NIFTY MIDCAP 50

Index type: Equity Mean-Variance Ratio (MVR): 2.8 Weighted mean CAGR by duration: 19.03 Mean CAGR: 18.2 Standard deviation CAGR: 6.51 Range for CAGR: 20.36

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -7.67 29.34 6.06 7.42
3 year 15.30 43.58 27.20 27.78
5 year 7.91 39.21 18.64 20.09
7 year 13.50 21.86 17.77 17.81
10 year 16.87 18.91 17.89 17.89

Rolling return for 1 year

Average return: 7.42
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.96 11.9 25.85 2.21 8.43 13.73 03-2025 03-2026
19.43 13.83 29.34 5.11 8.8 16.93 02-2025 02-2026
14.28 7.81 23.89 -0.56 8.95 11.36 01-2025 01-2026
7.42 5.26 11.8 1.14 3.85 6.41 12-2024 12-2025
12.25 8.91 17.23 4.28 4.73 10.67 11-2024 11-2025
4.39 0.86 12.29 -6.24 6.67 2.82 10-2024 10-2025
-2.97 -2.16 2.82 -7.67 3.72 -2.5 09-2024 09-2025
0.54 -1.71 5.4 -6.25 4.2 -0.5 08-2024 08-2025
5.42 1.48 10.91 -3.55 5.3 3.57 07-2024 07-2025
19.86 6.71 27.05 0.67 10.43 13.57 06-2024 06-2025
8.27 8.48 18.25 -0.67 6.69 8.58 05-2024 05-2025
-0.86 9.21 16.49 -7.06 9.06 4.45 04-2024 04-2025

Rolling return for 3 year

Average return: 27.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.03 23.89 26.8 20.21 2.35 23.48 03-2023 03-2026
24.36 25.43 27.71 22.14 2.01 24.91 02-2023 02-2026
24.62 25.6 28.02 22.27 2.06 25.13 01-2023 01-2026
26.35 24.41 28.04 22.77 1.99 25.39 12-2022 12-2025
25.37 25.36 27.2 23.56 1.29 25.37 11-2022 11-2025
24.77 25.34 27.85 22.32 1.97 25.07 10-2022 10-2025
24.86 23.42 27.3 21.06 2.26 24.16 09-2022 09-2025
24.71 24.28 26.69 22.34 1.55 24.5 08-2022 08-2025
30.66 27.43 32.89 25.29 2.92 29.07 07-2022 07-2025
31.75 28.74 34.33 26.27 3.04 30.27 06-2022 06-2025
26.76 25.44 30.54 21.81 3.12 26.14 05-2022 05-2025
17.95 21.67 24.47 15.3 3.5 19.85 04-2022 04-2025
22.19 22.13 27.07 17.44 3.41 22.21 03-2022 03-2025
22 21.08 27.31 16.04 4 21.61 02-2022 02-2025
21.45 22.13 27.21 16.6 3.76 21.85 01-2022 01-2025
26.05 23.92 28.61 21.46 2.64 25.01 12-2021 12-2024
22.95 20.98 26.01 18.04 2.9 22 11-2021 11-2024
22.97 22.66 27.45 18.35 3.22 22.86 10-2021 10-2024
29.44 27 31.6 24.91 2.52 28.24 09-2021 09-2024
29.92 28.88 32.99 25.91 2.53 29.42 08-2021 08-2024
27.45 29.32 31.29 25.55 2.13 28.4 07-2021 07-2024
23.13 27.36 30.5 20.16 3.95 25.29 06-2021 06-2024
27.39 27.19 31.11 23.59 2.66 27.32 05-2021 05-2024
28.39 26.77 31.18 24.08 2.57 27.6 04-2021 04-2024
25.67 25.05 29.65 21.21 2.99 25.4 03-2021 03-2024
31.12 26.56 33.48 24.32 3.62 28.87 02-2021 02-2024
30.02 27.97 32.38 25.69 2.47 29.02 01-2021 01-2024
31.79 30.26 34.92 27.24 2.77 31.05 12-2020 12-2023
33.44 29.93 38.1 25.54 4.61 31.75 11-2020 11-2023
33.56 34.81 37.18 31.25 2.14 34.2 10-2020 10-2023
36.88 34.68 39.43 32.22 2.67 35.8 09-2020 09-2023
35.64 32.06 38.63 29.21 3.56 33.88 08-2020 08-2023
35.33 35.5 38.54 32.36 2.19 35.43 07-2020 07-2023
36.46 33.35 39.22 30.7 3.21 34.93 06-2020 06-2023
37.99 36.67 40.75 34 2.43 37.35 05-2020 05-2023
40.76 33.71 43.58 31.08 5.07 37.28 04-2020 04-2023

Rolling return for 5 year

Average return: 20.09
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.73 18.3 20.9 16.18 1.68 18.53 03-2021 03-2026
21.95 20.01 23.91 18.12 2.16 21 02-2021 02-2026
22.47 21.96 24.46 20 1.59 22.22 01-2021 01-2026
25.7 24.06 26.7 23.07 1.41 24.88 12-2020 12-2025
29.22 25.66 30.34 24.57 2.4 27.45 11-2020 11-2025
28.53 29.06 30.42 27.19 1.16 28.8 10-2020 10-2025
29.36 28.18 30.87 26.7 1.53 28.78 09-2020 09-2025
30 27.47 31.24 26.27 1.97 28.74 08-2020 08-2025
31.64 31.23 32.98 29.9 1.1 31.44 07-2020 07-2025
33.5 31.61 35.06 30.09 1.88 32.56 06-2020 06-2025
33.98 33.98 36.36 31.64 1.67 33.99 05-2020 05-2025
34.36 32.96 38.77 28.74 3.58 33.71 04-2020 04-2025
35.98 26.35 39.21 23.41 6.54 31.24 03-2020 03-2025
24.49 24.88 27.71 21.73 2.12 24.7 02-2020 02-2025
25.16 26.29 28.69 22.83 2.11 25.74 01-2020 01-2025
28.34 28.6 29.9 27.06 1.01 28.48 12-2019 12-2024
26.93 27.43 28.81 25.56 1.16 27.18 11-2019 11-2024
29.48 29.51 32.29 26.75 1.96 29.51 10-2019 10-2024
31.48 29.85 32.79 28.57 1.6 30.67 09-2019 09-2024
30.8 30.79 32.65 28.97 1.3 30.8 08-2019 08-2024
29.3 27.48 31.62 25.23 2.35 28.41 07-2019 07-2024
22.95 25.64 27.32 21.33 2.32 24.31 06-2019 06-2024
24.67 24.24 26.84 22.11 1.68 24.46 05-2019 05-2024
22.6 22.68 24.2 21.11 1.09 22.65 04-2019 04-2024
22.66 22.55 24.98 20.28 1.66 22.62 03-2019 03-2024
24.95 24.31 26.29 22.99 1.19 24.63 02-2019 02-2024
23.04 22.53 24.37 21.21 1.13 22.79 01-2019 01-2024
22.28 21.45 24.02 19.75 1.54 21.88 12-2018 12-2023
18.56 20.21 21.02 17.76 1.29 19.39 11-2018 11-2023
20.31 19.86 22.26 17.95 1.53 20.1 10-2018 10-2023
19.53 16.95 20.86 15.67 2.05 18.25 09-2018 09-2023
16.4 15.98 17.93 14.47 1.23 16.2 08-2018 08-2023
16.49 16.62 18.14 14.99 1.11 16.56 07-2018 07-2023
15.01 14.73 16.4 13.35 1.08 14.87 06-2018 06-2023
13.09 11.77 14.44 10.45 1.49 12.44 05-2018 05-2023
11.11 10.4 12.44 9.09 1.21 10.76 04-2018 04-2023
11.31 10.95 12.87 9.41 1.23 11.13 03-2018 03-2023
11.73 10.31 12.95 9.12 1.44 11.03 02-2018 02-2023
9.54 9.16 10.8 7.91 1.03 9.35 01-2018 01-2023
10.43 10.35 12.35 8.47 1.37 10.4 12-2017 12-2022
11.19 10.81 12.16 9.85 0.83 11 11-2017 11-2022
11.73 11.07 13.07 9.75 1.2 11.4 10-2017 10-2022
11.96 12.13 14.06 10.06 1.42 12.05 09-2017 09-2022
12.97 12.22 14.28 10.94 1.21 12.6 08-2017 08-2022
9.8 11.21 12.6 8.45 1.55 10.52 07-2017 07-2022
9.52 11.22 12.35 8.42 1.51 10.38 06-2017 06-2022
11 11.56 13.69 8.92 1.7 11.29 05-2017 05-2022
13.02 13.15 14.58 11.62 1.05 13.09 04-2017 04-2022
12.15 13.26 14.85 10.6 1.55 12.71 03-2017 03-2022
13.92 15.4 17.4 11.98 1.99 14.67 02-2017 02-2022
16.74 17.69 19.62 14.85 1.72 17.23 01-2017 01-2022
17.62 18.18 20.27 15.58 1.67 17.91 12-2016 12-2021
17.96 16.94 20.88 14.12 2.42 17.48 11-2016 11-2021
15.48 17.06 18.17 14.41 1.44 16.28 10-2016 10-2021
14.4 15.32 16.87 12.88 1.45 14.87 09-2016 09-2021
14.61 14.85 16.79 12.71 1.45 14.74 08-2016 08-2021
16.17 15.86 17.22 14.82 0.86 16.02 07-2016 07-2021
17.07 16.95 18.79 15.25 1.25 17.02 06-2016 06-2021
15.57 16.32 17.69 14.23 1.25 15.95 05-2016 05-2021
15.1 15.49 17.48 13.15 1.54 15.3 04-2016 04-2021

Rolling return for 7 year

Average return: 17.81
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.6 18.47 20.15 16.95 1.13 18.54 03-2019 03-2026
20.29 20.3 21.66 18.94 0.96 20.3 02-2019 02-2026
19.76 19.87 21.15 18.49 0.94 19.82 01-2019 01-2026
20.77 19.66 21.47 18.98 0.96 20.22 12-2018 12-2025
19.85 20.02 20.59 19.27 0.47 19.93 11-2018 11-2025
20.6 20.15 21.86 18.91 1.06 20.38 10-2018 10-2025
19.34 17.54 20.33 16.57 1.47 18.45 09-2018 09-2025
17.97 17.36 18.77 16.57 0.81 17.67 08-2018 08-2025
19.21 18.97 20.08 18.11 0.7 19.09 07-2018 07-2025
18.89 18.65 19.89 17.67 0.79 18.77 06-2018 06-2025
17.21 16.71 18.7 15.25 1.23 16.97 05-2018 05-2025
14.99 16.14 17.67 13.5 1.53 15.58 04-2018 04-2025
15.66 16.18 17.62 14.25 1.21 15.93 03-2018 03-2025
15.87 16.03 18.01 13.93 1.44 15.96 02-2018 02-2025
15.07 16.13 17.37 13.84 1.3 15.6 01-2018 01-2025
17.45 16.96 18.47 15.96 0.9 17.21 12-2017 12-2024
16.9 17.12 18.14 15.89 0.8 17.01 11-2017 11-2024
18.29 18.59 20.12 16.79 1.18 18.45 10-2017 10-2024
19.74 19.13 20.59 18.29 0.84 19.44 09-2017 09-2024
19.84 19.48 21.04 18.29 0.98 19.66 08-2017 08-2024
18.99 19.44 20.51 17.94 0.92 19.22 07-2017 07-2024
17.03 19.12 19.98 16.19 1.53 18.08 06-2017 06-2024
17.92 17.78 19.38 16.34 1.08 17.86 05-2017 05-2024
17.28 17.32 18.37 16.24 0.75 17.3 04-2017 04-2024
17.7 18.11 19.29 16.54 0.98 17.91 03-2017 03-2024
19.49 18.93 20.41 18.03 0.86 19.21 02-2017 02-2024
19.8 19.33 20.72 18.41 0.83 19.56 01-2017 01-2024
19.76 19.47 20.97 18.27 0.96 19.62 12-2016 12-2023
17.77 16.73 19.52 15.02 1.63 17.26 11-2016 11-2023
15.3 15.85 16.62 14.53 0.76 15.57 10-2016 10-2023
16.54 16.35 17.46 15.43 0.72 16.45 09-2016 09-2023
16.6 16.3 17.7 15.21 0.89 16.45 08-2016 08-2023
16.4 16.6 17.58 15.43 0.76 16.5 07-2016 07-2023
16.7 16.4 17.71 15.41 0.82 16.55 06-2016 06-2023
15.9 15.91 16.88 14.93 0.69 15.91 05-2016 05-2023
15.24 14.81 16.22 13.84 0.86 15.03 04-2016 04-2023
15.68 15.47 16.84 14.33 0.89 15.58 03-2016 03-2023

Rolling return for 10 year

Average return: 17.89
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.84 17.94 18.91 16.87 0.72 17.89 03-2016 03-2026