1%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
99.8%
Cash
0.2%
Sectors
Financial
22.6%
Industrials
16.9%
Consumer Discretionary
15.3%
Materials
15.0%
Healthcare
13.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 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 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
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
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
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
ANGEL ONE NIFTY TOTAL MARKET ETF
Angel One Mutual Fund
- 1Y
- -2.5%
- 3Y
- n/a
- Vol
- 14.1%
- Max DD
- -14.8%
- Sharpe
- 0.28
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Bharat Bond ETF - April 2030
Edelweiss Mutual Fund
- 1Y
- +4.8%
- 3Y
- +7.4%
- Vol
- 3.3%
- Max DD
- -5.0%
- Sharpe
- 0.64
- 3Y win
- +2%
- Lower volatility
- Shallower drawdown
Caveat: Lower 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
Caveat: Lower trailing returns