NIFTY INDIA CORPORATE GROUP INDEX - MAHINDRA GROUP

Index type: Equity Mean-Variance Ratio (MVR): 3.29 Weighted mean CAGR by duration: 17.08 Mean CAGR: 18.1 Standard deviation CAGR: 5.51 Range for CAGR: 14.97

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -1.83 34.49 13.48 13.85
3 year 17.34 45.72 28.43 28.82
5 year 4.56 41.64 13.61 17.65
7 year 8.61 21.22 15.61 15.45
10 year 13.90 15.55 14.72 14.73

Rolling return for 1 year

Average return: 13.85
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.97 13.85 19.09 3.22 5.98 11.03 03-2025 03-2026
21.88 12.05 34.49 1.54 12.17 17.49 02-2025 02-2026
17.29 13.37 25.39 6.04 6.98 15.52 01-2025 01-2026
15.83 12.82 19.49 9.36 3.74 14.38 12-2024 12-2025
14.77 14.26 22.27 7.25 5.31 14.64 11-2024 11-2025
13.75 6.67 19.27 1.74 6.69 10.36 10-2024 10-2025
9.77 7.77 20.51 -1.83 7.94 9.05 09-2024 09-2025
10.38 9.54 17.7 2.74 5.3 10.09 08-2024 08-2025
9.91 6.17 13.6 2.73 4.06 8.1 07-2024 07-2025
17.24 9.8 25.33 2.72 8.42 13.77 06-2024 06-2025
24.41 17.88 33.78 9.62 8.85 21.42 05-2024 05-2025
15.06 25.08 33.73 7.62 9.89 20.37 04-2024 04-2025

Rolling return for 3 year

Average return: 28.82
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.23 25.08 29.39 21.06 2.95 25.19 03-2023 03-2026
26.29 28.36 30.51 24.21 2.34 27.34 02-2023 02-2026
30.6 30.98 33.54 28.09 1.93 30.8 01-2023 01-2026
32.38 30.97 33.76 29.62 1.55 31.68 12-2022 12-2025
30.34 30.29 33.12 27.57 1.96 30.33 11-2022 11-2025
29.23 28.5 31.29 26.49 1.72 28.88 10-2022 10-2025
27.97 28.33 32.02 24.4 2.7 28.18 09-2022 09-2025
26.48 27.08 29.22 24.39 1.72 26.79 08-2022 08-2025
30.73 29.31 32.17 27.9 1.59 30.03 07-2022 07-2025
32.77 31.23 35.76 28.35 2.68 32.03 06-2022 06-2025
31.2 29.99 34.41 26.88 2.7 30.62 05-2022 05-2025
21.87 26.2 28.14 20.03 3.25 24.06 04-2022 04-2025
27.91 25.46 29.84 23.59 2.37 26.7 03-2022 03-2025
26.69 29.74 34.64 22.08 4.57 28.29 02-2022 02-2025
27.19 26.33 31.53 22.16 3.33 26.8 01-2022 01-2025
27 26.15 29.46 23.76 2.04 26.59 12-2021 12-2024
25.75 24.73 28.63 21.94 2.39 25.26 11-2021 11-2024
26.64 27.16 31.44 22.52 3.16 26.94 10-2021 10-2024
27.88 30.54 32.74 25.76 2.64 29.23 09-2021 09-2024
29.7 28.54 32.85 25.5 2.63 29.15 08-2021 08-2024
33.28 33.72 36.32 30.74 1.98 33.52 07-2021 07-2024
29.58 33.83 35.42 28.06 3 31.72 06-2021 06-2024
28.81 30.07 34.36 24.7 3.44 29.48 05-2021 05-2024
25.19 24.86 28.01 22.11 2.09 25.04 04-2021 04-2024
21.79 21.59 24.24 19.19 1.79 21.7 03-2021 03-2024
22.05 20.85 25.71 17.34 2.99 21.49 02-2021 02-2024
21.58 19.52 23.8 17.37 2.39 20.57 01-2021 01-2024
24 23.62 26.3 21.37 1.75 23.82 12-2020 12-2023
25.9 23.82 30.25 19.68 3.81 24.91 11-2020 11-2023
26.41 27.06 29.74 23.79 2.12 26.75 10-2020 10-2023
31.93 29.65 34.05 27.59 2.42 30.8 09-2020 09-2023
30.95 29.1 33.7 26.44 2.65 30.05 08-2020 08-2023
37.77 31.9 41.05 28.83 4.79 34.89 07-2020 07-2023
37.6 36.87 40.94 33.62 2.6 37.26 06-2020 06-2023
40.51 39.07 44.1 35.6 3.05 39.82 05-2020 05-2023
43.97 37.91 45.72 36.25 3.98 40.96 04-2020 04-2023

Rolling return for 5 year

Average return: 17.65
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.19 21 22.57 18.65 1.42 20.6 03-2021 03-2026
23.8 23.31 26.26 20.91 1.9 23.57 02-2021 02-2026
25.56 24.59 27.24 22.93 1.56 25.08 01-2021 01-2026
27.51 26.66 28.3 25.88 0.91 27.09 12-2020 12-2025
30.15 27.86 31.81 26.25 2.13 29.02 11-2020 11-2025
29.6 29.2 30.83 27.98 1.02 29.4 10-2020 10-2025
30.08 29.9 32.53 27.5 1.78 30 09-2020 09-2025
30.23 29.16 31.91 27.52 1.6 29.7 08-2020 08-2025
34.85 30.39 35.74 29.53 2.7 32.63 07-2020 07-2025
35.71 35.14 37.54 33.35 1.5 35.43 06-2020 06-2025
38.63 37.69 40.66 35.7 1.78 38.17 05-2020 05-2025
37.45 37.03 41.64 32.97 3.07 37.27 04-2020 04-2025
39.71 27.07 40.98 25.94 6.95 33.42 03-2020 03-2025
26.4 27.06 31.1 22.51 3.05 26.77 02-2020 02-2025
26.9 27.59 29.49 25.05 1.59 27.26 01-2020 01-2025
28.44 28.75 29.93 27.28 0.94 28.6 12-2019 12-2024
26.8 27.31 28.53 25.59 1.05 27.06 11-2019 11-2024
26.91 27.62 29.78 24.8 1.78 27.28 10-2019 10-2024
27.9 29.03 30.79 26.18 1.68 28.48 09-2019 09-2024
28.14 28.28 29.99 26.46 1.25 28.22 08-2019 08-2024
27.64 25.05 29.38 23.37 2.31 26.36 07-2019 07-2024
21.66 23.56 24.92 20.33 1.76 22.62 06-2019 06-2024
19.16 20.71 22.21 17.69 1.69 19.94 05-2019 05-2024
16.49 17.2 18.06 15.64 0.89 16.85 04-2019 04-2024
15.45 15.85 16.84 14.47 0.85 15.65 03-2019 03-2024
15.56 16.1 17.62 14.06 1.27 15.84 02-2019 02-2024
14.62 13.91 15.87 12.68 1.16 14.27 01-2019 01-2024
14.37 13.44 15.64 12.19 1.26 13.91 12-2018 12-2023
11.48 12.65 13.77 10.37 1.27 12.07 11-2018 11-2023
12.41 11.35 14.18 9.62 1.66 11.89 10-2018 10-2023
11.34 10.27 12.42 9.21 1.2 10.81 09-2018 09-2023
9.45 9.44 10.82 8.09 0.97 9.45 08-2018 08-2023
9.83 10.24 11.39 8.69 0.97 10.04 07-2018 07-2023
8.27 8.92 9.84 7.36 0.91 8.6 06-2018 06-2023
7.28 7.29 8.92 5.67 1.15 7.29 05-2018 05-2023
8.37 6.51 9.16 5.75 1.37 7.45 04-2018 04-2023
8.64 9.86 10.87 7.65 1.22 9.25 03-2018 03-2023
10.88 10.02 11.99 8.93 1.12 10.46 02-2018 02-2023
9.6 9.31 10.88 8.05 1.01 9.46 01-2018 01-2023
10.64 10.09 12.05 8.71 1.2 10.37 12-2017 12-2022
11.19 11.27 12.64 9.85 0.99 11.24 11-2017 11-2022
11.83 11.96 13.28 10.53 0.97 11.9 10-2017 10-2022
12.49 13.34 14.42 11.43 1.1 12.92 09-2017 09-2022
12.17 12.41 13.3 11.29 0.72 12.29 08-2017 08-2022
10.66 11.14 12.13 9.69 0.88 10.91 07-2017 07-2022
9.16 10.37 11.4 8.15 1.23 9.77 06-2017 06-2022
9.69 10.64 11.92 8.44 1.28 10.17 05-2017 05-2022
11.59 11.61 12.61 10.6 0.71 11.6 04-2017 04-2022
9.49 10.85 11.77 8.59 1.22 10.18 03-2017 03-2022
10.31 11.65 12.79 9.2 1.35 10.99 02-2017 02-2022
12.82 14.92 15.59 12.17 1.42 13.88 01-2017 01-2022
14.43 15.19 16.22 13.41 1.03 14.81 12-2016 12-2021
14.04 13.42 16.17 11.34 1.72 13.74 11-2016 11-2021
11.69 12.3 13.93 10.09 1.37 12 10-2016 10-2021
10.4 9.75 11.52 8.65 1.04 10.08 09-2016 09-2021
8.06 9.07 10.22 6.94 1.21 8.57 08-2016 08-2021
6.1 6.59 7.33 5.37 0.71 6.35 07-2016 07-2021
6.32 6.44 7.07 5.69 0.49 6.38 06-2016 06-2021
6.07 6.62 8.16 4.56 1.29 6.35 05-2016 05-2021
7.91 6.94 9.53 5.36 1.51 7.44 04-2016 04-2021

Rolling return for 7 year

Average return: 15.45
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.13 17.05 17.76 15.42 0.89 16.59 03-2019 03-2026
18.57 19.14 20.25 17.47 1 18.86 02-2019 02-2026
19.28 18.96 20.42 17.83 0.92 19.12 01-2019 01-2026
19.4 18.29 19.93 17.77 0.86 18.85 12-2018 12-2025
18.19 18.42 19.26 17.35 0.68 18.3 11-2018 11-2025
18.33 17.02 19.14 16.23 1.13 17.68 10-2018 10-2025
15.7 15.65 17.26 14.12 1.11 15.68 09-2018 09-2025
14.75 14.77 15.8 13.73 0.73 14.76 08-2018 08-2025
15.4 15.08 15.94 14.54 0.51 15.24 07-2018 07-2025
14.8 15.21 15.9 14.12 0.65 15.01 06-2018 06-2025
14.77 14.72 15.96 13.54 0.86 14.75 05-2018 05-2025
13.7 14.15 16.17 11.73 1.58 13.94 04-2018 04-2025
15.57 15.55 16.31 14.81 0.53 15.56 03-2018 03-2025
15.67 17.23 18.73 14.21 1.69 16.46 02-2018 02-2025
17.01 17.51 18.71 15.83 1.03 17.27 01-2018 01-2025
18.7 18.18 19.68 17.22 0.89 18.45 12-2017 12-2024
18.49 18.61 19.65 17.46 0.78 18.55 11-2017 11-2024
18.69 19.59 20.6 17.7 1.07 19.15 10-2017 10-2024
19.3 20.4 21.22 18.5 1.04 19.86 09-2017 09-2024
18.37 18.92 19.59 17.7 0.7 18.65 08-2017 08-2024
18.97 19.37 20.13 18.22 0.69 19.17 07-2017 07-2024
17.51 18.96 19.75 16.73 1.18 18.24 06-2017 06-2024
16.33 17.49 18.45 15.38 1.16 16.91 05-2017 05-2024
15.38 15.75 16.49 14.65 0.66 15.57 04-2017 04-2024
14.37 14.68 15.36 13.7 0.6 14.53 03-2017 03-2024
14.19 14.81 15.64 13.36 0.84 14.5 02-2017 02-2024
14.25 14.66 15.14 13.77 0.51 14.46 01-2017 01-2024
14.83 15.01 15.74 14.1 0.58 14.92 12-2016 12-2023
13 12.71 14.66 11.08 1.27 12.86 11-2016 11-2023
12.06 12.15 13.31 10.91 0.85 12.11 10-2016 10-2023
12.78 12.27 13.56 11.5 0.75 12.53 09-2016 09-2023
11.39 11.55 12.39 10.56 0.65 11.47 08-2016 08-2023
10.81 11.39 11.93 10.27 0.62 11.1 07-2016 07-2023
10.1 10.76 11.23 9.63 0.61 10.43 06-2016 06-2023
9.89 9.95 11.08 8.77 0.82 9.92 05-2016 05-2023
10.48 9.17 11.06 8.61 0.98 9.83 04-2016 04-2023
10.09 10.96 11.7 9.36 0.88 10.53 03-2016 03-2023

Rolling return for 10 year

Average return: 14.73
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.43 15.02 15.55 13.9 0.62 14.73 03-2016 03-2026