NIFTY HEALTHCARE

Index type: Equity Mean-Variance Ratio (MVR): 3.41 Weighted mean CAGR by duration: 11.72 Mean CAGR: 11.93 Standard deviation CAGR: 3.5 Range for CAGR: 10.06

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -9.38 28.09 6.67 7.32
3 year 8.27 26.98 17.66 17.38
5 year 3.76 28.59 11.96 13.71
7 year 2.24 17.42 13.77 11.98
10 year 8.54 10.02 9.27 9.28

Rolling return for 1 year

Average return: 7.32
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.87 6.62 19.91 1.25 7.08 10.41 03-2025 03-2026
7.12 6.11 19.75 -5.08 8.79 6.97 02-2025 02-2026
2.97 0.24 13.91 -9.38 8.3 1.93 01-2025 01-2026
2.14 0.46 6.74 -3.87 3.8 1.37 12-2024 12-2025
6.72 2.17 10.06 -0.93 4.21 4.51 11-2024 11-2025
0.48 0.42 7.08 -5.78 4.55 0.55 10-2024 10-2025
-1.56 -0.06 4.04 -5.44 3.39 -0.76 09-2024 09-2025
3.79 2.02 9.44 -3.24 4.53 3 08-2024 08-2025
15.06 9.27 20.63 4.23 6.15 12.3 07-2024 07-2025
22.04 14.89 28.09 9.47 7.05 18.62 06-2024 06-2025
15.82 16.32 22.96 9.57 4.74 16.17 05-2024 05-2025
9 16.15 23.79 2.28 8.02 12.8 04-2024 04-2025

Rolling return for 3 year

Average return: 17.38
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.81 25.28 26.98 23.14 1.37 25.05 03-2023 03-2026
21.87 24.14 26.48 19.61 2.56 23.03 02-2023 02-2026
20.57 22.99 24.7 18.92 2.22 21.8 01-2023 01-2026
21.95 21.44 23.75 19.67 1.45 21.7 12-2022 12-2025
21.66 20.05 22.92 18.83 1.55 20.87 11-2022 11-2025
20.78 21.38 23.37 18.83 1.62 21.09 10-2022 10-2025
22.39 21.83 24.67 19.61 1.8 22.12 09-2022 09-2025
21.91 21.73 24.08 19.6 1.59 21.83 08-2022 08-2025
24.42 23.29 26.4 21.37 1.82 23.87 07-2022 07-2025
24 22.78 26.01 20.82 1.88 23.4 06-2022 06-2025
21.1 19.32 23.54 16.97 2.41 20.23 05-2022 05-2025
14.74 17.85 19.71 12.95 2.63 16.31 04-2022 04-2025
17.73 17.77 22.43 13.25 3.25 17.8 03-2022 03-2025
17.58 18.52 22.42 13.83 3.06 18.09 02-2022 02-2025
18.7 18.83 23.87 13.88 3.53 18.82 01-2022 01-2025
19.96 18.67 22.41 16.3 2.21 19.34 12-2021 12-2024
17.57 17.81 20.53 14.92 1.99 17.71 11-2021 11-2024
18.83 17.74 21.41 15.25 2.21 18.31 10-2021 10-2024
17.84 17.14 19.43 15.58 1.38 17.5 09-2021 09-2024
15.79 16.64 18.53 13.94 1.65 16.23 08-2021 08-2024
12.95 15.15 16.73 11.42 2.03 14.06 07-2021 07-2024
10.32 12.82 14.4 8.81 2.17 11.59 06-2021 06-2024
13.26 13.13 15.37 11.06 1.52 13.21 05-2021 05-2024
15.99 15.04 18.48 12.63 2.1 15.54 04-2021 04-2024
18.09 17.99 20.33 15.79 1.61 18.05 03-2021 03-2024
16.61 17.13 19.58 14.22 1.9 16.88 02-2021 02-2024
14.04 13.5 16.91 10.71 2.2 13.79 01-2021 01-2024
11.74 12.12 14.17 9.73 1.58 11.94 12-2020 12-2023
11.63 13.47 15.87 9.32 2.41 12.57 11-2020 11-2023
10.78 10.56 13.12 8.27 1.72 10.68 10-2020 10-2023
12.93 11.09 14.67 9.4 1.97 12.02 09-2020 09-2023
13.16 12.32 14.96 10.56 1.58 12.75 08-2020 08-2023
15.13 14.14 18.68 10.73 2.83 14.67 07-2020 07-2023
12.92 13.97 16.2 10.75 1.96 13.46 06-2020 06-2023
13.13 13.17 15.11 11.23 1.37 13.16 05-2020 05-2023
20.69 11.98 22.95 9.91 5.54 16.38 04-2020 04-2023

Rolling return for 5 year

Average return: 13.71
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.51 15.34 16.71 14.15 0.91 15.43 03-2021 03-2026
13.69 14.81 16.25 12.28 1.46 14.26 02-2021 02-2026
13.82 14.09 16.14 11.81 1.53 13.96 01-2021 01-2026
15.01 14.77 16.02 13.76 0.8 14.89 12-2020 12-2025
17.04 16.3 17.77 15.58 0.82 16.67 11-2020 11-2025
16.1 15.98 17.59 14.51 1.09 16.04 10-2020 10-2025
16.66 15.73 17.95 14.45 1.28 16.2 09-2020 09-2025
16.78 16.4 18.03 15.17 1.02 16.59 08-2020 08-2025
20.01 18.34 21.14 17.23 1.5 19.18 07-2020 07-2025
19.34 19.11 20.5 17.96 0.9 19.23 06-2020 06-2025
20.01 20.22 21.45 18.79 0.94 20.12 05-2020 05-2025
23.81 20.07 27 17.06 3.76 21.98 04-2020 04-2025
25.6 22.72 28.59 19.87 3.25 24.2 03-2020 03-2025
21.4 22.39 24.37 19.47 1.77 21.91 02-2020 02-2025
22.46 24.02 25.63 20.89 1.76 23.25 01-2020 01-2025
24.2 25.06 25.72 23.55 0.83 24.63 12-2019 12-2024
24.11 24.31 25.97 22.48 1.24 24.22 11-2019 11-2024
26.77 25.88 28.41 24.27 1.5 26.33 10-2019 10-2024
26.04 25.58 27.06 24.57 0.9 25.81 09-2019 09-2024
24.46 25.1 26.22 23.36 1.04 24.79 08-2019 08-2024
22.35 23.35 24.79 20.93 1.41 22.85 07-2019 07-2024
19.99 20.74 22.63 18.15 1.61 20.38 06-2019 06-2024
19.13 18.41 20.46 17.1 1.21 18.77 05-2019 05-2024
17.02 18.05 18.52 16.55 0.79 17.54 04-2019 04-2024
17.37 17.85 18.71 16.52 0.79 17.61 03-2019 03-2024
17.91 18.26 19.71 16.49 1.15 18.09 02-2019 02-2024
15.78 16.63 17.52 14.9 0.97 16.21 01-2019 01-2024
14.8 15.03 16.29 13.55 0.97 14.92 12-2018 12-2023
11.88 13.24 14.41 10.73 1.39 12.57 11-2018 11-2023
11.62 11.18 13.03 9.8 1.15 11.41 10-2018 10-2023
10.56 9.93 11.58 8.92 0.97 10.25 09-2018 09-2023
12.03 10.47 13.1 9.43 1.41 11.26 08-2018 08-2023
11.81 12.4 13.86 10.37 1.25 12.11 07-2018 07-2023
11.74 10.81 13.68 8.93 1.71 11.29 06-2018 06-2023
10.89 9.66 12.04 8.53 1.31 10.28 05-2018 05-2023
8.84 8.88 10.06 7.67 0.85 8.86 04-2018 04-2023
8.72 8.09 9.6 7.21 0.87 8.41 03-2018 03-2023
7.87 8.06 9.09 6.86 0.79 7.97 02-2018 02-2023
7.62 7.63 8.51 6.74 0.63 7.62 01-2018 01-2023
9.23 8.86 10.47 7.63 1.01 9.05 12-2017 12-2022
9.86 9.49 11.43 7.95 1.24 9.68 11-2017 11-2022
9.61 9.4 10.69 8.34 0.83 9.51 10-2017 10-2022
9.44 9.1 10.96 7.6 1.19 9.28 09-2017 09-2022
10.44 9.03 11.72 7.78 1.48 9.74 08-2017 08-2022
7.01 7.16 8.62 5.58 1.08 7.09 07-2017 07-2022
7.21 7.69 8.9 6.02 1.03 7.46 06-2017 06-2022
8.98 8.1 11.27 5.87 1.93 8.55 05-2017 05-2022
8.06 8.27 9.08 7.26 0.65 8.17 04-2017 04-2022
5.92 7.86 8.41 5.38 1.27 6.89 03-2017 03-2022
6.76 7.76 8.86 5.69 1.18 7.27 02-2017 02-2022
7.13 9.3 9.84 6.61 1.38 8.22 01-2017 01-2022
8.52 8.15 10.56 6.15 1.56 8.35 12-2016 12-2021
7.86 7.41 9.35 5.95 1.21 7.64 11-2016 11-2021
6.31 7.58 8.28 5.62 1.04 6.95 10-2016 10-2021
6.92 7.33 8.17 6.09 0.75 7.13 09-2016 09-2021
7.04 7.5 8.07 6.47 0.59 7.27 08-2016 08-2021
7.17 6.95 8.05 6.08 0.7 7.06 07-2016 07-2021
7.73 7.69 8.63 6.79 0.65 7.71 06-2016 06-2021
6.27 6.74 7.53 5.49 0.74 6.51 05-2016 05-2021
4.57 5.61 6.44 3.76 1.02 5.09 04-2016 04-2021

Rolling return for 7 year

Average return: 11.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.74 15.99 16.6 15.14 0.52 15.87 03-2019 03-2026
15.43 16.27 17.28 14.43 1.05 15.85 02-2019 02-2026
15.12 16.16 16.79 14.49 0.89 15.64 01-2019 01-2026
16.28 16.11 17.02 15.38 0.58 16.2 12-2018 12-2025
15.65 15.31 16.16 14.81 0.49 15.48 11-2018 11-2025
15.17 14.87 16.23 13.83 0.86 15.02 10-2018 10-2025
13.84 13.53 14.75 12.64 0.75 13.69 09-2018 09-2025
14.91 13.86 15.79 13 1.05 14.39 08-2018 08-2025
16.13 15.85 16.92 15.07 0.66 15.99 07-2018 07-2025
16.59 15.28 17.4 14.49 1.13 15.94 06-2018 06-2025
16.33 15.54 17.32 14.55 1.02 15.94 05-2018 05-2025
14.17 15.37 16.26 13.29 1.13 14.77 04-2018 04-2025
14.58 15.37 16.52 13.45 1.12 14.98 03-2018 03-2025
13.78 14.98 15.76 13.01 1.06 14.38 02-2018 02-2025
13.7 15.13 15.8 13.04 1.1 14.42 01-2018 01-2025
15.61 15.4 16.62 14.4 0.79 15.51 12-2017 12-2024
15.25 15.03 16.48 13.81 0.95 15.14 11-2017 11-2024
15.7 15.79 16.77 14.73 0.72 15.75 10-2017 10-2024
16.56 15.83 17.24 15.16 0.78 16.2 09-2017 09-2024
16.24 15.39 17.42 14.24 1.16 15.82 08-2017 08-2024
12.97 13.48 14.58 11.89 0.97 13.23 07-2017 07-2024
12.02 12.87 13.77 11.13 0.98 12.45 06-2017 06-2024
13.03 11.6 13.93 10.72 1.24 12.32 05-2017 05-2024
10.74 11.16 11.75 10.15 0.58 10.95 04-2017 04-2024
10.28 10.77 11.17 9.88 0.49 10.53 03-2017 03-2024
10.54 10.94 11.74 9.74 0.72 10.74 02-2017 02-2024
9.5 10.28 10.67 9.11 0.62 9.89 01-2017 01-2024
9.11 8.4 10.12 7.4 0.99 8.76 12-2016 12-2023
6.98 7.33 8.7 5.62 1.1 7.16 11-2016 11-2023
5.71 6.17 6.66 5.23 0.53 5.94 10-2016 10-2023
5.97 6.08 6.67 5.38 0.46 6.03 09-2016 09-2023
6.06 6.38 6.78 5.66 0.41 6.22 08-2016 08-2023
5.32 5.92 6.7 4.55 0.79 5.62 07-2016 07-2023
5.08 5.72 6.38 4.43 0.73 5.4 06-2016 06-2023
4.12 4.35 4.9 3.58 0.47 4.24 05-2016 05-2023
3.65 3.9 4.48 3.08 0.5 3.78 04-2016 04-2023
3.47 2.83 4.07 2.24 0.69 3.15 03-2016 03-2023

Rolling return for 10 year

Average return: 9.28
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.45 9.1 10.02 8.54 0.54 9.28 03-2016 03-2026