NIFTY EV & NEW AGE AUTOMOTIVE

Index type: Equity Mean-Variance Ratio (MVR): 1.45 Weighted mean CAGR by duration: 22.04 Mean CAGR: 18.51 Standard deviation CAGR: 12.78 Range for CAGR: 32.98

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -17.81 23.09 -3.38 -2.07
3 year 14.43 56.39 31.25 30.91
5 year 10.10 43.14 28.13 27.21
7 year 12.20 21.88 18.13 18.00

Rolling return for 1 year

Average return: -2.07
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.86 10.28 22.48 -3.79 9.37 8.96 03-2025 03-2026
12.36 7.26 23.09 -2.1 9.09 10.15 02-2025 02-2026
6.51 4.95 18.8 -5.9 8.76 6.09 01-2025 01-2026
3.23 0.39 7.66 -3.74 4.15 1.89 12-2024 12-2025
1.9 -0.9 5.95 -4.7 3.89 0.56 11-2024 11-2025
-1.88 -10.02 0.8 -12.41 5.49 -5.88 10-2024 10-2025
-9.87 -9.18 -3.24 -15.4 4.31 -9.42 09-2024 09-2025
-9.99 -10.57 -3.53 -16.56 4.61 -10.16 08-2024 08-2025
-10.93 -11.75 -7.53 -14.99 2.65 -11.3 07-2024 07-2025
-0.6 -8.42 4.13 -12.58 6.52 -4.37 06-2024 06-2025
-4.79 -1.86 5.03 -11.04 5.78 -3.16 05-2024 05-2025
-13.38 -3.52 1.69 -17.81 7.73 -8.26 04-2024 04-2025

Rolling return for 3 year

Average return: 30.91
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.6 19.86 23.07 14.53 3.12 18.77 03-2023 03-2026
18.12 20.37 21.77 16.76 1.94 19.25 02-2023 02-2026
19.3 22.48 23.72 18.1 2.28 20.9 01-2023 01-2026
22.38 20.4 24.11 18.73 2.03 21.41 12-2022 12-2025
19.94 20.42 21.51 18.86 0.95 20.18 11-2022 11-2025
20.85 20.64 21.95 19.56 0.85 20.75 10-2022 10-2025
20.02 20.26 22.89 17.45 1.93 20.16 09-2022 09-2025
18.34 19.23 21.11 16.51 1.66 18.8 08-2022 08-2025
23.29 21.02 24.84 19.52 2.05 22.17 07-2022 07-2025
26.4 24.64 28.37 22.73 2.09 25.54 06-2022 06-2025
24.61 24.34 28.76 20.33 2.98 24.51 05-2022 05-2025
16.17 20.72 22.54 14.43 3.29 18.46 04-2022 04-2025
22.3 22.27 26.65 18.06 3.04 22.32 03-2022 03-2025
21.06 21.83 26.75 16.37 3.68 21.5 02-2022 02-2025
20.27 22.67 25.34 17.7 2.83 21.5 01-2022 01-2025
27.24 26.68 30.24 23.76 2.3 26.98 12-2021 12-2024
27.4 26.64 30.28 23.85 2.29 27.04 11-2021 11-2024
30.78 32.05 35.83 27.14 3.11 31.45 10-2021 10-2024
36.6 36.04 39.52 33.2 2.24 36.34 09-2021 09-2024
35.85 37.55 39.33 34.12 1.94 36.71 08-2021 08-2024
37.65 38.3 39.81 36.17 1.31 37.98 07-2021 07-2024
33.93 37.46 39.78 31.71 3.11 35.72 06-2021 06-2024
36.24 36 39.36 32.96 2.26 36.14 05-2021 05-2024
36.02 36.18 38.42 33.82 1.63 36.11 04-2021 04-2024
33.82 32.61 36.19 30.29 2.13 33.23 03-2021 03-2024
34.63 32.57 36.79 30.47 2.35 33.62 02-2021 02-2024
37.24 34.27 39.22 32.37 2.64 35.77 01-2021 01-2024
37.49 38.31 40.64 35.21 1.94 37.91 12-2020 12-2023
40.09 37.59 44.57 33.33 4.07 38.9 11-2020 11-2023
39.66 40.17 41.83 38.02 1.36 39.92 10-2020 10-2023
42.97 40.65 44.52 39.14 2.07 41.82 09-2020 09-2023
43.83 38.58 45.26 37.22 3.39 41.22 08-2020 08-2023
46.19 44.08 48.05 42.28 2.17 45.15 07-2020 07-2023
47.25 45.86 49.22 43.94 1.93 46.57 06-2020 06-2023
49.17 48.31 52.62 44.95 2.73 48.76 05-2020 05-2023
53.17 45.34 56.39 42.34 5.69 49.31 04-2020 04-2023

Rolling return for 5 year

Average return: 27.21
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.03 21.39 23.35 18.12 1.91 20.72 03-2021 03-2026
22.47 22.4 24.73 20.19 1.61 22.45 02-2021 02-2026
25.09 25.11 27.85 22.4 1.93 25.11 01-2021 01-2026
27.84 27.63 28.92 26.56 0.84 27.74 12-2020 12-2025
31.83 28.98 32.87 27.98 2 30.41 11-2020 11-2025
31.86 31.64 32.58 30.93 0.59 31.75 10-2020 10-2025
32.23 31.95 34.12 30.09 1.43 32.1 09-2020 09-2025
32.48 30.59 34.32 28.79 2.07 31.54 08-2020 08-2025
34.69 33.51 35.7 32.52 1.2 34.11 07-2020 07-2025
36.18 35.58 37.45 34.33 1.12 35.88 06-2020 06-2025
37.47 37.8 40.19 35.12 1.8 37.64 05-2020 05-2025
37.82 36.19 42.31 31.89 3.73 37.05 04-2020 04-2025
40.17 30.78 43.14 28.07 6.28 35.54 03-2020 03-2025
29.04 29.03 32.64 25.52 2.52 29.06 02-2020 02-2025
28.19 29.74 31.4 26.56 1.8 28.97 01-2020 01-2025
30.93 31.44 32.77 29.61 1.13 31.19 12-2019 12-2024
30.84 32.06 32.61 30.3 0.92 31.45 11-2019 11-2024
34.51 34.49 37.6 31.46 2.17 34.52 10-2019 10-2024
37.7 36.59 39.46 34.87 1.67 37.16 09-2019 09-2024
36.67 37.36 38.75 35.3 1.24 37.02 08-2019 08-2024
36.76 33.68 38.04 32.44 2.26 35.23 07-2019 07-2024
30.24 32.03 33.63 28.68 1.86 31.14 06-2019 06-2024
29.3 29.42 31.07 27.68 1.2 29.37 05-2019 05-2024
26.69 26.61 28.03 25.29 0.97 26.66 04-2019 04-2024
25.4 25.46 26.73 24.14 0.92 25.43 03-2019 03-2024
26.43 25.77 27.65 24.57 1.11 26.11 02-2019 02-2024
24.6 23.28 25.67 22.22 1.31 23.94 01-2019 01-2024
22.15 22.11 23.82 20.46 1.19 22.13 12-2018 12-2023
18.96 20.28 21.23 18.03 1.22 19.62 11-2018 11-2023
19.86 18.59 20.98 17.5 1.31 19.23 10-2018 10-2023
18.26 16.65 19.03 15.9 1.24 17.46 09-2018 09-2023
15.88 15.6 16.57 14.92 0.59 15.74 08-2018 08-2023
16.26 15.96 17.14 15.09 0.73 16.11 07-2018 07-2023
15.52 15.03 16.45 14.12 0.84 15.28 06-2018 06-2023
13.4 13.31 14.97 11.76 1.14 13.36 05-2018 05-2023
11.24 11.48 12.63 10.1 0.9 11.36 04-2018 04-2023

Rolling return for 7 year

Average return: 18
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.2 19.67 20.53 17.36 1.24 18.94 03-2019 03-2026
20.31 20.6 21.88 19.04 1.01 20.46 02-2019 02-2026
19.88 20.1 21.77 18.24 1.25 20 01-2019 01-2026
19.95 19.48 20.67 18.76 0.7 19.71 12-2018 12-2025
19.36 19.35 20.02 18.69 0.47 19.36 11-2018 11-2025
20.18 18.94 20.64 18.48 0.88 19.56 10-2018 10-2025
18.07 17.57 19.27 16.39 1.03 17.82 09-2018 09-2025
16.23 16.69 17.39 15.54 0.67 16.46 08-2018 08-2025
17.07 16.85 17.7 16.22 0.53 16.96 07-2018 07-2025
17.09 16.84 17.87 16.07 0.64 16.97 06-2018 06-2025
15.69 16.11 17.32 14.49 1.01 15.9 05-2018 05-2025
13.03 14.8 15.64 12.2 1.37 13.92 04-2018 04-2025