ReviewDirect · Option n/aPrefer peers first
CPSE ETF
- NAV
- 88.1527
- 29 Oct 2026
- 1Y
- -6.9%
- Trailing CAGR
- AUM
- ₹21,191.05 Cr
- 30 Jun 2026
- Volatility
- High
- 21.9% 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
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Maximum drawdown exceeded 35%.
Prefer peers if · Prefer BANDHAN Nifty 50 ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
10.0 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Pass
0.08% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -54.1%. Ask whether you can hold through a similar fall.
Vs category
Pass
62% 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
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
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-6.9%
- 3Y+18.5%
- 5Y+24.4%
- 10Yn/a
- SI+13.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-15.7%
- 3Y+0.7%
- 5Y+18.0%
- 10Y+18.4%
- Since inception
- +13.5%
- Calendar-day CAGR
- Excess 1Y
- -2.3%
- Category median, same plan and option
- 3Y win rate
- +62%
- Windows beating the median
- 3Y percentile
- 86
- Vs comparable share classes
- SIP 3Y XIRR
- +0.7%
- Simulated monthly SIP
- Worst rolling 3Y
- -19.8%
- 1726 daily-ending windows
- Median rolling 3Y
- +25.5%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1232 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -54.1%
- Worst peak-to-trough
- Current
- -19.0%
- Below last peak
- Current spell
- 183 days
- Days below latest peak
- Time below peak
- +93%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 22 days
- 79 recovered episodes
- Longest recovery
- 565 days
- Trough to prior peak
12 Jan 2018 – 5 Oct 2021
Trough 19 Mar 2020 · recovered in 565 days
-54.1%
1 Aug 2024 – 17 Apr 2026
Trough 28 Feb 2025 · recovered in 413 days
-28.0%
29 Apr 2026 – open
Trough 23 Oct 2026 · not recovered
-21.1%
21 Apr 2022 – 14 Sept 2022
Trough 6 Jul 2022 · recovered in 70 days
-17.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
86
Vs category
36
Consistency
54
Risk-adjusted
46
Drawdown
0
Mean
44
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
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 62% of rolling 3-year windows.
- Three-year return is above the category median.
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.
BANDHAN Nifty 50 ETF
Bandhan Mutual Fund
- 1Y
- -11.1%
- 3Y
- +7.5%
- Vol
- 16.0%
- Max DD
- -37.7%
- Sharpe
- 0.40
- 3Y win
- +64%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
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
Caveat: Lower 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%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
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
Caveat: Lower 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
Caveat: Lower trailing returns