NIFTY INDIA INFRASTRUCTURE & LOGISTICS

Index type: Equity Mean-Variance Ratio (MVR): 1.85 Weighted mean CAGR by duration: 17.58 Mean CAGR: 16.29 Standard deviation CAGR: 8.83 Range for CAGR: 27.28

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -12.91 26.45 -0.69 1.09
3 year 15.74 40.30 28.78 28.37
5 year 7.15 37.91 17.43 19.72
7 year 10.76 22.10 17.45 16.83
10 year 14.81 16.10 15.45 15.45

Rolling return for 1 year

Average return: 1.09
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.66 8.21 21.75 1.9 7.38 11.63 03-2025 03-2026
15.17 12.84 26.45 2.77 8.42 14.31 02-2025 02-2026
5.97 3.97 17.1 -5.91 8.17 5.28 01-2025 01-2026
-0.62 -1.88 5.19 -7.3 4.44 -1.15 12-2024 12-2025
6.3 1.36 10.03 -2.08 4.62 3.9 11-2024 11-2025
1.48 -4.99 5.33 -8.46 5.39 -1.66 10-2024 10-2025
-7.14 -6.5 -2.07 -11.33 3.28 -6.76 09-2024 09-2025
-7.5 -9.74 -4.13 -12.91 3.2 -8.57 08-2024 08-2025
-5.79 -6.25 -1.3 -10.52 3.26 -5.96 07-2024 07-2025
6.53 -2.41 11.85 -7.05 7.39 2.23 06-2024 06-2025
1.16 -0.75 10.85 -9.42 7.2 0.46 05-2024 05-2025
-3.28 1.72 6.7 -7.8 5.42 -0.66 04-2024 04-2025

Rolling return for 3 year

Average return: 28.37
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.14 25.02 26.65 22.55 1.48 24.59 03-2023 03-2026
24.61 26.62 28.55 22.74 2.17 25.63 02-2023 02-2026
22.22 21.57 26.35 17.59 3.11 21.93 01-2023 01-2026
21.25 20 23.57 17.75 2.1 20.64 12-2022 12-2025
20.81 21.16 22.21 19.77 0.87 20.99 11-2022 11-2025
23.22 22.23 24.76 20.72 1.47 22.73 10-2022 10-2025
21.98 20.14 24.16 18.03 2.26 21.08 09-2022 09-2025
22.09 20.92 23.55 19.48 1.5 21.51 08-2022 08-2025
28.72 25.88 30.73 23.94 2.6 27.32 07-2022 07-2025
31.07 28.27 33.22 26.21 2.67 29.69 06-2022 06-2025
24.54 24.07 28.4 20.34 2.85 24.34 05-2022 05-2025
19.41 20.55 23.38 16.66 2.41 20 04-2022 04-2025
21.49 22.54 26.36 17.82 3.04 22.05 03-2022 03-2025
21.2 20.22 25.89 15.74 3.61 20.76 02-2022 02-2025
20.34 22.14 25.2 17.39 2.83 21.27 01-2022 01-2025
26.16 26.33 29.11 23.44 2.01 26.26 12-2021 12-2024
24.51 25.17 27.96 21.79 2.19 24.86 11-2021 11-2024
26.43 28.69 30.85 24.34 2.44 27.58 10-2021 10-2024
31.61 31.08 33.66 29.07 1.63 31.35 09-2021 09-2024
34.75 34.28 37.49 31.61 2.09 34.53 08-2021 08-2024
35.79 36.46 38.14 34.14 1.43 36.13 07-2021 07-2024
30.05 33.7 36.09 27.76 3.22 31.9 06-2021 06-2024
32.15 33.76 37.11 28.92 2.95 32.98 05-2021 05-2024
33.28 32.75 35.42 30.65 1.7 33.03 04-2021 04-2024
28.91 30.11 32.58 26.5 2.19 29.52 03-2021 03-2024
33.63 31.09 36.26 28.56 2.87 32.38 02-2021 02-2024
33.04 33.73 36.45 30.38 2.16 33.4 01-2021 01-2024
30.93 33.44 35.9 28.56 2.74 32.21 12-2020 12-2023
32.21 30.77 37 26.2 3.85 31.55 11-2020 11-2023
34.07 34.41 36.95 31.58 1.9 34.25 10-2020 10-2023
36.9 34.7 39.33 32.34 2.59 35.82 09-2020 09-2023
34.08 31.67 35.58 30.21 2.08 32.89 08-2020 08-2023
33.51 33.45 36.34 30.68 2 33.5 07-2020 07-2023
32.91 31.17 35.31 28.84 2.37 32.06 06-2020 06-2023
36.07 33.38 37.59 31.9 2.23 34.73 05-2020 05-2023
37.92 33.68 40.3 31.41 3.48 35.83 04-2020 04-2023

Rolling return for 5 year

Average return: 19.72
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.76 19.84 21.2 18.41 0.99 19.8 03-2021 03-2026
21.95 21.39 24.25 19.14 1.82 21.68 02-2021 02-2026
22.88 23.85 25.35 21.4 1.44 23.37 01-2021 01-2026
25.31 25.36 26.75 23.95 0.99 25.34 12-2020 12-2025
30.07 27.36 30.97 26.48 1.85 28.72 11-2020 11-2025
31.53 31.03 32.51 30.05 0.89 31.28 10-2020 10-2025
32.03 30.76 33.44 29.38 1.5 31.4 09-2020 09-2025
31.26 29.9 32.2 28.97 1.24 30.58 08-2020 08-2025
32.56 32.09 33.8 30.87 1.05 32.33 07-2020 07-2025
33.52 32.34 34.83 31.05 1.4 32.94 06-2020 06-2025
34.26 34.21 36.74 31.78 1.75 34.25 05-2020 05-2025
35.23 33.97 37.91 31.36 2.36 34.62 04-2020 04-2025
34.64 27.91 37.85 24.93 5.15 31.33 03-2020 03-2025
25.04 25.05 27.92 22.24 2.01 25.06 02-2020 02-2025
25.27 26.63 28.28 23.65 1.71 25.96 01-2020 01-2025
28.51 29.27 30.31 27.48 1.04 28.89 12-2019 12-2024
27.78 28.9 29.9 26.8 1.17 28.34 11-2019 11-2024
30.07 31.05 32.78 28.37 1.6 30.57 10-2019 10-2024
32.27 31.37 33.5 30.16 1.22 31.82 09-2019 09-2024
32.45 32.72 34.05 31.13 1.04 32.59 08-2019 08-2024
31.42 29.94 32.78 28.61 1.56 30.69 07-2019 07-2024
26.42 28.7 29.91 25.23 1.84 27.57 06-2019 06-2024
26.98 27.35 29.82 24.57 1.86 27.18 05-2019 05-2024
25.51 26 26.72 24.8 0.7 25.76 04-2019 04-2024
24.83 25 26.95 22.91 1.43 24.92 03-2019 03-2024
26.35 26.87 27.84 25.4 0.88 26.62 02-2019 02-2024
24.35 24.24 26.25 22.36 1.38 24.3 01-2019 01-2024
21.31 22.26 24.05 19.56 1.62 21.79 12-2018 12-2023
18.05 19.74 20.6 17.21 1.34 18.9 11-2018 11-2023
19.01 18.62 20.53 17.11 1.22 18.82 10-2018 10-2023
17.64 16.32 18.89 15.1 1.42 16.99 09-2018 09-2023
15.12 14.73 15.89 13.97 0.69 14.93 08-2018 08-2023
15.62 15.57 17.08 14.12 1.05 15.6 07-2018 07-2023
14.03 13.64 15.26 12.43 1.01 13.84 06-2018 06-2023
11.81 11.06 12.56 10.32 0.84 11.44 05-2018 05-2023
9.81 10.05 10.94 8.92 0.72 9.93 04-2018 04-2023
9.53 9.25 10.38 8.41 0.7 9.39 03-2018 03-2023
8.42 8.13 9.41 7.15 0.81 8.28 02-2018 02-2023
8.3 9.89 10.84 7.37 1.35 9.1 01-2018 01-2023
10.64 10.99 12.6 9.06 1.26 10.82 12-2017 12-2022
11.6 11.13 12.18 10.56 0.6 11.37 11-2017 11-2022
11.37 10.74 12.74 9.38 1.21 11.06 10-2017 10-2022
12.06 12.86 14.29 10.65 1.32 12.46 09-2017 09-2022
11.88 12.12 13.33 10.68 0.94 12 08-2017 08-2022
9.13 10.56 11.63 8.08 1.35 9.85 07-2017 07-2022
8.35 10.14 10.83 7.67 1.28 9.25 06-2017 06-2022
10.13 10.92 12.42 8.65 1.36 10.53 05-2017 05-2022
11.87 12.34 13.44 10.79 0.95 12.11 04-2017 04-2022
10.61 11.59 12.66 9.56 1.15 11.11 03-2017 03-2022
10.75 13.03 13.86 9.95 1.6 11.9 02-2017 02-2022
14.74 14.68 16.46 12.99 1.23 14.72 01-2017 01-2022
14.97 14.94 16.49 13.45 1.07 14.96 12-2016 12-2021
15.17 14.08 16.7 12.58 1.51 14.63 11-2016 11-2021
13.13 13.63 14.26 12.5 0.65 13.38 10-2016 10-2021
12.21 12.29 13.52 10.99 0.89 12.25 09-2016 09-2021
10.2 11.13 11.77 9.57 0.84 10.67 08-2016 08-2021
10.35 10.27 11.17 9.46 0.61 10.31 07-2016 07-2021
11.42 11.67 12.61 10.49 0.75 11.55 06-2016 06-2021
10.78 11.34 12.43 9.7 0.99 11.06 05-2016 05-2021
10.38 10.33 11.71 9.02 0.95 10.36 04-2016 04-2021

Rolling return for 7 year

Average return: 16.83
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.52 19.23 20.55 18.21 0.83 19.38 03-2019 03-2026
20.27 21.22 21.88 19.62 0.87 20.75 02-2019 02-2026
19.78 20.11 21.5 18.41 1.1 19.95 01-2019 01-2026
20.16 19.89 21.14 18.92 0.79 20.03 12-2018 12-2025
20.52 20.5 21.11 19.9 0.43 20.51 11-2018 11-2025
21.45 20.71 22.1 20.07 0.76 21.08 10-2018 10-2025
19.71 18.75 20.62 17.86 1.03 19.23 09-2018 09-2025
18.43 18.19 19.04 17.59 0.52 18.31 08-2018 08-2025
19.86 19.54 20.66 18.75 0.68 19.7 07-2018 07-2025
19.52 19.15 20.36 18.32 0.73 19.34 06-2018 06-2025
17.14 17.54 18.68 16.02 0.95 17.34 05-2018 05-2025
15.56 16.52 17.19 14.89 0.88 16.04 04-2018 04-2025
14.81 15.91 16.76 13.98 1.06 15.37 03-2018 03-2025
14.1 15 15.97 13.14 1.05 14.55 02-2018 02-2025
14.41 15.66 16.37 13.71 1.04 15.04 01-2018 01-2025
16.85 16.81 18.01 15.65 0.83 16.83 12-2017 12-2024
16.27 16.85 17.64 15.49 0.79 16.56 11-2017 11-2024
17.86 18.08 19.61 16.35 1.16 17.98 10-2017 10-2024
19.37 19.08 20.16 18.3 0.67 19.23 09-2017 09-2024
19.34 19.45 20.38 18.43 0.69 19.4 08-2017 08-2024
19.61 19.67 20.5 18.79 0.6 19.64 07-2017 07-2024
17.84 19.62 20.16 17.32 1.19 18.73 06-2017 06-2024
17.51 18.23 19.38 16.38 1.09 17.88 05-2017 05-2024
17.45 17.44 18.26 16.64 0.57 17.45 04-2017 04-2024
16.77 17.38 18.18 15.98 0.81 17.08 03-2017 03-2024
17.12 17.49 18.1 16.52 0.57 17.31 02-2017 02-2024
17.47 17.45 18.75 16.19 0.91 17.46 01-2017 01-2024
16.5 17.25 18.37 15.39 1.09 16.88 12-2016 12-2023
14.51 14.4 16.27 12.66 1.28 14.46 11-2016 11-2023
12.82 13.4 13.85 12.38 0.56 13.11 10-2016 10-2023
13.38 13.35 14.24 12.5 0.62 13.37 09-2016 09-2023
12.47 12.54 13 12.01 0.35 12.5 08-2016 08-2023
12.24 12.6 13.26 11.59 0.6 12.42 07-2016 07-2023
12.11 12.3 12.97 11.44 0.55 12.21 06-2016 06-2023
12.28 12.03 12.81 11.49 0.47 12.15 05-2016 05-2023
11.75 11.58 12.58 10.76 0.65 11.67 04-2016 04-2023
11.85 11.64 12.47 11.03 0.51 11.75 03-2016 03-2023

Rolling return for 10 year

Average return: 15.45
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.4 15.5 16.1 14.81 0.46 15.45 03-2016 03-2026