…

HealthyPlan n/a · Option n/aFit for a long SIP

BHARAT Bond ETF - April 2033

Edelweiss Mutual Fund Other Scheme - Other ETFs3.9 years

NAV: 1,304.44; 5 Nov 2026
1Y: +2.8%; Trailing CAGR
AUM: ₹6,189.32 Cr; 31 Aug 2026
Volatility: Low; 1.9% annualized

NAV path pending

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 5 Nov 2026

Stance

Fit for a long SIP

Evidence supports keeping this on a shortlist for a multi-year equity SIP.

In three lines

Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Fits if · Peak-to-trough drawdown has stayed shallower than 15%.

Buy checklist

History depth
Watch
3.9 years - usable, still building a track record.
Engine status
Pass
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -2.7%. Ask whether you can hold through a similar fall.
Vs category
Fail
26% 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
Watch
Top 10 holdings ≈ 68.4% of the portfolio.

Evidence supports a shortlist - confirm with peers before you buy elsewhere.

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+2.8%
3Y+7.3%
5Yn/a
10Yn/a
SI+7.0%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+2.8%
3Y+5.6%
5Yn/a
10Yn/a

Since inception: +7.0%; Calendar-day CAGR
Excess 1Y: +3.6%; Category median, same plan and option
3Y win rate: +26%; Windows beating the median
3Y percentile: 43; Vs comparable share classes
SIP 3Y XIRR: +5.6%; Simulated monthly SIP
Worst rolling 3Y: +6.6%; 217 daily-ending windows
Median rolling 3Y: +7.7%; 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: -2.7%; Worst peak-to-trough
Current: -1.1%; Below last peak
Current spell: 83 days; Days below latest peak
Time below peak: +61%; NAV observations

Drawdown

Path not in current snapshots

n/a

Average recovery: 6 days; 92 recovered episodes
Longest recovery: 64 days; Trough to prior peak

14 Aug 2026 – open
Trough 28 Oct 2026 · not recovered
-2.7%
2 Mar 2026 – 5 Jun 2026
Trough 2 Apr 2026 · recovered in 64 days
-1.4%
7 Feb 2023 – 28 Mar 2023
Trough 27 Feb 2023 · recovered in 29 days
-0.9%
5 Dec 2025 – 16 Feb 2026
Trough 20 Jan 2026 · recovered in 27 days
-0.8%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
43
Vs category
73
Consistency
38
Risk-adjusted
56
Drawdown
93
Mean
61

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Healthy

Buying stance

Fit for a long SIP

Evidence supports keeping this on a shortlist for a multi-year equity SIP.

Why this status

No material deterioration, cost shock, or persistent category underperformance in the current evidence set.

Supporting reads

Risk-adjusted return sits above the documented risk-free proxy.
Peak-to-trough drawdown has stayed shallower than 15%.

Portfolio

31 Aug 2026 · 27 holdings · top 10 are 68.4%.

Top 5: 39.4%
Top 10: 68.4%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Debt
96.0%
Cash
4.0%

Sectors

Financial
63.9%
Energy & Utilities
22.2%
Entities
10.0%
Unspecified
3.9%

What changed

DECISION
Status moved from HEALTHY to MONITOR.
27 Oct 2026

Worth investigating

Same-category peers with enough history to inspect beside this fund - including tradeoffs.

All funds

HealthyPlan n/a · Option n/aFit for a long SIP

BHARAT Bond ETF - April 2033

Edelweiss Mutual Fund Other Scheme - Other ETFs3.9 years

NAV: 1,304.44; 5 Nov 2026
1Y: +2.8%; Trailing CAGR
AUM: ₹6,189.32 Cr; 31 Aug 2026
Volatility: Low; 1.9% annualized

Nov 2024 – Nov 2026

All funds

HealthyPlan n/a · Option n/aFit for a long SIP

BHARAT Bond ETF - April 2033

Edelweiss Mutual Fund Other Scheme - Other ETFs3.9 years

NAV: 1,304.44; 5 Nov 2026
1Y: +2.8%; Trailing CAGR
AUM: ₹6,189.32 Cr; 31 Aug 2026
Volatility: Low; 1.9% annualized

NAV path pending

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 5 Nov 2026

Stance

Fit for a long SIP

Evidence supports keeping this on a shortlist for a multi-year equity SIP.

In three lines

Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Fits if · Peak-to-trough drawdown has stayed shallower than 15%.

Buy checklist

History depth
Watch
3.9 years - usable, still building a track record.
Engine status
Pass
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -2.7%. Ask whether you can hold through a similar fall.
Vs category
Fail
26% 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
Watch
Top 10 holdings ≈ 68.4% of the portfolio.

Evidence supports a shortlist - confirm with peers before you buy elsewhere.

NAV

5 Nov 2026 · +2.8% over 1Y

1,304.44

Nov 20251,262.1868 – 1,319.0464Nov 2026

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+2.8%
3Y+7.3%
5Yn/a
10Yn/a
SI+7.0%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+2.8%
3Y+5.6%
5Yn/a
10Yn/a

Since inception: +7.0%; Calendar-day CAGR
Excess 1Y: +3.6%; Category median, same plan and option
3Y win rate: +26%; Windows beating the median
3Y percentile: 43; Vs comparable share classes
SIP 3Y XIRR: +5.6%; Simulated monthly SIP
Worst rolling 3Y: +6.6%; 217 daily-ending windows
Median rolling 3Y: +7.7%; 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: -2.7%; Worst peak-to-trough
Current: -1.1%; Below last peak
Current spell: 83 days; Days below latest peak
Time below peak: +61%; NAV observations

Drawdown

5 Nov 2026

-1.1%

Dec 2022-2.7% – 0.0%Nov 2026

Average recovery: 6 days; 92 recovered episodes
Longest recovery: 64 days; Trough to prior peak

14 Aug 2026 – open
Trough 28 Oct 2026 · not recovered
-2.7%
2 Mar 2026 – 5 Jun 2026
Trough 2 Apr 2026 · recovered in 64 days
-1.4%
7 Feb 2023 – 28 Mar 2023
Trough 27 Feb 2023 · recovered in 29 days
-0.9%
5 Dec 2025 – 16 Feb 2026
Trough 20 Jan 2026 · recovered in 27 days
-0.8%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
43
Vs category
73
Consistency
38
Risk-adjusted
56
Drawdown
93
Mean
61

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Healthy

Buying stance

Fit for a long SIP

Evidence supports keeping this on a shortlist for a multi-year equity SIP.

Why this status

No material deterioration, cost shock, or persistent category underperformance in the current evidence set.

Supporting reads

Risk-adjusted return sits above the documented risk-free proxy.
Peak-to-trough drawdown has stayed shallower than 15%.

Portfolio

31 Aug 2026 · 27 holdings · top 10 are 68.4%.

Top 5: 39.4%
Top 10: 68.4%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Debt
96.0%
Cash
4.0%

Sectors

Financial
63.9%
Energy & Utilities
22.2%
Entities
10.0%
Unspecified
3.9%

What changed

DECISION
Status moved from HEALTHY to MONITOR.
27 Oct 2026

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 5 Nov 2026

Stance

Fit for a long SIP

Evidence supports keeping this on a shortlist for a multi-year equity SIP.

In three lines

Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Fits if · Peak-to-trough drawdown has stayed shallower than 15%.

Buy checklist

History depth
Watch
3.9 years - usable, still building a track record.
Engine status
Pass
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -2.7%. Ask whether you can hold through a similar fall.
Vs category
Fail
26% 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
Watch
Top 10 holdings ≈ 68.4% of the portfolio.

Evidence supports a shortlist - confirm with peers before you buy elsewhere.

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+2.8%
3Y+7.3%
5Yn/a
10Yn/a
SI+7.0%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+2.8%
3Y+5.6%
5Yn/a
10Yn/a

Since inception: +7.0%; Calendar-day CAGR
Excess 1Y: +3.6%; Category median, same plan and option
3Y win rate: +26%; Windows beating the median
3Y percentile: 43; Vs comparable share classes
SIP 3Y XIRR: +5.6%; Simulated monthly SIP
Worst rolling 3Y: +6.6%; 217 daily-ending windows
Median rolling 3Y: +7.7%; 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: -2.7%; Worst peak-to-trough
Current: -1.1%; Below last peak
Current spell: 83 days; Days below latest peak
Time below peak: +61%; NAV observations

Drawdown

Path not in current snapshots

n/a

Average recovery: 6 days; 92 recovered episodes
Longest recovery: 64 days; Trough to prior peak

14 Aug 2026 – open
Trough 28 Oct 2026 · not recovered
-2.7%
2 Mar 2026 – 5 Jun 2026
Trough 2 Apr 2026 · recovered in 64 days
-1.4%
7 Feb 2023 – 28 Mar 2023
Trough 27 Feb 2023 · recovered in 29 days
-0.9%
5 Dec 2025 – 16 Feb 2026
Trough 20 Jan 2026 · recovered in 27 days
-0.8%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
43
Vs category
73
Consistency
38
Risk-adjusted
56
Drawdown
93
Mean
61

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Healthy

Buying stance

Fit for a long SIP

Evidence supports keeping this on a shortlist for a multi-year equity SIP.

Why this status

No material deterioration, cost shock, or persistent category underperformance in the current evidence set.

Supporting reads

Risk-adjusted return sits above the documented risk-free proxy.
Peak-to-trough drawdown has stayed shallower than 15%.

Portfolio

31 Aug 2026 · 27 holdings · top 10 are 68.4%.

Top 5: 39.4%
Top 10: 68.4%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Debt
96.0%
Cash
4.0%

Sectors

Financial
63.9%
Energy & Utilities
22.2%
Entities
10.0%
Unspecified
3.9%

What changed

DECISION
Status moved from HEALTHY to MONITOR.
27 Oct 2026

Worth investigating

Same-category peers with enough history to inspect beside this fund - including tradeoffs.

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 5 Nov 2026

Stance

Fit for a long SIP

Evidence supports keeping this on a shortlist for a multi-year equity SIP.

In three lines

Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Fits if · Peak-to-trough drawdown has stayed shallower than 15%.

Buy checklist

History depth
Watch
3.9 years - usable, still building a track record.
Engine status
Pass
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -2.7%. Ask whether you can hold through a similar fall.
Vs category
Fail
26% 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
Watch
Top 10 holdings ≈ 68.4% of the portfolio.

Evidence supports a shortlist - confirm with peers before you buy elsewhere.

NAV

5 Nov 2026 · +2.8% over 1Y

1,304.44

Nov 20251,262.1868 – 1,319.0464Nov 2026

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+2.8%
3Y+7.3%
5Yn/a
10Yn/a
SI+7.0%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+2.8%
3Y+5.6%
5Yn/a
10Yn/a

Since inception: +7.0%; Calendar-day CAGR
Excess 1Y: +3.6%; Category median, same plan and option
3Y win rate: +26%; Windows beating the median
3Y percentile: 43; Vs comparable share classes
SIP 3Y XIRR: +5.6%; Simulated monthly SIP
Worst rolling 3Y: +6.6%; 217 daily-ending windows
Median rolling 3Y: +7.7%; 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: -2.7%; Worst peak-to-trough
Current: -1.1%; Below last peak
Current spell: 83 days; Days below latest peak
Time below peak: +61%; NAV observations

Drawdown

5 Nov 2026

-1.1%

Dec 2022-2.7% – 0.0%Nov 2026

Average recovery: 6 days; 92 recovered episodes
Longest recovery: 64 days; Trough to prior peak

14 Aug 2026 – open
Trough 28 Oct 2026 · not recovered
-2.7%
2 Mar 2026 – 5 Jun 2026
Trough 2 Apr 2026 · recovered in 64 days
-1.4%
7 Feb 2023 – 28 Mar 2023
Trough 27 Feb 2023 · recovered in 29 days
-0.9%
5 Dec 2025 – 16 Feb 2026
Trough 20 Jan 2026 · recovered in 27 days
-0.8%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
43
Vs category
73
Consistency
38
Risk-adjusted
56
Drawdown
93
Mean
61

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Healthy

Buying stance

Fit for a long SIP

Evidence supports keeping this on a shortlist for a multi-year equity SIP.

Why this status

No material deterioration, cost shock, or persistent category underperformance in the current evidence set.

Supporting reads

Risk-adjusted return sits above the documented risk-free proxy.
Peak-to-trough drawdown has stayed shallower than 15%.

Portfolio

31 Aug 2026 · 27 holdings · top 10 are 68.4%.

Top 5: 39.4%
Top 10: 68.4%
Largest holding: n/a
Effective holdings: n/a

Asset mix

Debt
96.0%
Cash
4.0%

Sectors

Financial
63.9%
Energy & Utilities
22.2%
Entities
10.0%
Unspecified
3.9%

What changed

DECISION
Status moved from HEALTHY to MONITOR.
27 Oct 2026