NIFTY 500

Index type: Equity Mean-Variance Ratio (MVR): 2.78 Weighted mean CAGR by duration: 13.99 Mean CAGR: 12.88 Standard deviation CAGR: 4.63 Range for CAGR: 13.65

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -8.47 20.67 3.94 4.16
3 year 8.04 32.03 17.19 17.81
5 year 8.18 28.64 14.89 15.34
7 year 10.64 16.42 13.77 13.77
10 year 12.56 14.06 13.30 13.31

Rolling return for 1 year

Average return: 4.16
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.38 6.08 16.96 -2.6 6.93 6.96 03-2025 03-2026
12.72 9.33 20.67 2.13 6.67 11.21 02-2025 02-2026
8.7 5.58 16.31 -1.33 6.34 7.31 01-2025 01-2026
4.96 2.64 8.46 -0.67 3.33 3.85 12-2024 12-2025
7.37 4.15 10.78 0.94 3.66 5.81 11-2024 11-2025
1.63 -1.47 7.19 -6.59 4.99 0.19 10-2024 10-2025
-3.45 -4.2 1.06 -8.47 3.38 -3.77 09-2024 09-2025
0.04 -2.25 3.72 -5.72 3.43 -1.05 08-2024 08-2025
2.11 0.48 6.11 -3.3 3.38 1.35 07-2024 07-2025
15.33 4.43 20.65 -0.19 8.32 10.05 06-2024 06-2025
6.34 6.28 13.81 -0.69 5.13 6.44 05-2024 05-2025
-2.59 5.32 11.15 -7.69 7.23 1.55 04-2024 04-2025

Rolling return for 3 year

Average return: 17.81
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.19 15.42 17.49 12.18 1.93 14.82 03-2023 03-2026
15.58 16.42 18.24 13.81 1.59 16.01 02-2023 02-2026
15.42 15.73 18.05 13.15 1.74 15.59 01-2023 01-2026
15.78 14.43 17.06 13.18 1.45 15.11 12-2022 12-2025
14.83 14.54 16.03 13.35 0.95 14.69 11-2022 11-2025
15.93 15.81 18.01 13.77 1.5 15.88 10-2022 10-2025
15.72 14.4 17.49 12.67 1.77 15.07 09-2022 09-2025
15.17 14.57 16.57 13.2 1.21 14.88 08-2022 08-2025
19.97 17.27 21.51 15.78 2.24 18.63 07-2022 07-2025
20.75 18.3 22.58 16.54 2.3 19.54 06-2022 06-2025
17.03 15.79 19.71 13.2 2.34 16.43 05-2022 05-2025
10.12 12.9 15.07 8.04 2.67 11.53 04-2022 04-2025
13.56 13.15 17.32 9.52 2.76 13.39 03-2022 03-2025
12.96 12.64 16.74 8.99 2.74 12.83 02-2022 02-2025
12.94 13.03 16.64 9.44 2.55 13.01 01-2022 01-2025
16.19 15.29 18.35 13.19 1.85 15.76 12-2021 12-2024
14.63 13.78 17.01 11.46 1.99 14.22 11-2021 11-2024
14.41 14.98 17.67 11.8 2.09 14.71 10-2021 10-2024
17.05 17.1 19.15 15.03 1.46 17.08 09-2021 09-2024
17.76 17.71 20.11 15.41 1.66 17.75 08-2021 08-2024
18.49 19.62 20.66 17.47 1.2 19.06 07-2021 07-2024
14.26 18.48 19.9 12.91 2.89 16.39 06-2021 06-2024
18.24 17.73 20.97 15.08 2.09 18 05-2021 05-2024
18.89 18.65 21.05 16.54 1.6 18.78 04-2021 04-2024
17.7 16.92 19.71 14.95 1.71 17.32 03-2021 03-2024
19.95 16.97 21.68 15.31 2.49 18.48 02-2021 02-2024
19.17 17.86 20.9 16.18 1.73 18.53 01-2021 01-2024
18.92 18.98 21.91 16.06 2.07 18.97 12-2020 12-2023
20.63 18.56 23.65 15.67 2.91 19.63 11-2020 11-2023
20.45 21.21 22.9 18.79 1.48 20.84 10-2020 10-2023
23.75 22.57 25.72 20.65 1.84 23.17 09-2020 09-2023
23.13 20.61 24.21 19.57 1.87 21.88 08-2020 08-2023
24.87 22.97 26.34 21.55 1.82 23.93 07-2020 07-2023
26.17 23.63 27.99 21.86 2.35 24.91 06-2020 06-2023
28.19 26.41 29.81 24.83 1.87 27.31 05-2020 05-2023
30 23.74 32.03 21.83 4.23 26.9 04-2020 04-2023

Rolling return for 5 year

Average return: 15.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.07 12.4 14 10.5 1.24 12.24 03-2021 03-2026
14.59 13.45 16.17 11.91 1.56 14.03 02-2021 02-2026
14.89 14.69 16.45 13.15 1.17 14.79 01-2021 01-2026
16.73 15.79 17.49 15.03 0.93 16.26 12-2020 12-2025
19.58 17.34 20.34 16.61 1.54 18.47 11-2020 11-2025
19.25 19.53 20.53 18.27 0.81 19.39 10-2020 10-2025
20.28 19.55 21.38 18.46 1.06 19.92 09-2020 09-2025
20.21 18.97 21.09 18.11 1.14 19.59 08-2020 08-2025
21.89 20.85 22.83 19.93 1.09 21.38 07-2020 07-2025
23.62 22.17 24.74 21.07 1.4 22.9 06-2020 06-2025
24.3 24 26 22.33 1.3 24.16 05-2020 05-2025
24.15 22.6 27.46 19.41 2.9 23.41 04-2020 04-2025
26.16 18.09 28.64 15.81 5.36 22.18 03-2020 03-2025
16.55 16.78 18.87 14.49 1.55 16.67 02-2020 02-2025
16.43 17.58 18.71 15.33 1.26 17.01 01-2020 01-2025
18.27 18.68 19.59 17.38 0.79 18.48 12-2019 12-2024
17.72 18.5 19.18 17.05 0.8 18.11 11-2019 11-2024
19.94 20.11 21.98 18.1 1.37 20.03 10-2019 10-2024
21.66 20.8 22.97 19.52 1.26 21.24 09-2019 09-2024
21.02 21.16 22.46 19.73 0.97 21.09 08-2019 08-2024
20.1 19.16 21.41 17.87 1.29 19.64 07-2019 07-2024
15.67 17.93 19.06 14.57 1.78 16.81 06-2019 06-2024
17.25 16.93 18.87 15.34 1.25 17.1 05-2019 05-2024
15.91 16.57 17.17 15.32 0.69 16.24 04-2019 04-2024
16.7 16.2 17.89 15.03 1.03 16.45 03-2019 03-2024
17.45 17.28 18.46 16.27 0.78 17.37 02-2019 02-2024
16.67 16.7 17.69 15.69 0.71 16.69 01-2019 01-2024
15.86 16.01 17.6 14.29 1.17 15.94 12-2018 12-2023
13.85 14.54 15.55 12.85 0.99 14.2 11-2018 11-2023
14.49 13.75 15.88 12.38 1.26 14.13 10-2018 10-2023
13.37 12.05 14.45 11 1.31 12.72 09-2018 09-2023
11.7 11.27 12.29 10.69 0.59 11.49 08-2018 08-2023
12.72 12.07 13.51 11.29 0.82 12.4 07-2018 07-2023
11.79 11.77 12.76 10.81 0.69 11.78 06-2018 06-2023
10.99 10.67 11.83 9.84 0.71 10.83 05-2018 05-2023
10.23 9.9 11.27 8.88 0.85 10.07 04-2018 04-2023
10.15 9.97 11.33 8.8 0.9 10.06 03-2018 03-2023
10.03 9.19 11.06 8.18 1.06 9.62 02-2018 02-2023
9.37 9.5 10.68 8.2 0.88 9.44 01-2018 01-2023
10.78 11.05 12.3 9.55 0.98 10.92 12-2017 12-2022
11.45 11.43 12.31 10.57 0.62 11.44 11-2017 11-2022
11.04 10.96 12.3 9.71 0.92 11 10-2017 10-2022
11.36 11.86 13.16 10.09 1.1 11.62 09-2017 09-2022
11.87 11.83 13.03 10.67 0.83 11.85 08-2017 08-2022
9.58 10.73 11.95 8.39 1.32 10.16 07-2017 07-2022
9.28 10.97 11.63 8.64 1.21 10.13 06-2017 06-2022
10.61 11.98 12.85 9.76 1.2 11.3 05-2017 05-2022
12.86 13.38 14.16 12.09 0.75 13.12 04-2017 04-2022
11.88 13.32 14.33 10.89 1.32 12.61 03-2017 03-2022
13.29 14.54 15.75 12.11 1.36 13.92 02-2017 02-2022
15.68 16.17 17.88 14 1.38 15.93 01-2017 01-2022
16.05 16.53 17.89 14.71 1.14 16.3 12-2016 12-2021
16.36 15.75 18.33 13.82 1.61 16.06 11-2016 11-2021
15.16 16.04 16.77 14.45 0.88 15.61 10-2016 10-2021
14.74 14.89 15.95 13.69 0.8 14.82 09-2016 09-2021
13.71 14.14 15.09 12.77 0.83 13.93 08-2016 08-2021
13.87 13.34 14.46 12.75 0.63 13.61 07-2016 07-2021
14.69 14.29 15.51 13.48 0.73 14.49 06-2016 06-2021
13.57 14.12 15.43 12.28 1.13 13.85 05-2016 05-2021
13.55 13.59 14.92 12.23 0.95 13.57 04-2016 04-2021

Rolling return for 7 year

Average return: 13.77
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.96 13.18 14.35 11.8 0.9 13.07 03-2019 03-2026
14.36 14.66 15.48 13.55 0.69 14.51 02-2019 02-2026
14.35 14.77 15.46 13.66 0.65 14.56 01-2019 01-2026
15.18 14.6 15.73 14.07 0.62 14.89 12-2018 12-2025
15.03 14.82 15.54 14.31 0.44 14.93 11-2018 11-2025
15.34 14.69 16.22 13.82 0.88 15.02 10-2018 10-2025
13.9 12.93 14.65 12.2 0.93 13.42 09-2018 09-2025
12.91 12.75 13.49 12.17 0.47 12.83 08-2018 08-2025
14.08 13.66 14.7 13.04 0.61 13.87 07-2018 07-2025
14.05 14.07 14.79 13.33 0.52 14.06 06-2018 06-2025
13.14 13.39 14.24 12.3 0.69 13.27 05-2018 05-2025
11.81 12.94 13.94 10.83 1.17 12.38 04-2018 04-2025
12.27 12.85 13.85 11.29 0.93 12.56 03-2018 03-2025
11.99 12.21 13.58 10.64 1.04 12.11 02-2018 02-2025
12.02 12.71 13.58 11.16 0.89 12.37 01-2018 01-2025
13.77 13.76 14.67 12.87 0.64 13.77 12-2017 12-2024
13.48 13.84 14.49 12.85 0.59 13.67 11-2017 11-2024
14.55 14.94 15.94 13.57 0.85 14.75 10-2017 10-2024
15.54 15.47 16.42 14.59 0.65 15.5 09-2017 09-2024
15.1 15.19 16.08 14.22 0.66 15.15 08-2017 08-2024
15.07 15.07 15.97 14.18 0.63 15.07 07-2017 07-2024
13.18 15.05 15.54 12.7 1.2 14.12 06-2017 06-2024
13.96 14.45 15.08 13.33 0.64 14.21 05-2017 05-2024
14.05 14.37 14.93 13.5 0.52 14.21 04-2017 04-2024
14.25 14.36 15.09 13.53 0.55 14.31 03-2017 03-2024
14.93 14.77 15.63 14.07 0.55 14.85 02-2017 02-2024
15.51 15.01 16.22 14.31 0.7 15.26 01-2017 01-2024
15.18 15.46 16.42 14.23 0.78 15.32 12-2016 12-2023
13.83 13.24 15.04 12.05 1.08 13.54 11-2016 11-2023
12.17 12.64 13.14 11.67 0.55 12.41 10-2016 10-2023
12.76 12.79 13.53 12.02 0.53 12.77 09-2016 09-2023
12.7 12.45 13.12 12.03 0.4 12.57 08-2016 08-2023
13.01 12.78 13.57 12.22 0.48 12.89 07-2016 07-2023
13.15 12.99 13.85 12.3 0.55 13.07 06-2016 06-2023
13.03 12.72 13.64 12.12 0.55 12.88 05-2016 05-2023
12.65 12.46 13.4 11.72 0.6 12.56 04-2016 04-2023
12.63 12.72 13.49 11.86 0.58 12.68 03-2016 03-2023

Rolling return for 10 year

Average return: 13.31
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.09 13.52 14.06 12.56 0.55 13.31 03-2016 03-2026