MonitorDirect · Option n/aWatch before adding
Zerodha Nifty Smallcap 100 ETF
Zerodha Mutual FundExchange Traded Funds (ETFs) - Equity ETF1.1 years
- NAV
- 10.4784
- 30 Oct 2026
- 1Y
- +0.7%
- Trailing CAGR
- AUM
- ₹76.67 Cr
- 30 Jun 2026
- Volatility
- High
- 18.4% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 30 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 100% of rolling 1-year windows.
Prefer peers if · Prefer Axis BSE Sensex ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Fail
1.1 years - thin for judging consistency.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.35% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -18.1%. 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 / 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.
Drawdown rehearsal
This scheme’s worst fall on file is about 18%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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+0.7%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+3.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.2%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +3.0%
- Calendar-day CAGR
- Excess 1Y
- +10.6%
- 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
- -18.1%
- Worst peak-to-trough
- Current
- -8.5%
- Below last peak
- Current spell
- 52 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 12 recovered episodes
- Longest recovery
- 44 days
- Trough to prior peak
3 Nov 2025 – 6 May 2026
Trough 23 Mar 2026 · recovered in 44 days
-18.1%
8 Sept 2026 – open
Trough 23 Oct 2026 · not recovered
-12.1%
8 May 2026 – 19 Jun 2026
Trough 18 May 2026 · recovered in 32 days
-5.7%
19 Sept 2025 – 3 Nov 2025
Trough 29 Sept 2025 · recovered in 35 days
-5.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
24
Vs category
100
Consistency
100
Risk-adjusted
22
Drawdown
55
Mean
60
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- The fund beat the category median in 100% of rolling 1-year windows.
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.
Axis BSE Sensex ETF
Axis Mutual Fund
- 1Y
- -11.0%
- 3Y
- +6.2%
- Vol
- 12.7%
- Max DD
- -16.0%
- Sharpe
- 0.24
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Mirae Asset BSE Sensex ETF
Mirae Asset Mutual Fund
- 1Y
- -11.0%
- 3Y
- +6.2%
- Vol
- 13.3%
- Max DD
- -16.0%
- Sharpe
- 0.02
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
UTI Nifty Midcap 150 Exchange Traded Fund
UTI Mutual Fund
- 1Y
- -4.5%
- 3Y
- +13.6%
- Vol
- 17.1%
- Max DD
- -21.0%
- Sharpe
- 0.42
- 3Y win
- 0%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Nifty 200 Quality 30 ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- -9.2%
- 3Y
- +7.0%
- Vol
- 12.7%
- Max DD
- -22.5%
- Sharpe
- 0.17
- 3Y win
- +7%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Nifty Healthcare ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +11.3%
- 3Y
- +21.5%
- Vol
- 15.0%
- Max DD
- -18.3%
- Sharpe
- 0.59
- 3Y win
- +100%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown