NIFTY INDIA CORPORATE GROUP INDEX - TATA GROUP 25% CAP

Index type: Equity Mean-Variance Ratio (MVR): 1.17 Weighted mean CAGR by duration: 17.19 Mean CAGR: 13.75 Standard deviation CAGR: 11.78 Range for CAGR: 31.93

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -23.85 11.81 -9.87 -9.18
3 year 4.97 46.96 20.39 22.75
5 year 11.69 36.94 20.49 21.83
7 year 14.11 23.01 18.13 18.16
10 year 14.20 16.15 15.17 15.17

Rolling return for 1 year

Average return: -9.18
Min Max Min-Max Max-Min Standard Deviation Mean From To
-3.06 -2.19 7.38 -11.7 6.76 -2.39 03-2025 03-2026
3.93 -2.39 11.81 -9.28 7.79 1.02 02-2025 02-2026
-3.62 -7.71 2.76 -13.44 5.91 -5.5 01-2025 01-2026
-10.14 -11.81 -5.18 -16.41 4.02 -10.88 12-2024 12-2025
-7.31 -10.19 -4.07 -13.23 3.4 -8.7 11-2024 11-2025
-13.11 -17.83 -8.15 -22.27 5.27 -15.34 10-2024 10-2025
-20.27 -18.19 -14.35 -23.85 3.44 -19.16 09-2024 09-2025
-14.34 -18.48 -9.6 -22.76 4.88 -16.29 08-2024 08-2025
-12.75 -12.44 -4.52 -19.99 5.47 -12.42 07-2024 07-2025
2.21 -6.58 7.39 -11.08 7.23 -2.01 06-2024 06-2025
-6.94 -5.5 1.07 -12.99 5 -6.09 05-2024 05-2025
-16.15 -8.88 -4.17 -20.27 6.25 -12.37 04-2024 04-2025

Rolling return for 3 year

Average return: 22.75
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.34 14.24 16.24 10.41 2.17 13.31 03-2023 03-2026
13.98 14.64 16.8 11.87 1.76 14.32 02-2023 02-2026
14.21 15.42 16.67 12.99 1.37 14.82 01-2023 01-2026
14.99 13.53 17.07 11.51 2.03 14.28 12-2022 12-2025
13.59 13.6 14.9 12.31 0.92 13.6 11-2022 11-2025
13.87 14.47 16 12.37 1.3 14.18 10-2022 10-2025
13.59 13.04 16.34 10.37 2.12 13.34 09-2022 09-2025
11.89 12.41 13.92 10.4 1.26 12.16 08-2022 08-2025
16.87 16.11 20.43 12.67 2.76 16.52 07-2022 07-2025
19.78 16.63 21.77 14.73 2.73 18.23 06-2022 06-2025
15.69 13.58 18.91 10.49 3.07 14.67 05-2022 05-2025
7.52 9.74 12.41 4.97 2.75 8.66 04-2022 04-2025
11.01 11.21 14.52 7.8 2.38 11.13 03-2022 03-2025
12.07 13.19 17.26 8.18 3.23 12.68 02-2022 02-2025
13.25 13.68 17.39 9.68 2.73 13.5 01-2022 01-2025
17.26 17.46 20.12 14.66 1.93 17.38 12-2021 12-2024
15.69 14.92 18.26 12.42 2.08 15.32 11-2021 11-2024
18.07 16.86 22.54 12.6 3.54 17.52 10-2021 10-2024
22.58 22.22 24.47 20.36 1.46 22.41 09-2021 09-2024
22.42 23.93 26.72 19.73 2.53 23.2 08-2021 08-2024
23.98 25.85 27.61 22.27 2 24.93 07-2021 07-2024
21.33 23.92 27.1 18.3 3.24 22.66 06-2021 06-2024
26.15 26.13 29.01 23.34 2 26.16 05-2021 05-2024
27.53 27.39 29.69 25.26 1.57 27.47 04-2021 04-2024
29.05 28.78 31.77 26.11 2 28.93 03-2021 03-2024
28.79 28.62 31.81 25.68 2.17 28.73 02-2021 02-2024
29.6 27.52 31.62 25.56 2.27 28.58 01-2021 01-2024
30.15 30.23 33.86 26.62 2.56 30.21 12-2020 12-2023
32.82 29.99 36.93 26.1 3.96 31.46 11-2020 11-2023
32.97 33.41 35.47 30.94 1.61 33.2 10-2020 10-2023
36.92 33.95 38.9 32.04 2.64 35.45 09-2020 09-2023
37.26 33.35 38.71 31.95 2.76 35.32 08-2020 08-2023
40.8 38.87 42.52 37.2 2 39.85 07-2020 07-2023
40.43 39.76 42.9 37.34 1.98 40.11 06-2020 06-2023
43.74 42.4 46.07 40.14 2.15 43.09 05-2020 05-2023
44.79 38.63 46.96 36.59 4.26 41.74 04-2020 04-2023

Rolling return for 5 year

Average return: 21.83
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.25 14 15.59 11.69 1.4 13.63 03-2021 03-2026
15.82 15.82 17.53 14.13 1.2 15.83 02-2021 02-2026
17.49 16.77 19.01 15.28 1.34 17.14 01-2021 01-2026
19.41 18.73 20.7 17.46 1.17 19.07 12-2020 12-2025
23.55 20.59 24.41 19.76 1.95 22.08 11-2020 11-2025
23.38 23.61 24.75 22.25 0.89 23.5 10-2020 10-2025
24.97 24.03 26.77 22.27 1.63 24.51 09-2020 09-2025
26.28 24.67 27.65 23.33 1.63 25.48 08-2020 08-2025
28.77 29.09 31.12 26.79 1.54 28.94 07-2020 07-2025
30.92 30.47 32.22 29.19 1.08 30.7 06-2020 06-2025
33.18 33.35 35.4 31.16 1.5 33.27 05-2020 05-2025
32.61 31.52 36.2 28.06 2.9 32.1 04-2020 04-2025
34.41 26.63 36.94 24.28 5.25 30.56 03-2020 03-2025
24.49 25.41 27.92 22.04 2.1 24.96 02-2020 02-2025
25.23 26.52 27.96 23.83 1.53 25.88 01-2020 01-2025
28.37 28.41 30.24 26.56 1.3 28.39 12-2019 12-2024
27.78 27.91 29.48 26.23 1.15 27.85 11-2019 11-2024
30.38 29.95 33.31 27.09 2.2 30.18 10-2019 10-2024
33.27 32.31 34.5 31.1 1.25 32.8 09-2019 09-2024
31.76 33.08 34.51 30.36 1.54 32.43 08-2019 08-2024
30.24 28.94 32.51 26.73 2.09 29.6 07-2019 07-2024
25 27.25 28.53 23.75 1.87 26.13 06-2019 06-2024
27.73 27.41 29.45 25.71 1.33 27.57 05-2019 05-2024
26.91 26.87 28.19 25.6 0.92 26.89 04-2019 04-2024
27.97 28.45 29.58 26.85 0.98 28.21 03-2019 03-2024
27.88 28.09 29.67 26.33 1.18 27.99 02-2019 02-2024
26.5 26.79 27.68 25.61 0.74 26.65 01-2019 01-2024
24.59 25.55 26.71 23.45 1.2 25.08 12-2018 12-2023
21.69 23.15 23.94 20.92 1.19 22.43 11-2018 11-2023
22.53 20.77 23.9 19.42 1.7 21.66 10-2018 10-2023
20.16 19.73 21.2 18.7 0.9 19.95 09-2018 09-2023
18.88 18.53 19.64 17.78 0.67 18.71 08-2018 08-2023
19.32 19.24 20.2 18.37 0.65 19.28 07-2018 07-2023
18.09 18 19.33 16.77 0.91 18.05 06-2018 06-2023
16.17 15.66 17.3 14.55 0.99 15.92 05-2018 05-2023
14.98 14.28 16.01 13.26 1 14.63 04-2018 04-2023
15.14 14.64 16.35 13.45 1.04 14.9 03-2018 03-2023
14.55 14.49 15.84 13.22 0.93 14.52 02-2018 02-2023
13.73 13.13 14.47 12.4 0.76 13.43 01-2018 01-2023
14.42 14.96 16.55 12.86 1.32 14.7 12-2017 12-2022
15.47 15.19 16.26 14.41 0.66 15.33 11-2017 11-2022
16.28 15.74 17.21 14.82 0.87 16.01 10-2017 10-2022
16.96 17.59 18.99 15.58 1.23 17.28 09-2017 09-2022
18.64 18.41 19.59 17.46 0.76 18.52 08-2017 08-2022
15.7 17.12 18.27 14.58 1.4 16.42 07-2017 07-2022
15.14 16.76 18.16 13.78 1.65 15.96 06-2017 06-2022
17.71 18.85 21 15.62 1.94 18.3 05-2017 05-2022
20.35 20.86 22.1 19.13 1.07 20.61 04-2017 04-2022
18.79 20.06 20.9 17.96 1.13 19.43 03-2017 03-2022
19.06 20.31 21.61 17.79 1.42 19.69 02-2017 02-2022
21 21.45 23.35 19.14 1.5 21.23 01-2017 01-2022
21.48 22.04 23.13 20.4 0.99 21.76 12-2016 12-2021
22.6 21.07 24.72 19.01 2.09 21.85 11-2016 11-2021
18.81 21 22.24 17.6 1.81 19.91 10-2016 10-2021
18.24 17.89 19.55 16.61 1.05 18.07 09-2016 09-2021
17.18 17.55 18.76 16 0.98 17.37 08-2016 08-2021
17.44 16.6 18.42 15.63 1.03 17.02 07-2016 07-2021
16.63 16.93 18.42 15.16 1.16 16.79 06-2016 06-2021
16.49 16.1 18.08 14.54 1.26 16.3 05-2016 05-2021
16.79 16.06 18.05 14.82 1.17 16.43 04-2016 04-2021

Rolling return for 7 year

Average return: 18.16
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.85 17.83 18.57 16.12 0.93 17.34 03-2019 03-2026
18.78 18.99 20.03 17.75 0.81 18.89 02-2019 02-2026
18.76 19.25 19.85 18.16 0.62 19.01 01-2019 01-2026
18.63 18.76 19.54 17.85 0.6 18.7 12-2018 12-2025
18.49 18.53 19.07 17.95 0.4 18.51 11-2018 11-2025
18.89 17.66 19.84 16.73 1.18 18.28 10-2018 10-2025
16.85 17.02 18.05 15.83 0.79 16.94 09-2018 09-2025
16.71 16.83 17.61 15.93 0.6 16.77 08-2018 08-2025
17.37 18.21 18.89 16.7 0.83 17.79 07-2018 07-2025
18.02 17.91 18.86 17.08 0.63 17.97 06-2018 06-2025
16.91 17.11 18.3 15.74 0.91 17.02 05-2018 05-2025
15.34 16.3 17.56 14.11 1.27 15.83 04-2018 04-2025
16.77 17.09 18.34 15.54 1 16.93 03-2018 03-2025
15.91 17.19 18.18 14.94 1.23 16.55 02-2018 02-2025
16.66 17.48 18.47 15.68 1.03 17.07 01-2018 01-2025
18.69 18.75 19.92 17.53 0.85 18.72 12-2017 12-2024
18.32 18.65 19.44 17.54 0.68 18.49 11-2017 11-2024
20.14 20.97 22.07 19.06 1.1 20.56 10-2017 10-2024
22 21.77 22.8 20.98 0.65 21.89 09-2017 09-2024
21.21 22.14 23.01 20.35 1 21.68 08-2017 08-2024
20.98 21.64 22.49 20.14 0.86 21.31 07-2017 07-2024
19.11 20.49 21.51 18.11 1.3 19.8 06-2017 06-2024
20.83 20.44 21.99 19.29 0.96 20.64 05-2017 05-2024
20.75 20.74 21.62 19.87 0.62 20.75 04-2017 04-2024
20.17 20.65 21.25 19.57 0.62 20.41 03-2017 03-2024
20.02 20.29 21.22 19.1 0.76 20.16 02-2017 02-2024
19.75 19.22 20.54 18.43 0.77 19.48 01-2017 01-2024
19.5 20.18 20.95 18.74 0.82 19.84 12-2016 12-2023
18.26 17.3 19.81 15.78 1.46 17.79 11-2016 11-2023
15.76 15.83 16.68 14.91 0.63 15.79 10-2016 10-2023
16.19 15.75 16.91 15.04 0.68 15.97 09-2016 09-2023
15.82 15.51 16.35 14.98 0.5 15.67 08-2016 08-2023
16.59 15.9 17.19 15.3 0.71 16.25 07-2016 07-2023
16.06 15.88 16.93 15.02 0.68 15.97 06-2016 06-2023
16.09 15.48 16.89 14.69 0.81 15.79 05-2016 05-2023
15.82 15.16 16.56 14.43 0.79 15.49 04-2016 04-2023
16.11 15.86 16.98 15 0.71 15.99 03-2016 03-2023

Rolling return for 10 year

Average return: 15.17
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.97 15.37 16.15 14.2 0.7 15.17 03-2016 03-2026