NIFTY IT

Index type: Equity Mean-Variance Ratio (MVR): 1.02 Weighted mean CAGR by duration: 13.14 Mean CAGR: 9.82 Standard deviation CAGR: 9.6 Range for CAGR: 27.5

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -31.21 26.35 -11.52 -8.06
3 year -5.65 35.79 9.18 10.68
5 year 1.19 32.61 19.65 19.44
7 year 8.61 22.87 16.61 16.75
10 year 9.53 11.10 10.31 10.31

Rolling return for 1 year

Average return: -8.06
Min Max Min-Max Max-Min Standard Deviation Mean From To
-20.7 -20.11 -14.04 -26.3 4.34 -20.29 03-2025 03-2026
-19.62 -7.21 8.43 -31.21 14.72 -12.4 02-2025 02-2026
-10.26 -12.63 -6 -16.59 3.84 -11.37 01-2025 01-2026
-12.12 -14.23 -7.15 -18.82 4.19 -13.08 12-2024 12-2025
-13.11 -15.03 -5.77 -21.65 5.66 -13.89 11-2024 11-2025
-16.82 -15.85 -9.28 -22.84 4.81 -16.2 10-2024 10-2025
-19.24 -15.08 -10.93 -23 4.51 -17.06 09-2024 09-2025
-9.53 -15.07 -3.66 -20.25 6.19 -12.13 08-2024 08-2025
-3.01 -4.5 9.52 -15.42 8.84 -3.35 07-2024 07-2025
17.31 8.91 26.35 1.12 9.41 13.42 06-2024 06-2025
9.79 12.13 18.89 3.55 5.49 11.09 05-2024 05-2025
-6.07 2.49 11.01 -13.27 9.11 -1.46 04-2024 04-2025

Rolling return for 3 year

Average return: 10.68
Min Max Min-Max Max-Min Standard Deviation Mean From To
0.78 0.35 3.52 -2.31 2.07 0.58 03-2023 03-2026
0.3 8.46 10.82 -1.84 5.33 4.44 02-2023 02-2026
10.22 8.67 11.93 7 1.83 9.46 01-2023 01-2026
10 8.18 12.04 6.21 2.16 9.11 12-2022 12-2025
7.08 7.15 10.02 4.29 2.03 7.13 11-2022 11-2025
7.92 8.13 11.09 5.04 2.14 8.04 10-2022 10-2025
8.67 8.1 12.28 4.62 2.72 8.42 09-2022 09-2025
7.78 6.15 10.07 3.94 2.24 6.99 08-2022 08-2025
10.15 10.42 14.7 6.04 3.06 10.33 07-2022 07-2025
11.65 9 14.45 6.33 3.02 10.36 06-2022 06-2025
8.92 6.84 11.85 4.04 2.86 7.91 05-2022 05-2025
-0.38 -0.25 5.32 -5.65 3.88 -0.24 04-2022 04-2025
2.16 1.5 4.68 -0.95 2 1.85 03-2022 03-2025
4.64 6.61 10.22 1.21 3.26 5.67 02-2022 02-2025
7.79 4.33 10.45 1.82 3.29 6.1 01-2022 01-2025
7 5.82 9.86 3.06 2.44 6.44 12-2021 12-2024
5.59 6.37 9.3 2.76 2.33 6.01 11-2021 11-2024
5.44 4.94 8.11 2.35 2.04 5.21 10-2021 10-2024
6.93 4.89 8.64 3.24 2.04 5.93 09-2021 09-2024
7.39 7.36 12 2.94 3.2 7.42 08-2021 08-2024
8.33 10.32 13.39 5.4 2.91 9.36 07-2021 07-2024
5.42 7.42 10.76 2.23 3.1 6.46 06-2021 06-2024
8.32 7.76 10.45 5.68 1.7 8.05 05-2021 05-2024
9.18 9 12.12 6.14 2.12 9.11 04-2021 04-2024
12.37 12.43 15.72 9.18 2.31 12.42 03-2021 03-2024
14.61 13.38 16.78 11.28 1.99 14.01 02-2021 02-2024
12.12 11.75 16.02 8 2.84 11.97 01-2021 01-2024
13.92 13.94 18.32 9.71 3.04 13.97 12-2020 12-2023
13.58 13.64 16.52 10.77 2.03 13.63 11-2020 11-2023
14.52 13.4 18.13 9.94 2.92 14 10-2020 10-2023
20.56 18 23.4 15.28 3.01 19.31 09-2020 09-2023
18.77 19.48 21.05 17.23 1.37 19.13 08-2020 08-2023
25.43 19.93 29.13 16.5 4.87 22.75 07-2020 07-2023
26.1 25.19 27.97 23.36 1.66 25.66 06-2020 06-2023
28.22 28.19 31.28 25.2 2.15 28.22 05-2020 05-2023
31.1 26.98 35.79 22.59 4.89 29.12 04-2020 04-2023

Rolling return for 5 year

Average return: 19.44
Min Max Min-Max Max-Min Standard Deviation Mean From To
2.96 2.84 4.63 1.19 1.22 2.91 03-2021 03-2026
4.29 8.78 10.73 2.46 3.33 6.57 02-2021 02-2026
9 7.57 10.01 6.58 1.31 8.29 01-2021 01-2026
11.39 10.11 12.63 8.9 1.39 10.76 12-2020 12-2025
10.94 11.07 12.75 9.28 1.23 11.01 11-2020 11-2025
10.81 10.02 12.75 8.13 1.66 10.43 10-2020 10-2025
13.58 12.76 15.83 10.57 1.88 13.18 09-2020 09-2025
14.08 14.61 15.52 13.18 0.85 14.35 08-2020 08-2025
18.94 16.58 21.86 13.78 2.98 17.79 07-2020 07-2025
21.07 21.27 22.88 19.49 1.2 21.18 06-2020 06-2025
22.01 22.21 23.97 20.28 1.31 22.12 05-2020 05-2025
21.62 20.79 25.75 16.82 3.17 21.24 04-2020 04-2025
26.55 18.9 28.41 17.17 4.81 22.76 03-2020 03-2025
19.65 20.8 23.44 17.1 2.28 20.25 02-2020 02-2025
21.58 22 23.37 20.22 1.12 21.79 01-2020 01-2025
23.52 23.66 25.49 21.72 1.33 23.6 12-2019 12-2024
21.87 22.91 24.42 20.39 1.47 22.4 11-2019 11-2024
22.51 22.58 24.36 20.75 1.28 22.55 10-2019 10-2024
23.08 21.89 24.26 20.74 1.31 22.49 09-2019 09-2024
19.99 21.75 23.06 18.72 1.66 20.88 08-2019 08-2024
19.12 20.78 22.43 17.52 1.83 19.96 07-2019 07-2024
14.51 17.12 17.97 13.69 1.77 15.82 06-2019 06-2024
15.86 15.47 17.23 14.13 1.1 15.67 05-2019 05-2024
16.01 16.35 17.88 14.51 1.2 16.19 04-2019 04-2024
17.94 19.01 20.04 16.93 1.16 18.48 03-2019 03-2024
18.98 18.99 20.33 17.66 0.94 18.99 02-2019 02-2024
19.65 19.58 22.13 17.15 1.76 19.63 01-2019 01-2024
18.13 19.12 20.85 16.45 1.59 18.64 12-2018 12-2023
17.4 16.88 19.21 15.1 1.46 17.15 11-2018 11-2023
17.02 15.16 19.22 13.04 2.28 16.11 10-2018 10-2023
14.86 15.34 16.48 13.74 0.98 15.11 09-2018 09-2023
15.35 14.7 16.68 13.39 1.19 15.03 08-2018 08-2023
15.86 16.46 17.9 14.45 1.24 16.17 07-2018 07-2023
16.22 15.79 17.25 14.77 0.89 16.01 06-2018 06-2023
15.75 16.22 17.4 14.59 1.01 15.99 05-2018 05-2023
16.05 15.27 18.52 12.87 2.02 15.68 04-2018 04-2023
17.61 18.45 19.83 16.26 1.3 18.04 03-2018 03-2023
19.35 19.17 20.9 17.64 1.15 19.27 02-2018 02-2023
19.38 17.61 21.52 15.54 2.2 18.51 01-2018 01-2023
20.86 21.72 23.43 19.18 1.53 21.3 12-2017 12-2022
21.3 21.95 23.24 20.03 1.16 21.63 11-2017 11-2022
20.42 21.14 22.39 19.19 1.16 20.79 10-2017 10-2022
20.31 22.37 23.08 19.62 1.42 21.34 09-2017 09-2022
21.32 22.86 23.99 20.21 1.44 22.09 08-2017 08-2022
21.36 21.9 24.17 19.15 1.79 21.64 07-2017 07-2022
21.32 22.64 24.92 19.1 2.11 22 06-2017 06-2022
22.45 23.87 25.87 20.5 1.96 23.17 05-2017 05-2022
25.86 27.96 30.03 23.85 2.31 26.93 04-2017 04-2022
25.78 27.43 28.13 25.09 1.22 26.61 03-2017 03-2022
27.59 27.11 30.17 24.6 1.98 27.37 02-2017 02-2022
28.15 30.08 32.61 25.71 2.53 29.14 01-2017 01-2022
28.91 30.15 31.84 27.25 1.68 29.54 12-2016 12-2021
29.58 29.35 31.7 27.26 1.57 29.47 11-2016 11-2021
27.88 29.03 30.18 26.74 1.28 28.46 10-2016 10-2021
27.35 28.86 30.07 26.18 1.48 28.12 09-2016 09-2021
24.22 25.13 27.41 21.99 1.94 24.69 08-2016 08-2021
21.77 22.35 23.79 20.35 1.23 22.06 07-2016 07-2021
19.71 20.4 21.93 18.2 1.34 20.06 06-2016 06-2021
18.55 18.76 20.32 17.01 1.17 18.66 05-2016 05-2021
18.17 18.67 20.19 16.68 1.25 18.43 04-2016 04-2021

Rolling return for 7 year

Average return: 16.75
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.28 9.87 10.54 8.61 0.71 9.57 03-2019 03-2026
10.04 13.94 14.85 9.17 2.44 12 02-2019 02-2026
15.1 14.13 15.87 13.38 0.94 14.62 01-2019 01-2026
15.05 14.78 15.96 13.88 0.74 14.92 12-2018 12-2025
14.36 14.07 15.69 12.75 1.04 14.22 11-2018 11-2025
13.6 12.21 15.01 10.82 1.56 12.91 10-2018 10-2025
11.61 12.39 13.18 10.83 0.88 12 09-2018 09-2025
13.01 12.65 14.03 11.64 0.85 12.83 08-2018 08-2025
14.1 15.09 16.1 13.11 1.11 14.6 07-2018 07-2025
15.55 15.74 16.79 14.52 0.81 15.65 06-2018 06-2025
15.03 15.51 16.35 14.21 0.78 15.28 05-2018 05-2025
13.89 14.35 16.64 11.65 1.77 14.13 04-2018 04-2025
16.46 16.71 17.68 15.5 0.78 16.59 03-2018 03-2025
17.21 18.62 19.85 16.01 1.45 17.92 02-2018 02-2025
20.16 18.62 21.43 17.39 1.53 19.4 01-2018 01-2025
21.49 21.65 22.87 20.28 0.92 21.57 12-2017 12-2024
20.6 21.48 22.4 19.7 1 21.05 11-2017 11-2024
21.13 21.54 22.44 20.25 0.79 21.34 10-2017 10-2024
21.93 22.25 22.76 21.42 0.49 22.09 09-2017 09-2024
20.26 21.64 22.44 19.47 1.16 20.95 08-2017 08-2024
20.21 20.99 22.59 18.64 1.42 20.61 07-2017 07-2024
17.64 18.59 20.16 16.1 1.47 18.12 06-2017 06-2024
18.29 17.92 19.29 16.94 0.84 18.11 05-2017 05-2024
18.72 18.71 20.08 17.36 0.96 18.72 04-2017 04-2024
18.41 19.44 19.91 17.94 0.79 18.93 03-2017 03-2024
21.01 19.94 21.99 18.98 1.13 20.48 02-2017 02-2024
19.88 19.99 21.65 18.25 1.2 19.94 01-2017 01-2024
18.61 19.44 20.55 17.52 1.11 19.03 12-2016 12-2023
18.38 18.16 19.69 16.87 1 18.27 11-2016 11-2023
16.98 17.79 18.54 16.24 0.86 17.39 10-2016 10-2023
17.36 17.75 18.53 16.58 0.7 17.55 09-2016 09-2023
16.28 15.72 17.23 14.78 0.89 16 08-2016 08-2023
15.47 15.94 16.92 14.51 0.87 15.71 07-2016 07-2023
14.65 14.34 15.38 13.62 0.63 14.5 06-2016 06-2023
14.29 14.38 15.45 13.23 0.79 14.34 05-2016 05-2023
13.23 13.9 14.94 12.2 1 13.57 04-2016 04-2023
14.52 15.03 16.06 13.5 0.92 14.78 03-2016 03-2023

Rolling return for 10 year

Average return: 10.31
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.21 10.41 11.1 9.53 0.56 10.31 03-2016 03-2026