NIFTY FMCG

Index type: Equity Mean-Variance Ratio (MVR): 1.22 Weighted mean CAGR by duration: 10.67 Mean CAGR: 8.58 Standard deviation CAGR: 7.02 Range for CAGR: 19.77

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -18.20 10.78 -5.08 -5.09
3 year 1.34 25.31 15.77 14.68
5 year 5.21 18.99 11.89 11.97
7 year 6.57 16.61 12.09 11.64
10 year 9.13 10.30 9.71 9.71

Rolling return for 1 year

Average return: -5.09
Min Max Min-Max Max-Min Standard Deviation Mean From To
-4.73 -6.04 1.35 -11.68 4.63 -5.27 03-2025 03-2026
-2.39 -11.39 3.96 -16.81 8.01 -6.66 02-2025 02-2026
-8.55 -4.61 1.45 -14.01 5.64 -6.43 01-2025 01-2026
-2.38 -4.12 0.43 -6.81 2.63 -3.22 12-2024 12-2025
-1.16 -5.43 1.61 -8 3.72 -3.25 11-2024 11-2025
-7.06 -12.54 -1.39 -17.57 6.04 -9.64 10-2024 10-2025
-13.61 -11.97 -7.03 -18.2 3.99 -12.7 09-2024 09-2025
-10.27 -10.62 -6.22 -14.47 2.92 -10.39 08-2024 08-2025
-3.86 -9.62 0.96 -13.93 5.65 -6.61 07-2024 07-2025
1.9 -4.25 6.17 -8.1 5.49 -1.07 06-2024 06-2025
2.12 2.04 6.44 -2.11 3.02 2.12 05-2024 05-2025
-2.28 6.18 10.78 -6.34 6.75 2.08 04-2024 04-2025

Rolling return for 3 year

Average return: 14.68
Min Max Min-Max Max-Min Standard Deviation Mean From To
2.51 3.45 4.65 1.34 1.22 2.99 03-2023 03-2026
4.25 4.24 6.46 2.07 1.55 4.25 02-2023 02-2026
4.68 7.36 8.37 3.71 1.9 6.03 01-2023 01-2026
7.11 6.33 8.13 5.33 1.03 6.73 12-2022 12-2025
8.08 7.19 9.08 6.2 1.07 7.64 11-2022 11-2025
8.44 8.75 10.6 6.62 1.41 8.6 10-2022 10-2025
8.22 8.94 10.9 6.3 1.65 8.59 09-2022 09-2025
9.01 9.14 10.63 7.55 1.09 9.08 08-2022 08-2025
13.2 10.22 15.06 8.43 2.57 11.73 07-2022 07-2025
14.49 12.77 16.07 11.24 1.81 13.64 06-2022 06-2025
15.39 13.77 16.99 12.21 1.78 14.59 05-2022 05-2025
12.22 14.36 17.01 9.68 2.7 13.32 04-2022 04-2025
14.54 13.67 17.47 10.84 2.36 14.13 03-2022 03-2025
13.46 16.29 19.66 10.26 3.47 14.92 02-2022 02-2025
15.69 15.07 18.09 12.73 1.91 15.39 01-2022 01-2025
15.86 14.74 17.67 12.98 1.7 15.31 12-2021 12-2024
14.66 14.8 17.44 12.09 1.89 14.75 11-2021 11-2024
15.43 16.06 20.14 11.5 3.06 15.78 10-2021 10-2024
16.81 16.68 18.96 14.58 1.55 16.76 09-2021 09-2024
19 17.22 20.92 15.36 2.06 18.12 08-2021 08-2024
16.34 19.74 20.72 15.4 2.23 18.05 07-2021 07-2024
14.93 17.18 18.95 13.21 2.18 16.07 06-2021 06-2024
17.17 16.79 18.83 15.15 1.31 16.98 05-2021 05-2024
16.03 15.54 17.68 13.92 1.34 15.79 04-2021 04-2024
17.47 16.26 19.23 14.54 1.71 16.88 03-2021 03-2024
18.04 16.84 19.97 14.96 1.82 17.45 02-2021 02-2024
18.24 18.31 20.69 15.91 1.69 18.29 01-2021 01-2024
18.92 18.15 21.78 15.37 2.28 18.55 12-2020 12-2023
20.28 18.45 21.98 16.8 1.94 19.38 11-2020 11-2023
19.94 20.25 21.69 18.52 1.13 20.1 10-2020 10-2023
20.69 18.72 21.88 17.56 1.68 19.71 09-2020 09-2023
18.66 18 20.13 16.55 1.29 18.33 08-2020 08-2023
20.15 19.68 21.93 17.93 1.42 19.92 07-2020 07-2023
21.31 19.87 22.88 18.34 1.68 20.6 06-2020 06-2023
22.39 20.28 25.31 17.47 2.87 21.36 05-2020 05-2023
20.36 16.66 22.46 14.66 3.05 18.53 04-2020 04-2023

Rolling return for 5 year

Average return: 11.97
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.08 7.78 9.43 6.46 1.06 7.94 03-2021 03-2026
8.83 8.48 10.21 7.12 1.1 8.66 02-2021 02-2026
8.72 9.68 11 7.43 1.31 9.21 01-2021 01-2026
11.37 9.99 12.01 9.37 1.05 10.68 12-2020 12-2025
13.36 11.99 13.98 11.38 1.04 12.68 11-2020 11-2025
13.04 13.58 14.39 12.24 0.78 13.31 10-2020 10-2025
13.41 13.28 15.09 11.63 1.22 13.35 09-2020 09-2025
12.36 12.14 13.35 11.16 0.78 12.25 08-2020 08-2025
12.61 12.45 13.72 11.36 0.84 12.54 07-2020 07-2025
13.81 13.05 14.75 12.13 0.96 13.44 06-2020 06-2025
16.2 14.32 17.16 13.37 1.5 15.26 05-2020 05-2025
14.41 13.96 17.32 11.13 2.19 14.21 04-2020 04-2025
17.2 12.6 18.99 10.91 3.29 14.92 03-2020 03-2025
11.64 13.7 15.26 10.13 1.95 12.68 02-2020 02-2025
13.05 13.04 14.45 11.66 0.99 13.05 01-2020 01-2025
13.1 13.37 14.16 12.32 0.66 13.24 12-2019 12-2024
12.54 12.8 14.16 11.19 1.05 12.67 11-2019 11-2024
14.18 15.09 16.95 12.36 1.65 14.64 10-2019 10-2024
17.2 15.87 18.49 14.61 1.45 16.54 09-2019 09-2024
16.7 16.79 17.82 15.68 0.76 16.75 08-2019 08-2024
14.65 15.91 17.21 13.37 1.43 15.29 07-2019 07-2024
12.62 14.07 14.97 11.73 1.25 13.35 06-2019 06-2024
13.21 12.77 14.17 11.82 0.85 12.99 05-2019 05-2024
12 12.14 12.96 11.19 0.63 12.07 04-2019 04-2024
12.37 12.41 13.38 11.41 0.7 12.39 03-2019 03-2024
12.96 12.81 14.07 11.72 0.83 12.89 02-2019 02-2024
13.19 13.3 14.59 11.91 0.95 13.25 01-2019 01-2024
12.9 12.93 14.52 11.33 1.13 12.92 12-2018 12-2023
12.61 11.81 13.56 10.87 0.99 12.21 11-2018 11-2023
13.48 11.97 14.47 11 1.34 12.73 10-2018 10-2023
11.64 9.6 12.3 8.96 1.38 10.62 09-2018 09-2023
10.51 9.83 11.34 9.02 0.85 10.18 08-2018 08-2023
12.7 11.86 13.7 10.87 1.04 12.28 07-2018 07-2023
12.38 12.5 13.25 11.63 0.57 12.44 06-2018 06-2023
11.13 11.91 12.72 10.33 0.89 11.52 05-2018 05-2023
11.73 10.71 12.89 9.57 1.23 11.23 04-2018 04-2023
11.55 11.38 12.33 10.61 0.61 11.47 03-2018 03-2023
10.7 10.55 12.11 9.16 1.04 10.63 02-2018 02-2023
10.52 9.96 11.14 9.35 0.66 10.24 01-2018 01-2023
11.53 11.5 12.66 10.39 0.8 11.52 12-2017 12-2022
11.54 11.85 12.72 10.69 0.73 11.7 11-2017 11-2022
11.58 11.32 12.72 10.2 0.9 11.45 10-2017 10-2022
11.91 11.73 13.12 10.54 0.91 11.82 09-2017 09-2022
11.3 11.13 12.21 10.23 0.7 11.22 08-2017 08-2022
8.27 7.96 11.1 5.21 2.09 8.13 07-2017 07-2022
7.01 7.93 8.88 6.08 1.04 7.47 06-2017 06-2022
8.91 8.36 10.75 6.56 1.49 8.64 05-2017 05-2022
9.43 9.74 10.95 8.24 0.96 9.59 04-2017 04-2022
8.62 9.1 10.78 6.97 1.36 8.87 03-2017 03-2022
9.64 9.83 11.54 7.96 1.27 9.74 02-2017 02-2022
11.44 11.36 13.18 9.65 1.25 11.41 01-2017 01-2022
12.88 13.07 14.59 11.37 1.14 12.98 12-2016 12-2021
13.36 12.25 14.92 10.73 1.53 12.82 11-2016 11-2021
12.43 13.94 14.79 11.6 1.25 13.19 10-2016 10-2021
12.97 12.49 14.29 11.19 1.11 12.73 09-2016 09-2021
10.62 11.79 12.7 9.72 1.13 11.21 08-2016 08-2021
10.75 10.43 11.3 9.89 0.51 10.59 07-2016 07-2021
11.27 11 12.28 10 0.81 11.14 06-2016 06-2021
11.87 10.92 13.04 9.77 1.2 11.4 05-2016 05-2021
11.78 11.74 13.02 10.51 0.89 11.76 04-2016 04-2021

Rolling return for 7 year

Average return: 11.64
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.23 7.52 8.18 6.57 0.58 7.38 03-2019 03-2026
7.95 8.06 8.92 7.09 0.65 8.01 02-2019 02-2026
7.94 8.67 9.55 7.07 0.91 8.31 01-2019 01-2026
9.35 8.7 9.79 8.26 0.59 9.02 12-2018 12-2025
9.99 9.21 10.43 8.78 0.65 9.6 11-2018 11-2025
10.52 9.71 11.45 8.79 0.98 10.12 10-2018 10-2025
9.19 8.44 10.34 7.31 1.1 8.82 09-2018 09-2025
8.47 8.1 9.16 7.42 0.63 8.29 08-2018 08-2025
9.59 9.08 10.36 8.32 0.74 9.34 07-2018 07-2025
9.74 9.86 10.39 9.22 0.42 9.8 06-2018 06-2025
10.08 10.16 10.73 9.51 0.43 10.12 05-2018 05-2025
10.07 10.51 12.07 8.55 1.25 10.3 04-2018 04-2025
10.04 10.56 11.24 9.37 0.69 10.3 03-2018 03-2025
9.85 11.26 12.38 8.75 1.38 10.56 02-2018 02-2025
10.94 11.07 11.92 10.1 0.65 11.01 01-2018 01-2025
11.72 11.64 12.46 10.9 0.55 11.68 12-2017 12-2024
11.96 12.49 13.11 11.35 0.65 12.23 11-2017 11-2024
13.14 14.08 15.1 12.14 1.1 13.62 10-2017 10-2024
14.47 14.36 15.37 13.47 0.67 14.42 09-2017 09-2024
13.76 13.76 14.54 12.98 0.55 13.76 08-2017 08-2024
12.24 11.72 14.03 9.97 1.45 11.99 07-2017 07-2024
10.93 11.88 12.58 10.24 0.89 11.41 06-2017 06-2024
12.67 11.6 13.35 10.93 0.94 12.14 05-2017 05-2024
12.42 12.22 13.11 11.54 0.56 12.32 04-2017 04-2024
13.18 12.67 13.9 11.95 0.71 12.92 03-2017 03-2024
13.54 13.08 14.33 12.29 0.74 13.31 02-2017 02-2024
14.93 14.61 15.95 13.61 0.84 14.77 01-2017 01-2024
15.43 15.5 16.61 14.33 0.81 15.47 12-2016 12-2023
14.59 13.36 15.28 12.68 1.02 13.98 11-2016 11-2023
13.32 13.43 14.03 12.73 0.46 13.38 10-2016 10-2023
13.15 12.35 13.63 11.88 0.68 12.75 09-2016 09-2023
12.89 12.83 13.49 12.24 0.44 12.86 08-2016 08-2023
13.44 13.52 14.15 12.8 0.48 13.48 07-2016 07-2023
13.77 13.46 14.4 12.84 0.56 13.62 06-2016 06-2023
13.93 13.54 15.08 12.4 0.96 13.74 05-2016 05-2023
13.11 13.03 13.95 12.19 0.62 13.07 04-2016 04-2023
12.82 12.65 13.38 12.1 0.46 12.74 03-2016 03-2023

Rolling return for 10 year

Average return: 9.71
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.62 9.81 10.3 9.13 0.42 9.71 03-2016 03-2026