HealthyPlan n/a · Option n/aFit for a long SIP
Groww Nifty Next 50 ETF
Groww Mutual FundExchange Traded Funds (ETFs) - Other ETF1.2 years
- NAV
- 72.2338
- 5 Nov 2026
- 1Y
- +3.0%
- Trailing CAGR
- AUM
- ₹8.38 Cr
- 30 Jun 2026
- Volatility
- High
- 16.8% annualized
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 · The fund beat the category median in 100% of rolling 1-year windows.
Fits if · Peak-to-trough drawdown has stayed shallower than 15%.
Buy checklist
History depth
Fail
1.2 years - thin for judging consistency.
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 -14.4%. 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.
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+3.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+5.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.4%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +5.5%
- Calendar-day CAGR
- Excess 1Y
- +4.7%
- 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
- -14.4%
- Worst peak-to-trough
- Current
- -3.8%
- Below last peak
- Current spell
- 87 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 11 recovered episodes
- Longest recovery
- 33 days
- Trough to prior peak
7 Jan 2026 – 21 Apr 2026
Trough 31 Mar 2026 · recovered in 21 days
-14.4%
10 Aug 2026 – open
Trough 23 Oct 2026 · not recovered
-11.8%
27 May 2026 – 17 Jun 2026
Trough 11 Jun 2026 · recovered in 6 days
-4.9%
7 May 2026 – 27 May 2026
Trough 12 May 2026 · recovered in 15 days
-4.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
29
Vs category
80
Consistency
100
Risk-adjusted
28
Drawdown
64
Mean
60
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
- The fund beat the category median in 100% of rolling 1-year windows.
- Peak-to-trough drawdown has stayed shallower than 15%.
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.
Groww Nifty 500 Low Volatility 50 ETF
Groww Mutual Fund
- 1Y
- -1.9%
- 3Y
- n/a
- Vol
- 11.3%
- Max DD
- -12.6%
- Sharpe
- -0.28
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Groww BSE Power ETF
Groww Mutual Fund
- 1Y
- +4.9%
- 3Y
- n/a
- Vol
- 18.9%
- Max DD
- -22.1%
- Sharpe
- 0.13
- 3Y win
- n/a
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Groww Nifty 200 ETF
Groww Mutual Fund
- 1Y
- -1.8%
- 3Y
- n/a
- Vol
- 14.1%
- Max DD
- -14.8%
- Sharpe
- 0.23
- 3Y win
- n/a
- Lower volatility
Caveat: Deeper drawdown · Lower trailing returns
Groww Nifty 50 ETF
Groww Mutual Fund
- 1Y
- -3.3%
- 3Y
- n/a
- Vol
- 13.2%
- Max DD
- -15.1%
- Sharpe
- -0.45
- 3Y win
- n/a
- Lower volatility
Caveat: Deeper drawdown · Lower trailing returns
Groww Nifty India Defence ETF
Groww Mutual Fund
- 1Y
- +11.9%
- 3Y
- n/a
- Vol
- 27.5%
- Max DD
- -26.9%
- Sharpe
- 0.44
- 3Y win
- n/a
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown