Insufficient historyRegular · IDCWToo thin to judge
SBI Nifty Midcap 150 Momentum 50 ETF
- NAV
- 58.7698
- 27 Oct 2026
- 1Y
- n/a
- Trailing CAGR
- AUM
- ₹8.58 Cr
- 30 Jun 2026
- Volatility
- High
- 20.2% annualized
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
Too thin to judge
History is short. Lean on older peers or a low-cost index until more evidence lands.
In three lines
Watch if · History is short. Lean on older peers or a low-cost index until more evidence lands.
Prefer peers if · Compare Nippon India Nifty 1D Rate Liquid ETF- Growth - it has enough history to inspect beside this fund.
Buy checklist
History depth
Fail
0.7 years - thin for judging consistency.
Engine status
n/a
History is short. Lean on older peers or a low-cost index until more evidence lands.
Expense ratio
Watch
0.47% TER on Regular - Direct is usually cheaper for the same scheme.
Drawdown vs peers
Pass
Peak-to-trough -13.0%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / payout
Watch
IDCW pays out and usually slows compounding. Growth is the default for multi-year wealth jobs.
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.
Regular plan drag
Regular TER compounds against you on long SIPs. Prefer the Direct Growth class of the same scheme when you buy.
IDCW vs Growth
IDCW pays out and usually slows compounding. For multi-year wealth jobs, Growth is the default FA stance.
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
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-4.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -4.1%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- 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
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -13.0%
- Worst peak-to-trough
- Current
- -10.0%
- Below last peak
- Current spell
- 57 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 8 recovered episodes
- Longest recovery
- 50 days
- Trough to prior peak
31 Aug 2026 – open
Trough 23 Oct 2026 · not recovered
-13.0%
5 Mar 2026 – 10 Apr 2026
Trough 31 Mar 2026 · recovered in 10 days
-9.9%
22 Jun 2026 – 27 Aug 2026
Trough 8 Jul 2026 · recovered in 50 days
-5.6%
27 May 2026 – 17 Jun 2026
Trough 11 Jun 2026 · recovered in 6 days
-5.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
n/a
Vs category
n/a
Consistency
n/a
Risk-adjusted
5
Drawdown
68
Mean
n/a
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Insufficient history
Buying stance
Too thin to judge
History is short. Lean on older peers or a low-cost index until more evidence lands.
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
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.
Nippon India Nifty 1D Rate Liquid ETF- Growth
Nippon India Mutual Fund
- 1Y
- +4.7%
- 3Y
- n/a
- Vol
- 0.1%
- Max DD
- 0.0%
- Sharpe
- -22.03
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
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
- Lower volatility
- Shallower drawdown
ADITYA BIRLA SUN LIFE CRISIL BROAD BASED GILT ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +0.9%
- 3Y
- n/a
- Vol
- 2.6%
- Max DD
- -3.0%
- Sharpe
- -0.32
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Bharat Bond ETF - April 2030
Edelweiss Mutual Fund
- 1Y
- +2.9%
- 3Y
- +7.1%
- Vol
- 3.3%
- Max DD
- -5.0%
- Sharpe
- 0.38
- 3Y win
- +5%
- Lower volatility
- Shallower drawdown
ANGEL ONE NIFTY TOTAL MARKET ETF
Angel One Mutual Fund
- 1Y
- -7.8%
- 3Y
- n/a
- Vol
- 14.2%
- Max DD
- -14.8%
- Sharpe
- 0.03
- 3Y win
- n/a
- Lower volatility
- Lower TER
Caveat: Deeper drawdown