NIFTY HIGH BETA 50

Index type: Equity Mean-Variance Ratio (MVR): 1.37 Weighted mean CAGR by duration: 12.05 Mean CAGR: 11.64 Standard deviation CAGR: 8.49 Range for CAGR: 26.52

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -24.63 33.06 -2.21 -0.57
3 year 10.02 46.73 25.13 25.95
5 year -3.70 38.00 11.18 12.68
7 year 3.33 15.65 9.41 9.54
10 year 9.84 11.32 10.58 10.58

Rolling return for 1 year

Average return: -0.57
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.04 10.06 28.14 1.39 9.88 14.41 03-2025 03-2026
20.02 13.72 33.06 2.58 11.01 17.34 02-2025 02-2026
14.41 11.81 28.66 -0.57 10.39 13.58 01-2025 01-2026
5.67 3.31 14.04 -4.28 6.53 4.68 12-2024 12-2025
10.94 4.72 16.89 -0.61 6.57 7.99 11-2024 11-2025
3.76 -4.14 11.35 -10.68 8.28 0.07 10-2024 10-2025
-12.94 -7.14 -3.04 -16.62 5.22 -9.94 09-2024 09-2025
-13.37 -14.38 -7.6 -19.72 4.3 -13.77 08-2024 08-2025
-12.02 -10.54 -5.9 -16.35 3.73 -11.2 07-2024 07-2025
-1.39 -7.98 6.07 -14.46 7.63 -4.44 06-2024 06-2025
-12.93 -8.3 -0.26 -19.95 7.16 -10.36 05-2024 05-2025
-19.74 -11.06 -5.3 -24.63 7.49 -15.18 04-2024 04-2025

Rolling return for 3 year

Average return: 25.95
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.28 20.16 23.61 16.91 2.37 20.24 03-2023 03-2026
20.34 21.65 24.54 17.54 2.52 21.02 02-2023 02-2026
19.47 20.67 24.23 16.04 2.93 20.1 01-2023 01-2026
20.34 19.12 23.43 16.13 2.62 19.76 12-2022 12-2025
20.75 20.87 22.87 18.78 1.45 20.82 11-2022 11-2025
22.58 22.05 25.5 19.21 2.23 22.34 10-2022 10-2025
20.32 19.79 24.72 15.56 3.24 20.1 09-2022 09-2025
20.02 19.75 22.63 17.2 1.92 19.9 08-2022 08-2025
28.18 25.37 31.08 22.59 3.16 26.8 07-2022 07-2025
29.9 26.43 33.1 23.39 3.65 28.2 06-2022 06-2025
21.55 21.22 27.18 15.85 4.01 21.45 05-2022 05-2025
13.13 16.65 19.55 10.39 3.47 14.93 04-2022 04-2025
15.55 17.17 21.56 11.38 3.64 16.41 03-2022 03-2025
15.98 15.93 22.21 10.02 4.31 16.04 02-2022 02-2025
15.43 17.55 20.96 12.18 3.19 16.53 01-2022 01-2025
20.71 20.37 24.75 16.47 2.93 20.57 12-2021 12-2024
19.07 18.22 23.51 13.97 3.39 18.69 11-2021 11-2024
18.81 20.92 24.9 15.03 3.57 19.91 10-2021 10-2024
26.24 25.09 28.07 23.3 1.73 25.67 09-2021 09-2024
28.76 28.16 32.07 24.94 2.53 28.48 08-2021 08-2024
28.53 29.07 30.72 26.92 1.36 28.81 07-2021 07-2024
23.84 27.65 29.84 21.74 3.16 25.77 06-2021 06-2024
27.83 28.03 31.47 24.49 2.47 27.95 05-2021 05-2024
30.91 29.99 33.68 27.3 2.28 30.47 04-2021 04-2024
26 25.88 30.17 21.86 2.94 25.98 03-2021 03-2024
30.39 26.29 32.13 24.62 3.03 28.36 02-2021 02-2024
30.72 29.64 33.7 26.75 2.49 30.2 01-2021 01-2024
29.06 30.64 33.87 25.94 2.86 29.88 12-2020 12-2023
33.86 28.78 37.72 25.18 4.78 31.38 11-2020 11-2023
35.18 35.73 38.35 32.61 2.04 35.47 10-2020 10-2023
39.89 34.54 41.63 32.89 3.62 37.24 09-2020 09-2023
35.32 31.24 37.65 29.01 3.38 33.3 08-2020 08-2023
34.43 34.23 37.39 31.34 2.14 34.35 07-2020 07-2023
38.42 32.53 41.18 29.94 4.49 35.52 06-2020 06-2023
42.26 40.51 44.33 38.5 2.15 41.4 05-2020 05-2023
42.68 37.66 46.73 33.86 4.88 40.23 04-2020 04-2023

Rolling return for 5 year

Average return: 12.68
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.12 14.7 17.02 12.83 1.49 14.92 03-2021 03-2026
17.12 16.36 19.56 13.99 1.99 16.76 02-2021 02-2026
18.99 19.59 21.82 16.81 1.78 19.3 01-2021 01-2026
21.12 21.19 22.98 19.35 1.28 21.16 12-2020 12-2025
26.97 23.24 28.3 21.96 2.6 25.12 11-2020 11-2025
27.31 27.64 29.12 25.85 1.16 27.48 10-2020 10-2025
27.45 26.27 30.22 23.58 2.38 26.88 09-2020 09-2025
26.32 24.35 27.96 22.75 1.97 25.34 08-2020 08-2025
28.38 28.31 30.12 26.6 1.24 28.35 07-2020 07-2025
32.53 29.47 34.47 27.59 2.66 31.02 06-2020 06-2025
33.25 34.74 36.92 31.13 2.11 34.01 05-2020 05-2025
33.51 32.82 38 28.49 3.37 33.2 04-2020 04-2025
32.72 23.1 36.82 19.42 7.03 28.02 03-2020 03-2025
20.1 19.72 23.93 16.02 2.8 19.94 02-2020 02-2025
18.22 20.25 21.59 16.92 1.8 19.25 01-2020 01-2025
21.55 22.4 23.97 20 1.44 21.98 12-2019 12-2024
21.04 22 23.73 19.35 1.59 21.53 11-2019 11-2024
24.97 25.76 28.77 22.05 2.39 25.39 10-2019 10-2024
26.72 25.19 27.82 24.11 1.42 25.96 09-2019 09-2024
27.5 26.5 29.45 24.59 1.75 27.01 08-2019 08-2024
25.49 22.54 26.77 21.31 2.19 24.03 07-2019 07-2024
20.19 20.8 23.66 17.42 2.22 20.52 06-2019 06-2024
20.65 19.71 22.7 17.72 1.79 20.2 05-2019 05-2024
18.37 17.77 19.87 16.3 1.28 18.08 04-2019 04-2024
17.07 16.53 19.37 14.28 1.81 16.81 03-2019 03-2024
20.21 19.36 21.17 18.41 1.02 19.79 02-2019 02-2024
17.06 16.06 18.66 14.5 1.51 16.57 01-2019 01-2024
14.68 14.66 17.22 12.17 1.79 14.68 12-2018 12-2023
11.32 12.21 13.23 10.31 1.08 11.77 11-2018 11-2023
12.99 12.59 14.58 11.03 1.26 12.8 10-2018 10-2023
12.68 7.65 13.52 6.86 2.95 10.18 09-2018 09-2023
6.65 6.46 7.75 5.38 0.84 6.56 08-2018 08-2023
7.92 6.8 9.34 5.41 1.44 7.37 07-2018 07-2023
5.59 4.5 6.85 3.27 1.32 5.05 06-2018 06-2023
3.11 1.75 4 0.87 1.21 2.43 05-2018 05-2023
0.41 0.63 2.11 -1.05 1.12 0.52 04-2018 04-2023
0.38 -0.03 2.11 -1.72 1.36 0.18 03-2018 03-2023
-1.06 -1.45 0.35 -2.83 1.13 -1.25 02-2018 02-2023
-2.1 -1.42 -0.37 -3.12 1 -1.75 01-2018 01-2023
-0.04 -0.31 2.12 -2.42 1.61 -0.16 12-2017 12-2022
0.52 0.09 1.52 -0.89 0.87 0.31 11-2017 11-2022
0.31 -0.35 2 -2 1.43 -0.01 10-2017 10-2022
0.57 1.23 3.04 -1.19 1.51 0.91 09-2017 09-2022
0.92 0.52 2.37 -0.91 1.17 0.72 08-2017 08-2022
-2.36 -1.09 0.29 -3.7 1.48 -1.72 07-2017 07-2022
-2.9 -0.65 0.14 -3.67 1.56 -1.77 06-2017 06-2022
-0.5 0.34 2.41 -2.51 1.76 -0.06 05-2017 05-2022
2.02 2.16 3.53 0.67 1.01 2.09 04-2017 04-2022
1.59 2.58 3.85 0.34 1.29 2.09 03-2017 03-2022
2.65 4.51 5.95 1.26 1.78 3.59 02-2017 02-2022
6.19 5.97 8.03 4.17 1.37 6.09 01-2017 01-2022
6.73 7.03 9.05 4.76 1.52 6.89 12-2016 12-2021
7.29 6.68 10.15 3.91 2.22 7.01 11-2016 11-2021
5.52 6.61 7.59 4.56 1.14 6.07 10-2016 10-2021
4.63 4.14 6.12 2.68 1.23 4.39 09-2016 09-2021
3.62 4.21 5.5 2.35 1.13 3.92 08-2016 08-2021
5.16 4.54 5.96 3.75 0.81 4.85 07-2016 07-2021
7.1 6.25 8.2 5.17 1.11 6.68 06-2016 06-2021
6.55 6.52 8.26 4.84 1.21 6.54 05-2016 05-2021
4.91 4.98 6.68 3.24 1.22 4.95 04-2016 04-2021

Rolling return for 7 year

Average return: 9.54
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.08 11.47 13.4 10.17 1.16 11.78 03-2019 03-2026
13.96 14.41 15.65 12.74 1.04 14.19 02-2019 02-2026
12.97 13.08 14.88 11.2 1.3 13.03 01-2019 01-2026
13.35 12.8 14.59 11.58 1.08 13.08 12-2018 12-2025
13 13.11 13.84 12.26 0.56 13.05 11-2018 11-2025
13.94 13.67 15.1 12.53 0.91 13.81 10-2018 10-2025
12.15 9.65 13.88 7.98 2.27 10.92 09-2018 09-2025
8.68 8.75 9.69 7.75 0.69 8.72 08-2018 08-2025
11.19 10.39 12.26 9.34 1.07 10.79 07-2018 07-2025
10.59 9.99 11.75 8.85 1.05 10.29 06-2018 06-2025
7.88 8.28 9.99 6.2 1.35 8.09 05-2018 05-2025
5.87 7.27 8.4 4.77 1.38 6.58 04-2018 04-2025
5.99 6.69 8.32 4.4 1.41 6.35 03-2018 03-2025
4.67 5.68 7.05 3.33 1.36 5.18 02-2018 02-2025
4.27 5.59 6.39 3.49 1.13 4.93 01-2018 01-2025
7.37 7.05 8.9 5.55 1.19 7.22 12-2017 12-2024
7.22 7.82 8.91 6.14 1 7.52 11-2017 11-2024
8.78 9.3 11.14 6.99 1.48 9.05 10-2017 10-2024
10.87 10.15 11.55 9.48 0.77 10.51 09-2017 09-2024
11.1 10.86 12.31 9.66 0.94 10.98 08-2017 08-2024
11.37 11.07 12.17 10.27 0.68 11.22 07-2017 07-2024
9.75 11.37 12.01 9.13 1.17 10.56 06-2017 06-2024
10.5 10.21 11.84 8.9 1.04 10.36 05-2017 05-2024
10.36 10.3 11.36 9.31 0.73 10.33 04-2017 04-2024
10.01 10.57 11.55 9.04 0.91 10.29 03-2017 03-2024
11.53 11.07 12.16 10.44 0.63 11.3 02-2017 02-2024
12.1 11.64 13.19 10.57 0.94 11.88 01-2017 01-2024
11.36 11.62 13.12 9.88 1.15 11.49 12-2016 12-2023
9.89 8.72 11.24 7.41 1.42 9.31 11-2016 11-2023
7.71 8.08 8.78 7.01 0.64 7.89 10-2016 10-2023
8.66 7.78 9.24 7.21 0.78 8.22 09-2016 09-2023
7.89 7.73 8.68 6.94 0.62 7.81 08-2016 08-2023
7.63 7.6 8.64 6.6 0.72 7.62 07-2016 07-2023
7.98 7.49 8.9 6.59 0.83 7.74 06-2016 06-2023
7.98 7.41 8.65 6.74 0.7 7.7 05-2016 05-2023
6.63 6.68 7.91 5.41 0.88 6.66 04-2016 04-2023
6.43 6.94 7.73 5.65 0.76 6.69 03-2016 03-2023

Rolling return for 10 year

Average return: 10.58
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.41 10.75 11.32 9.84 0.54 10.58 03-2016 03-2026