NIFTY MIDSMALL INDIA CONSUMPTION

Index type: Equity Mean-Variance Ratio (MVR): 2.18 Weighted mean CAGR by duration: 16.65 Mean CAGR: 15.14 Standard deviation CAGR: 6.96 Range for CAGR: 20.6

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -18.40 23.70 1.21 2.22
3 year 14.31 32.27 22.52 22.82
5 year 7.89 33.56 17.80 18.83
7 year 12.65 20.42 17.03 16.80
10 year 14.26 15.82 15.04 15.04

Rolling return for 1 year

Average return: 2.22
Min Max Min-Max Max-Min Standard Deviation Mean From To
-2.91 -5.15 6.04 -13.16 6.84 -3.79 03-2025 03-2026
0.19 -3.39 10.12 -12.1 7.96 -1.3 02-2025 02-2026
-4.12 -7.74 8.4 -18.4 9.57 -5.46 01-2025 01-2026
-6.75 -7.26 -2.37 -11.42 3.21 -6.95 12-2024 12-2025
2.03 0.76 5.63 -2.67 2.97 1.44 11-2024 11-2025
-0.24 -1.43 5.33 -6.64 4.25 -0.74 10-2024 10-2025
-2.73 -3.25 2.78 -8.44 3.97 -2.91 09-2024 09-2025
4.71 1.15 9.59 -3.36 4.75 3.02 08-2024 08-2025
4.94 5.63 9.46 1.27 2.91 5.33 07-2024 07-2025
14.98 5.83 21.17 0.42 8.02 10.6 06-2024 06-2025
13.08 15.01 22.67 6.02 5.93 14.2 05-2024 05-2025
8.01 17.99 23.7 3.03 8.12 13.18 04-2024 04-2025

Rolling return for 3 year

Average return: 22.82
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.27 19.52 20.76 16.06 1.84 18.4 03-2023 03-2026
18.5 20.64 22.29 16.9 2.05 19.58 02-2023 02-2026
18.44 20.83 23.38 15.99 2.75 19.66 01-2023 01-2026
20.6 19.39 22.46 17.57 1.78 20.01 12-2022 12-2025
20.55 19.86 21.94 18.49 1.24 20.21 11-2022 11-2025
20.06 20.54 22.25 18.37 1.38 20.3 10-2022 10-2025
19.81 19.95 22.03 17.77 1.51 19.89 09-2022 09-2025
20.81 20.91 22.66 19.09 1.26 20.87 08-2022 08-2025
26.18 23.73 27.97 22 2.28 24.97 07-2022 07-2025
26.74 24.99 28.97 22.82 2.26 25.88 06-2022 06-2025
23.68 21.9 27.08 18.64 3.05 22.82 05-2022 05-2025
16.64 20.26 22.03 14.95 2.81 18.47 04-2022 04-2025
19.93 20.28 24.47 15.89 3.04 20.14 03-2022 03-2025
19.27 19.5 24.59 14.4 3.6 19.44 02-2022 02-2025
18.22 20.62 24.75 14.31 3.79 19.48 01-2022 01-2025
21.89 21.16 23.99 19.11 1.74 21.54 12-2021 12-2024
18.59 17.8 20.47 15.97 1.62 18.21 11-2021 11-2024
20.15 19.17 22.84 16.56 2.25 19.68 10-2021 10-2024
25.35 23.64 27.91 21.17 2.46 24.52 09-2021 09-2024
24.34 25.39 27.71 22.08 2.02 24.88 08-2021 08-2024
25.03 24.91 26.52 23.44 1.09 24.97 07-2021 07-2024
22.02 25.01 27.66 19.49 3.08 23.54 06-2021 06-2024
23.21 23.62 25.89 20.99 1.74 23.43 05-2021 05-2024
24 23.65 25.97 21.72 1.51 23.84 04-2021 04-2024
20.62 20.33 23.3 17.72 1.98 20.49 03-2021 03-2024
22.3 22.1 24.19 20.24 1.4 22.21 02-2021 02-2024
22.28 22.59 24.45 20.45 1.42 22.44 01-2021 01-2024
24.51 23.3 26.41 21.45 1.81 23.92 12-2020 12-2023
24.98 24.66 29.11 20.67 2.99 24.86 11-2020 11-2023
24.49 25.3 26.87 22.95 1.42 24.9 10-2020 10-2023
26.53 26.13 28.51 24.18 1.54 26.34 09-2020 09-2023
28.46 25.45 30.16 23.81 2.48 26.97 08-2020 08-2023
28.26 28.88 31.05 26.14 1.75 28.58 07-2020 07-2023
28.65 27.7 31.11 25.31 2.08 28.19 06-2020 06-2023
29.25 29.8 32.09 27.01 1.81 29.54 05-2020 05-2023
30.99 25.77 32.27 24.55 3.29 28.4 04-2020 04-2023

Rolling return for 5 year

Average return: 18.83
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.44 14.79 16.48 12.79 1.31 14.62 03-2021 03-2026
15.32 16.33 17.52 14.16 1.24 15.83 02-2021 02-2026
15.99 17.8 18.87 14.94 1.53 16.9 01-2021 01-2026
19.9 19.22 21.01 18.13 1.05 19.57 12-2020 12-2025
23.47 21.74 24.33 20.9 1.36 22.61 11-2020 11-2025
23.72 24.14 25.08 22.8 0.82 23.93 10-2020 10-2025
24.16 24.13 25.54 22.77 0.98 24.15 09-2020 09-2025
26.14 24.51 27.3 23.38 1.5 25.33 08-2020 08-2025
27.79 27.59 28.87 26.52 0.83 27.69 07-2020 07-2025
28.58 27.89 29.93 26.56 1.22 28.24 06-2020 06-2025
29.56 30.31 31.69 28.21 1.26 29.94 05-2020 05-2025
29.98 29.58 33.56 26.11 2.64 29.81 04-2020 04-2025
30.32 24.49 33.26 21.74 4.57 27.45 03-2020 03-2025
21.82 23.17 25.05 19.99 1.85 22.51 02-2020 02-2025
23.23 25.07 27.27 21.1 2.28 24.17 01-2020 01-2025
26.23 26.88 27.54 25.58 0.73 26.56 12-2019 12-2024
24.72 25.07 25.9 23.9 0.72 24.9 11-2019 11-2024
26.69 25.85 28.38 24.19 1.51 26.28 10-2019 10-2024
28.34 27.16 29.9 25.63 1.57 27.76 09-2019 09-2024
27.35 28.27 29.41 26.23 1.17 27.82 08-2019 08-2024
27.5 26.57 28.41 25.68 1.02 27.04 07-2019 07-2024
23.63 25.93 27.03 22.57 1.77 24.79 06-2019 06-2024
23.73 23.84 25.33 22.26 1.09 23.79 05-2019 05-2024
22.03 22.35 23.19 21.2 0.71 22.19 04-2019 04-2024
20.93 21.31 22.54 19.73 1 21.13 03-2019 03-2024
22.51 21.94 23.64 20.82 1.02 22.23 02-2019 02-2024
20.92 20.85 22.2 19.58 0.93 20.89 01-2019 01-2024
20.19 19.91 21.29 18.83 0.88 20.05 12-2018 12-2023
17.63 19.01 19.95 16.71 1.25 18.32 11-2018 11-2023
18.27 17.9 19.63 16.57 1.09 18.09 10-2018 10-2023
17.14 15.17 18.24 14.09 1.62 16.16 09-2018 09-2023
15.17 14.21 16.08 13.32 1.03 14.7 08-2018 08-2023
15.04 15.46 16.53 13.98 0.91 15.25 07-2018 07-2023
13.62 14.09 14.92 12.8 0.77 13.86 06-2018 06-2023
12.19 12.09 13.66 10.64 1.07 12.14 05-2018 05-2023
10.56 10.44 11.21 9.79 0.5 10.5 04-2018 04-2023
10.74 10.29 11.43 9.61 0.66 10.52 03-2018 03-2023
10.4 9.9 11.3 9.01 0.83 10.15 02-2018 02-2023
9.15 9.25 10.52 7.89 0.93 9.2 01-2018 01-2023
10.73 10.32 12.44 8.65 1.35 10.54 12-2017 12-2022
12.66 12.28 13.83 11.12 0.97 12.47 11-2017 11-2022
13.89 13.43 14.86 12.47 0.86 13.66 10-2017 10-2022
14.34 14.03 15.53 12.86 0.95 14.19 09-2017 09-2022
14.76 14.38 15.76 13.4 0.85 14.57 08-2017 08-2022
11.57 13.26 13.85 11 1.17 12.42 07-2017 07-2022
11.17 12.56 13.29 10.46 1.11 11.87 06-2017 06-2022
12.09 12.92 14.92 10.14 1.72 12.52 05-2017 05-2022
14.22 14.41 15.23 13.41 0.65 14.32 04-2017 04-2022
13.42 14.19 15.77 11.86 1.41 13.81 03-2017 03-2022
14.89 16.62 17.81 13.73 1.57 15.76 02-2017 02-2022
18.44 19.24 20.86 16.85 1.45 18.85 01-2017 01-2022
20.34 20.31 22.02 18.65 1.19 20.33 12-2016 12-2021
21.18 18.38 22.82 16.8 2.35 19.8 11-2016 11-2021
16.5 18.11 18.64 15.98 1.1 17.31 10-2016 10-2021
15.22 16.62 17.6 14.26 1.28 15.93 09-2016 09-2021
14.75 14.83 16.02 13.58 0.86 14.79 08-2016 08-2021
15.4 15.35 16.29 14.47 0.64 15.38 07-2016 07-2021
15.19 15.78 16.65 14.33 0.85 15.49 06-2016 06-2021
14.48 14.74 15.74 13.49 0.8 14.61 05-2016 05-2021
14.27 14.3 15.55 13.03 0.89 14.29 04-2016 04-2021

Rolling return for 7 year

Average return: 16.8
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.39 17.03 17.87 15.56 0.85 16.71 03-2019 03-2026
17.42 17.84 19.02 16.26 0.99 17.64 02-2019 02-2026
16.81 17.94 18.88 15.89 1.13 17.38 01-2019 01-2026
18.18 18 18.96 17.23 0.61 18.09 12-2018 12-2025
18.65 18.57 19.24 17.99 0.44 18.61 11-2018 11-2025
19.49 19.18 20.42 18.26 0.77 19.34 10-2018 10-2025
18.15 16.86 19.08 15.94 1.2 17.51 09-2018 09-2025
17.28 16.69 18.05 15.93 0.78 16.99 08-2018 08-2025
18.36 18.29 19.08 17.58 0.53 18.33 07-2018 07-2025
17.68 17.95 18.56 17.07 0.54 17.81 06-2018 06-2025
17.02 17.21 18.39 15.86 0.9 17.12 05-2018 05-2025
15.41 17.08 17.67 14.84 1.16 16.25 04-2018 04-2025
15.64 16.64 17.5 14.8 1.02 16.14 03-2018 03-2025
15.39 16.51 17.57 14.35 1.21 15.96 02-2018 02-2025
15.15 16.86 17.83 14.2 1.42 16.01 01-2018 01-2025
17.72 16.98 18.58 16.13 0.9 17.35 12-2017 12-2024
17.63 17.27 18.43 16.48 0.7 17.45 11-2017 11-2024
18.72 18.78 19.85 17.66 0.77 18.75 10-2017 10-2024
19.38 19.3 20.42 18.28 0.76 19.34 09-2017 09-2024
18.86 19.21 20.23 17.85 0.85 19.04 08-2017 08-2024
18.65 18.81 19.25 18.21 0.37 18.73 07-2017 07-2024
17.03 18.77 19.32 16.49 1.17 17.9 06-2017 06-2024
16.77 16.38 17.85 15.32 0.91 16.58 05-2017 05-2024
16.17 16.37 16.96 15.58 0.49 16.27 04-2017 04-2024
15.9 15.85 17 14.77 0.79 15.88 03-2017 03-2024
17.28 17.2 18.06 16.43 0.58 17.24 02-2017 02-2024
18.16 17.92 19.06 17.03 0.72 18.04 01-2017 01-2024
18.69 18.27 19.47 17.5 0.71 18.48 12-2016 12-2023
17.14 15.69 18.78 14.09 1.74 16.43 11-2016 11-2023
13.79 14.36 14.72 13.43 0.5 14.07 10-2016 10-2023
15.07 15.15 15.84 14.38 0.52 15.11 09-2016 09-2023
14.99 14.79 15.64 14.15 0.53 14.89 08-2016 08-2023
14.62 15.01 15.68 13.96 0.62 14.82 07-2016 07-2023
14.42 14.74 15.35 13.81 0.56 14.58 06-2016 06-2023
13.73 14.08 14.79 13.02 0.64 13.9 05-2016 05-2023
13.52 13.12 14 12.65 0.5 13.32 04-2016 04-2023
13.77 13.5 14.27 13 0.46 13.63 03-2016 03-2023

Rolling return for 10 year

Average return: 15.04
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.81 15.28 15.82 14.26 0.58 15.04 03-2016 03-2026