ReviewPlan n/a · GrowthPrefer peers first
HDFC NIFTY100 Low Volatility 30 ETF
- NAV
- 19.1953
- 27 Oct 2026
- 1Y
- -10.1%
- Trailing CAGR
- AUM
- ₹13.43 Cr
- 31 Aug 2026
- Volatility
- n/a
- History still thin
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 27 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Watch if · Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Buy checklist
History depth
Watch
4.0 years - usable, still building a track record.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Watch
Peak-to-trough -90.5%. Ask whether you can hold through a similar fall.
Vs category
Fail
5% of rolling 3Y windows beat the category median, same plan and option.
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
Pass
Top 10 holdings ≈ 36.9% of the portfolio.
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
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
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-10.1%
- 3Y+9.0%
- 5Yn/a
- 10Yn/a
- SI-37.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-12.0%
- 3Y-0.8%
- 5Yn/a
- 10Yn/a
- Since inception
- -37.2%
- Calendar-day CAGR
- Excess 1Y
- -3.6%
- Category median, same plan and option
- 3Y win rate
- +5%
- Windows beating the median
- 3Y percentile
- 67
- Vs comparable share classes
- SIP 3Y XIRR
- -0.8%
- Simulated monthly SIP
- Worst rolling 3Y
- -49.9%
- 257 daily-ending windows
- Median rolling 3Y
- -46.9%
- 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
- -90.5%
- Worst peak-to-trough
- Current
- -87.6%
- Below last peak
- Current spell
- 1135 days
- Days below latest peak
- Time below peak
- +95%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 8 days
- 14 recovered episodes
- Longest recovery
- 59 days
- Trough to prior peak
18 Sept 2023 – open
Trough 26 Oct 2023 · not recovered
-90.5%
1 Dec 2022 – 26 May 2023
Trough 28 Mar 2023 · recovered in 59 days
-7.7%
9 Aug 2023 – 7 Sept 2023
Trough 31 Aug 2023 · recovered in 7 days
-2.1%
6 Jul 2023 – 17 Jul 2023
Trough 10 Jul 2023 · recovered in 7 days
-1.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
67
Vs category
27
Consistency
22
Risk-adjusted
n/a
Drawdown
0
Mean
29
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Maximum drawdown exceeded 35%.
Supporting reads
- Three-year return is above the category median.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Portfolio
31 Aug 2026 · 32 holdings · top 10 are 36.9%.
- Top 5
- 18.9%
- Top 10
- 36.9%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
99.6%
Cash
0.4%
Sectors
Financial
20.9%
Healthcare
16.7%
Technology
16.5%
Consumer Staples
14.0%
Materials
12.0%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
18 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
DSP Nifty PSU Bank ETF
DSP Mutual Fund
- 1Y
- +2.3%
- 3Y
- +18.7%
- Vol
- 25.6%
- Max DD
- -29.7%
- Sharpe
- 0.61
- 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
- -9.7%
- 3Y
- +12.6%
- Vol
- 18.9%
- Max DD
- -16.7%
- Sharpe
- 0.51
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Motilal Oswal Nifty 500 ETF
Motilal Oswal Mutual Fund
- 1Y
- -8.2%
- 3Y
- +9.8%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.24
- 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
- -6.4%
- 3Y
- +14.3%
- Vol
- 19.1%
- Max DD
- -38.3%
- Sharpe
- 0.56
- 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
- -0.2%
- 3Y
- n/a
- Vol
- 3.0%
- Max DD
- -3.4%
- Sharpe
- -0.53
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns