NIFTY ALPHA 50

Index type: Equity Mean-Variance Ratio (MVR): 1.49 Weighted mean CAGR by duration: 20.64 Mean CAGR: 16.96 Standard deviation CAGR: 11.38 Range for CAGR: 30.89

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -21.54 23.52 -7.30 -5.38
3 year 1.68 41.57 23.95 23.82
5 year 11.95 40.96 25.44 25.51
7 year 15.93 27.31 21.88 21.83
10 year 18.32 19.73 19.02 19.02

Rolling return for 1 year

Average return: -5.38
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.61 4.8 23.31 -3.44 9.96 9.57 03-2025 03-2026
10.62 1.39 23.52 -9.2 12.03 6.58 02-2025 02-2026
3.27 -11.13 11.92 -17.99 11.75 -3.48 01-2025 01-2026
-11.25 -11.99 -5.02 -17.76 4.51 -11.5 12-2024 12-2025
-4.4 -9.21 0.04 -13.24 4.99 -6.7 11-2024 11-2025
-9.27 -14.8 -3.31 -20.06 6.24 -11.86 10-2024 10-2025
-15.99 -15.37 -9.57 -21.39 4.19 -15.58 09-2024 09-2025
-11.19 -13.69 -5.41 -18.96 4.87 -12.31 08-2024 08-2025
-5.24 -10.48 0.19 -15.34 5.8 -7.72 07-2024 07-2025
7.74 -5.07 14.23 -10.47 9.84 1.61 06-2024 06-2025
-4.48 -5.24 7.53 -15.83 8.27 -4.5 05-2024 05-2025
-15.13 -3.02 4.9 -21.54 10.29 -8.7 04-2024 04-2025

Rolling return for 3 year

Average return: 23.82
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.04 23.36 26.44 20.03 2.27 23.22 03-2023 03-2026
22.99 23.15 27.59 18.71 3.14 23.11 02-2023 02-2026
21.32 19.7 24.62 16.54 2.91 20.54 01-2023 01-2026
21.22 18.98 23.99 16.32 2.83 20.13 12-2022 12-2025
18.75 18.7 20.56 16.92 1.29 18.73 11-2022 11-2025
19.14 19.19 21.7 16.69 1.77 19.18 10-2022 10-2025
19.08 17.88 22.05 15.02 2.52 18.51 09-2022 09-2025
20.14 20.07 22.69 17.58 1.81 20.12 08-2022 08-2025
25.6 23.9 27.95 21.62 2.32 24.77 07-2022 07-2025
26.91 21.12 29.41 18.78 4.28 24.05 06-2022 06-2025
18.12 14.74 22.88 10.3 4.61 16.51 05-2022 05-2025
5.41 9.12 13.12 1.68 4.25 7.33 04-2022 04-2025
9.83 10.64 15.94 4.8 3.95 10.3 03-2022 03-2025
11.87 13.79 19.49 6.54 4.63 12.92 02-2022 02-2025
12.48 16.65 21.46 8.03 4.97 14.65 01-2022 01-2025
20.52 19.76 23.62 16.76 2.44 20.17 12-2021 12-2024
18.96 18.98 22.87 15.19 2.72 19 11-2021 11-2024
20.26 20.5 25.44 15.52 3.51 20.43 10-2021 10-2024
24.06 24.31 26.84 21.59 1.86 24.2 09-2021 09-2024
26.61 25.95 30.54 22.16 2.97 26.31 08-2021 08-2024
26.24 27.89 31.07 23.17 2.85 27.09 07-2021 07-2024
22.17 26.55 29.94 18.98 4.17 24.41 06-2021 06-2024
25.13 27.08 30.51 21.83 3.15 26.14 05-2021 05-2024
27.15 26.69 30.52 23.42 2.52 26.95 04-2021 04-2024
26.1 27.37 30.73 22.86 2.82 26.77 03-2021 03-2024
32.24 29.98 35.83 26.54 3.38 31.15 02-2021 02-2024
29.51 31.18 34.79 26.04 3.15 30.38 01-2021 01-2024
28.95 29.21 32.85 25.42 2.63 29.11 12-2020 12-2023
27.46 27.01 32.28 22.38 3.5 27.28 11-2020 11-2023
27.05 29.07 31.33 24.87 2.39 28.08 10-2020 10-2023
31.09 29.25 34.01 26.43 2.76 30.2 09-2020 09-2023
30.56 29.28 32.88 27.02 2.12 29.94 08-2020 08-2023
32.13 31.87 35.69 28.41 2.58 32.02 07-2020 07-2023
35.18 29.46 38.34 26.5 4.65 32.37 06-2020 06-2023
36.16 35.66 38.79 33.09 2.02 35.92 05-2020 05-2023
38.43 32.87 41.57 29.92 4.56 35.7 04-2020 04-2023

Rolling return for 5 year

Average return: 25.51
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.03 17.12 18.96 15.21 1.33 17.08 03-2021 03-2026
19.29 18.77 21.95 16.18 2.05 19.05 02-2021 02-2026
19.7 19.67 21.64 17.77 1.37 19.7 01-2021 01-2026
21.72 21.34 23.39 19.71 1.31 21.54 12-2020 12-2025
24.22 22.33 25.35 21.23 1.6 23.28 11-2020 11-2025
24.22 24.51 25.81 22.93 1.02 24.37 10-2020 10-2025
25.8 24.93 27.67 23.1 1.64 25.38 09-2020 09-2025
26.97 26.48 28.59 24.9 1.32 26.73 08-2020 08-2025
30.22 29.44 31.68 28.01 1.33 29.84 07-2020 07-2025
33.88 30.17 35.45 28.65 2.74 32.04 06-2020 06-2025
32.93 34.27 36.12 31.13 1.83 33.61 05-2020 05-2025
32.51 33.08 38.24 27.56 3.78 32.85 04-2020 04-2025
36.45 28.65 40.96 24.53 6.43 32.65 03-2020 03-2025
25.86 28.43 30.93 23.46 2.79 27.17 02-2020 02-2025
28.54 32.57 34.61 26.6 3.17 30.58 01-2020 01-2025
34.72 35.32 36.79 33.28 1.26 35.03 12-2019 12-2024
33.05 34.85 35.66 32.26 1.36 33.95 11-2019 11-2024
35.08 36.53 38.54 33.12 1.98 35.82 10-2019 10-2024
38.07 37.19 39.91 35.38 1.63 37.64 09-2019 09-2024
37.33 38.09 39.87 35.58 1.54 37.72 08-2019 08-2024
35.85 36.36 38.94 33.32 2 36.12 07-2019 07-2024
31.47 35.32 36.43 30.4 2.53 33.41 06-2019 06-2024
33 34.27 36.4 30.91 1.99 33.65 05-2019 05-2024
31.23 32.68 33.31 30.62 1.08 31.96 04-2019 04-2024
29.48 31.2 32.32 28.39 1.52 30.35 03-2019 03-2024
31.24 31.67 33.37 29.57 1.35 31.46 02-2019 02-2024
29.61 30.94 32.75 27.84 1.8 30.29 01-2019 01-2024
27.55 27.93 29.85 25.67 1.48 27.75 12-2018 12-2023
23.81 25.61 26.6 22.85 1.47 24.72 11-2018 11-2023
24.44 23.65 26.94 21.22 2.04 24.06 10-2018 10-2023
23.09 19.82 24.73 18.25 2.57 21.47 09-2018 09-2023
18.63 18.47 19.89 17.22 0.95 18.55 08-2018 08-2023
19.68 19.16 21.61 17.28 1.54 19.43 07-2018 07-2023
19.19 18.14 20.85 16.51 1.58 18.67 06-2018 06-2023
16.31 15.26 17.65 13.95 1.36 15.79 05-2018 05-2023
15.41 14.35 16.98 12.82 1.52 14.89 04-2018 04-2023
15.09 15.03 16.81 13.34 1.23 15.07 03-2018 03-2023
15.59 14.77 18.08 12.36 2.04 15.2 02-2018 02-2023
13.8 14.69 16.58 11.95 1.67 14.25 01-2018 01-2023
16.25 16.9 19.16 14.04 1.82 16.59 12-2017 12-2022
18.14 18.07 19.24 16.98 0.8 18.11 11-2017 11-2022
18.38 17.82 19.86 16.36 1.25 18.11 10-2017 10-2022
19.33 19.66 21.84 17.19 1.65 19.5 09-2017 09-2022
19.65 19.44 21.21 17.9 1.17 19.55 08-2017 08-2022
17.33 18.46 19.62 16.2 1.27 17.9 07-2017 07-2022
17.17 20.78 21.92 16.08 2.43 18.99 06-2017 06-2022
20.59 23.78 25.66 18.8 2.67 22.21 05-2017 05-2022
25.59 27.28 28.34 24.56 1.46 26.44 04-2017 04-2022
24.78 26.96 28.34 23.44 1.9 25.88 03-2017 03-2022
24.56 27.24 28.26 23.56 1.91 25.91 02-2017 02-2022
29.92 29.95 33.1 26.84 2.21 29.95 01-2017 01-2022
31.47 31.27 33.99 28.8 1.84 31.38 12-2016 12-2021
30.75 28.26 33.3 25.81 2.79 29.53 11-2016 11-2021
26.23 28.49 29.31 25.43 1.59 27.37 10-2016 10-2021
26.7 26.96 28.24 25.44 0.99 26.83 09-2016 09-2021
24.34 26.14 27.04 23.46 1.42 25.24 08-2016 08-2021
25.08 25.28 26.94 23.45 1.24 25.19 07-2016 07-2021
25.42 26.41 27.43 24.42 1.12 25.92 06-2016 06-2021
23.83 24.46 25.83 22.49 1.2 24.15 05-2016 05-2021
21.92 22.92 24.12 20.74 1.25 22.43 04-2016 04-2021

Rolling return for 7 year

Average return: 21.83
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.83 22.52 23.27 21.1 0.81 22.18 03-2019 03-2026
22.19 23 24.13 21.08 1.12 22.6 02-2019 02-2026
22.49 22.69 23.9 21.29 0.93 22.59 01-2019 01-2026
22.78 22.67 23.98 21.49 0.88 22.73 12-2018 12-2025
22.57 22.68 23.36 21.88 0.52 22.62 11-2018 11-2025
23.18 22 24.31 20.89 1.28 22.59 10-2018 10-2025
21.69 19.5 22.98 18.25 1.84 20.61 09-2018 09-2025
19.52 19.58 20.61 18.51 0.74 19.55 08-2018 08-2025
21.84 21.05 22.81 20.09 1 21.45 07-2018 07-2025
22.7 21.74 23.73 20.73 1.11 22.23 06-2018 06-2025
19.6 19.87 21.64 17.86 1.34 19.74 05-2018 05-2025
17.83 19.49 21.45 15.93 2.04 18.67 04-2018 04-2025
18.65 20.12 21.44 17.36 1.53 19.39 03-2018 03-2025
19.45 20.4 22.87 17.05 2.08 19.94 02-2018 02-2025
18.59 21.15 22.57 17.22 2.1 19.88 01-2018 01-2025
23.01 22.66 24.35 21.33 1.07 22.84 12-2017 12-2024
22.03 22.87 23.74 21.17 0.96 22.45 11-2017 11-2024
23.3 24.02 25.55 21.8 1.35 23.67 10-2017 10-2024
25.36 24.93 26.55 23.75 1 25.15 09-2017 09-2024
25.08 25.4 26.72 23.77 1.05 25.24 08-2017 08-2024
24.55 25.7 26.57 23.69 1.1 25.13 07-2017 07-2024
22.71 25.16 26 21.89 1.69 23.94 06-2017 06-2024
23.58 24.49 25.83 22.26 1.3 24.04 05-2017 05-2024
23.22 23.87 24.6 22.49 0.78 23.55 04-2017 04-2024
22.58 23.54 24.49 21.64 1.06 23.06 03-2017 03-2024
23.76 24.47 25.19 23.05 0.8 24.12 02-2017 02-2024
25.15 25.14 27.31 23.02 1.52 25.16 01-2017 01-2024
25.47 25.24 27.09 23.65 1.22 25.36 12-2016 12-2023
23.19 21.77 25.16 19.85 1.94 22.49 11-2016 11-2023
19.63 20.79 21.34 19.09 0.89 20.21 10-2016 10-2023
20.76 21.04 21.91 19.9 0.72 20.9 09-2016 09-2023
20.14 20.44 21.05 19.53 0.55 20.29 08-2016 08-2023
20.06 20.3 21.43 18.94 0.88 20.18 07-2016 07-2023
19.61 20.11 20.8 18.92 0.69 19.86 06-2016 06-2023
18.66 18.71 19.64 17.74 0.67 18.69 05-2016 05-2023
17.28 17.59 18.41 16.47 0.69 17.44 04-2016 04-2023
16.97 17.59 18.21 16.35 0.69 17.28 03-2016 03-2023

Rolling return for 10 year

Average return: 19.02
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.76 19.29 19.73 18.32 0.53 19.02 03-2016 03-2026