HealthyDirect · Option n/a
Zerodha Nifty Smallcap 100 ETF
- NAV
- 11.0463
- 15 Sept 2026
- 1Y
- +8.2%
- Trailing CAGR
- AUM
- ₹76.67 Cr
- 30 Jun 2026
- Volatility
- High
- 18.1% annualized
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+8.2%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+9.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+18.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +9.0%
- Calendar-day CAGR
- Excess 1Y
- +4.8%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- 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
- SIP 3Y XIRR
- n/a
- 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
- 12 days
- 12 recovered episodes
- Longest recovery
- 44 days
- Trough to prior peak
- Current spell
- 7 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
3 Nov 2025 – 6 May 2026
Trough 23 Mar 2026 · recovered in 44 days
-18.1%
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%
8 Sept 2026 – open
Trough 15 Sept 2026 · not recovered
-3.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
41
Vs category
80
Consistency
100
Risk-adjusted
39
Drawdown
55
Mean
63
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 100% of rolling 1-year windows.
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
- Lower volatility
- Shallower drawdown
Caveat: Lower 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
- Lower volatility
- Shallower drawdown
Caveat: Lower 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
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns
Bharat Bond ETF - April 2030
Edelweiss Mutual Fund
- 1Y
- +4.8%
- 3Y
- +7.4%
- Vol
- 3.3%
- Max DD
- -5.0%
- Sharpe
- 0.64
- 3Y win
- +2%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
ICICI Prudential Nifty Financial Services Ex-Bank ETF
ICICI Prudential Mutual Fund
- 1Y
- +3.0%
- 3Y
- +15.6%
- Vol
- 18.8%
- Max DD
- -16.7%
- Sharpe
- 0.69
- 3Y win
- +100%
- Shallower drawdown
- Higher trailing returns
Caveat: Higher volatility