NIFTY LOW VOLATILITY 50

Index type: Equity Mean-Variance Ratio (MVR): 3.05 Weighted mean CAGR by duration: 13.61 Mean CAGR: 12.56 Standard deviation CAGR: 4.12 Range for CAGR: 12.03

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -7.89 16.68 5.11 4.74
3 year 11.65 24.24 16.70 16.77
5 year 8.60 24.83 14.30 14.70
7 year 11.11 16.39 13.87 13.63
10 year 12.35 13.62 12.98 12.98

Rolling return for 1 year

Average return: 4.74
Min Max Min-Max Max-Min Standard Deviation Mean From To
5.13 5.08 13.48 -2.65 5.7 5.26 03-2025 03-2026
9.59 6.2 15.43 0.83 5.3 8.01 02-2025 02-2026
7.02 7.79 13.01 2.08 3.87 7.47 01-2025 01-2026
7.79 5.28 9.99 3.17 2.57 6.56 12-2024 12-2025
7.37 5.35 10.65 2.22 3.07 6.4 11-2024 11-2025
0.63 -1.74 6.43 -7.09 4.85 -0.44 10-2024 10-2025
-4.32 -3.87 -0.15 -7.89 2.74 -4.06 09-2024 09-2025
-0.89 -1.16 3.76 -5.59 3.31 -0.97 08-2024 08-2025
3.31 1.31 7.4 -2.55 3.59 2.37 07-2024 07-2025
11.94 7.64 16.68 3.27 4.98 9.88 06-2024 06-2025
9.2 10.79 15.21 5.02 3.65 10.05 05-2024 05-2025
1.23 11.22 14.16 -1.38 6.53 6.31 04-2024 04-2025

Rolling return for 3 year

Average return: 16.77
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.8 16.69 17.76 13.75 1.57 15.75 03-2023 03-2026
16.41 17.32 18.44 15.3 1.16 16.87 02-2023 02-2026
16.16 17.14 18.29 15.03 1.2 16.66 01-2023 01-2026
16.75 15.66 17.54 14.89 1.01 16.21 12-2022 12-2025
16.05 15.8 17.22 14.64 0.92 15.93 11-2022 11-2025
16.72 17.18 18.92 15.01 1.39 16.96 10-2022 10-2025
16.41 16.09 18.08 14.45 1.29 16.26 09-2022 09-2025
15.3 15.98 17.08 14.22 1.04 15.64 08-2022 08-2025
18.76 17.63 20.31 16.12 1.53 18.21 07-2022 07-2025
20.48 19.02 22.16 17.38 1.77 19.76 06-2022 06-2025
17.94 17.67 20.06 15.59 1.58 17.82 05-2022 05-2025
13.05 16.31 17.67 11.74 2.39 14.69 04-2022 04-2025
15.57 15.53 18.57 12.61 2.11 15.57 03-2022 03-2025
15.33 14.79 18.58 11.65 2.46 15.09 02-2022 02-2025
14.52 13.6 16.34 11.82 1.63 14.07 01-2022 01-2025
15.31 15.22 17.01 13.55 1.22 15.27 12-2021 12-2024
14.29 14.1 16.18 12.24 1.39 14.2 11-2021 11-2024
15.01 15.94 18.11 12.9 1.87 15.49 10-2021 10-2024
16.02 16.52 17.49 15.05 0.88 16.27 09-2021 09-2024
16.16 16.24 18.06 14.38 1.3 16.21 08-2021 08-2024
16.07 17.24 18.35 14.98 1.26 16.66 07-2021 07-2024
14.13 15.92 17.23 12.84 1.68 15.03 06-2021 06-2024
16.71 15.68 18.24 14.18 1.48 16.2 05-2021 05-2024
16.9 16.7 17.92 15.69 0.79 16.8 04-2021 04-2024
17.39 17.35 18.83 15.92 1.03 17.37 03-2021 03-2024
17.55 17.36 18.88 16.04 1.01 17.46 02-2021 02-2024
17.11 15.79 18.15 14.77 1.28 16.45 01-2021 01-2024
16.28 16.86 18.92 14.27 1.66 16.58 12-2020 12-2023
16.09 16.32 19.01 13.46 1.96 16.22 11-2020 11-2023
16.39 16.78 17.97 15.22 0.98 16.59 10-2020 10-2023
18.59 17.79 20.01 16.39 1.31 18.2 09-2020 09-2023
18.46 17.29 19.34 16.42 1.11 17.88 08-2020 08-2023
19.94 19.14 21.59 17.52 1.47 19.55 07-2020 07-2023
19.16 19.37 20.93 17.62 1.17 19.27 06-2020 06-2023
20.77 19.63 22.3 18.14 1.53 20.21 05-2020 05-2023
22.88 18.02 24.24 16.73 3.16 20.47 04-2020 04-2023

Rolling return for 5 year

Average return: 14.7
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.82 12.68 13.54 10.98 0.95 12.26 03-2021 03-2026
13.12 13.42 14.31 12.25 0.74 13.28 02-2021 02-2026
13.81 13.67 15.05 12.44 0.92 13.74 01-2021 01-2026
15.28 14.54 15.75 14.08 0.65 14.91 12-2020 12-2025
16.81 15.92 17.52 15.22 0.87 16.37 11-2020 11-2025
16.66 17.26 17.98 15.96 0.75 16.96 10-2020 10-2025
17.63 17.32 18.64 16.32 0.83 17.48 09-2020 09-2025
17.38 17.24 18.47 16.17 0.81 17.31 08-2020 08-2025
19.17 18.64 20.1 17.72 0.86 18.91 07-2020 07-2025
19.7 19.76 20.69 18.77 0.68 19.73 06-2020 06-2025
21.02 20.71 22.32 19.43 1.03 20.87 05-2020 05-2025
21.12 20.31 24.07 17.45 2.36 20.74 04-2020 04-2025
22.93 17.5 24.83 15.71 3.75 20.24 03-2020 03-2025
16.43 16.82 18.39 14.89 1.25 16.63 02-2020 02-2025
16.98 16.94 18.09 15.84 0.8 16.96 01-2020 01-2025
17.7 18.27 18.74 17.24 0.57 17.99 12-2019 12-2024
17.4 18.04 18.56 16.88 0.64 17.72 11-2019 11-2024
19.59 19.76 21.52 17.86 1.3 19.68 10-2019 10-2024
21.71 20.88 22.64 19.97 0.99 21.3 09-2019 09-2024
20.69 21.2 21.87 20.03 0.68 20.95 08-2019 08-2024
19.72 19.42 21.13 18.04 1.1 19.58 07-2019 07-2024
16.52 17.57 18.41 15.69 1.03 17.05 06-2019 06-2024
17.48 16.9 18.4 15.99 0.88 17.19 05-2019 05-2024
16.29 16.48 16.9 15.87 0.37 16.38 04-2019 04-2024
16.9 16.74 17.77 15.89 0.67 16.82 03-2019 03-2024
17.65 17.29 18.45 16.5 0.7 17.47 02-2019 02-2024
16.63 16.26 17.25 15.64 0.58 16.45 01-2019 01-2024
15.27 15.46 16.83 13.92 1.03 15.37 12-2018 12-2023
13.84 14.39 15.55 12.7 1.03 14.12 11-2018 11-2023
14.29 13.5 15.22 12.58 0.97 13.9 10-2018 10-2023
13.04 12.26 13.85 11.46 0.89 12.65 09-2018 09-2023
12.29 11.67 12.8 11.17 0.62 11.98 08-2018 08-2023
12.64 12.55 13.57 11.63 0.69 12.6 07-2018 07-2023
11.84 12.14 12.83 11.16 0.6 11.99 06-2018 06-2023
10.82 10.74 11.66 9.91 0.62 10.78 05-2018 05-2023
10.13 9.69 10.86 8.96 0.69 9.91 04-2018 04-2023
10.07 9.96 10.68 9.36 0.47 10.02 03-2018 03-2023
9.7 9.23 10.33 8.6 0.63 9.46 02-2018 02-2023
9.4 9.37 10.05 8.73 0.47 9.39 01-2018 01-2023
10.69 10.54 11.77 9.48 0.81 10.62 12-2017 12-2022
10.91 11.17 11.73 10.36 0.49 11.04 11-2017 11-2022
10.65 10.55 11.63 9.57 0.73 10.6 10-2017 10-2022
11.06 11.23 12.2 10.1 0.74 11.15 09-2017 09-2022
11.59 11.48 12.22 10.85 0.49 11.54 08-2017 08-2022
10.16 10.8 11.66 9.31 0.86 10.48 07-2017 07-2022
9.4 10.63 11.13 8.91 0.9 10.02 06-2017 06-2022
10.7 11.16 12.05 9.82 0.81 10.93 05-2017 05-2022
11.88 11.99 12.66 11.21 0.51 11.93 04-2017 04-2022
11.11 12.06 12.86 10.33 0.96 11.59 03-2017 03-2022
12 13.44 14.2 11.25 1.16 12.72 02-2017 02-2022
14.54 15.06 16.19 13.42 1 14.8 01-2017 01-2022
15.45 15.13 16.52 14.07 0.87 15.29 12-2016 12-2021
15.78 14.67 17.04 13.43 1.34 15.23 11-2016 11-2021
14.1 14.73 15.37 13.46 0.71 14.41 10-2016 10-2021
14.68 14.23 15.25 13.66 0.58 14.46 09-2016 09-2021
13.5 13.83 14.56 12.78 0.64 13.67 08-2016 08-2021
13.65 13.42 14.29 12.78 0.54 13.54 07-2016 07-2021
13.82 13.79 14.6 13.02 0.56 13.81 06-2016 06-2021
13.33 13.77 14.83 12.29 0.91 13.55 05-2016 05-2021
13.75 13.39 14.47 12.68 0.65 13.57 04-2016 04-2021

Rolling return for 7 year

Average return: 13.63
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.05 13.58 14.29 12.35 0.71 13.32 03-2019 03-2026
14.44 14.49 15.29 13.64 0.58 14.46 02-2019 02-2026
14.41 14.6 15.3 13.72 0.56 14.51 01-2019 01-2026
14.85 14.21 15.18 13.89 0.51 14.53 12-2018 12-2025
14.99 14.66 15.48 14.16 0.48 14.82 11-2018 11-2025
15.08 14.76 16 13.85 0.77 14.92 10-2018 10-2025
13.94 13.49 14.63 12.8 0.67 13.72 09-2018 09-2025
13.28 13.21 14.03 12.47 0.55 13.25 08-2018 08-2025
14.16 14.05 14.79 13.42 0.49 14.11 07-2018 07-2025
14.25 14.43 14.93 13.75 0.42 14.34 06-2018 06-2025
13.74 13.94 14.61 13.07 0.55 13.84 05-2018 05-2025
12.47 13.55 14.42 11.62 1.06 13.02 04-2018 04-2025
12.81 13.53 14.06 12.29 0.68 13.17 03-2018 03-2025
12.55 13.07 13.89 11.74 0.78 12.81 02-2018 02-2025
12.6 12.87 13.37 12.11 0.46 12.74 01-2018 01-2025
13.68 13.5 14.39 12.79 0.57 13.59 12-2017 12-2024
13.61 14.01 14.41 13.21 0.45 13.81 11-2017 11-2024
14.76 15.27 16.07 13.96 0.77 15.02 10-2017 10-2024
15.76 15.67 16.39 15.05 0.47 15.72 09-2017 09-2024
15.1 15.35 15.9 14.55 0.49 15.22 08-2017 08-2024
14.81 15.14 15.78 14.18 0.58 14.98 07-2017 07-2024
13.65 14.6 14.97 13.29 0.68 14.13 06-2017 06-2024
13.97 13.96 14.61 13.32 0.46 13.96 05-2017 05-2024
14 13.93 14.42 13.51 0.32 13.96 04-2017 04-2024
14.26 14.29 14.87 13.69 0.42 14.28 03-2017 03-2024
14.61 14.62 15.17 14.06 0.39 14.62 02-2017 02-2024
15.03 14.66 15.47 14.23 0.46 14.85 01-2017 01-2024
14.74 14.86 15.84 13.76 0.74 14.8 12-2016 12-2023
13.31 12.86 14.53 11.66 1.03 13.09 11-2016 11-2023
11.63 11.82 12.27 11.18 0.39 11.73 10-2016 10-2023
11.88 11.74 12.45 11.17 0.46 11.81 09-2016 09-2023
11.79 11.64 12.15 11.29 0.31 11.72 08-2016 08-2023
11.91 11.96 12.57 11.3 0.45 11.94 07-2016 07-2023
11.84 11.99 12.55 11.28 0.45 11.91 06-2016 06-2023
11.94 11.8 12.54 11.2 0.48 11.87 05-2016 05-2023
11.86 11.64 12.4 11.11 0.46 11.75 04-2016 04-2023
11.89 11.76 12.33 11.32 0.36 11.82 03-2016 03-2023

Rolling return for 10 year

Average return: 12.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.75 13.22 13.62 12.35 0.48 12.98 03-2016 03-2026