NIFTY MIDCAP150 QUALITY 50

Index type: Equity Mean-Variance Ratio (MVR): 2.21 Weighted mean CAGR by duration: 13.59 Mean CAGR: 11.72 Standard deviation CAGR: 5.29 Range for CAGR: 14.11

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -9.90 19.63 -0.99 1.22
3 year 4.76 26.92 14.43 14.86
5 year 6.69 25.56 15.68 15.33
7 year 8.90 16.84 13.71 13.58
10 year 12.86 14.33 13.59 13.59

Rolling return for 1 year

Average return: 1.22
Min Max Min-Max Max-Min Standard Deviation Mean From To
5.15 4.04 15.79 -5.52 7.55 4.87 03-2025 03-2026
10.71 3.65 18.39 -3.07 7.99 7.42 02-2025 02-2026
2.64 -1.79 10.47 -8.74 6.97 0.65 01-2025 01-2026
-2.83 -3.65 1.43 -7.69 3.24 -3.19 12-2024 12-2025
1.04 -1.97 4.87 -5.55 3.84 -0.4 11-2024 11-2025
-2.72 -5.91 1.34 -9.68 4.06 -4.24 10-2024 10-2025
-6.75 -3.94 -0.57 -9.9 3.45 -5.29 09-2024 09-2025
-2.46 -3.93 1.89 -8.03 3.55 -3.13 08-2024 08-2025
0.79 -1.42 5.19 -5.55 3.88 -0.25 07-2024 07-2025
14.56 2.06 19.63 -2.26 8.91 8.5 06-2024 06-2025
6.48 6.32 17.2 -3.41 7.29 6.65 05-2024 05-2025
-2.38 7.99 14.02 -7.53 8.46 3.02 04-2024 04-2025

Rolling return for 3 year

Average return: 14.86
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.28 13.46 15.95 9.87 2.19 12.89 03-2023 03-2026
13.11 14.42 15.66 11.89 1.41 13.77 02-2023 02-2026
13.22 14.59 16.02 11.82 1.56 13.91 01-2023 01-2026
14.5 12.85 16.15 11.25 1.83 13.69 12-2022 12-2025
13.52 13.86 14.94 12.46 0.89 13.7 11-2022 11-2025
13.35 13.1 14.91 11.57 1.18 13.23 10-2022 10-2025
12.86 12.55 15.3 10.17 1.82 12.72 09-2022 09-2025
12.89 12.25 14.55 10.63 1.4 12.58 08-2022 08-2025
17.57 15.41 19.26 13.78 2.08 16.51 07-2022 07-2025
18.6 16.17 20.33 14.51 2.23 17.4 06-2022 06-2025
14.49 13.99 18.21 10.41 2.76 14.28 05-2022 05-2025
6.54 10.33 12.19 4.76 2.95 8.46 04-2022 04-2025
9.58 10.14 13.56 6.28 2.58 9.89 03-2022 03-2025
9.82 9.76 14.8 5 3.47 9.84 02-2022 02-2025
10.01 10.38 14.41 6.14 2.93 10.23 01-2022 01-2025
12.6 12.34 14.55 10.43 1.46 12.48 12-2021 12-2024
10.92 10.9 13.44 8.43 1.77 10.92 11-2021 11-2024
11.53 11.71 14.32 8.98 1.89 11.63 10-2021 10-2024
13.61 13.25 14.92 11.95 1.06 13.43 09-2021 09-2024
13.6 14.44 15.85 12.22 1.32 14.03 08-2021 08-2024
14.22 14.9 16.72 12.43 1.54 14.57 07-2021 07-2024
11.73 15.42 17.8 9.47 3.22 13.61 06-2021 06-2024
13.72 14.93 17.47 11.25 2.24 14.34 05-2021 05-2024
13.68 14.32 15.75 12.27 1.25 14 04-2021 04-2024
12.71 13.3 15.18 10.86 1.54 13.01 03-2021 03-2024
15.64 15.08 17.3 13.45 1.38 15.37 02-2021 02-2024
15.98 15.34 17.5 13.85 1.31 15.67 01-2021 01-2024
16.16 16.27 18.27 14.2 1.44 16.22 12-2020 12-2023
18.51 16.38 21.04 13.95 2.62 17.47 11-2020 11-2023
18.21 19.41 20.71 16.93 1.4 18.82 10-2020 10-2023
20.29 19.73 22.38 17.69 1.67 20.02 09-2020 09-2023
20.7 18.63 22.83 16.58 2.33 19.68 08-2020 08-2023
20.77 21.07 22.86 19.01 1.37 20.93 07-2020 07-2023
21.33 20.83 23.07 19.13 1.4 21.09 06-2020 06-2023
22.45 22.29 24.48 20.29 1.48 22.38 05-2020 05-2023
24.93 19.63 26.92 17.75 3.74 22.31 04-2020 04-2023

Rolling return for 5 year

Average return: 15.33
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.1 10.13 11.23 8.03 1.19 9.62 03-2021 03-2026
11.37 11.59 12.88 10.1 0.99 11.49 02-2021 02-2026
11.83 12.23 13.49 10.59 1.04 12.04 01-2021 01-2026
13.54 13.35 14.52 12.39 0.76 13.45 12-2020 12-2025
16.67 14.81 17.54 13.96 1.43 15.75 11-2020 11-2025
16.72 16.91 17.68 15.96 0.61 16.82 10-2020 10-2025
16.95 16.91 18.46 15.42 1.07 16.94 09-2020 09-2025
18.21 16.78 19.25 15.77 1.33 17.5 08-2020 08-2025
19.75 19.73 20.78 18.71 0.73 19.74 07-2020 07-2025
20.75 20.47 21.8 19.43 0.84 20.61 06-2020 06-2025
20.65 21.69 22.99 19.37 1.33 21.18 05-2020 05-2025
20.45 19.92 24.25 16.26 2.83 20.22 04-2020 04-2025
22.9 16.49 25.56 14.02 4.67 19.74 03-2020 03-2025
14.49 15.84 17.57 12.8 1.75 15.17 02-2020 02-2025
16.57 17.63 19.34 14.89 1.62 17.11 01-2020 01-2025
18.83 19.48 20.06 18.26 0.68 19.16 12-2019 12-2024
18.18 19.05 19.79 17.45 0.88 18.62 11-2019 11-2024
20.05 19.99 21.85 18.22 1.28 20.03 10-2019 10-2024
22.35 20.93 23.2 20.1 1.21 21.64 09-2019 09-2024
21.86 22.49 23.3 21.05 0.83 22.17 08-2019 08-2024
21.22 20.84 22.8 19.28 1.25 21.04 07-2019 07-2024
16.82 19.41 20.59 15.67 1.97 18.12 06-2019 06-2024
17.14 17.98 19.45 15.7 1.36 17.57 05-2019 05-2024
14.92 15.57 16.18 14.32 0.7 15.25 04-2019 04-2024
14.87 15.18 16.38 13.69 0.96 15.03 03-2019 03-2024
16.77 16.64 17.77 15.64 0.75 16.7 02-2019 02-2024
16 15.66 16.91 14.76 0.77 15.83 01-2019 01-2024
15.37 15.13 16.62 13.89 0.97 15.25 12-2018 12-2023
13.64 14.41 15.09 12.97 0.8 14.03 11-2018 11-2023
14.23 14.06 15.68 12.64 1.08 14.15 10-2018 10-2023
13.43 12.38 14.61 11.23 1.25 12.91 09-2018 09-2023
10.97 11.42 12.14 10.26 0.68 11.2 08-2018 08-2023
11.26 11.28 12.42 10.14 0.81 11.28 07-2018 07-2023
10.9 11.03 11.85 10.09 0.62 10.97 06-2018 06-2023
9.48 9.17 10.57 8.09 0.88 9.33 05-2018 05-2023
7.74 7.93 8.77 6.91 0.66 7.84 04-2018 04-2023
7.84 8.66 9.25 7.26 0.76 8.25 03-2018 03-2023
9.06 8.42 9.77 7.72 0.76 8.74 02-2018 02-2023
7.61 7.48 8.41 6.69 0.61 7.55 01-2018 01-2023
8.75 8.92 10.65 7.05 1.27 8.84 12-2017 12-2022
10.81 10.1 11.44 9.48 0.74 10.46 11-2017 11-2022
12.1 11.86 13.17 10.8 0.84 11.98 10-2017 10-2022
12.72 13.17 14.36 11.54 1.01 12.95 09-2017 09-2022
13.7 13.81 15.09 12.43 0.94 13.76 08-2017 08-2022
10.65 12.54 12.84 10.35 1.11 11.59 07-2017 07-2022
10.62 12.41 12.98 10.07 1.21 11.52 06-2017 06-2022
11.97 13.3 14.44 10.86 1.35 12.64 05-2017 05-2022
14.17 14.61 15.32 13.46 0.68 14.39 04-2017 04-2022
14.03 14.66 16.14 12.58 1.28 14.35 03-2017 03-2022
14.84 17.03 17.97 13.92 1.63 15.94 02-2017 02-2022
17.76 19.1 20.32 16.56 1.41 18.44 01-2017 01-2022
19.29 19.42 20.68 18.04 0.93 19.36 12-2016 12-2021
19.87 18.45 21.52 16.85 1.73 19.17 11-2016 11-2021
17.56 18.78 19.2 17.15 0.84 18.17 10-2016 10-2021
18.02 18.36 19.07 17.32 0.63 18.19 09-2016 09-2021
17.91 17.43 18.77 16.57 0.8 17.67 08-2016 08-2021
18.1 18.21 19.23 17.1 0.75 18.16 07-2016 07-2021
17.51 18.15 18.95 16.71 0.82 17.83 06-2016 06-2021
17.01 17.58 18.56 16.05 0.91 17.3 05-2016 05-2021
17.05 16.68 17.92 15.81 0.76 16.87 04-2016 04-2021

Rolling return for 7 year

Average return: 13.58
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.63 12.34 13.18 10.8 0.88 11.99 03-2019 03-2026
13.36 13.66 14.45 12.58 0.67 13.51 02-2019 02-2026
13.01 13.33 14.21 12.15 0.74 13.18 01-2019 01-2026
13.72 13.38 14.42 12.68 0.63 13.55 12-2018 12-2025
13.74 13.86 14.34 13.26 0.38 13.8 11-2018 11-2025
14.31 13.84 14.98 13.17 0.66 14.07 10-2018 10-2025
13.05 12.5 14.09 11.48 0.94 12.78 09-2018 09-2025
11.98 12.17 12.68 11.47 0.43 12.07 08-2018 08-2025
13.22 13.08 13.91 12.4 0.54 13.15 07-2018 07-2025
13.4 13.5 14.1 12.8 0.46 13.45 06-2018 06-2025
11.86 12.37 13.4 10.84 0.92 12.12 05-2018 05-2025
9.51 11.34 11.96 8.9 1.26 10.43 04-2018 04-2025
10.12 11.38 11.82 9.69 0.87 10.75 03-2018 03-2025
10.54 11.67 12.66 9.57 1.16 11.11 02-2018 02-2025
10.72 11.91 12.59 10.04 0.99 11.32 01-2018 01-2025
12.98 12.54 13.82 11.72 0.76 12.77 12-2017 12-2024
13.45 13.56 14.55 12.47 0.74 13.51 11-2017 11-2024
14.94 15.2 16.17 13.98 0.78 15.07 10-2017 10-2024
15.88 15.58 16.45 15.01 0.52 15.73 09-2017 09-2024
15.86 15.91 16.84 14.94 0.67 15.89 08-2017 08-2024
15.09 15.94 16.16 14.87 0.55 15.52 07-2017 07-2024
13.41 15.59 16.01 13 1.31 14.5 06-2017 06-2024
13.86 14.64 15.46 13.05 0.9 14.25 05-2017 05-2024
13.34 13.71 14.22 12.84 0.51 13.53 04-2017 04-2024
13.79 13.81 14.85 12.75 0.74 13.8 03-2017 03-2024
14.9 14.94 15.6 14.24 0.48 14.92 02-2017 02-2024
15.61 15.42 16.26 14.77 0.53 15.52 01-2017 01-2024
15.75 15.77 16.64 14.88 0.62 15.76 12-2016 12-2023
14.8 13.75 15.84 12.72 1.16 14.28 11-2016 11-2023
12.71 13.44 13.72 12.42 0.53 13.07 10-2016 10-2023
13.93 14.29 14.77 13.45 0.48 14.11 09-2016 09-2023
13.87 13.8 14.73 12.95 0.63 13.84 08-2016 08-2023
13.78 13.92 14.62 13.08 0.55 13.85 07-2016 07-2023
13.92 14.06 14.62 13.37 0.44 13.99 06-2016 06-2023
13.76 13.9 14.57 13.09 0.53 13.83 05-2016 05-2023
13.47 13.38 14.25 12.62 0.58 13.43 04-2016 04-2023
13.64 14.16 14.7 13.11 0.59 13.9 03-2016 03-2023

Rolling return for 10 year

Average return: 13.59
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.23 13.95 14.33 12.86 0.58 13.59 03-2016 03-2026