NIFTY MIDSMALL HEALTHCARE

Index type: Equity Mean-Variance Ratio (MVR): 3.45 Weighted mean CAGR by duration: 17.48 Mean CAGR: 16.45 Standard deviation CAGR: 4.77 Range for CAGR: 11.6

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -9.59 39.02 9.86 11.04
3 year 8.20 33.19 22.61 22.64
5 year 14.49 16.85 15.66 15.67

Rolling return for 1 year

Average return: 11.04
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.93 6.09 20.85 -0.86 8.05 9.75 03-2025 03-2026
9.61 5.89 21.11 -4.17 9.04 8.11 02-2025 02-2026
6.88 0.17 18.42 -9.59 10.19 3.97 01-2025 01-2026
1.18 0.11 5.51 -4 3.38 0.7 12-2024 12-2025
6.86 2.04 10.44 -1.26 4.47 4.52 11-2024 11-2025
5.84 3.93 10.12 -0.11 3.68 4.95 10-2024 10-2025
3.96 4.7 10.16 -1.2 4.03 4.41 09-2024 09-2025
14.19 8.94 19.65 3.97 5.85 11.69 08-2024 08-2025
21.2 18.83 29.79 10.97 6.71 20.2 07-2024 07-2025
31.09 20.25 39.02 13.39 9.84 25.94 06-2024 06-2025
19.62 20.59 27.22 13.39 4.9 20.2 05-2024 05-2025
13.11 22.37 29.98 6.49 8.93 17.99 04-2024 04-2025

Rolling return for 3 year

Average return: 22.64
Min Max Min-Max Max-Min Standard Deviation Mean From To
28.46 30.7 31.4 27.78 1.51 29.59 03-2023 03-2026
27.62 30.77 31.94 26.49 2.23 29.2 02-2023 02-2026
27.95 30.47 32.4 26.09 2.4 29.23 01-2023 01-2026
28.53 28.68 30.34 26.89 1.22 28.61 12-2022 12-2025
28.29 27.72 29.71 26.33 1.21 28.01 11-2022 11-2025
28.28 28.52 29.99 26.83 1.12 28.4 10-2022 10-2025
28.6 29.29 31.11 26.82 1.54 28.96 09-2022 09-2025
28.13 29.23 30.14 27.23 1.1 28.68 08-2022 08-2025
30.18 30.74 33.19 27.79 1.92 30.48 07-2022 07-2025
29.59 28.89 32.15 26.4 2.05 29.26 06-2022 06-2025
25.61 23.78 28.22 21.27 2.54 24.72 05-2022 05-2025
18.1 22.2 23.7 16.66 2.88 20.16 04-2022 04-2025
20.4 22.73 25.75 17.52 3.02 21.6 03-2022 03-2025
21.45 22.04 27.01 16.69 3.66 21.8 02-2022 02-2025
19.93 22.06 26.81 15.44 4.09 21.06 01-2022 01-2025
22.48 21.25 24.64 19.15 1.99 21.88 12-2021 12-2024
20.87 22.14 24.1 18.96 1.87 21.52 11-2021 11-2024
20.12 19.11 22.46 16.83 2.02 19.63 10-2021 10-2024
18.26 17.81 20.29 15.83 1.58 18.05 09-2021 09-2024
14.69 16.92 18.33 13.32 1.94 15.81 08-2021 08-2024
12.78 14.77 16.14 11.44 1.8 13.78 07-2021 07-2024
10.07 13.56 15.53 8.2 2.87 11.84 06-2021 06-2024
13.15 13.5 15.19 11.49 1.31 13.33 05-2021 05-2024
15.01 14.66 17.35 12.37 1.77 14.85 04-2021 04-2024
15.14 16.08 17.42 13.82 1.32 15.62 03-2021 03-2024

Rolling return for 5 year

Average return: 15.67
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.28 16.05 16.85 14.49 0.88 15.67 03-2021 03-2026