HealthyPlan n/a · Option n/aFit for a long SIP
Motilal Oswal Nifty Capital Market ETF
- NAV
- 54.4737
- 4 Nov 2026
- 1Y
- +20.0%
- Trailing CAGR
- AUM
- ₹205.82 Cr
- 30 Jun 2026
- Volatility
- High
- 26.0% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 4 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 · Risk-adjusted return sits above the documented risk-free proxy.
Buy checklist
History depth
Fail
1.7 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 -14.1%. 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.
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+20.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+45.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+18.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +45.8%
- Calendar-day CAGR
- Excess 1Y
- +23.4%
- 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
- -14.1%
- Worst peak-to-trough
- Current
- -4.3%
- Below last peak
- Current spell
- 162 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 17 recovered episodes
- Longest recovery
- 82 days
- Trough to prior peak
10 Feb 2026 – 10 Apr 2026
Trough 31 Mar 2026 · recovered in 10 days
-14.1%
3 Jul 2025 – 19 Nov 2025
Trough 29 Aug 2025 · recovered in 82 days
-13.8%
26 May 2026 – open
Trough 23 Oct 2026 · not recovered
-12.9%
27 Nov 2025 – 4 Feb 2026
Trough 1 Feb 2026 · recovered in 3 days
-9.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
67
Vs category
100
Consistency
100
Risk-adjusted
94
Drawdown
65
Mean
85
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.
- Risk-adjusted return sits above the documented risk-free proxy.
- 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.
Aditya Birla Sun Life Crisil 10 year Gilt ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +1.4%
- 3Y
- n/a
- Vol
- 3.1%
- Max DD
- -3.4%
- Sharpe
- -0.26
- 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
- +2.7%
- 3Y
- n/a
- Vol
- 2.7%
- Max DD
- -3.0%
- Sharpe
- -0.05
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Bharat Bond ETF - April 2030
Edelweiss Mutual Fund
- 1Y
- +3.2%
- 3Y
- +7.2%
- Vol
- 3.3%
- Max DD
- -5.0%
- Sharpe
- 0.41
- 3Y win
- +5%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
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
- -20.93
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
ANGEL ONE NIFTY TOTAL MARKET ETF
Angel One Mutual Fund
- 1Y
- -1.0%
- 3Y
- n/a
- Vol
- 14.4%
- Max DD
- -14.8%
- Sharpe
- 0.31
- 3Y win
- n/a
- Lower volatility
Caveat: Deeper drawdown · Lower trailing returns