ReviewPlan n/a · Growth
HDFC NIFTY100 Low Volatility 30 ETF
- NAV
- 19.7781
- 15 Sept 2026
- 1Y
- -5.1%
- Trailing CAGR
- AUM
- ₹13.43 Cr
- 31 Aug 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-5.1%
- 3Y-49.3%
- 5Yn/a
- 10Yn/a
- SI-37.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-6.2%
- 3Y-1.6%
- 5Yn/a
- 10Yn/a
- Since inception
- -37.5%
- Calendar-day CAGR
- Excess 1Y
- -7.1%
- Category median, same plan and option
- 3Y win rate
- +4%
- Windows beating the median
- 3Y percentile
- 33
- Vs comparable share classes
- Worst rolling 3Y
- -49.3%
- 228 daily-ending windows
- Median rolling 3Y
- -46.6%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- -1.6%
- 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
- 8 days
- 14 recovered episodes
- Longest recovery
- 59 days
- Trough to prior peak
- Current spell
- 1089 days
- Days below latest peak
- Time below peak
- +95%
- NAV observations
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
33
Vs category
5
Consistency
23
Risk-adjusted
n/a
Drawdown
0
Mean
15
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.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- 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 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
- Shallower drawdown
- Higher win rate vs category
- Higher 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
- Shallower drawdown
- Higher win rate vs category
- Higher 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
- 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