NIFTY INDIA NEW AGE CONSUMPTION

Index type: Equity Mean-Variance Ratio (MVR): 2.07 Weighted mean CAGR by duration: 13.76 Mean CAGR: 13.28 Standard deviation CAGR: 6.43 Range for CAGR: 20.2

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -12.04 18.85 3.00 3.55
3 year 14.68 31.19 23.80 23.75
5 year 0.60 33.08 13.20 14.19
7 year 7.43 18.13 12.55 12.41
10 year 11.66 13.37 12.51 12.51

Rolling return for 1 year

Average return: 3.55
Min Max Min-Max Max-Min Standard Deviation Mean From To
0.58 2.42 12.36 -8.32 7.34 1.76 03-2025 03-2026
7.36 3.71 18.85 -6.32 9 5.9 02-2025 02-2026
2.96 -0.89 16 -12.04 10.02 1.51 01-2025 01-2026
-0.55 -0.36 4.55 -5.22 3.46 -0.4 12-2024 12-2025
8.03 6 11.65 2.57 3.29 7.06 11-2024 11-2025
4.89 -0.47 10.23 -5.3 5.81 2.34 10-2024 10-2025
-1.22 -1.86 4.15 -6.93 3.92 -1.46 09-2024 09-2025
3.04 1.15 10.6 -5.76 5.82 2.26 08-2024 08-2025
3.48 2.1 7.2 -1.45 3.1 2.83 07-2024 07-2025
11.67 5.54 18.42 -0.48 7.03 8.79 06-2024 06-2025
5.57 9.06 15.44 -0.27 5.69 7.45 05-2024 05-2025
-1.06 9.87 15.08 -5.53 8.25 4.59 04-2024 04-2025

Rolling return for 3 year

Average return: 23.75
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.03 23.28 25.58 18.81 2.52 22.18 03-2023 03-2026
22.78 24.96 27.01 20.8 2.33 23.89 02-2023 02-2026
22.23 25.18 27.19 20.29 2.65 23.72 01-2023 01-2026
24.93 23.4 27.03 21.35 2.08 24.18 12-2022 12-2025
23.69 23.19 25.05 21.85 1.15 23.45 11-2022 11-2025
23.5 24.01 25.56 21.97 1.28 23.76 10-2022 10-2025
23.37 22.97 25.57 20.82 1.69 23.18 09-2022 09-2025
21.82 22.98 24.73 20.11 1.68 22.41 08-2022 08-2025
26.8 24.32 28.3 22.86 2.11 25.57 07-2022 07-2025
27.98 26.24 30.51 23.79 2.45 27.13 06-2022 06-2025
24.89 23.58 28.67 19.95 3.12 24.27 05-2022 05-2025
16.29 20.6 22.3 14.68 3.1 18.47 04-2022 04-2025
20.79 20.55 24.58 16.88 2.72 20.7 03-2022 03-2025
19.21 20.54 24.75 15.19 3.41 19.92 02-2022 02-2025
18.68 21.37 25.07 15.17 3.63 20.07 01-2022 01-2025
23.64 22.67 25.64 20.72 1.77 23.17 12-2021 12-2024
20.21 18.73 22.3 16.69 2.05 19.48 11-2021 11-2024
21.44 21.37 25.64 17.3 2.95 21.44 10-2021 10-2024
28.41 25.75 30.98 23.28 2.88 27.11 09-2021 09-2024
27.27 28.54 31.11 24.77 2.29 27.92 08-2021 08-2024
27.12 27.45 29.2 25.39 1.35 27.29 07-2021 07-2024
24.16 26.95 29.01 22.17 2.61 25.57 06-2021 06-2024
27.39 26.18 29.83 23.81 2.17 26.8 05-2021 05-2024
26.82 26.33 28.79 24.4 1.56 26.59 04-2021 04-2024
22.78 21.2 25.49 18.58 2.51 22.01 03-2021 03-2024
20.12 20.31 22.64 17.84 1.7 20.23 02-2021 02-2024
21.09 19.97 22.81 18.3 1.64 20.54 01-2021 01-2024
22.94 21.62 25.05 19.56 2 22.29 12-2020 12-2023
24.01 23.27 28.22 19.22 3.19 23.68 11-2020 11-2023
23.89 24.48 26.08 22.31 1.35 24.19 10-2020 10-2023
25.96 23.47 27.38 22.09 2.07 24.72 09-2020 09-2023
25.85 21.94 27.61 20.26 2.94 23.92 08-2020 08-2023
25.74 25.72 27.35 24.14 1.13 25.74 07-2020 07-2023
25.47 25 28.12 22.42 2.02 25.25 06-2020 06-2023
28.12 26.8 30.63 24.36 2.27 27.48 05-2020 05-2023
29.05 24.44 31.19 22.41 3.51 26.77 04-2020 04-2023

Rolling return for 5 year

Average return: 14.19
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.15 15.3 17.73 12.77 1.75 15.24 03-2021 03-2026
15.73 16.75 18.11 14.4 1.36 16.25 02-2021 02-2026
17.29 18.46 20.13 15.66 1.63 17.88 01-2021 01-2026
21.25 20.44 22.47 19.24 1.18 20.85 12-2020 12-2025
25.1 22.99 25.93 22.18 1.52 24.05 11-2020 11-2025
25.34 25.63 26.6 24.38 0.79 25.49 10-2020 10-2025
26.25 25.23 27.59 23.91 1.35 25.75 09-2020 09-2025
26.53 24.88 28.33 23.13 1.93 25.72 08-2020 08-2025
27.16 27.08 28.06 26.19 0.66 27.12 07-2020 07-2025
27.82 27.43 29.33 25.95 1.2 27.63 06-2020 06-2025
29.43 29.43 31.76 27.14 1.63 29.44 05-2020 05-2025
29.12 28.93 33.08 25.09 2.83 29.05 04-2020 04-2025
29.94 21.84 32.37 19.6 5.35 25.94 03-2020 03-2025
19.8 20.81 23.11 17.56 1.99 20.32 02-2020 02-2025
20.02 22.26 23.86 18.47 2.06 21.15 01-2020 01-2025
23.01 23.1 24.2 21.93 0.8 23.06 12-2019 12-2024
21.33 21.81 22.59 20.55 0.74 21.57 11-2019 11-2024
23.5 24.19 26.05 21.68 1.56 23.86 10-2019 10-2024
25.68 24.65 27.18 23.17 1.46 25.17 09-2019 09-2024
24.12 25.17 26.36 22.96 1.26 24.65 08-2019 08-2024
23.51 21.64 24.72 20.46 1.64 22.58 07-2019 07-2024
18.99 20.33 21.76 17.59 1.55 19.67 06-2019 06-2024
19.29 19.04 20.65 17.69 1.05 19.17 05-2019 05-2024
17.26 17.46 18.35 16.38 0.7 17.36 04-2019 04-2024
17.15 16.79 18.69 15.27 1.22 16.97 03-2019 03-2024
17.57 17.97 19.05 16.51 0.91 17.77 02-2019 02-2024
16.46 15.58 17.45 14.61 1.05 16.02 01-2019 01-2024
14.92 14.45 16.1 13.29 1.01 14.69 12-2018 12-2023
12.37 13.84 14.64 11.58 1.2 13.11 11-2018 11-2023
13.42 12.57 14.63 11.39 1.18 13 10-2018 10-2023
11.52 8.56 12.27 7.84 1.88 10.05 09-2018 09-2023
7.58 7.57 8.48 6.68 0.64 7.58 08-2018 08-2023
8.04 7.86 8.87 7.04 0.65 7.95 07-2018 07-2023
6.52 6.5 7.86 5.18 0.95 6.51 06-2018 06-2023
4.63 4.41 5.86 3.2 0.94 4.52 05-2018 05-2023
2.76 2.83 3.78 1.82 0.69 2.8 04-2018 04-2023
2.57 2.64 3.71 1.51 0.78 2.61 03-2018 03-2023
2.49 2.21 3.5 1.22 0.81 2.35 02-2018 02-2023
1.65 1.57 2.62 0.6 0.71 1.61 01-2018 01-2023
2.95 2.9 4.76 1.13 1.28 2.93 12-2017 12-2022
4.55 4.52 5.5 3.58 0.68 4.54 11-2017 11-2022
6.21 5.48 7.01 4.69 0.86 5.85 10-2017 10-2022
6.74 6.82 8.09 5.48 0.92 6.78 09-2017 09-2022
7.17 6.92 8.08 6.01 0.74 7.04 08-2017 08-2022
4.7 5.97 6.7 3.98 1.06 5.34 07-2017 07-2022
3.92 5.47 6.01 3.39 1.08 4.7 06-2017 06-2022
4.73 5.93 7.3 3.39 1.45 5.34 05-2017 05-2022
7.6 7.62 8.5 6.72 0.63 7.61 04-2017 04-2022
6.74 7.77 8.87 5.67 1.19 7.26 03-2017 03-2022
8.52 9.9 10.77 7.66 1.2 9.21 02-2017 02-2022
12.18 12.29 14.22 10.29 1.39 12.24 01-2017 01-2022
13.1 13.39 14.73 11.77 1.05 13.25 12-2016 12-2021
13.93 11.92 15.98 9.94 2.25 12.94 11-2016 11-2021
10.35 11.92 12.67 9.62 1.21 11.14 10-2016 10-2021
8.32 9.97 10.99 7.32 1.42 9.15 09-2016 09-2021
7.21 7.86 8.49 6.59 0.71 7.54 08-2016 08-2021
8.09 7.97 8.99 7.09 0.67 8.04 07-2016 07-2021
8.34 8.46 9.39 7.41 0.7 8.4 06-2016 06-2021
7.31 8.19 9.17 6.35 1.04 7.76 05-2016 05-2021
8.01 7.68 9.27 6.44 1.01 7.85 04-2016 04-2021

Rolling return for 7 year

Average return: 12.41
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.41 13.9 15.22 12.11 1.11 13.66 03-2019 03-2026
15.19 16.12 16.87 14.44 0.92 15.66 02-2019 02-2026
15.12 15.76 17.1 13.8 1.19 15.45 01-2019 01-2026
16 15.65 16.84 14.83 0.72 15.83 12-2018 12-2025
16.31 16.27 16.85 15.72 0.4 16.29 11-2018 11-2025
17.29 16.61 18.13 15.79 0.86 16.95 10-2018 10-2025
15.66 13.77 16.53 12.91 1.44 14.72 09-2018 09-2025
12.94 13.41 14.09 12.27 0.66 13.18 08-2018 08-2025
13.74 13.55 14.31 12.98 0.48 13.64 07-2018 07-2025
13.11 13.03 14.06 12.09 0.7 13.07 06-2018 06-2025
11.67 12 13.11 10.58 0.9 11.84 05-2018 05-2025
9.71 11.37 12.1 9 1.24 10.54 04-2018 04-2025
10.42 11.06 11.89 9.6 0.84 10.74 03-2018 03-2025
10.01 11.18 12.17 9.03 1.18 10.6 02-2018 02-2025
9.8 11.48 12.3 9 1.31 10.64 01-2018 01-2025
12.41 11.74 13.18 10.98 0.81 12.08 12-2017 12-2024
11.84 11.92 12.67 11.09 0.56 11.88 11-2017 11-2024
13.51 14 15.17 12.34 1.02 13.75 10-2017 10-2024
14.84 14.84 15.82 13.87 0.69 14.84 09-2017 09-2024
13.85 14.43 15.32 12.98 0.85 14.15 08-2017 08-2024
13.85 14.08 14.65 13.29 0.49 13.97 07-2017 07-2024
12.46 13.9 14.32 12.05 0.95 13.18 06-2017 06-2024
12.81 12.69 13.73 11.78 0.69 12.75 05-2017 05-2024
12.58 12.67 13.33 11.92 0.5 12.62 04-2017 04-2024
12.25 12.49 13.31 11.44 0.67 12.37 03-2017 03-2024
12.53 12.9 13.54 11.9 0.59 12.72 02-2017 02-2024
13.63 12.93 14.31 12.25 0.77 13.28 01-2017 01-2024
13.76 13.63 14.59 12.81 0.63 13.7 12-2016 12-2023
12.23 10.98 13.84 9.4 1.63 11.61 11-2016 11-2023
9.51 9.82 10.34 8.99 0.49 9.66 10-2016 10-2023
9.95 9.75 10.48 9.23 0.45 9.85 09-2016 09-2023
9.18 9.37 9.83 8.73 0.39 9.28 08-2016 08-2023
9.4 9.26 10 8.67 0.47 9.33 07-2016 07-2023
9.16 9.46 10.14 8.49 0.59 9.31 06-2016 06-2023
8.75 8.95 9.66 8.05 0.57 8.85 05-2016 05-2023
8.56 8.19 9.33 7.43 0.68 8.38 04-2016 04-2023
8.51 8.72 9.37 7.86 0.54 8.62 03-2016 03-2023

Rolling return for 10 year

Average return: 12.51
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.12 12.9 13.37 11.66 0.66 12.51 03-2016 03-2026