NIFTY FINANCIAL SERVICES 25/50

Index type: Equity Mean-Variance Ratio (MVR): 11.7 Weighted mean CAGR by duration: 14.42 Mean CAGR: 14.86 Standard deviation CAGR: 1.27 Range for CAGR: 3.07

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -1.11 35.25 13.76 15.16
3 year 8.87 26.34 16.20 16.25
5 year 11.52 14.85 13.18 13.18

Rolling return for 1 year

Average return: 15.16
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.88 11.07 23.44 0.67 8.06 11.77 03-2025 03-2026
18.5 21.5 27.95 12.53 5.56 20.12 02-2025 02-2026
21.75 19.31 28.73 12.84 5.69 20.66 01-2025 01-2026
18.29 14.35 22.22 10.67 4.32 16.38 12-2024 12-2025
17.76 16.48 23.46 11.1 4.39 17.2 11-2024 11-2025
9.9 9.82 17.22 2.96 5.04 9.97 10-2024 10-2025
4.89 3.93 10.23 -1.11 4.02 4.49 09-2024 09-2025
11.36 9.32 17.4 3.7 4.9 10.45 08-2024 08-2025
13.17 12.74 17.4 8.67 3.09 12.99 07-2024 07-2025
28.59 15.63 35.25 9.94 10.06 22.35 06-2024 06-2025
19.36 18.98 26.7 12.08 5.17 19.28 05-2024 05-2025
12.24 19.74 28.2 4.83 8.68 16.25 04-2024 04-2025

Rolling return for 3 year

Average return: 16.25
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.92 19.27 21.85 15.43 2.32 18.62 03-2023 03-2026
19.1 19.98 22.19 16.95 1.88 19.55 02-2023 02-2026
19.38 18.27 21.61 16.09 1.99 18.84 01-2023 01-2026
18.42 17.65 19.72 16.37 1.22 18.04 12-2022 12-2025
18.12 17.98 19.99 16.14 1.36 18.06 11-2022 11-2025
18.83 18.92 21.41 16.39 1.78 18.89 10-2022 10-2025
18.28 16.08 20.25 14.17 2.29 17.2 09-2022 09-2025
17.31 16.75 19.39 14.71 1.67 17.04 08-2022 08-2025
23.52 19.55 25.04 18.09 2.83 21.55 07-2022 07-2025
24.23 21.86 26.34 19.83 2.45 23.07 06-2022 06-2025
21.63 20.12 24.07 17.75 2.3 20.89 05-2022 05-2025
15.44 16.25 20.67 11.21 3.36 15.89 04-2022 04-2025
17.93 16.73 22.15 12.7 3.37 17.38 03-2022 03-2025
14.71 12.05 16.7 10.14 2.5 13.4 02-2022 02-2025
11.83 11.71 14.7 8.92 2.04 11.79 01-2022 01-2025
15.1 13.55 17.68 11.06 2.4 14.35 12-2021 12-2024
13.09 11.01 15.31 8.87 2.39 12.07 11-2021 11-2024
12.2 11.94 14.66 9.54 1.81 12.09 10-2021 10-2024
13.32 13.86 15.57 11.65 1.4 13.6 09-2021 09-2024
13.87 13.3 16.61 10.64 2.12 13.61 08-2021 08-2024
15.38 15.33 16.95 13.78 1.12 15.36 07-2021 07-2024
10.65 14.9 16.59 9.05 3.06 12.8 06-2021 06-2024
14.44 13.56 16.87 11.21 2.03 14.02 05-2021 05-2024
15.51 14.19 18.16 11.62 2.36 14.87 04-2021 04-2024
13.29 13.3 15.16 11.46 1.31 13.3 03-2021 03-2024

Rolling return for 5 year

Average return: 13.18
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.62 13.73 14.85 11.52 1.24 13.18 03-2021 03-2026