Mutual Fund · Exchange Traded Funds (ETFs) - ETFs investing overseas · As of 18 Oct 2026, 7:44 pm
Solid risk-adjusted track record over the available NAV history. Returns have been compensating reasonably for the volatility taken. Still confirm current expense ratio, exit load, and portfolio concentration directly from the AMC factsheet before committing.
DalalBaazaar Score
78/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Worst peak-to-trough fall was 43.6%. That is the loss you would have had to hold through without selling.
✓ Captured only -14% of the index's down months
• Capture profile: 107% of index gains, -14% of index falls
Investment Checklist
2 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✗ Volatility isn't extreme (< 25% annualized)
✗ Historical worst drawdown contained (better than -30%)
