NIFTY CPSE

Index type: Equity Mean-Variance Ratio (MVR): 1.35 Weighted mean CAGR by duration: 16.5 Mean CAGR: 16.55 Standard deviation CAGR: 12.22 Range for CAGR: 37.47

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -20.27 36.81 -0.47 1.39
3 year 24.99 58.43 37.00 38.86
5 year -3.08 40.63 10.73 14.96
7 year 5.97 21.53 13.35 13.02
10 year 13.94 15.07 14.50 14.50

Rolling return for 1 year

Average return: 1.39
Min Max Min-Max Max-Min Standard Deviation Mean From To
30.34 16.01 36.81 10.52 10.59 23.42 03-2025 03-2026
22.3 15.37 35.26 4.31 11.22 19.31 02-2025 02-2026
11.93 9.01 22.34 -0.27 8.07 10.75 01-2025 01-2026
2.26 -3.85 7.44 -8.49 6.03 -0.66 12-2024 12-2025
2.85 -1.36 7.65 -5.76 4.97 0.85 11-2024 11-2025
1.2 -8.63 5.08 -12 6.97 -3.59 10-2024 10-2025
-10 -11.37 -3.55 -17.29 4.88 -10.55 09-2024 09-2025
-14.35 -16.22 -10.01 -20.27 3.69 -15.21 08-2024 08-2025
-5.77 -11.9 -0.67 -16.43 5.98 -8.69 07-2024 07-2025
12.41 -5.97 17.64 -10.15 11.78 3.48 06-2024 06-2025
0.61 -3.67 10.75 -12.49 8.36 -1.2 05-2024 05-2025
-4.63 1.56 10.37 -12.25 8.3 -1.24 04-2024 04-2025

Rolling return for 3 year

Average return: 38.86
Min Max Min-Max Max-Min Standard Deviation Mean From To
34.68 34.04 36.88 31.89 1.78 34.37 03-2023 03-2026
33.45 35.07 38.01 30.61 2.68 34.29 02-2023 02-2026
31.88 33.6 35.85 29.69 2.26 32.76 01-2023 01-2026
31.35 30.23 33.53 28.1 1.96 30.8 12-2022 12-2025
31.61 32.01 33.63 30.01 1.29 31.81 11-2022 11-2025
35.64 33.29 37.36 31.62 2.19 34.48 10-2022 10-2025
35.3 33 38.45 29.97 3.11 34.18 09-2022 09-2025
34.11 32.86 36.34 30.68 2.05 33.5 08-2022 08-2025
40.7 38.13 43.2 35.73 2.79 39.44 07-2022 07-2025
40.37 35.37 42.51 33.33 3.7 37.89 06-2022 06-2025
34.09 34.2 38.45 29.97 3 34.18 05-2022 05-2025
30.06 31.23 36.55 24.99 4.11 30.71 04-2022 04-2025
29.98 33.9 37.33 26.73 4 31.98 03-2022 03-2025
33.09 34.94 40.34 27.97 4.42 34.09 02-2022 02-2025
35.5 36.22 40.82 31.08 3.45 35.91 01-2022 01-2025
40.18 41.71 45.46 36.56 3.19 40.98 12-2021 12-2024
40.98 41.23 45.15 37.18 2.82 41.13 11-2021 11-2024
41.74 42 48.5 35.53 4.59 41.94 10-2021 10-2024
50.16 45.81 54.45 41.76 4.74 48.05 09-2021 09-2024
54.7 54.6 58.43 50.96 2.64 54.67 08-2021 08-2024
49.58 53.78 55.68 47.75 3.17 51.7 07-2021 07-2024
42.46 49.53 53.51 38.77 5.78 46.07 06-2021 06-2024
49.3 48.97 56.41 42.2 5.03 49.22 05-2021 05-2024
51.15 50.51 55.4 46.39 3.19 50.86 04-2021 04-2024
45.16 46.18 52.29 39.34 4.59 45.74 03-2021 03-2024
51.41 45.41 56.39 40.79 5.91 48.5 02-2021 02-2024
46.1 45.02 52.18 39.22 4.6 45.63 01-2021 01-2024
41.52 41.65 48.27 35.2 4.62 41.66 12-2020 12-2023
43.07 40.65 47.98 35.99 4.33 41.92 11-2020 11-2023
44.18 43.77 47.33 40.7 2.35 44 10-2020 10-2023
39.76 37.11 45.31 31.88 4.84 38.52 09-2020 09-2023
34.58 30.76 36.38 29.03 2.93 32.69 08-2020 08-2023
33.57 33.24 37.38 29.56 2.77 33.44 07-2020 07-2023
30.19 28.53 33.14 25.68 2.7 29.39 06-2020 06-2023
33.74 31.03 35.48 29.35 2.37 32.4 05-2020 05-2023
32.29 28.05 34.12 26.31 3.14 30.19 04-2020 04-2023

Rolling return for 5 year

Average return: 14.96
Min Max Min-Max Max-Min Standard Deviation Mean From To
31.89 29.95 33.18 28.69 1.73 30.93 03-2021 03-2026
33.02 29.93 35.73 27.34 3.16 31.51 02-2021 02-2026
32.44 30.97 34.82 28.66 2.24 31.72 01-2021 01-2026
32.29 29.99 33.6 28.71 1.91 31.15 12-2020 12-2025
37.02 34.13 38.28 32.91 2.16 35.59 11-2020 11-2025
38.65 37.67 39.7 36.64 1.14 38.16 10-2020 10-2025
36.93 34.08 38.84 32.24 2.54 35.52 09-2020 09-2025
34.32 32.27 35.65 30.97 1.81 33.3 08-2020 08-2025
36.12 35.06 37.56 33.65 1.43 35.6 07-2020 07-2025
35.81 34.19 37.05 32.97 1.55 35 06-2020 06-2025
36.18 36.07 38.82 33.48 1.89 36.14 05-2020 05-2025
34.22 34.42 38.21 30.55 2.71 34.35 04-2020 04-2025
36.06 30.97 40.63 26.72 5.24 33.59 03-2020 03-2025
28.08 29.09 32.22 25.05 2.56 28.61 02-2020 02-2025
27.2 26.36 30.17 23.48 2.38 26.8 01-2020 01-2025
26.72 27.98 29.56 25.17 1.61 27.36 12-2019 12-2024
26.34 26.55 28.57 24.36 1.49 26.45 11-2019 11-2024
27.43 28.71 31.04 25.16 2.13 28.09 10-2019 10-2024
30.81 30.09 33.04 27.91 1.83 30.46 09-2019 09-2024
32.33 30.57 34.24 28.72 2.05 31.47 08-2019 08-2024
27.95 25.99 31.05 23 2.93 27 07-2019 07-2024
19.88 24.27 25.38 18.82 2.79 22.09 06-2019 06-2024
22.9 23.66 26.38 20.26 2.18 23.3 05-2019 05-2024
21.24 22.37 23.28 20.35 1.11 21.81 04-2019 04-2024
20.91 21.48 24.43 18.04 2.27 21.21 03-2019 03-2024
24.16 23.59 26.59 21.21 1.91 23.89 02-2019 02-2024
20.01 21.46 22.99 18.52 1.66 20.74 01-2019 01-2024
17.78 18.56 21.12 15.29 2.08 18.19 12-2018 12-2023
14.55 13.73 16.89 11.45 1.95 14.16 11-2018 11-2023
13.48 11.17 14.96 9.74 2.02 12.34 10-2018 10-2023
9.17 10.3 11.75 7.75 1.47 9.74 09-2018 09-2023
7.94 7.95 8.81 7.09 0.61 7.95 08-2018 08-2023
8.24 8.46 10.08 6.65 1.22 8.36 07-2018 07-2023
7.34 6.19 8.79 4.77 1.48 6.77 06-2018 06-2023
6.53 5.38 7.36 4.56 1.07 5.96 05-2018 05-2023
4.27 4.38 5.13 3.53 0.57 4.33 04-2018 04-2023
3.87 2.8 5.19 1.52 1.35 3.34 03-2018 03-2023
1.36 0.79 2.68 -0.5 1.14 1.08 02-2018 02-2023
0.81 0.68 1.83 -0.33 0.77 0.75 01-2018 01-2023
1.07 1.18 2.59 -0.33 1.03 1.13 12-2017 12-2022
1.61 0.63 2.35 -0.1 0.93 1.12 11-2017 11-2022
0.36 0.41 2.18 -1.38 1.26 0.39 10-2017 10-2022
0.46 1.81 2.91 -0.61 1.33 1.14 09-2017 09-2022
1.71 1.81 3.3 0.24 1.08 1.76 08-2017 08-2022
-0.39 0.78 1.79 -1.37 1.19 0.2 07-2017 07-2022
0.06 0.89 3.19 -2.18 1.92 0.49 06-2017 06-2022
-0.32 -0.29 1.56 -2.14 1.31 -0.3 05-2017 05-2022
-0.22 0.84 2.19 -1.54 1.37 0.32 04-2017 04-2022
-0.68 0.06 0.84 -1.45 0.85 -0.31 03-2017 03-2022
-2.24 -0.77 0.09 -3.08 1.24 -1.5 02-2017 02-2022
-0.66 -0.77 1.33 -2.73 1.44 -0.71 01-2017 01-2022
-0.77 -0.6 0.8 -2.15 1.04 -0.68 12-2016 12-2021
0.48 -0.25 2.14 -1.87 1.44 0.12 11-2016 11-2021
-0.01 0.95 2.72 -1.73 1.61 0.48 10-2016 10-2021
-1.49 1.09 1.97 -2.34 1.78 -0.19 09-2016 09-2021
-1.56 -1.29 -0.11 -2.73 0.93 -1.42 08-2016 08-2021
0.38 -0.64 1.12 -1.37 0.95 -0.13 07-2016 07-2021
0.91 1.49 2.52 -0.1 0.95 1.21 06-2016 06-2021
-0.33 1.66 2.62 -1.27 1.54 0.67 05-2016 05-2021
-1.23 -0.93 0.69 -2.82 1.25 -1.07 04-2016 04-2021

Rolling return for 7 year

Average return: 13.02
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.96 17.75 19.79 16.94 1.09 18.36 03-2019 03-2026
19.79 19.46 21.53 17.75 1.34 19.63 02-2019 02-2026
18.36 18.8 19.87 17.3 0.92 18.58 01-2019 01-2026
18.29 17.32 19.12 16.49 0.99 17.8 12-2018 12-2025
18.35 16.81 19.13 16.06 1.21 17.59 11-2018 11-2025
18.17 16 18.8 15.37 1.44 17.09 10-2018 10-2025
15.45 15.51 16.6 14.38 0.79 15.49 09-2018 09-2025
14.8 14.97 15.62 14.16 0.52 14.89 08-2018 08-2025
16.51 16.15 17.39 15.28 0.76 16.33 07-2018 07-2025
16.9 15.65 17.67 14.9 1.07 16.28 06-2018 06-2025
15.16 15.21 16.75 13.64 1.1 15.19 05-2018 05-2025
12.77 14.56 15.15 12.19 1.22 13.67 04-2018 04-2025
12.4 13.21 15.08 10.58 1.62 12.82 03-2018 03-2025
11.02 12.08 13.57 9.56 1.47 11.56 02-2018 02-2025
11.43 12.37 13.29 10.53 1.03 11.9 01-2018 01-2025
12.89 13.56 14.7 11.78 1.06 13.23 12-2017 12-2024
13.33 13.37 14.75 11.96 0.99 13.35 11-2017 11-2024
14.05 14.91 16.35 12.64 1.35 14.49 10-2017 10-2024
15.94 16.45 17.34 15.05 0.83 16.2 09-2017 09-2024
17.35 17.33 18.56 16.14 0.86 17.34 08-2017 08-2024
16.42 17.6 18.44 15.6 1.09 17.02 07-2017 07-2024
13.77 15.59 17.47 11.95 2.06 14.7 06-2017 06-2024
13.03 13.8 15.31 11.56 1.35 13.43 05-2017 05-2024
12.51 12.78 13.85 11.44 0.86 12.64 04-2017 04-2024
11.34 13.02 13.65 10.72 1.19 12.18 03-2017 03-2024
11.53 12.39 13.08 10.84 0.85 11.96 02-2017 02-2024
10.89 11.16 12.84 9.24 1.28 11.03 01-2017 01-2024
9.57 10.67 11.78 8.48 1.23 10.12 12-2016 12-2023
8.67 8.4 10.25 6.85 1.21 8.54 11-2016 11-2023
7.74 7.4 8.74 6.41 0.83 7.57 10-2016 10-2023
6.98 8.1 8.78 6.31 0.96 7.54 09-2016 09-2023
7.27 6.96 7.88 6.36 0.55 7.12 08-2016 08-2023
7.31 7.26 8.61 5.97 0.93 7.29 07-2016 07-2023
7.18 7.43 8.21 6.41 0.64 7.31 06-2016 06-2023
7.71 7.58 8.31 6.98 0.47 7.64 05-2016 05-2023
7.37 6.76 8.01 6.14 0.7 7.07 04-2016 04-2023
6.82 7.01 7.78 6.05 0.62 6.92 03-2016 03-2023

Rolling return for 10 year

Average return: 14.5
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.51 14.49 15.07 13.94 0.4 14.5 03-2016 03-2026