NIFTY INDIA CORPORATE GROUP INDEX - TATA GROUP

Index type: Equity Mean-Variance Ratio (MVR): 0.85 Weighted mean CAGR by duration: 14.5 Mean CAGR: 10.24 Standard deviation CAGR: 12.06 Range for CAGR: 32.79

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -26.42 3.18 -13.72 -13.50
3 year 1.73 36.02 14.30 15.59
5 year 5.85 27.02 19.71 19.29
7 year 11.12 22.74 16.54 17.05
10 year 11.96 13.61 12.77 12.78

Rolling return for 1 year

Average return: -13.5
Min Max Min-Max Max-Min Standard Deviation Mean From To
-11.49 -10.32 -4.71 -16.7 4.26 -10.81 03-2025 03-2026
-3.96 -10.14 3.18 -16.36 7.25 -6.82 02-2025 02-2026
-9.9 -11.56 -4.81 -16.29 4.1 -10.64 01-2025 01-2026
-14.38 -17.01 -11.29 -19.9 3.18 -15.64 12-2024 12-2025
-12.97 -15.49 -10.58 -17.74 2.68 -14.2 11-2024 11-2025
-16.17 -20.87 -13.06 -23.7 4.11 -18.45 10-2024 10-2025
-24.18 -21.34 -18.94 -26.42 2.83 -22.72 09-2024 09-2025
-18.75 -22.75 -15.19 -25.99 4.07 -20.67 08-2024 08-2025
-15.97 -15.7 -8.08 -22.94 5.26 -15.67 07-2024 07-2025
-4.19 -8.26 -1.32 -10.93 3.69 -6.17 06-2024 06-2025
-7.02 -6.94 -1.69 -11.98 3.64 -6.91 05-2024 05-2025
-15.68 -11.14 -7.84 -18.7 4.16 -13.34 04-2024 04-2025

Rolling return for 3 year

Average return: 15.59
Min Max Min-Max Max-Min Standard Deviation Mean From To
4.96 5.22 7.58 2.67 1.74 5.11 03-2023 03-2026
6.25 6.56 8.82 4.04 1.69 6.42 02-2023 02-2026
8.5 8.58 10.51 6.61 1.38 8.55 01-2023 01-2026
9.1 7.3 10.4 6.03 1.67 8.21 12-2022 12-2025
7.76 7.35 8.73 6.39 0.84 7.56 11-2022 11-2025
9.05 8.49 10.38 7.18 1.15 8.78 10-2022 10-2025
8.31 7.9 10.75 5.53 1.85 8.12 09-2022 09-2025
7.31 6.67 8.86 5.16 1.33 7 08-2022 08-2025
10.34 10.42 13.69 7.16 2.31 10.4 07-2022 07-2025
13.2 10.09 14.32 9.01 2.18 11.65 06-2022 06-2025
10.75 8.43 12.82 6.44 2.4 9.61 05-2022 05-2025
4.29 4.79 7.43 1.73 2.02 4.56 04-2022 04-2025
7.08 6.19 9.27 4.06 1.87 6.65 03-2022 03-2025
7.73 8.4 12.81 3.52 3.29 8.12 02-2022 02-2025
9.21 8.38 11.93 5.76 2.2 8.82 01-2022 01-2025
12.56 12.81 15.09 10.33 1.69 12.7 12-2021 12-2024
12.16 12.24 14.29 10.15 1.46 12.21 11-2021 11-2024
12.79 13.36 16.38 9.86 2.31 13.1 10-2021 10-2024
16.22 15.13 17.39 13.98 1.27 15.68 09-2021 09-2024
17.92 17.16 21.65 13.57 2.87 17.57 08-2021 08-2024
17.98 20.15 21.44 16.73 1.83 19.07 07-2021 07-2024
16.82 16.72 19.7 13.92 2.04 16.79 06-2021 06-2024
18.91 19.16 21.1 17 1.45 19.04 05-2021 05-2024
20.14 19.25 21.61 17.81 1.38 19.7 04-2021 04-2024
21.73 21.89 24.28 19.39 1.73 21.82 03-2021 03-2024
20.8 20.5 23.42 17.93 1.94 20.66 02-2021 02-2024
20.59 18.08 22.57 16.17 2.43 19.35 01-2021 01-2024
21.06 21.29 24.36 18.07 2.23 21.2 12-2020 12-2023
21.31 21.25 24.4 18.24 2.18 21.3 11-2020 11-2023
22.13 21.19 24.84 18.56 2.25 21.68 10-2020 10-2023
26.19 24.72 28.41 22.56 2.13 25.47 09-2020 09-2023
26.62 25.9 27.57 24.96 0.96 26.26 08-2020 08-2023
28.86 26.98 30.87 25.04 2.17 27.94 07-2020 07-2023
28.77 28.5 30.38 26.92 1.23 28.64 06-2020 06-2023
30.75 30.11 32.75 28.15 1.64 30.44 05-2020 05-2023
34.45 27.68 36.02 26.21 4.21 31.09 04-2020 04-2023

Rolling return for 5 year

Average return: 19.29
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.09 7.42 8.68 5.85 1.01 7.26 03-2021 03-2026
9.07 9.07 10.65 7.52 1.11 9.08 02-2021 02-2026
10.88 9.62 12.1 8.43 1.37 10.26 01-2021 01-2026
12.66 11.77 13.46 10.98 0.93 12.22 12-2020 12-2025
14.5 13.36 15.12 12.75 0.93 13.93 11-2020 11-2025
14.8 13.6 15.64 12.78 1.1 14.21 10-2020 10-2025
16.18 15.7 17.75 14.17 1.28 15.95 09-2020 09-2025
17.25 17.33 18.26 16.32 0.69 17.29 08-2020 08-2025
19.38 19.37 21.54 17.24 1.52 19.38 07-2020 07-2025
21.57 21.23 22.29 20.52 0.64 21.4 06-2020 06-2025
23.23 23.12 24.61 21.75 1.01 23.18 05-2020 05-2025
24.47 21.98 26.7 19.83 2.58 23.25 04-2020 04-2025
25.49 19.72 27.02 18.28 3.7 22.63 03-2020 03-2025
19.09 20.12 22.43 16.85 2.01 19.62 02-2020 02-2025
20.65 20.87 22.44 19.11 1.18 20.77 01-2020 01-2025
22.98 22.48 24.63 20.86 1.34 22.74 12-2019 12-2024
22.06 21.86 23.44 20.49 1.05 21.96 11-2019 11-2024
23.62 22.8 25.96 20.51 1.95 23.22 10-2019 10-2024
24.97 24.75 25.72 24.01 0.61 24.86 09-2019 09-2024
23.13 24.58 25.45 22.27 1.24 23.86 08-2019 08-2024
22.71 22.58 24.86 20.48 1.55 22.66 07-2019 07-2024
19.74 20.54 21.5 18.79 1 20.14 06-2019 06-2024
21.02 20.8 22.36 19.48 1.02 20.91 05-2019 05-2024
21.91 20.67 22.8 19.8 1.15 21.29 04-2019 04-2024
22.51 23.31 24.04 21.78 0.85 22.91 03-2019 03-2024
22.68 22.37 24.28 20.8 1.24 22.53 02-2019 02-2024
22.24 21.64 23.44 20.46 1.07 21.95 01-2019 01-2024
20.03 20.76 21.99 18.83 1.15 20.4 12-2018 12-2023
18.66 19.05 20.46 17.26 1.14 18.86 11-2018 11-2023
19.07 16.24 20.65 14.72 2.32 17.67 10-2018 10-2023
16.31 16.61 17.53 15.4 0.76 16.46 09-2018 09-2023
16.46 15.73 16.98 15.22 0.67 16.1 08-2018 08-2023
16.68 16.75 17.76 15.67 0.74 16.71 07-2018 07-2023
16.87 16.5 17.74 15.64 0.75 16.69 06-2018 06-2023
15.51 15.77 16.57 14.73 0.66 15.65 05-2018 05-2023
16.78 14.56 17.6 13.76 1.57 15.68 04-2018 04-2023
17.06 16.93 18.62 15.39 1.14 17 03-2018 03-2023
17.06 17.09 18.55 15.63 1.03 17.08 02-2018 02-2023
17.09 15.87 18.33 14.65 1.37 16.48 01-2018 01-2023
17.68 18.41 19.71 16.4 1.2 18.05 12-2017 12-2022
18.47 18.36 19.39 17.46 0.68 18.42 11-2017 11-2022
18.75 18.52 19.99 17.3 0.95 18.64 10-2017 10-2022
19.14 19.99 21.02 18.13 1.07 19.57 09-2017 09-2022
20.24 20.88 21.72 19.42 0.84 20.56 08-2017 08-2022
19.02 19.57 21.13 17.49 1.3 19.3 07-2017 07-2022
18.85 19.35 21.57 16.67 1.74 19.11 06-2017 06-2022
20.51 21.11 23.42 18.26 1.84 20.83 05-2017 05-2022
23.13 23.77 24.98 21.94 1.1 23.46 04-2017 04-2022
21.41 22.59 23.51 20.5 1.14 22 03-2017 03-2022
21.99 23.43 24.94 20.51 1.65 22.72 02-2017 02-2022
23.92 24.95 26.33 22.56 1.38 24.44 01-2017 01-2022
24.51 24.42 26.01 22.94 1.09 24.47 12-2016 12-2021
24.76 23.03 26.12 21.7 1.68 23.9 11-2016 11-2021
21.8 22.87 23.73 20.95 1.05 22.34 10-2016 10-2021
21.67 21.69 23.1 20.27 1 21.68 09-2016 09-2021
18.54 20.11 21.24 17.43 1.46 19.33 08-2016 08-2021
19.4 18.41 20.17 17.65 0.96 18.91 07-2016 07-2021
18.51 18.72 20.32 16.94 1.2 18.62 06-2016 06-2021
18.14 17.82 19.29 16.68 0.93 17.98 05-2016 05-2021
18.79 18.83 20.2 17.44 0.98 18.82 04-2016 04-2021

Rolling return for 7 year

Average return: 17.05
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.59 12.3 12.77 11.12 0.64 11.95 03-2019 03-2026
13.55 13.46 14.72 12.3 0.86 13.51 02-2019 02-2026
14.68 14.38 15.58 13.48 0.75 14.53 01-2019 01-2026
14.3 14.05 14.88 13.48 0.5 14.18 12-2018 12-2025
14.58 14.05 15.02 13.62 0.53 14.32 11-2018 11-2025
14.75 12.33 15.35 11.74 1.54 13.54 10-2018 10-2025
12.23 12.67 13.3 11.6 0.62 12.45 09-2018 09-2025
12.9 12.73 13.6 12.04 0.55 12.82 08-2018 08-2025
13.66 14.42 15.12 12.96 0.81 14.04 07-2018 07-2025
15.32 14.93 15.8 14.45 0.5 15.12 06-2018 06-2025
14.72 15.07 15.64 14.16 0.54 14.9 05-2018 05-2025
15.06 14.37 16.53 12.93 1.3 14.72 04-2018 04-2025
16.26 16.08 17.28 15.08 0.78 16.18 03-2018 03-2025
15.52 16.79 17.83 14.51 1.26 16.16 02-2018 02-2025
17.65 17.12 18.89 15.9 1.07 17.39 01-2018 01-2025
19.22 19.42 20.36 18.29 0.74 19.32 12-2017 12-2024
18.88 19.11 19.84 18.15 0.6 18.99 11-2017 11-2024
20.33 20.89 21.96 19.28 0.97 20.62 10-2017 10-2024
22 21.78 22.53 21.26 0.46 21.89 09-2017 09-2024
21.12 22.14 22.74 20.52 0.86 21.63 08-2017 08-2024
21.09 21.47 22.6 19.98 0.94 21.29 07-2017 07-2024
20.03 19.7 21.29 18.46 1.01 19.87 06-2017 06-2024
20.61 19.93 21.56 19 0.94 20.27 05-2017 05-2024
21.04 20.84 21.68 20.21 0.52 20.94 04-2017 04-2024
20.42 20.85 21.49 19.78 0.62 20.64 03-2017 03-2024
20.57 20.63 21.68 19.52 0.76 20.6 02-2017 02-2024
20.02 19.92 20.86 19.09 0.63 19.97 01-2017 01-2024
19.95 20.25 21.34 18.87 0.88 20.1 12-2016 12-2023
18.94 18.12 20.23 16.85 1.23 18.54 11-2016 11-2023
16.69 17.2 17.79 16.1 0.62 16.95 10-2016 10-2023
17.06 16.97 17.94 16.1 0.65 17.02 09-2016 09-2023
16.18 15.77 16.55 15.4 0.43 15.98 08-2016 08-2023
16.75 16.29 17.52 15.52 0.73 16.52 07-2016 07-2023
16.26 15.77 16.88 15.16 0.63 16.02 06-2016 06-2023
16.02 15.75 16.78 15 0.64 15.89 05-2016 05-2023
15.93 15.56 16.51 14.99 0.55 15.75 04-2016 04-2023
16.3 16.19 17.4 15.09 0.82 16.24 03-2016 03-2023

Rolling return for 10 year

Average return: 12.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.77 12.78 13.61 11.96 0.58 12.78 03-2016 03-2026