NIFTY CONGLOMERATE 50

Index type: Equity Mean-Variance Ratio (MVR): 2.25 Weighted mean CAGR by duration: 15.88 Mean CAGR: 14 Standard deviation CAGR: 6.23 Range for CAGR: 16.81

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -11.47 21.17 1.40 1.86
3 year 5.34 41.15 16.79 18.67
5 year 9.78 33.07 18.45 18.51
7 year 11.77 19.57 15.66 15.79
10 year 14.31 16.06 15.18 15.18

Rolling return for 1 year

Average return: 1.86
Min Max Min-Max Max-Min Standard Deviation Mean From To
4 7.1 15.43 -3.5 6.79 5.76 03-2025 03-2026
13.26 10.49 21.17 3.28 6.4 12.05 02-2025 02-2026
8.71 8.9 16.32 1.77 5.15 8.93 01-2025 01-2026
8.01 3.82 10.6 1.39 3.58 5.96 12-2024 12-2025
9.01 4.06 11.04 2.16 3.59 6.57 11-2024 11-2025
2 -3.09 7.2 -7.79 5.6 -0.42 10-2024 10-2025
-5.44 -6.27 -1.2 -10.3 3.23 -5.8 09-2024 09-2025
-3.47 -5.76 0.03 -9.06 3.31 -4.56 08-2024 08-2025
-5.2 -3.3 0.19 -8.5 3.15 -4.2 07-2024 07-2025
4.61 -0.45 9.47 -4.86 5.37 2.19 06-2024 06-2025
0.93 0.86 7.52 -5.32 4.54 1 05-2024 05-2025
-8.57 -1.8 1.42 -11.47 5.15 -5.11 04-2024 04-2025

Rolling return for 3 year

Average return: 18.67
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.85 16.04 17.88 12.08 2.19 14.96 03-2023 03-2026
16.54 16.56 19.19 13.97 1.85 16.56 02-2023 02-2026
13.81 13.78 16.41 11.24 1.83 13.81 01-2023 01-2026
13.99 12.11 14.9 11.23 1.46 13.06 12-2022 12-2025
12.77 12.27 13.46 11.58 0.69 12.52 11-2022 11-2025
13.49 13.31 15.38 11.45 1.39 13.41 10-2022 10-2025
12.76 11.03 14.42 9.42 1.87 11.91 09-2022 09-2025
11.36 10.9 12.69 9.59 1.11 11.13 08-2022 08-2025
17.19 14.34 19.37 12.25 2.71 15.79 07-2022 07-2025
19.07 16.66 20.89 14.91 2.28 17.88 06-2022 06-2025
15.15 12.47 17.61 10.13 2.81 13.84 05-2022 05-2025
6.91 9.05 10.67 5.34 2.03 7.99 04-2022 04-2025
11.25 10.24 14.07 7.52 2.34 10.77 03-2022 03-2025
11.02 10.91 14.48 7.55 2.45 10.99 02-2022 02-2025
10.95 9.84 13.41 7.46 2.14 10.41 01-2022 01-2025
13.38 13.34 15.79 10.98 1.7 13.37 12-2021 12-2024
12.35 11.95 14.81 9.56 1.86 12.17 11-2021 11-2024
12.82 14.26 16.68 10.48 2.25 13.56 10-2021 10-2024
15.94 16.37 17.99 14.34 1.3 16.16 09-2021 09-2024
17.55 16.47 19.91 14.18 2.06 17.03 08-2021 08-2024
20.31 19.96 21.74 18.55 1.13 20.14 07-2021 07-2024
16.87 19.24 20.63 15.52 1.99 18.06 06-2021 06-2024
19.45 19.22 22.03 16.71 1.88 19.35 05-2021 05-2024
21.31 20.38 22.62 19.1 1.29 20.85 04-2021 04-2024
20.39 20.04 22.2 18.25 1.4 20.22 03-2021 03-2024
21.69 20.05 23.22 18.56 1.75 20.88 02-2021 02-2024
22.78 21.8 24.16 20.45 1.36 22.3 01-2021 01-2024
21.76 22.67 25.4 19.11 2.25 22.23 12-2020 12-2023
25.93 21.82 28.83 19.08 3.74 23.91 11-2020 11-2023
25.56 26.97 28.08 24.47 1.37 26.27 10-2020 10-2023
29.65 27.71 31.48 25.94 2.08 28.7 09-2020 09-2023
29.35 26.85 30.28 25.95 1.77 28.11 08-2020 08-2023
31.68 29.53 33.41 27.84 2.11 30.61 07-2020 07-2023
32.98 30.76 35.19 28.62 2.45 31.89 06-2020 06-2023
35.94 34.59 37.9 32.68 1.91 35.28 05-2020 05-2023
38.69 33.03 41.15 30.72 4.2 35.9 04-2020 04-2023

Rolling return for 5 year

Average return: 18.51
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.06 13.2 14.42 10.86 1.32 12.63 03-2021 03-2026
14.85 14.6 16.41 13.07 1.18 14.73 02-2021 02-2026
16.07 16.31 17.66 14.75 1.03 16.2 01-2021 01-2026
18.07 17.07 18.63 16.52 0.83 17.57 12-2020 12-2025
22.33 18.73 22.78 18.29 2.03 20.53 11-2020 11-2025
21.55 22.13 22.77 20.92 0.69 21.84 10-2020 10-2025
22.91 21.85 23.99 20.78 1.2 22.38 09-2020 09-2025
22.73 21.65 23.61 20.78 1.07 22.19 08-2020 08-2025
24.61 23.78 26 22.42 1.3 24.2 07-2020 07-2025
27.03 25.65 28.18 24.51 1.39 26.34 06-2020 06-2025
28.68 28.44 30.32 26.82 1.24 28.56 05-2020 05-2025
29.19 27.29 31.89 24.68 2.64 28.26 04-2020 04-2025
31.09 21.52 33.07 19.71 5.81 26.35 03-2020 03-2025
19.87 19.64 22.11 17.46 1.65 19.77 02-2020 02-2025
19.56 20.14 21.15 18.57 0.93 19.86 01-2020 01-2025
20.98 21.55 22.52 20.02 0.91 21.27 12-2019 12-2024
20.48 21.39 22.05 19.82 0.85 20.94 11-2019 11-2024
22.72 23.37 25.22 20.9 1.54 23.05 10-2019 10-2024
25.23 24.08 26.56 22.78 1.4 24.66 09-2019 09-2024
24.49 24.94 25.98 23.46 0.91 24.72 08-2019 08-2024
24.17 21.97 25.05 21.11 1.6 23.07 07-2019 07-2024
19.78 20.92 22.07 18.64 1.28 20.35 06-2019 06-2024
20.66 20.31 22.21 18.78 1.22 20.49 05-2019 05-2024
19.52 19.7 20.29 18.93 0.49 19.61 04-2019 04-2024
20.04 19.81 21.12 18.74 0.85 19.93 03-2019 03-2024
21.07 20.6 21.98 19.7 0.82 20.84 02-2019 02-2024
19.96 19.3 20.77 18.51 0.83 19.64 01-2019 01-2024
17.87 18.39 19.97 16.32 1.3 18.14 12-2018 12-2023
15.71 16.5 17.3 14.92 0.89 16.11 11-2018 11-2023
16.9 15.46 18.31 14.09 1.58 16.19 10-2018 10-2023
14.68 13.64 15.65 12.69 1.11 14.16 09-2018 09-2023
13.5 12.53 13.99 12.04 0.77 13.02 08-2018 08-2023
14.48 13.76 15.38 12.87 0.92 14.12 07-2018 07-2023
13.36 13.38 14.49 12.26 0.79 13.37 06-2018 06-2023
12.45 12.44 13.42 11.48 0.69 12.45 05-2018 05-2023
11.95 11.23 13.14 10.07 1.11 11.6 04-2018 04-2023
11.9 11.51 12.96 10.47 0.89 11.71 03-2018 03-2023
11.15 11.26 12.65 9.78 1.02 11.21 02-2018 02-2023
12.79 12.88 14.34 11.34 1.06 12.84 01-2018 01-2023
14.61 14.75 16.31 13.07 1.15 14.68 12-2017 12-2022
15.08 14.91 15.81 14.18 0.58 15 11-2017 11-2022
14.86 14.4 16.12 13.16 1.06 14.64 10-2017 10-2022
15.35 16.21 17.45 14.14 1.21 15.79 09-2017 09-2022
16.48 16.47 17.6 15.36 0.79 16.48 08-2017 08-2022
13.92 15.1 16.9 12.16 1.73 14.52 07-2017 07-2022
13.32 15.16 15.77 12.73 1.26 14.25 06-2017 06-2022
15.09 17.21 18.21 14.11 1.63 16.16 05-2017 05-2022
18.4 18.58 19.45 17.53 0.68 18.49 04-2017 04-2022
16.57 18.09 18.98 15.7 1.28 17.34 03-2017 03-2022
17.56 18.84 19.82 16.6 1.23 18.2 02-2017 02-2022
20.31 21.1 22.65 18.8 1.39 20.71 01-2017 01-2022
20.89 21.19 22.45 19.65 1 21.04 12-2016 12-2021
21.42 20.29 23.27 18.48 1.74 20.86 11-2016 11-2021
19.33 20.16 20.84 18.66 0.82 19.75 10-2016 10-2021
18.89 18.73 19.89 17.75 0.76 18.82 09-2016 09-2021
17.34 18.3 19.41 16.26 1.16 17.83 08-2016 08-2021
17.36 16.95 18.41 15.92 0.89 17.16 07-2016 07-2021
18.32 18.21 19.14 17.39 0.62 18.27 06-2016 06-2021
18.12 18.34 19.78 16.71 1.09 18.24 05-2016 05-2021
17.4 17.06 18.7 15.77 1.04 17.23 04-2016 04-2021

Rolling return for 7 year

Average return: 15.79
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.14 14.95 15.85 13.25 0.96 14.55 03-2019 03-2026
16.34 16.51 17.47 15.4 0.73 16.43 02-2019 02-2026
16.01 16.12 17.14 15 0.76 16.07 01-2019 01-2026
16.38 15.67 16.77 15.28 0.58 16.02 12-2018 12-2025
16.11 15.85 16.42 15.55 0.32 15.98 11-2018 11-2025
16.58 15.39 17.41 14.57 1.09 15.99 10-2018 10-2025
14.33 13.62 15.05 12.91 0.8 13.98 09-2018 09-2025
13.48 13.01 14.06 12.44 0.6 13.25 08-2018 08-2025
14.55 14.29 15.46 13.4 0.73 14.43 07-2018 07-2025
14.83 14.78 15.58 14.04 0.54 14.81 06-2018 06-2025
14.15 14.48 15.19 13.45 0.63 14.32 05-2018 05-2025
13.13 13.44 14.82 11.77 1.08 13.29 04-2018 04-2025
13.92 14.09 15.15 12.88 0.8 14.01 03-2018 03-2025
13.13 13.61 14.63 12.12 0.9 13.37 02-2018 02-2025
13.82 13.85 14.9 12.78 0.75 13.84 01-2018 01-2025
15.32 15.25 16.37 14.21 0.76 15.29 12-2017 12-2024
14.97 15.39 16.04 14.32 0.63 15.18 11-2017 11-2024
16.23 16.66 17.91 14.99 1.04 16.45 10-2017 10-2024
17.52 17.52 18.41 16.64 0.63 17.52 09-2017 09-2024
17.36 17.55 18.37 16.56 0.64 17.46 08-2017 08-2024
18.38 17.66 18.98 17.07 0.72 18.02 07-2017 07-2024
17.08 18.23 18.68 16.64 0.83 17.66 06-2017 06-2024
17.3 17.65 18.37 16.58 0.64 17.48 05-2017 05-2024
17.59 17.52 18.14 16.98 0.41 17.56 04-2017 04-2024
17.24 17.37 17.99 16.61 0.49 17.3 03-2017 03-2024
17.75 17.68 18.38 17.06 0.47 17.72 02-2017 02-2024
18.54 18.03 19.1 17.47 0.6 18.29 01-2017 01-2024
18.06 18.69 19.57 17.2 0.87 18.38 12-2016 12-2023
16.85 15.95 18 14.82 1.17 16.41 11-2016 11-2023
14.9 15.41 15.89 14.43 0.55 15.16 10-2016 10-2023
15.37 15.27 16.06 14.58 0.52 15.32 09-2016 09-2023
15.31 14.9 15.67 14.55 0.42 15.11 08-2016 08-2023
15.8 15.43 16.46 14.79 0.6 15.62 07-2016 07-2023
15.57 15.73 16.39 14.92 0.52 15.65 06-2016 06-2023
15.94 15.65 16.65 14.95 0.61 15.8 05-2016 05-2023
15.24 14.96 16.11 14.1 0.72 15.1 04-2016 04-2023
15.29 15.28 16.07 14.51 0.55 15.29 03-2016 03-2023

Rolling return for 10 year

Average return: 15.18
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.86 15.51 16.06 14.31 0.66 15.18 03-2016 03-2026