NIFTY MIDSMALLCAP 400

Index type: Equity Mean-Variance Ratio (MVR): 2.25 Weighted mean CAGR by duration: 17.91 Mean CAGR: 16.63 Standard deviation CAGR: 7.38 Range for CAGR: 22.7

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -11.77 24.64 1.50 3.63
3 year 12.45 41.40 25.55 26.33
5 year 6.94 37.77 18.36 19.65
7 year 12.49 21.09 16.98 16.93
10 year 16.00 17.26 16.62 16.63

Rolling return for 1 year

Average return: 3.63
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.08 7.54 22.2 0.39 8.05 11.05 03-2025 03-2026
15.33 7.91 24.55 -0.08 9.1 11.93 02-2025 02-2026
7.68 0.63 18.22 -8.35 9.73 4.54 01-2025 01-2026
-1.51 -1.76 3.56 -6.57 3.58 -1.57 12-2024 12-2025
6.17 1.26 9.65 -1.95 4.45 3.78 11-2024 11-2025
1.74 -2.57 7.32 -7.63 5.5 -0.28 10-2024 10-2025
-4.65 -3.81 0.72 -8.94 3.43 -4.17 09-2024 09-2025
-0.21 -3 4.17 -7.09 4.1 -1.53 08-2024 08-2025
4.19 0.58 9.05 -3.9 4.75 2.48 07-2024 07-2025
18.3 4.56 24.64 -0.76 10.21 11.68 06-2024 06-2025
3.78 6.96 16.24 -4.5 7.42 5.62 05-2024 05-2025
-5.06 4.44 12.37 -11.77 9.18 0 04-2024 04-2025

Rolling return for 3 year

Average return: 26.33
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.65 21.5 24.47 18.75 2.02 21.59 03-2023 03-2026
21.59 22.68 24.75 19.58 1.87 22.15 02-2023 02-2026
21.3 22.5 25.14 18.75 2.3 21.92 01-2023 01-2026
22.98 21.11 25.06 19.1 2.21 22.06 12-2022 12-2025
22.56 22.32 23.88 21.02 1.01 22.44 11-2022 11-2025
22.33 22.92 24.52 20.75 1.35 22.63 10-2022 10-2025
22.47 21.34 24.73 19.14 2.02 21.92 09-2022 09-2025
22.93 22.36 24.71 20.62 1.46 22.66 08-2022 08-2025
28.8 25.96 30.77 24.06 2.58 27.4 07-2022 07-2025
30.24 26.63 32.53 24.44 3.13 28.46 06-2022 06-2025
23.74 22.96 28.51 18.4 3.59 23.4 05-2022 05-2025
14.56 18.95 21.18 12.45 3.45 16.78 04-2022 04-2025
19 19.74 24.18 14.75 3.34 19.42 03-2022 03-2025
19.41 18.99 25.26 13.43 4.19 19.27 02-2022 02-2025
19.03 20.85 25.59 14.53 3.96 20 01-2022 01-2025
24.64 23 26.85 20.86 2.2 23.84 12-2021 12-2024
22.56 21.77 25.85 18.58 2.59 22.19 11-2021 11-2024
22.23 22.2 26.23 18.32 2.8 22.25 10-2021 10-2024
26.33 25.5 28.28 23.59 1.68 25.93 09-2021 09-2024
26.81 26.6 29.86 23.62 2.21 26.72 08-2021 08-2024
25.68 26.93 29.12 23.56 2.01 26.32 07-2021 07-2024
22.14 26.71 29.51 19.5 3.89 24.46 06-2021 06-2024
26.32 26.27 29.87 22.82 2.49 26.32 05-2021 05-2024
27.88 27.84 31.03 24.76 2.22 27.88 04-2021 04-2024
25.28 25.94 29.57 21.77 2.77 25.64 03-2021 03-2024
31 28.24 33.97 25.4 3.18 29.65 02-2021 02-2024
30.14 29.88 32.84 27.24 1.98 30.02 01-2021 01-2024
31.53 30.34 34.33 27.62 2.41 30.96 12-2020 12-2023
32.12 30.23 36.47 26.07 3.74 31.22 11-2020 11-2023
31.45 33.18 35.11 29.58 2.05 32.33 10-2020 10-2023
34.49 33.01 37.06 30.52 2.37 33.77 09-2020 09-2023
34.34 31.02 37.23 28.26 3.38 32.71 08-2020 08-2023
34.92 34.91 37.66 32.23 1.92 34.93 07-2020 07-2023
36.66 33.38 39.45 30.72 3.3 35.05 06-2020 06-2023
37.68 37.12 40.07 34.78 1.88 37.41 05-2020 05-2023
38.85 33.5 41.4 31.1 4.1 36.21 04-2020 04-2023

Rolling return for 5 year

Average return: 19.65
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.21 17.82 19.85 16.21 1.29 18.02 03-2021 03-2026
20.93 19.63 22.8 17.8 1.83 20.29 02-2021 02-2026
20.95 21.58 23.23 19.32 1.4 21.27 01-2021 01-2026
24.01 23.01 25.26 21.78 1.28 23.52 12-2020 12-2025
27.48 24.75 28.3 23.95 1.82 26.12 11-2020 11-2025
27.33 27.59 28.7 26.24 0.87 27.46 10-2020 10-2025
27.87 26.98 29.28 25.59 1.34 27.43 09-2020 09-2025
29.29 26.83 30.41 25.75 1.86 28.07 08-2020 08-2025
31.37 30.98 32.57 29.79 0.99 31.18 07-2020 07-2025
33.62 31.47 35.02 30.1 1.9 32.55 06-2020 06-2025
32.86 34.19 35.91 31.18 1.74 33.53 05-2020 05-2025
32.32 32.21 36.85 27.83 3.19 32.3 04-2020 04-2025
34.3 25.2 37.77 22.04 6.43 29.83 03-2020 03-2025
23.14 24.46 26.73 20.94 2.1 23.82 02-2020 02-2025
24.73 26.63 28.81 22.61 2.29 25.7 01-2020 01-2025
28.71 29.03 30.08 27.68 0.86 28.88 12-2019 12-2024
27.3 28.46 29.35 26.43 1.11 27.88 11-2019 11-2024
29.38 29.84 31.9 27.36 1.61 29.62 10-2019 10-2024
31.4 30.07 32.61 28.87 1.4 30.74 09-2019 09-2024
30.71 30.91 32.59 29.05 1.25 30.82 08-2019 08-2024
29.33 28 31.44 25.95 2 28.68 07-2019 07-2024
23.52 26.1 27.94 21.75 2.37 24.83 06-2019 06-2024
24.81 24.62 26.91 22.56 1.54 24.72 05-2019 05-2024
23.04 23.69 24.85 21.89 1.07 23.37 04-2019 04-2024
22.44 22.82 24.94 20.37 1.62 22.64 03-2019 03-2024
24.72 24.73 26.41 23.06 1.18 24.73 02-2019 02-2024
23.3 23.13 24.83 21.62 1.14 23.22 01-2019 01-2024
21.93 21.78 23.48 20.25 1.14 21.86 12-2018 12-2023
18.86 20.75 21.19 18.43 1.18 19.81 11-2018 11-2023
19.69 19.92 21.68 17.96 1.32 19.81 10-2018 10-2023
18.92 16.7 20.27 15.38 1.9 17.82 09-2018 09-2023
14.97 15.36 16.44 13.9 0.91 15.17 08-2018 08-2023
15.31 15.48 16.71 14.09 0.93 15.4 07-2018 07-2023
13.9 13.69 15.29 12.32 1.05 13.8 06-2018 06-2023
11.61 11.19 12.77 10.05 0.97 11.4 05-2018 05-2023
9.67 9.7 10.87 8.51 0.83 9.69 04-2018 04-2023
9.65 9.93 11.25 8.35 1.03 9.79 03-2018 03-2023
9.56 9.14 10.66 8.05 0.93 9.35 02-2018 02-2023
8.17 8.31 9.56 6.94 0.93 8.25 01-2018 01-2023
9.02 9.55 11.14 7.46 1.31 9.29 12-2017 12-2022
10.39 10.19 11.24 9.35 0.67 10.29 11-2017 11-2022
11.34 10.53 12.21 9.67 0.94 10.94 10-2017 10-2022
11.59 12 13.45 10.16 1.17 11.8 09-2017 09-2022
12.12 11.97 13.4 10.7 0.96 12.05 08-2017 08-2022
8.98 10.73 11.46 8.26 1.29 9.86 07-2017 07-2022
8.48 10.75 11.49 7.76 1.54 9.62 06-2017 06-2022
10.35 11.62 13.31 8.7 1.69 10.99 05-2017 05-2022
12.99 13.24 14.26 11.99 0.81 13.12 04-2017 04-2022
12.24 13.27 14.72 10.82 1.43 12.76 03-2017 03-2022
13.17 15.66 16.71 12.15 1.84 14.42 02-2017 02-2022
16.78 17.78 19.51 15.09 1.6 17.29 01-2017 01-2022
17.78 18.28 19.98 16.12 1.38 18.04 12-2016 12-2021
17.67 16.4 20.02 14.12 2.13 17.05 11-2016 11-2021
15.3 16.97 17.57 14.71 1.17 16.14 10-2016 10-2021
15.21 15.86 16.74 14.35 0.88 15.54 09-2016 09-2021
14.75 15.28 16.51 13.53 1.07 15.02 08-2016 08-2021
15.54 15.8 16.73 14.62 0.75 15.67 07-2016 07-2021
15.7 15.97 17.23 14.46 0.98 15.84 06-2016 06-2021
14.72 15.92 16.67 13.98 1.04 15.32 05-2016 05-2021
14.21 14.62 15.92 12.93 1.07 14.42 04-2016 04-2021

Rolling return for 7 year

Average return: 16.93
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.24 17.96 19.4 16.81 0.92 18.1 03-2019 03-2026
19.46 19.63 20.78 18.33 0.87 19.55 02-2019 02-2026
18.84 19.26 20.43 17.68 0.98 19.05 01-2019 01-2026
19.47 19.14 20.33 18.29 0.73 19.31 12-2018 12-2025
19.41 19.66 19.96 19.11 0.31 19.54 11-2018 11-2025
20.17 19.84 21.09 18.93 0.77 20.01 10-2018 10-2025
18.81 17.19 19.74 16.28 1.35 18 09-2018 09-2025
16.95 16.89 17.67 16.17 0.53 16.92 08-2018 08-2025
18.33 18.2 19.1 17.43 0.59 18.27 07-2018 07-2025
18.08 17.77 18.96 16.9 0.74 17.93 06-2018 06-2025
15.53 16.24 17.42 14.37 1.11 15.89 05-2018 05-2025
13.34 15.23 16.11 12.49 1.44 14.29 04-2018 04-2025
13.99 15.11 16.09 13.03 1.15 14.55 03-2018 03-2025
13.73 14.94 16.08 12.61 1.3 14.34 02-2018 02-2025
13.69 15.39 16.34 12.76 1.4 14.54 01-2018 01-2025
16.48 16.15 17.36 15.28 0.74 16.32 12-2017 12-2024
16.1 16.63 17.43 15.31 0.77 16.37 11-2017 11-2024
17.42 17.78 19.06 16.17 1.03 17.61 10-2017 10-2024
18.77 18.45 19.55 17.68 0.67 18.61 09-2017 09-2024
18.59 18.72 19.8 17.52 0.81 18.66 08-2017 08-2024
17.82 18.63 19.19 17.27 0.74 18.23 07-2017 07-2024
15.88 18.26 18.83 15.33 1.5 17.07 06-2017 06-2024
16.92 17.05 18.32 15.67 0.94 16.99 05-2017 05-2024
16.52 17 17.75 15.78 0.72 16.76 04-2017 04-2024
16.52 17.15 18.22 15.47 1 16.84 03-2017 03-2024
17.91 18.28 19.05 17.15 0.68 18.1 02-2017 02-2024
18.89 18.7 19.94 17.66 0.81 18.8 01-2017 01-2024
18.87 18.74 19.95 17.67 0.81 18.81 12-2016 12-2023
17.11 16.18 18.75 14.57 1.51 16.65 11-2016 11-2023
14.43 15.37 15.79 14.02 0.71 14.9 10-2016 10-2023
15.71 16.02 16.65 15.09 0.56 15.87 09-2016 09-2023
15.35 15.52 16.4 14.47 0.68 15.43 08-2016 08-2023
15.08 15.42 16.08 14.43 0.6 15.25 07-2016 07-2023
15.11 15.22 16.11 14.23 0.67 15.17 06-2016 06-2023
14.75 15.07 15.6 14.22 0.5 14.91 05-2016 05-2023
14.29 14.26 15.18 13.37 0.64 14.27 04-2016 04-2023
14.3 14.84 15.48 13.66 0.67 14.57 03-2016 03-2023

Rolling return for 10 year

Average return: 16.63
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.45 16.8 17.26 16 0.46 16.63 03-2016 03-2026