NIFTY MIDCAP 100

Index type: Equity Mean-Variance Ratio (MVR): 2.57 Weighted mean CAGR by duration: 17.71 Mean CAGR: 17 Standard deviation CAGR: 6.61 Range for CAGR: 20.66

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -8.33 28.08 5.02 6.29
3 year 14.23 41.28 26.47 26.95
5 year 6.48 37.55 17.88 19.00
7 year 12.21 21.09 16.43 16.46
10 year 15.45 17.15 16.30 16.30

Rolling return for 1 year

Average return: 6.29
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.61 11.12 25.5 1.48 8.59 13.18 03-2025 03-2026
18.2 11.52 28.08 2.92 9.21 15.18 02-2025 02-2026
11.39 5.4 20.98 -2.95 8.73 8.71 01-2025 01-2026
4.12 2.78 9.04 -1.86 3.88 3.52 12-2024 12-2025
9.64 6.06 14.16 1.86 4.53 7.93 11-2024 11-2025
3.06 -0.14 10.21 -6.62 6.06 1.63 10-2024 10-2025
-3.28 -2.76 2.52 -8.26 3.82 -2.94 09-2024 09-2025
0.54 -2.13 5.13 -6.41 4.19 -0.72 08-2024 08-2025
4.91 1.42 10.17 -3.42 4.96 3.27 07-2024 07-2025
20.74 7.22 26.93 2 10.03 14.22 06-2024 06-2025
7.26 8.93 18.97 -1.79 7.37 8.34 05-2024 05-2025
-2.06 7.79 15.16 -8.33 9.01 3.14 04-2024 04-2025

Rolling return for 3 year

Average return: 26.95
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.53 23.45 26.29 19.78 2.32 23.01 03-2023 03-2026
23.73 24.95 27.09 21.65 1.97 24.36 02-2023 02-2026
23.76 24.43 27.22 21.05 2.19 24.11 01-2023 01-2026
25.09 23.01 27.03 21.13 2.21 24.07 12-2022 12-2025
24.12 23.99 25.81 22.33 1.23 24.06 11-2022 11-2025
23.2 24.1 25.99 21.36 1.67 23.66 10-2022 10-2025
23.22 22.03 25.63 19.68 2.15 22.64 09-2022 09-2025
23.37 22.59 25.22 20.78 1.59 22.99 08-2022 08-2025
29.68 26.42 31.81 24.37 2.87 28.07 07-2022 07-2025
31.57 27.8 33.78 25.69 3.16 29.71 06-2022 06-2025
25.31 24.54 29.72 20.32 3.33 24.97 05-2022 05-2025
16.59 20.57 23.05 14.23 3.42 18.61 04-2022 04-2025
20.88 21.1 25.88 16.29 3.39 21.04 03-2022 03-2025
21.04 20.71 26.75 15.27 4.06 20.94 02-2022 02-2025
21.13 21.91 26.82 16.43 3.68 21.57 01-2022 01-2025
25.57 23.72 28.07 21.3 2.48 24.66 12-2021 12-2024
22.84 21.41 25.89 18.47 2.67 22.15 11-2021 11-2024
22.42 22.03 26.51 18.09 2.98 22.26 10-2021 10-2024
26.71 25.8 28.96 23.6 1.92 26.27 09-2021 09-2024
27.54 27.84 30.62 24.82 2.05 27.7 08-2021 08-2024
26.57 28.36 30.11 24.87 1.96 27.48 07-2021 07-2024
22.69 26.74 29.78 19.81 3.8 24.75 06-2021 06-2024
26.6 27.04 30.37 23.36 2.48 26.84 05-2021 05-2024
28.12 27.56 30.98 24.78 2.2 27.86 04-2021 04-2024
26.3 25.91 29.99 22.33 2.71 26.13 03-2021 03-2024
31.23 28.12 33.83 25.63 3.1 29.7 02-2021 02-2024
30.12 29.26 32.67 26.78 2.1 29.71 01-2021 01-2024
31 29.97 34.1 26.97 2.55 30.51 12-2020 12-2023
31.58 29.53 36.21 25.12 3.99 30.61 11-2020 11-2023
31.5 32.98 35.12 29.42 2.08 32.25 10-2020 10-2023
34.58 33.43 37.56 30.54 2.52 34.03 09-2020 09-2023
33.63 30.75 36.43 28.07 3.13 32.22 08-2020 08-2023
34.58 34.09 37.11 31.61 1.95 34.35 07-2020 07-2023
35.95 32.97 38.59 30.43 3.07 34.48 06-2020 06-2023
37.1 36.25 39.75 33.66 2.17 36.69 05-2020 05-2023
38.62 32.76 41.28 30.25 4.42 35.73 04-2020 04-2023

Rolling return for 5 year

Average return: 19
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.03 18.91 21.21 16.77 1.57 18.98 03-2021 03-2026
22 20.77 23.97 18.85 1.86 21.4 02-2021 02-2026
22.18 22.29 24.22 20.29 1.39 22.24 01-2021 01-2026
25.01 23.82 26.17 22.68 1.3 24.42 12-2020 12-2025
28.16 25.36 29.2 24.35 1.98 26.77 11-2020 11-2025
27.78 28.27 29.51 26.56 1.06 28.03 10-2020 10-2025
28.4 27.55 29.91 26.08 1.39 27.98 09-2020 09-2025
29.22 27.09 30.38 25.96 1.73 28.16 08-2020 08-2025
31.27 30.8 32.56 29.52 1.09 31.04 07-2020 07-2025
33.52 31.55 34.86 30.25 1.77 32.55 06-2020 06-2025
33.27 34.01 36.06 31.26 1.72 33.65 05-2020 05-2025
33.01 32.35 37.39 28.13 3.28 32.72 04-2020 04-2025
34.24 25.24 37.55 22.23 6.28 29.82 03-2020 03-2025
23.3 24.28 26.76 20.89 2.1 23.81 02-2020 02-2025
24.77 25.85 28.26 22.43 2.1 25.33 01-2020 01-2025
27.82 28.18 29.34 26.68 0.95 28.01 12-2019 12-2024
26.42 27.2 28.3 25.34 1.08 26.82 11-2019 11-2024
28.85 29.08 31.42 26.56 1.72 28.98 10-2019 10-2024
30.53 29.28 31.91 27.92 1.48 29.91 09-2019 09-2024
29.89 29.94 31.76 28.09 1.3 29.92 08-2019 08-2024
28.54 26.99 30.68 24.9 2.12 27.78 07-2019 07-2024
22.62 25.09 26.83 20.94 2.26 23.87 06-2019 06-2024
24.16 23.93 26.37 21.77 1.63 24.06 05-2019 05-2024
22.44 22.64 24.07 21.03 1.08 22.55 04-2019 04-2024
21.97 22 24.09 19.91 1.48 21.99 03-2019 03-2024
23.95 23.77 25.41 22.32 1.09 23.86 02-2019 02-2024
22.62 22.06 24.05 20.65 1.22 22.34 01-2019 01-2024
21.28 20.64 22.99 18.97 1.44 20.97 12-2018 12-2023
17.62 19.41 20.09 16.95 1.28 18.52 11-2018 11-2023
18.96 18.63 20.92 16.71 1.49 18.8 10-2018 10-2023
18.13 15.72 19.69 14.21 2.12 16.94 09-2018 09-2023
14.49 14.42 15.93 13.01 1.03 14.46 08-2018 08-2023
15.06 14.85 16.36 13.57 0.99 14.96 07-2018 07-2023
13.65 13.36 14.97 12.06 1.03 13.51 06-2018 06-2023
11.74 10.71 13.03 9.45 1.32 11.23 05-2018 05-2023
9.82 9.4 11.08 8.16 1.04 9.62 04-2018 04-2023
9.79 9.61 11.3 8.13 1.12 9.71 03-2018 03-2023
9.64 8.4 10.76 7.3 1.3 9.03 02-2018 02-2023
7.68 7.91 9.12 6.48 0.94 7.8 01-2018 01-2023
8.98 9.26 11.1 7.17 1.39 9.13 12-2017 12-2022
9.94 9.74 10.9 8.79 0.75 9.84 11-2017 11-2022
10.7 9.93 11.71 8.94 1.02 10.32 10-2017 10-2022
11.01 11.17 12.96 9.25 1.31 11.1 09-2017 09-2022
11.69 11.13 13.12 9.72 1.22 11.41 08-2017 08-2022
8.11 9.86 10.85 7.14 1.45 8.99 07-2017 07-2022
7.64 9.62 10.64 6.65 1.57 8.64 06-2017 06-2022
9.21 10.07 11.91 7.42 1.62 9.65 05-2017 05-2022
11.44 11.64 12.81 10.28 0.9 11.54 04-2017 04-2022
10.31 11.59 12.91 9.03 1.44 10.96 03-2017 03-2022
11.7 13.43 15.02 10.16 1.82 12.58 02-2017 02-2022
14.85 15.47 17.61 12.77 1.73 15.18 01-2017 01-2022
15.76 16.05 18.19 13.67 1.6 15.92 12-2016 12-2021
15.74 15.01 18.28 12.53 2.05 15.39 11-2016 11-2021
13.94 15.51 16.43 13.04 1.32 14.73 10-2016 10-2021
13.59 14.11 15.3 12.42 1.03 13.86 09-2016 09-2021
12.99 13 14.46 11.55 1.03 13 08-2016 08-2021
14.11 13.5 15.04 12.58 0.9 13.81 07-2016 07-2021
14.64 14.69 16.29 13.07 1.14 14.67 06-2016 06-2021
13.32 14.09 15.09 12.33 1.01 13.71 05-2016 05-2021
12.54 12.97 14.34 11.19 1.12 12.76 04-2016 04-2021

Rolling return for 7 year

Average return: 16.46
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.08 18.18 19.62 16.66 1.05 18.14 03-2019 03-2026
19.59 19.83 20.97 18.47 0.89 19.71 02-2019 02-2026
19.23 19.26 20.65 17.86 0.99 19.25 01-2019 01-2026
19.9 19.05 20.69 18.26 0.91 19.48 12-2018 12-2025
19.19 19.39 19.88 18.71 0.42 19.29 11-2018 11-2025
19.94 19.45 21.09 18.31 1 19.7 10-2018 10-2025
18.56 16.71 19.55 15.74 1.5 17.64 09-2018 09-2025
16.82 16.48 17.57 15.74 0.66 16.65 08-2018 08-2025
18.21 17.93 19.04 17.11 0.69 18.07 07-2018 07-2025
18.09 17.74 18.93 16.91 0.72 17.92 06-2018 06-2025
16.09 16.09 17.82 14.39 1.21 16.1 05-2018 05-2025
13.96 15.37 16.63 12.73 1.47 14.67 04-2018 04-2025
14.38 15.12 16.38 13.13 1.18 14.75 03-2018 03-2025
14.24 14.74 16.52 12.49 1.44 14.5 02-2018 02-2025
13.75 15.08 16.01 12.84 1.22 14.42 01-2018 01-2025
16.37 15.96 17.35 14.99 0.85 16.17 12-2017 12-2024
15.85 16.2 17.08 14.99 0.75 16.03 11-2017 11-2024
17.08 17.4 18.75 15.75 1.07 17.24 10-2017 10-2024
18.39 17.93 19.29 17.05 0.81 18.16 09-2017 09-2024
18.32 18.03 19.53 16.83 0.96 18.18 08-2017 08-2024
17.38 18.01 18.77 16.63 0.79 17.7 07-2017 07-2024
15.4 17.44 18.22 14.64 1.46 16.43 06-2017 06-2024
16.14 16.23 17.61 14.77 1 16.19 05-2017 05-2024
15.73 15.96 16.83 14.87 0.7 15.85 04-2017 04-2024
15.78 16.24 17.22 14.81 0.87 16.01 03-2017 03-2024
17.26 17.08 18.24 16.1 0.76 17.17 02-2017 02-2024
18.09 17.52 19.07 16.55 0.91 17.81 01-2017 01-2024
17.85 17.49 19.03 16.32 0.97 17.67 12-2016 12-2023
15.73 15.13 17.46 13.43 1.44 15.44 11-2016 11-2023
13.48 14.16 14.81 12.84 0.74 13.82 10-2016 10-2023
14.62 14.85 15.7 13.77 0.69 14.73 09-2016 09-2023
14.27 14.24 15.29 13.23 0.73 14.26 08-2016 08-2023
14.46 14.27 15.38 13.36 0.72 14.37 07-2016 07-2023
14.71 14.53 15.66 13.59 0.73 14.62 06-2016 06-2023
13.93 14.16 14.87 13.23 0.59 14.05 05-2016 05-2023
13.18 13.13 14.11 12.21 0.67 13.16 04-2016 04-2023
13.44 13.64 14.55 12.54 0.71 13.54 03-2016 03-2023

Rolling return for 10 year

Average return: 16.3
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.09 16.5 17.15 15.45 0.62 16.3 03-2016 03-2026