NIFTY CAPITAL MARKETS

Index type: Equity Mean-Variance Ratio (MVR): 14.23 Weighted mean CAGR by duration: 32.68 Mean CAGR: 33.92 Standard deviation CAGR: 2.38 Range for CAGR: 5.6

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year 4.73 91.62 35.92 37.20
3 year 11.78 63.21 28.84 32.97
5 year 19.44 43.09 31.98 31.60

Rolling return for 1 year

Average return: 37.2
Min Max Min-Max Max-Min Standard Deviation Mean From To
51.27 33.95 61.41 25.53 14.09 43.04 03-2025 03-2026
38.13 35.61 62.07 15.58 16.49 37.85 02-2025 02-2026
35.61 18.02 48.53 7.76 15.71 27.48 01-2025 01-2026
18.68 13.76 28.91 4.73 8.73 16.52 12-2024 12-2025
25 26.63 36.5 15.97 7.28 26.02 11-2024 11-2025
23.92 21.42 40.87 6.82 12.09 23.26 10-2024 10-2025
26.93 22.65 36.23 14.27 7.91 25.02 09-2024 09-2025
46.85 38.89 62.93 25.18 13.65 43.46 08-2024 08-2025
58.72 59.21 74.45 44.86 10.47 59.31 07-2024 07-2025
70.79 68.3 91.62 50.01 14.75 70.18 06-2024 06-2025
36.84 53.12 63.66 28.03 13.86 45.41 05-2024 05-2025
18.3 37.71 52.77 6.64 17.71 28.86 04-2024 04-2025

Rolling return for 3 year

Average return: 32.97
Min Max Min-Max Max-Min Standard Deviation Mean From To
59.56 58.09 63.05 54.71 2.99 58.85 03-2023 03-2026
54.74 60.27 63.21 51.95 4.44 57.54 02-2023 02-2026
54.82 55.1 59.58 50.47 3.22 54.99 01-2023 01-2026
52.64 52.81 56.91 48.66 2.92 52.76 12-2022 12-2025
50.59 52.88 55.08 48.46 2.48 51.75 11-2022 11-2025
48.21 51.93 54.68 45.57 3.48 50.1 10-2022 10-2025
48.22 46.04 51.76 42.63 3.32 47.16 09-2022 09-2025
45.88 48.35 51.02 43.3 2.87 47.14 08-2022 08-2025
52.2 53.44 57.07 48.68 3 52.85 07-2022 07-2025
51.81 51.73 57.75 46.02 4.15 51.83 06-2022 06-2025
41.41 41.01 50.1 32.84 6.11 41.34 05-2022 05-2025
24.59 32.01 35.67 21.22 5.74 28.37 04-2022 04-2025
25.9 28.37 33.97 20.64 4.79 27.22 03-2022 03-2025
29.93 29.23 37.89 21.78 5.7 29.71 02-2022 02-2025
26.54 31.97 36.62 22.23 5.44 29.34 01-2022 01-2025
31.88 32.5 37.49 27.09 3.68 32.24 12-2021 12-2024
28.63 28.05 31.89 24.89 2.48 28.36 11-2021 11-2024
26.1 27.77 32.5 21.6 3.9 26.99 10-2021 10-2024
25.18 27.48 29.64 23.09 2.45 26.35 09-2021 09-2024
23.54 25.89 30.29 19.37 3.95 24.77 08-2021 08-2024
25.49 21.12 29.37 17.49 4.48 23.37 07-2021 07-2024
23.08 25.95 28.52 20.62 2.97 24.54 06-2021 06-2024
29.86 27.31 32.78 24.51 3.06 28.62 05-2021 05-2024
31.06 32.55 35.67 28.04 2.75 31.83 04-2021 04-2024
25.69 27.18 30.99 22.04 3.21 26.47 03-2021 03-2024
28.82 28.87 30.81 26.91 1.38 28.85 02-2021 02-2024
26.61 26.88 30.12 23.45 2.36 26.77 01-2021 01-2024
28.7 26.58 29.95 25.36 1.79 27.65 12-2020 12-2023
26.56 29.34 35.11 21.16 5.03 28.04 11-2020 11-2023
20.73 22.41 26.22 17.07 3.29 21.61 10-2020 10-2023
18.23 18.48 21.77 15.03 2.38 18.38 09-2020 09-2023
16.02 14.37 18.71 11.78 2.52 15.22 08-2020 08-2023
16.39 15.99 18.87 13.57 1.88 16.21 07-2020 07-2023
15.69 15.79 19.4 12.2 2.55 15.77 06-2020 06-2023
17.57 16.98 19.9 14.71 1.85 17.29 05-2020 05-2023
18.41 14.66 20.68 12.51 3.18 16.56 04-2020 04-2023

Rolling return for 5 year

Average return: 31.6
Min Max Min-Max Max-Min Standard Deviation Mean From To
30.97 30.35 32.68 28.67 1.43 30.67 03-2021 03-2026
29.51 32.52 33.71 28.35 2.17 31.02 02-2021 02-2026
31.71 32.11 34.13 29.73 1.56 31.92 01-2021 01-2026
33.01 33.11 35.22 30.92 1.52 33.06 12-2020 12-2025
36.43 35.27 38.86 32.91 2.14 35.87 11-2020 11-2025
34.29 35.26 37.77 31.83 2.13 34.79 10-2020 10-2025
34.04 33.73 35.95 31.85 1.45 33.89 09-2020 09-2025
34.63 34.43 37.46 31.66 2.05 34.55 08-2020 08-2025
37.8 38.38 40.43 35.79 1.65 38.1 07-2020 07-2025
39.83 40.47 43.09 37.28 2.07 40.17 06-2020 06-2025
37.58 40.5 42.6 35.56 2.69 39.06 05-2020 05-2025
34.86 37.64 41.93 30.78 4.06 36.3 04-2020 04-2025
35.85 27.69 41.02 23.02 6.99 31.9 03-2020 03-2025
25.84 27.16 30.41 22.7 2.77 26.53 02-2020 02-2025
26.46 31.11 32.41 25.21 3.03 28.8 01-2020 01-2025
32.46 33.29 35.81 30 2.08 32.89 12-2019 12-2024
31.54 30.19 33.53 28.25 1.93 30.88 11-2019 11-2024
33.81 34.02 37.84 30.1 2.74 33.94 10-2019 10-2024
31.69 31.17 34.49 28.44 2.15 31.45 09-2019 09-2024
28.82 30.38 33 26.28 2.44 29.62 08-2019 08-2024
25.28 24.69 27.59 22.43 1.84 25 07-2019 07-2024
21.77 22.58 24.98 19.44 1.98 22.19 06-2019 06-2024
23.84 22.5 25.5 20.88 1.7 23.18 05-2019 05-2024
21.97 23.1 24.53 20.57 1.46 22.54 04-2019 04-2024