NIFTY FINANCIAL SERVICES EX-BANK

Index type: Equity Mean-Variance Ratio (MVR): 6 Weighted mean CAGR by duration: 14.96 Mean CAGR: 15.91 Standard deviation CAGR: 2.65 Range for CAGR: 6.7

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year 0.23 42.65 19.67 19.30
3 year 7.67 30.40 18.16 18.38
5 year 3.62 28.46 13.73 13.34
7 year 9.08 17.60 12.27 12.60
10 year 15.25 16.65 15.95 15.95

Rolling return for 1 year

Average return: 19.3
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.34 16.42 30.44 6.52 8.53 18.18 03-2025 03-2026
22.49 24.14 35.09 12.55 7.99 23.57 02-2025 02-2026
26.95 23.43 36.91 14.45 8.04 25.43 01-2025 01-2026
24.21 20.68 30.24 15.09 5.5 22.55 12-2024 12-2025
25.41 23.75 31.8 17.75 5 24.68 11-2024 11-2025
14.46 12.96 23.63 4.58 6.76 13.91 10-2024 10-2025
5.2 7.54 12.87 0.23 4.55 6.46 09-2024 09-2025
16.98 12.62 25.24 5.2 7.25 15.01 08-2024 08-2025
17.54 20.74 25.9 12.72 4.8 19.23 07-2024 07-2025
33.26 25.83 42.65 17.54 9.26 29.82 06-2024 06-2025
17.33 22.04 29.89 10.23 7.15 19.87 05-2024 05-2025
5.48 20 23.89 2.17 9.24 12.88 04-2024 04-2025

Rolling return for 3 year

Average return: 18.38
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.05 24.26 26.76 20.63 2.21 23.68 03-2023 03-2026
22.99 24.86 27.07 20.85 2.3 23.94 02-2023 02-2026
23.35 23.98 26.5 20.9 1.99 23.68 01-2023 01-2026
23.47 23.27 25.44 21.34 1.45 23.38 12-2022 12-2025
22.7 23.59 24.75 21.56 1.17 23.15 11-2022 11-2025
21.7 23.46 24.87 20.33 1.72 22.59 10-2022 10-2025
20.55 20.1 23.41 17.31 2.16 20.34 09-2022 09-2025
19.33 20.12 22.07 17.42 1.67 19.73 08-2022 08-2025
25.74 23.29 28.65 20.5 3.01 24.55 07-2022 07-2025
27.47 26.18 30.4 23.34 2.54 26.85 06-2022 06-2025
22.35 22.09 26.57 18.01 3.03 22.26 05-2022 05-2025
14.83 17.15 21.16 11.03 3.67 16.04 04-2022 04-2025
17.13 16.9 21.65 12.56 3.22 17.06 03-2022 03-2025
14.86 13.15 18.14 10 2.94 14.04 02-2022 02-2025
11.63 11.97 15.56 8.17 2.62 11.83 01-2022 01-2025
13.68 12.77 16.61 9.94 2.38 13.25 12-2021 12-2024
11.16 9.95 13.52 7.67 2.11 10.57 11-2021 11-2024
10.86 12.74 14.24 9.4 1.84 11.81 10-2021 10-2024
13.01 13.4 14.85 11.58 1.16 13.21 09-2021 09-2024
12.17 12.65 16.21 8.73 2.65 12.44 08-2021 08-2024
14.35 14.54 15.96 12.95 1.07 14.45 07-2021 07-2024
10.45 13.58 15.17 8.93 2.47 12.03 06-2021 06-2024
13.69 14.29 16.08 11.94 1.48 14 05-2021 05-2024
16.91 14.96 18.16 13.74 1.71 15.94 04-2021 04-2024
13.18 11.89 15.19 9.94 1.91 12.55 03-2021 03-2024
13.89 11.76 15.46 10.24 1.99 12.84 02-2021 02-2024
15.94 14.02 17.53 12.47 1.91 14.99 01-2021 01-2024
16.83 15.67 18.36 14.18 1.53 16.26 12-2020 12-2023
21.06 16.61 24.13 13.72 4 18.88 11-2020 11-2023
21.73 22.77 24.1 20.42 1.35 22.26 10-2020 10-2023
24.45 21.56 26.16 19.91 2.43 23.02 09-2020 09-2023
20.5 18.54 21.89 17.19 1.8 19.53 08-2020 08-2023
21.71 20.2 22.57 19.35 1.26 20.96 07-2020 07-2023
23.96 21.1 27.05 18.15 3.31 22.57 06-2020 06-2023
26.08 23.9 28.5 21.57 2.57 25.01 05-2020 05-2023
24.33 19.42 26.8 17.1 3.84 21.91 04-2020 04-2023

Rolling return for 5 year

Average return: 13.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.79 13.83 15.83 11.82 1.42 13.82 03-2021 03-2026
14.45 14.46 16.72 12.24 1.58 14.47 02-2021 02-2026
16.58 16.22 18.35 14.47 1.38 16.41 01-2021 01-2026
17.69 17.18 18.81 16.08 0.98 17.44 12-2020 12-2025
22.13 18.81 23.35 17.63 2.34 20.48 11-2020 11-2025
21.6 22.69 23.49 20.82 1.02 22.15 10-2020 10-2025
22.59 21.58 24.33 19.89 1.61 22.1 09-2020 09-2025
21.16 20.79 22.83 19.16 1.3 20.98 08-2020 08-2025
22.09 22.33 23.78 20.66 1.11 22.21 07-2020 07-2025
25.52 23.63 27.24 21.95 1.99 24.58 06-2020 06-2025
25.87 25.68 28.46 23.15 1.88 25.79 05-2020 05-2025
24.19 23.73 28.26 19.81 2.99 24 04-2020 04-2025
25.16 14.76 28.04 12.19 6.7 20.04 03-2020 03-2025
12.3 12.28 14.22 10.39 1.35 12.3 02-2020 02-2025
11.49 12.92 13.83 10.61 1.25 12.21 01-2020 01-2025
13.2 13.62 14.94 11.9 1.09 13.41 12-2019 12-2024
13.12 13.45 14.55 12.03 0.9 13.29 11-2019 11-2024
15.86 16.2 17.97 14.13 1.36 16.04 10-2019 10-2024
17.89 16.76 19.04 15.63 1.27 17.33 09-2019 09-2024
15.47 16.22 17.95 13.78 1.5 15.86 08-2019 08-2024
14.99 13.4 15.96 12.46 1.36 14.2 07-2019 07-2024
10.95 12.59 13.77 9.8 1.52 11.78 06-2019 06-2024
13.81 12.33 15.24 10.94 1.61 13.08 05-2019 05-2024
13.3 12.91 14.03 12.2 0.66 13.11 04-2019 04-2024
13.65 12.61 14.86 11.43 1.27 13.14 03-2019 03-2024
15.25 15.08 16.2 14.13 0.73 15.16 02-2019 02-2024
14.62 13.64 15.57 12.71 1.07 14.13 01-2019 01-2024
14.81 13.71 15.71 12.83 1.09 14.27 12-2018 12-2023
12.66 13.47 14.37 11.78 0.96 13.07 11-2018 11-2023
14.33 13.44 15.66 12.13 1.29 13.89 10-2018 10-2023
12.29 8.93 13.21 8.04 2.18 10.62 09-2018 09-2023
7.18 7.27 7.92 6.53 0.49 7.22 08-2018 08-2023
9.12 7.48 9.58 7.03 1.07 8.3 07-2018 07-2023
7.46 8.05 9.06 6.46 0.94 7.76 06-2018 06-2023
6.29 6.41 7.51 5.21 0.81 6.36 05-2018 05-2023
5.06 5.09 6.3 3.86 0.86 5.08 04-2018 04-2023
5.39 5.82 6.65 4.56 0.75 5.61 03-2018 03-2023
5.49 5.14 6.6 4.04 0.91 5.32 02-2018 02-2023
5.53 5.71 6.81 4.44 0.84 5.62 01-2018 01-2023
6.65 6.75 7.77 5.64 0.75 6.7 12-2017 12-2022
6.91 6.18 7.51 5.59 0.73 6.55 11-2017 11-2022
5.81 5.62 6.52 4.91 0.57 5.71 10-2017 10-2022
5.98 6.41 7.73 4.69 1.09 6.2 09-2017 09-2022
7.23 7.01 8.28 5.98 0.82 7.12 08-2017 08-2022
5.31 6.3 8.03 3.62 1.6 5.81 07-2017 07-2022
4.82 6.22 6.91 4.14 1.1 5.52 06-2017 06-2022
6.44 7.44 8.77 5.14 1.33 6.95 05-2017 05-2022
8.68 9.79 10.9 7.6 1.23 9.24 04-2017 04-2022
9.31 9.81 11.95 7.22 1.68 9.57 03-2017 03-2022
11.02 13.13 13.94 10.24 1.51 12.08 02-2017 02-2022
15.82 15.51 18.04 13.34 1.67 15.68 01-2017 01-2022
16.83 16.79 19.2 14.47 1.67 16.82 12-2016 12-2021
17.28 15.05 19.55 12.87 2.49 16.19 11-2016 11-2021
14.7 14.73 15.61 13.83 0.63 14.72 10-2016 10-2021
15.17 14.93 16.05 14.06 0.71 15.05 09-2016 09-2021
14.19 14.66 16.35 12.54 1.36 14.44 08-2016 08-2021
15.33 13.76 16.19 12.92 1.28 14.55 07-2016 07-2021
16.13 16.08 17.1 15.12 0.7 16.11 06-2016 06-2021
16.41 15.76 17.5 14.69 1.02 16.09 05-2016 05-2021
16.17 16.65 18.1 14.74 1.2 16.41 04-2016 04-2021

Rolling return for 7 year

Average return: 12.6
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.96 13.79 15.41 12.36 1.08 13.88 03-2019 03-2026
15.27 16.08 16.89 14.47 0.9 15.68 02-2019 02-2026
15.45 15.31 16.7 14.07 0.93 15.38 01-2019 01-2026
15.99 15.33 16.78 14.55 0.82 15.66 12-2018 12-2025
15.72 15.9 16.55 15.08 0.52 15.81 11-2018 11-2025
16.31 15.98 17.6 14.71 1.03 16.15 10-2018 10-2025
14.4 12.42 15.55 11.29 1.66 13.41 09-2018 09-2025
11.26 11.87 12.35 10.78 0.6 11.56 08-2018 08-2025
12.82 12.38 13.94 11.28 0.95 12.61 07-2018 07-2025
12.94 13.28 14.04 12.19 0.67 13.11 06-2018 06-2025
11.47 12.28 13.1 10.66 0.91 11.88 05-2018 05-2025
10.15 11.79 12.71 9.25 1.35 10.97 04-2018 04-2025
10.64 11.82 12.45 10.02 0.96 11.23 03-2018 03-2025
10.28 10.53 11.62 9.2 0.86 10.41 02-2018 02-2025
9.89 10.71 11.53 9.08 0.91 10.3 01-2018 01-2025
11.11 11.57 12.33 10.36 0.72 11.34 12-2017 12-2024
10.86 10.87 11.86 9.88 0.7 10.87 11-2017 11-2024
11.09 11.85 12.53 10.42 0.79 11.47 10-2017 10-2024
12.11 11.91 12.89 11.14 0.62 12.01 09-2017 09-2024
10.87 11.63 12.57 9.95 0.96 11.26 08-2017 08-2024
11.85 11.23 12.52 10.57 0.72 11.54 07-2017 07-2024
10.14 11.62 12.14 9.64 1.03 10.88 06-2017 06-2024
11.43 11.44 12.42 10.45 0.7 11.43 05-2017 05-2024
11.75 11.46 12.26 10.95 0.47 11.6 04-2017 04-2024
12.45 11.75 13.3 10.91 0.88 12.1 03-2017 03-2024
13.01 13.1 13.68 12.44 0.44 13.06 02-2017 02-2024
15.03 13.93 15.7 13.26 0.95 14.48 01-2017 01-2024
15.88 14.84 16.53 14.2 0.9 15.36 12-2016 12-2023
13.96 12.07 15.19 10.88 1.66 13.03 11-2016 11-2023
11.18 11.49 12.1 10.57 0.55 11.34 10-2016 10-2023
11.5 11.38 12.15 10.73 0.5 11.44 09-2016 09-2023
11.54 10.93 12.09 10.38 0.64 11.23 08-2016 08-2023
13.22 11.86 13.56 11.52 0.87 12.54 07-2016 07-2023
12.77 13.25 13.96 12.06 0.69 13.01 06-2016 06-2023
12.9 12.62 13.82 11.7 0.76 12.76 05-2016 05-2023
12.77 12.72 13.73 11.78 0.69 12.75 04-2016 04-2023
12.57 13.01 13.53 12.05 0.55 12.79 03-2016 03-2023

Rolling return for 10 year

Average return: 15.95
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.62 16.27 16.65 15.25 0.55 15.95 03-2016 03-2026