NIFTY IPO

Index type: Equity Mean-Variance Ratio (MVR): 1.19 Weighted mean CAGR by duration: 8.32 Mean CAGR: 6.37 Standard deviation CAGR: 5.37 Range for CAGR: 13.82

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -19.30 16.85 -4.33 -2.77
3 year -0.20 18.22 11.43 11.05
5 year -1.49 20.25 9.65 8.85
7 year 3.27 12.68 8.50 8.36

Rolling return for 1 year

Average return: -2.77
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.84 2.04 14.41 -4.71 6.97 4.64 03-2025 03-2026
9.4 -1.17 16.85 -7.48 9.38 4.4 02-2025 02-2026
2.73 -9.81 13.19 -18.15 11.95 -3.01 01-2025 01-2026
-11.12 -9.33 -5.12 -15.05 3.57 -10.15 12-2024 12-2025
-1.69 -2.74 4.63 -8.62 4.7 -2.1 11-2024 11-2025
1.96 -5.55 5.34 -8.58 5.59 -1.71 10-2024 10-2025
-5.95 -5 0.34 -10.95 4.01 -5.39 09-2024 09-2025
-3.76 -4.91 3.81 -11.85 5.55 -4.18 08-2024 08-2025
-5.53 -4.46 -0.81 -9 2.92 -4.95 07-2024 07-2025
5.21 -2.27 12.61 -8.69 7.99 1.71 06-2024 06-2025
-6.52 0.09 5.15 -11.03 6.18 -3.08 05-2024 05-2025
-15.08 -4.19 0.82 -19.3 8.09 -9.44 04-2024 04-2025

Rolling return for 3 year

Average return: 11.05
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.3 14.26 17.96 11.68 2.25 14.8 03-2023 03-2026
15.2 15.45 17.76 12.94 1.71 15.34 02-2023 02-2026
14.09 14.59 17.84 10.94 2.45 14.36 01-2023 01-2026
14.75 13.12 17.27 10.69 2.4 13.96 12-2022 12-2025
14.21 15.07 16.6 12.71 1.41 14.65 11-2022 11-2025
14.92 14.11 16.18 12.88 1.2 14.52 10-2022 10-2025
14.38 14.1 16.87 11.67 1.84 14.25 09-2022 09-2025
12.65 14.04 15.53 11.2 1.61 13.36 08-2022 08-2025
15.67 15.02 17.56 13.17 1.57 15.36 07-2022 07-2025
15.57 13.46 18.22 10.92 2.69 14.54 06-2022 06-2025
10 9.3 14.4 5.09 3.3 9.7 05-2022 05-2025
1.34 5.68 7.31 -0.2 3.07 3.53 04-2022 04-2025
5.71 6.63 9.81 2.64 2.56 6.2 03-2022 03-2025
6.38 6.06 12.49 0.3 4.31 6.31 02-2022 02-2025
4.39 7.97 12.61 0.1 4.6 6.27 01-2022 01-2025
9.28 7.77 10.94 6.15 1.78 8.53 12-2021 12-2024
5.13 5.19 7.72 2.66 1.79 5.17 11-2021 11-2024
4.69 5.2 8.57 1.44 2.53 4.97 10-2021 10-2024
8.15 8.55 10.14 6.59 1.26 8.36 09-2021 09-2024
8.22 9.2 11.44 6.05 1.94 8.73 08-2021 08-2024
9.66 8.73 11.04 7.38 1.34 9.2 07-2021 07-2024
6.54 9.26 11.7 4.21 2.82 7.93 06-2021 06-2024
9.37 9.21 11.19 7.43 1.33 9.3 05-2021 05-2024
10.51 10.44 12.4 8.58 1.35 10.48 04-2021 04-2024
7.97 9.67 12.54 5.21 2.66 8.85 03-2021 03-2024
11.81 10.58 13.68 8.76 1.79 11.21 02-2021 02-2024
10.82 10.17 13.15 7.91 1.87 10.51 01-2021 01-2024
11.07 9.89 12.25 8.73 1.31 10.48 12-2020 12-2023
13.8 12.4 16.9 9.42 2.69 13.13 11-2020 11-2023
13.27 14.86 15.57 12.57 1.2 14.07 10-2020 10-2023
15.43 14.3 17.29 12.5 1.74 14.88 09-2020 09-2023
12.98 12.65 15.02 10.65 1.55 12.82 08-2020 08-2023
13.25 12.9 15.48 10.71 1.69 13.09 07-2020 07-2023
13.27 12.8 16.44 9.72 2.38 13.06 06-2020 06-2023
13.5 13.68 15.79 11.43 1.54 13.6 05-2020 05-2023
14.02 10.57 16.43 8.29 3.13 12.33 04-2020 04-2023

Rolling return for 5 year

Average return: 8.85
Min Max Min-Max Max-Min Standard Deviation Mean From To
5.02 4.82 6.46 3.4 1.08 4.92 03-2021 03-2026
6.65 6.29 8.07 4.9 1.13 6.48 02-2021 02-2026
7.14 7.51 9.24 5.44 1.35 7.33 01-2021 01-2026
8.94 8.97 10.37 7.55 1 8.96 12-2020 12-2025
12.89 11.65 14.31 10.27 1.49 12.28 11-2020 11-2025
13.85 14.17 14.6 13.43 0.43 14.01 10-2020 10-2025
14.68 14.39 16.17 12.92 1.15 14.54 09-2020 09-2025
13.26 13.57 14.99 11.86 1.11 13.42 08-2020 08-2025
14.52 14.09 15.65 12.98 0.96 14.31 07-2020 07-2025
15.47 14.84 17.05 13.29 1.35 15.16 06-2020 06-2025
14.95 16.39 17.69 13.68 1.51 15.68 05-2020 05-2025
14.51 14.89 18.51 11.02 2.65 14.73 04-2020 04-2025
17.53 9.48 20.25 7 5.48 13.57 03-2020 03-2025
7.6 9.69 11.27 6.08 1.98 8.66 02-2020 02-2025
8.83 12.57 13.89 7.57 2.6 10.71 01-2020 01-2025
13.56 13.61 14.59 12.59 0.71 13.59 12-2019 12-2024
11.9 12.9 13.55 11.26 0.88 12.4 11-2019 11-2024
13.76 14.13 16.27 11.66 1.64 13.95 10-2019 10-2024
16.56 16.03 17.85 14.77 1.1 16.3 09-2019 09-2024
15.64 16.55 17.69 14.52 1.17 16.1 08-2019 08-2024
15.68 14.67 16.55 13.82 1.03 15.18 07-2019 07-2024
11.24 13.16 14.44 9.99 1.71 12.21 06-2019 06-2024
12.56 11.92 13.68 10.82 1.04 12.24 05-2019 05-2024
11.86 12.5 13 11.36 0.62 12.18 04-2019 04-2024
11.68 12.82 14.5 10.04 1.63 12.26 03-2019 03-2024
14.3 14.62 15.45 13.49 0.7 14.46 02-2019 02-2024
12.81 12.77 14.23 11.37 1.01 12.79 01-2019 01-2024
11.84 11.29 12.55 10.59 0.72 11.57 12-2018 12-2023
10.25 11.39 12.05 9.61 0.95 10.82 11-2018 11-2023
11.15 10.78 12.49 9.45 1.08 10.97 10-2018 10-2023
9.58 7.19 10.63 6.17 1.79 8.39 09-2018 09-2023
5.63 6.23 6.77 5.09 0.63 5.93 08-2018 08-2023
5.34 5.47 6.58 4.24 0.83 5.41 07-2018 07-2023
3.57 4.08 5.3 2.37 1.05 3.83 06-2018 06-2023
1.36 1.74 2.58 0.53 0.74 1.55 05-2018 05-2023
-0.39 0.09 0.87 -1.16 0.74 -0.15 04-2018 04-2023
-0.49 0.42 1.43 -1.49 1.08 -0.03 03-2018 03-2023
0.06 0.24 1.26 -0.95 0.78 0.15 02-2018 02-2023
-0.22 0.42 1.47 -1.25 0.99 0.1 01-2018 01-2023
0.73 2.16 2.94 -0.03 1.17 1.45 12-2017 12-2022
1.99 1.92 2.81 1.11 0.6 1.96 11-2017 11-2022
2.75 2.75 3.86 1.65 0.78 2.75 10-2017 10-2022
3.61 3.99 5.12 2.5 0.94 3.8 09-2017 09-2022
4.23 3.98 5.04 3.18 0.66 4.11 08-2017 08-2022
1.98 2.65 3.33 1.31 0.75 2.32 07-2017 07-2022
1.89 3.74 4.43 1.22 1.31 2.82 06-2017 06-2022
3.8 5.29 6.68 2.44 1.59 4.55 05-2017 05-2022
6.25 6.35 7.23 5.37 0.66 6.3 04-2017 04-2022
5.54 6.35 7.42 4.49 1.07 5.95 03-2017 03-2022
6.17 9.12 9.98 5.34 1.94 7.65 02-2017 02-2022
9.91 11.15 12.71 8.39 1.59 10.54 01-2017 01-2022

Rolling return for 7 year

Average return: 8.36
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.44 8.36 9.51 7.3 0.78 8.4 03-2019 03-2026
9.82 10.29 10.86 9.26 0.59 10.06 02-2019 02-2026
9.57 10.08 11.1 8.56 0.92 9.83 01-2019 01-2026
10.08 10.23 11.11 9.2 0.68 10.16 12-2018 12-2025
10.62 11.14 11.61 10.16 0.54 10.88 11-2018 11-2025
12.16 11.46 12.68 10.94 0.66 11.81 10-2018 10-2025
10.7 9.23 11.73 8.23 1.34 9.97 09-2018 09-2025
7.87 8.65 9.04 7.48 0.62 8.26 08-2018 08-2025
8.41 8.35 9.16 7.59 0.56 8.38 07-2018 07-2025
7.72 7.87 8.77 6.83 0.69 7.8 06-2018 06-2025
5.64 6.8 7.43 5.02 0.95 6.22 05-2018 05-2025
3.85 5.84 6.42 3.27 1.32 4.84 04-2018 04-2025
4.92 5.89 6.65 4.17 0.94 5.41 03-2018 03-2025
4.95 6.71 7.49 4.19 1.32 5.84 02-2018 02-2025
5.24 7.91 8.71 4.46 1.77 6.58 01-2018 01-2025
8.44 8.55 9.14 7.85 0.46 8.5 12-2017 12-2024
7.62 8.08 8.75 6.96 0.65 7.85 11-2017 11-2024
7.92 8.77 9.62 7.09 0.94 8.35 10-2017 10-2024
9.6 9.61 10.46 8.76 0.6 9.61 09-2017 09-2024
8.99 9.57 10.37 8.21 0.79 9.29 08-2017 08-2024
8.82 8.89 9.4 8.31 0.39 8.86 07-2017 07-2024
7.05 8.72 9.24 6.54 1.12 7.89 06-2017 06-2024
8.02 7.77 8.78 7.01 0.63 7.89 05-2017 05-2024
7.5 7.65 8.29 6.87 0.5 7.58 04-2017 04-2024
7.21 8.36 9.14 6.45 1.03 7.79 03-2017 03-2024
8.75 8.92 9.53 8.14 0.5 8.84 02-2017 02-2024
8.82 8.7 9.79 7.74 0.73 8.76 01-2017 01-2024