NIFTY MIDSMALL FINANCIAL SERVICES

Index type: Equity Mean-Variance Ratio (MVR): 2.24 Weighted mean CAGR by duration: 14.1 Mean CAGR: 17.51 Standard deviation CAGR: 7.82 Range for CAGR: 17.93

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -1.81 55.32 25.24 27.18
3 year 12.51 42.87 25.67 26.53
5 year -5.48 35.60 8.47 10.20
7 year 5.09 17.15 8.04 9.25
10 year 13.79 15.03 14.41 14.41

Rolling return for 1 year

Average return: 27.18
Min Max Min-Max Max-Min Standard Deviation Mean From To
41.87 35.17 53.81 24.68 10.57 38.88 03-2025 03-2026
40.84 36.79 55.32 24.04 11.16 39.25 02-2025 02-2026
39.34 30.1 47.93 22.54 9.56 34.98 01-2025 01-2026
27.9 25.59 34.49 19.43 5.39 26.85 12-2024 12-2025
30.94 32.2 41.04 22.73 6.49 31.73 11-2024 11-2025
18.92 23.09 31.92 10.96 7.56 21.22 10-2024 10-2025
14.14 13.2 20.79 6.97 4.9 13.78 09-2024 09-2025
24.84 21.47 34.11 13.07 7.54 23.37 08-2024 08-2025
24.15 29.12 34.8 18.92 5.88 26.75 07-2024 07-2025
38.16 32.46 50.34 21.73 10.32 35.67 06-2024 06-2025
18.73 25.09 34.86 10.12 9.04 22.2 05-2024 05-2025
4.27 18.08 25.4 -1.81 10.79 11.48 04-2024 04-2025

Rolling return for 3 year

Average return: 26.53
Min Max Min-Max Max-Min Standard Deviation Mean From To
34.68 34.06 38.36 30.5 2.79 34.4 03-2023 03-2026
33.71 35.68 38.14 31.33 2.51 34.72 02-2023 02-2026
34.55 33.67 37.26 31.03 2.22 34.13 01-2023 01-2026
34.99 32.87 37.27 30.67 2.45 33.95 12-2022 12-2025
34.58 35.13 37.96 31.83 2.18 34.88 11-2022 11-2025
33.48 35.27 38.17 30.68 2.72 34.4 10-2022 10-2025
33.13 30.63 35.67 28.19 2.79 31.91 09-2022 09-2025
31.42 32.53 34.6 29.41 1.88 31.99 08-2022 08-2025
37.07 36.61 40.88 32.92 2.82 36.87 07-2022 07-2025
38.91 37.5 42.87 33.68 3.29 38.24 06-2022 06-2025
31.49 31.56 37.19 26.09 3.92 31.58 05-2022 05-2025
21.47 26.57 29.18 19.02 4.02 24.06 04-2022 04-2025
23.84 25.52 29.29 20.23 3.26 24.72 03-2022 03-2025
23.81 21.38 29.17 16.35 4.61 22.68 02-2022 02-2025
21.69 23.52 27.01 18.34 3.13 22.64 01-2022 01-2025
26.27 24.16 29.18 21.36 2.86 25.24 12-2021 12-2024
21.87 19.51 24.53 16.96 2.8 20.72 11-2021 11-2024
21.02 21.12 23.84 18.35 1.94 21.08 10-2021 10-2024
22.94 23.66 25.62 21.02 1.65 23.31 09-2021 09-2024
21.4 21.22 25.47 17.28 2.9 21.34 08-2021 08-2024
19.47 19.48 21.2 17.77 1.21 19.48 07-2021 07-2024
15.8 18.38 20.79 13.48 2.74 17.11 06-2021 06-2024
19.6 19.42 22.64 16.46 2.19 19.53 05-2021 05-2024
21.09 19.18 23.54 16.82 2.47 20.16 04-2021 04-2024
16.17 15.99 19.76 12.51 2.56 16.11 03-2021 03-2024
21.23 17.94 23.38 15.88 2.9 19.61 02-2021 02-2024
22.97 21.24 25.18 19.1 2.23 22.12 01-2021 01-2024
23.71 22.8 25.98 20.6 1.93 23.27 12-2020 12-2023
25.72 22.44 30.72 17.76 4.73 24.16 11-2020 11-2023
27.59 28.12 30.68 25.1 1.98 27.87 10-2020 10-2023
30.21 27.13 32.56 24.87 2.93 28.69 09-2020 09-2023
27.46 22.89 29.56 20.9 3.46 25.2 08-2020 08-2023
26.43 25.47 28.57 23.38 1.87 25.96 07-2020 07-2023
28.89 24.5 32.21 21.38 4.13 26.74 06-2020 06-2023
30.78 28.82 33.24 26.44 2.5 29.82 05-2020 05-2023
28.98 23.88 31.93 21.11 4.23 26.48 04-2020 04-2023

Rolling return for 5 year

Average return: 10.2
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.09 18.73 21.03 16.83 1.49 18.92 03-2021 03-2026
21.18 20.28 23.58 17.95 2.02 20.75 02-2021 02-2026
23.67 22.78 25.16 21.32 1.39 23.23 01-2021 01-2026
24.73 24.08 25.99 22.84 1.14 24.41 12-2020 12-2025
28.55 25.45 30.47 23.59 2.67 27.02 11-2020 11-2025
27.92 29.07 30.61 26.42 1.54 28.5 10-2020 10-2025
28.7 26.94 30.17 25.51 1.76 27.83 09-2020 09-2025
28.35 26.14 30.2 24.35 2.21 27.26 08-2020 08-2025
29.01 29.24 31.15 27.13 1.42 29.13 07-2020 07-2025
32.7 30.18 34.96 28 2.62 31.46 06-2020 06-2025
32.19 32.88 35.6 29.53 2.16 32.55 05-2020 05-2025
29.76 29.65 34.64 24.95 3.43 29.75 04-2020 04-2025
28.51 16.4 31.88 13.43 7.8 22.55 03-2020 03-2025
14.12 15.24 17.06 12.35 1.71 14.69 02-2020 02-2025
14.66 16.28 17.64 13.33 1.63 15.48 01-2020 01-2025
17.2 17.72 18.81 16.12 0.97 17.46 12-2019 12-2024
16.81 16.37 18.34 14.88 1.23 16.6 11-2019 11-2024
18.96 18.92 20.61 17.29 1.17 18.95 10-2019 10-2024
18.52 17.84 20.07 16.32 1.35 18.19 09-2019 09-2024
15.76 16.6 18.07 14.31 1.36 16.19 08-2019 08-2024
15.25 12.17 16.24 11.21 2.09 13.72 07-2019 07-2024
9.69 10.85 12.5 8.08 1.62 10.28 06-2019 06-2024
11.21 10.63 12.89 8.97 1.4 10.93 05-2019 05-2024
10.39 10.42 11.72 9.1 0.93 10.41 04-2019 04-2024
10.34 9.73 12.37 7.75 1.65 10.05 03-2019 03-2024
13.36 13.31 14.56 12.12 0.86 13.34 02-2019 02-2024
11.88 11.35 13.08 10.16 1.05 11.62 01-2019 01-2024
11.93 10.76 13.15 9.56 1.33 11.35 12-2018 12-2023
8.5 10.29 11.07 7.75 1.33 9.4 11-2018 11-2023
10.07 9.54 11.66 7.98 1.31 9.81 10-2018 10-2023
8.44 5.04 9.61 3.92 2.34 6.75 09-2018 09-2023
3.27 3.67 4.29 2.66 0.59 3.47 08-2018 08-2023
3.82 3.54 4.87 2.51 0.84 3.68 07-2018 07-2023
1.75 1.82 3.32 0.28 1.08 1.79 06-2018 06-2023
0.12 -0.19 1.24 -1.3 0.9 -0.03 05-2018 05-2023
-1.2 -1.55 0.15 -2.87 1.07 -1.37 04-2018 04-2023
-1.15 -0.46 0.74 -2.33 1.11 -0.8 03-2018 03-2023
-1.15 -1.36 -0.08 -2.42 0.83 -1.25 02-2018 02-2023
-2.02 -1.77 -0.45 -3.32 1.02 -1.89 01-2018 01-2023
-2.24 -1.15 -0.32 -3.06 1.04 -1.69 12-2017 12-2022
-2.86 -2.62 -1.64 -3.83 0.78 -2.74 11-2017 11-2022
-3.88 -3.57 -2.65 -4.78 0.76 -3.72 10-2017 10-2022
-3.69 -2.95 -1.48 -5.13 1.32 -3.31 09-2017 09-2022
-2.11 -2.55 -1.2 -3.45 0.81 -2.33 08-2017 08-2022
-4.24 -3.71 -2.45 -5.47 1.08 -3.97 07-2017 07-2022
-4.64 -3.28 -2.42 -5.48 1.18 -3.96 06-2017 06-2022
-3.01 -2.16 -0.54 -4.59 1.46 -2.58 05-2017 05-2022
-0.63 -0.74 0.6 -1.95 0.9 -0.68 04-2017 04-2022
-0.85 -0.63 0.92 -2.37 1.17 -0.73 03-2017 03-2022
0.45 3.18 4.27 -0.6 1.97 1.82 02-2017 02-2022
4.92 4.55 6.69 2.82 1.37 4.75 01-2017 01-2022
5.61 5.7 8.15 3.22 1.74 5.67 12-2016 12-2021
5.24 4.11 7.87 1.57 2.26 4.7 11-2016 11-2021
3.1 3.43 4.48 2.06 0.86 3.27 10-2016 10-2021
3.54 3.48 4.53 2.51 0.71 3.51 09-2016 09-2021
3.42 4 5.59 1.87 1.33 3.72 08-2016 08-2021
6.09 5.52 7 4.62 0.87 5.81 07-2016 07-2021
7.29 7.32 8.6 6.03 0.91 7.31 06-2016 06-2021
7.12 7.36 8.84 5.66 1.13 7.25 05-2016 05-2021
7.53 8.23 9.87 5.92 1.42 7.89 04-2016 04-2021

Rolling return for 7 year

Average return: 9.25
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.98 13.36 15.3 12.06 1.17 13.68 03-2019 03-2026
15.52 16.23 17.15 14.62 0.93 15.88 02-2019 02-2026
15.41 15.12 16.4 14.14 0.81 15.27 01-2019 01-2026
15.85 14.92 16.69 14.1 0.97 15.39 12-2018 12-2025
14.97 15.62 16.2 14.4 0.68 15.3 11-2018 11-2025
15.03 15.16 16.75 13.46 1.16 15.1 10-2018 10-2025
13.31 10.81 14.23 9.91 1.76 12.07 09-2018 09-2025
10.22 10.88 11.35 9.75 0.61 10.55 08-2018 08-2025
11.43 11.72 12.74 10.42 0.83 11.58 07-2018 07-2025
11.15 11.34 12.5 10 0.89 11.25 06-2018 06-2025
8.89 9.77 10.89 7.79 1.14 9.34 05-2018 05-2025
7.08 8.61 9.94 5.78 1.57 7.85 04-2018 04-2025
7.18 8.25 9.18 6.27 1.1 7.72 03-2018 03-2025
6.96 7.92 8.92 5.98 1.09 7.45 02-2018 02-2025
6.74 7.68 8.72 5.73 1.11 7.22 01-2018 01-2025
8.03 8.44 9.09 7.38 0.62 8.23 12-2017 12-2024
7.05 7.27 8.04 6.28 0.63 7.16 11-2017 11-2024
7.33 7.67 8.4 6.61 0.64 7.5 10-2017 10-2024
7.99 7.84 9 6.84 0.77 7.92 09-2017 09-2024
7.27 7.74 8.8 6.22 0.93 7.51 08-2017 08-2024
7.61 7.27 8.27 6.62 0.6 7.44 07-2017 07-2024
6.26 7.52 8.2 5.59 1.02 6.89 06-2017 06-2024
7.36 7.25 8.52 6.1 0.86 7.31 05-2017 05-2024
7.56 7.46 8.49 6.54 0.69 7.51 04-2017 04-2024
7.78 8 9.19 6.6 0.92 7.89 03-2017 03-2024
9.3 9.31 10.13 8.48 0.58 9.3 02-2017 02-2024
10.81 10.06 11.66 9.22 0.9 10.44 01-2017 01-2024
11.34 10.39 12.21 9.53 1.01 10.87 12-2016 12-2023
8.16 7.24 9.99 5.46 1.63 7.71 11-2016 11-2023
5.85 6.17 6.93 5.09 0.66 6.01 10-2016 10-2023
6.74 6.79 7.56 5.97 0.56 6.76 09-2016 09-2023
6.67 6.26 7.42 5.52 0.69 6.47 08-2016 08-2023
7.03 6.73 7.8 5.97 0.66 6.88 07-2016 07-2023
6.83 7.08 7.99 5.92 0.74 6.96 06-2016 06-2023
6.82 6.63 7.68 5.79 0.67 6.73 05-2016 05-2023
6.48 6.37 7.52 5.34 0.77 6.43 04-2016 04-2023
6.28 7.31 7.73 5.87 0.75 6.8 03-2016 03-2023

Rolling return for 10 year

Average return: 14.41
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.1 14.72 15.03 13.79 0.49 14.41 03-2016 03-2026