NIFTY MIDCAP 150

Index type: Equity Mean-Variance Ratio (MVR): 1.95 Weighted mean CAGR by duration: 12.78 Mean CAGR: 14.05 Standard deviation CAGR: 7.21 Range for CAGR: 21.29

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -9.16 27.36 4.91 5.68
3 year 13.61 40.17 25.54 26.17
5 year 8.66 36.78 18.97 20.21
7 year 13.58 21.55 17.79 17.84
10 year -2.62 18.41 2.44 4.88
12 year 5.38 16.18 15.14 11.75
15 year 8.06 15.35 13.02 11.83

Rolling return for 1 year

Average return: 5.68
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.07 10.95 24.93 1.31 8.43 12.81 03-2025 03-2026
17.69 11.48 27.36 3.01 8.89 14.88 02-2025 02-2026
10.81 4.96 20.62 -3.57 8.8 8.21 01-2025 01-2026
3.05 2.39 7.84 -2.16 3.54 2.78 12-2024 12-2025
8.75 4.95 12.83 1.15 4.34 6.92 11-2024 11-2025
3.13 -0.72 9.19 -6.24 5.62 1.34 10-2024 10-2025
-2.82 -2.49 2.52 -7.56 3.57 -2.59 09-2024 09-2025
0.83 -1.4 5.38 -5.66 3.98 -0.21 08-2024 08-2025
4.86 0.72 8.91 -3.03 4.47 2.87 07-2024 07-2025
18.2 5.18 24.02 0.25 9.58 11.91 06-2024 06-2025
6 7.87 17.63 -2.8 7.26 7.17 05-2024 05-2025
-3.16 6.69 13.73 -9.16 8.81 2.03 04-2024 04-2025

Rolling return for 3 year

Average return: 26.17
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.63 22.64 25.38 18.98 2.29 22.16 03-2023 03-2026
22.56 23.94 25.83 20.72 1.87 23.26 02-2023 02-2026
22.52 23.48 26.03 20.04 2.14 23.02 01-2023 01-2026
23.92 22.01 25.81 20.18 2.1 22.98 12-2022 12-2025
22.99 22.89 24.51 21.39 1.1 22.95 11-2022 11-2025
22.33 22.95 24.68 20.63 1.45 22.65 10-2022 10-2025
22.32 21.26 24.52 19.12 1.95 21.8 09-2022 09-2025
22.77 22.09 24.59 20.31 1.53 22.44 08-2022 08-2025
28.83 25.35 30.47 23.77 2.67 27.11 07-2022 07-2025
30.23 26.78 32.33 24.77 2.94 28.53 06-2022 06-2025
24.42 23.78 28.81 19.55 3.28 24.14 05-2022 05-2025
15.83 19.87 22.2 13.61 3.36 17.88 04-2022 04-2025
20.27 20.57 25.12 15.9 3.26 20.46 03-2022 03-2025
20.24 19.84 25.7 14.64 3.91 20.11 02-2022 02-2025
20.12 21.14 25.82 15.66 3.61 20.69 01-2022 01-2025
24.57 22.8 26.74 20.7 2.23 23.7 12-2021 12-2024
22.35 21.19 25.34 18.3 2.52 21.8 11-2021 11-2024
22.15 21.99 26.09 18.18 2.8 22.1 10-2021 10-2024
25.96 25.28 28.08 23.2 1.74 25.63 09-2021 09-2024
26.76 26.97 29.6 24.18 1.92 26.88 08-2021 08-2024
25.93 27.59 29.26 24.31 1.85 26.77 07-2021 07-2024
22.53 26.58 29.44 19.82 3.69 24.59 06-2021 06-2024
25.95 26.49 29.64 22.89 2.39 26.24 05-2021 05-2024
27.29 26.92 30.03 24.24 2.05 27.12 04-2021 04-2024
25.08 24.91 28.57 21.52 2.49 25.02 03-2021 03-2024
30.17 27.11 32.76 24.63 3.07 28.67 02-2021 02-2024
29.3 28.43 31.63 26.16 1.96 28.88 01-2021 01-2024
30.2 29.29 33.03 26.54 2.32 29.77 12-2020 12-2023
30.93 28.83 35.18 24.78 3.75 29.93 11-2020 11-2023
30.77 32.32 34.2 28.94 1.94 31.56 10-2020 10-2023
33.71 32.48 36.45 29.82 2.38 33.11 09-2020 09-2023
33.19 30.21 35.92 27.6 3.12 31.73 08-2020 08-2023
33.69 33.69 36.2 31.23 1.76 33.7 07-2020 07-2023
35.13 32.34 37.86 29.72 3.04 33.76 06-2020 06-2023
36.18 35.57 38.58 33.22 1.91 35.89 05-2020 05-2023
37.82 32.07 40.17 29.86 4.17 34.98 04-2020 04-2023

Rolling return for 5 year

Average return: 20.21
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.33 18.44 20.51 16.3 1.49 18.39 03-2021 03-2026
21.44 20.19 23.37 18.31 1.84 20.83 02-2021 02-2026
21.54 21.81 23.62 19.76 1.37 21.68 01-2021 01-2026
24.22 23.22 25.35 22.11 1.2 23.73 12-2020 12-2025
27.35 24.64 28.29 23.73 1.88 26 11-2020 11-2025
27.15 27.53 28.61 26.08 0.9 27.34 10-2020 10-2025
27.65 26.76 29.02 25.41 1.31 27.21 09-2020 09-2025
28.72 26.56 29.86 25.45 1.74 27.65 08-2020 08-2025
30.56 30.09 31.55 29.11 0.88 30.33 07-2020 07-2025
32.59 30.63 33.87 29.38 1.73 31.62 06-2020 06-2025
32.19 33.21 34.97 30.46 1.63 32.71 05-2020 05-2025
31.81 31.35 36.12 27.19 3.16 31.62 04-2020 04-2025
33.57 24.98 36.78 22.05 6.03 29.34 03-2020 03-2025
23.11 24.17 26.44 20.91 1.99 23.66 02-2020 02-2025
24.69 26 28.21 22.55 2.05 25.36 01-2020 01-2025
27.88 28.23 29.22 26.91 0.83 28.06 12-2019 12-2024
26.69 27.54 28.54 25.71 1.04 27.12 11-2019 11-2024
28.96 29.24 31.44 26.8 1.64 29.11 10-2019 10-2024
30.82 29.59 32.14 28.3 1.43 30.21 09-2019 09-2024
30.2 30.39 31.95 28.67 1.16 30.3 08-2019 08-2024
29.12 27.86 31.16 25.88 1.92 28.5 07-2019 07-2024
23.69 26.2 27.84 22.11 2.21 24.96 06-2019 06-2024
25.02 24.92 27.21 22.77 1.57 24.98 05-2019 05-2024
23.36 23.69 24.94 22.12 1 23.53 04-2019 04-2024
22.69 22.77 24.73 20.76 1.4 22.74 03-2019 03-2024
24.61 24.55 26.09 23.08 1.06 24.58 02-2019 02-2024
23.38 23.06 24.71 21.74 1.06 23.22 01-2019 01-2024
21.98 21.88 23.56 20.32 1.15 21.94 12-2018 12-2023
19.03 20.83 21.34 18.54 1.18 19.93 11-2018 11-2023
20.03 20.02 21.91 18.17 1.32 20.03 10-2018 10-2023
19.13 17.34 20.58 15.92 1.76 18.24 09-2018 09-2023
15.72 15.93 17.14 14.52 0.93 15.83 08-2018 08-2023
16.2 16.25 17.5 14.97 0.89 16.23 07-2018 07-2023
14.88 14.87 16.26 13.5 0.98 14.88 06-2018 06-2023
12.97 12.55 14.16 11.38 0.99 12.77 05-2018 05-2023
11.18 11.03 12.31 9.91 0.85 11.11 04-2018 04-2023
11.24 11.65 12.72 10.18 0.91 11.45 03-2018 03-2023
11.18 10.71 12.19 9.71 0.89 10.95 02-2018 02-2023
9.75 10 11.11 8.66 0.87 9.88 01-2018 01-2023
10.65 11.1 12.7 9.07 1.29 10.88 12-2017 12-2022
11.92 11.81 12.81 10.93 0.67 11.87 11-2017 11-2022
12.85 12.27 13.8 11.34 0.89 12.56 10-2017 10-2022
13.15 13.6 14.97 11.81 1.13 13.38 09-2017 09-2022
13.77 13.82 15.16 12.44 0.96 13.8 08-2017 08-2022
10.61 12.54 13.3 9.87 1.39 11.58 07-2017 07-2022
10.14 12.31 13 9.46 1.47 11.23 06-2017 06-2022
11.89 12.99 14.6 10.32 1.56 12.45 05-2017 05-2022
14.1 14.53 15.42 13.21 0.8 14.32 04-2017 04-2022
13.32 14.39 15.87 11.88 1.46 13.87 03-2017 03-2022
14.42 16.65 17.74 13.35 1.74 15.54 02-2017 02-2022
17.78 18.77 20.48 16.1 1.59 18.28 01-2017 01-2022
18.91 19.42 21.18 17.18 1.43 19.17 12-2016 12-2021
18.81 17.8 21.23 15.45 2.07 18.32 11-2016 11-2021
16.56 18.34 18.89 16.02 1.19 17.45 10-2016 10-2021
16.42 17.18 17.97 15.64 0.87 16.8 09-2016 09-2021
16.08 16.19 17.51 14.77 0.97 16.14 08-2016 08-2021
16.87 16.78 17.78 15.88 0.67 16.83 07-2016 07-2021
16.95 17.46 18.53 15.89 0.95 17.21 06-2016 06-2021
16.17 17.08 17.9 15.37 0.95 16.63 05-2016 05-2021
15.8 16.22 17.49 14.55 1.05 16.01 04-2016 04-2021

Rolling return for 7 year

Average return: 17.84
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.58 18.78 20.13 17.25 1.02 18.68 03-2019 03-2026
20.07 20.36 21.43 19.01 0.86 20.22 02-2019 02-2026
19.64 19.94 21.09 18.5 0.92 19.79 01-2019 01-2026
20.17 19.78 20.95 19 0.7 19.98 12-2018 12-2025
19.92 20.19 20.55 19.56 0.36 20.05 11-2018 11-2025
20.56 20.2 21.55 19.23 0.83 20.38 10-2018 10-2025
19.11 17.71 20.02 16.81 1.24 18.41 09-2018 09-2025
17.56 17.43 18.3 16.69 0.57 17.49 08-2018 08-2025
18.92 18.65 19.56 18.01 0.56 18.79 07-2018 07-2025
18.71 18.5 19.53 17.69 0.65 18.61 06-2018 06-2025
16.66 17.22 18.41 15.49 1.05 16.95 05-2018 05-2025
14.51 16.22 17.17 13.58 1.41 15.37 04-2018 04-2025
15.17 16.34 17.14 14.38 1.06 15.76 03-2018 03-2025
14.98 16.08 17.19 13.89 1.23 15.54 02-2018 02-2025
14.9 16.37 17.2 14.08 1.22 15.64 01-2018 01-2025
17.34 17.01 18.21 16.14 0.74 17.18 12-2017 12-2024
17.02 17.49 18.24 16.28 0.71 17.26 11-2017 11-2024
18.33 18.8 19.95 17.2 0.99 18.57 10-2017 10-2024
19.57 19.4 20.42 18.55 0.66 19.48 09-2017 09-2024
19.59 19.72 20.73 18.59 0.76 19.66 08-2017 08-2024
18.99 19.75 20.32 18.42 0.72 19.37 07-2017 07-2024
17.15 19.41 19.94 16.63 1.42 18.28 06-2017 06-2024
18.01 18.28 19.48 16.82 0.95 18.15 05-2017 05-2024
17.56 17.98 18.63 16.9 0.63 17.77 04-2017 04-2024
17.69 18 19.09 16.62 0.88 17.85 03-2017 03-2024
18.86 19.07 19.86 18.07 0.64 18.96 02-2017 02-2024
19.83 19.52 20.75 18.61 0.76 19.68 01-2017 01-2024
19.76 19.61 20.87 18.51 0.84 19.69 12-2016 12-2023
17.86 17.06 19.49 15.47 1.45 17.47 11-2016 11-2023
15.37 16.28 16.66 14.99 0.67 15.82 10-2016 10-2023
16.6 17.05 17.61 16.04 0.58 16.83 09-2016 09-2023
16.39 16.46 17.41 15.45 0.69 16.43 08-2016 08-2023
16.29 16.51 17.22 15.59 0.58 16.4 07-2016 07-2023
16.22 16.47 17.22 15.47 0.62 16.34 06-2016 06-2023
15.87 16.16 16.74 15.3 0.52 16.02 05-2016 05-2023
15.46 15.4 16.3 14.57 0.61 15.43 04-2016 04-2023
15.54 15.91 16.64 14.82 0.66 15.73 03-2016 03-2023

Rolling return for 10 year

Average return: 4.88
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.34 17.89 18.41 16.82 0.59 17.62 03-2016 03-2026
-1.88 -0.4 -0.12 -2.16 0.89 -1.14 04-2010 04-2020
-1.87 1.87 2.66 -2.62 2.29 0.01 03-2010 03-2020
2.89 3.15 3.83 2.22 0.58 3.02 02-2010 02-2020

Rolling return for 12 year

Average return: 11.75
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.45 6.71 6.96 6.2 0.28 6.58 04-2010 04-2022
6.05 6.36 7.04 5.38 0.6 6.21 03-2010 03-2022
6.65 7.34 7.93 6.07 0.7 7 02-2010 02-2022
15.58 15.68 15.91 15.35 0.2 15.63 09-2004 09-2016
15.57 15.65 16.12 15.1 0.36 15.61 08-2004 08-2016
15.77 15.41 16.18 15 0.44 15.59 07-2004 07-2016
15.68 15.62 16.12 15.19 0.33 15.65 06-2004 06-2016

Rolling return for 15 year

Average return: 11.83
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.26 9.22 9.43 8.06 0.59 8.74 04-2010 04-2025
8.75 9.06 9.62 8.2 0.51 8.91 03-2010 03-2025
9.24 9.73 10.21 8.76 0.54 9.48 02-2010 02-2025
13.1 13.66 13.84 12.92 0.38 13.38 09-2004 09-2019
13.3 13.39 13.75 12.94 0.29 13.35 08-2004 08-2019
13.89 14.24 14.86 13.28 0.57 14.07 07-2004 07-2019
14.85 14.95 15.35 14.46 0.32 14.9 06-2004 06-2019