NIFTY MIDSMALLCAP400 50:50

Index type: Equity Mean-Variance Ratio (MVR): 2.08 Weighted mean CAGR by duration: 17.54 Mean CAGR: 16.23 Standard deviation CAGR: 7.8 Range for CAGR: 23.99

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -8.71 22.08 0.58 2.53
3 year 13.18 42.14 25.64 26.52
5 year 6.28 37.44 18.37 19.49
7 year 12.15 20.87 16.57 16.57
10 year 15.49 16.61 16.05 16.05

Rolling return for 1 year

Average return: 2.53
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.14 5.84 16.98 -0.34 6.31 8.16 03-2025 03-2026
14.93 6.69 22.08 0.44 8.19 11.04 02-2025 02-2026
5.77 -0.78 14.97 -8.71 8.69 2.81 01-2025 01-2026
-2.71 -3.68 0.58 -6.83 2.64 -3.16 12-2024 12-2025
4.91 0.44 7.76 -2.21 3.86 2.73 11-2024 11-2025
1.33 -3.44 5.31 -7.09 4.7 -0.97 10-2024 10-2025
-5.59 -4.22 -1.17 -8.51 2.64 -4.87 09-2024 09-2025
-0.75 -3.88 2.89 -7.28 3.76 -2.25 08-2024 08-2025
1.21 0.58 5.41 -3.43 3.13 0.94 07-2024 07-2025
13.82 4.79 19.77 -0.42 7.82 9.49 06-2024 06-2025
3.94 6.67 14.01 -2.75 6.01 5.47 05-2024 05-2025
-2.11 3.81 9.91 -7.54 6.52 1.02 04-2024 04-2025

Rolling return for 3 year

Average return: 26.52
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.12 20.79 23.57 18.39 1.84 20.97 03-2023 03-2026
21.55 22.51 24.02 20.07 1.44 22.04 02-2023 02-2026
20.93 22.14 24.34 18.79 2.01 21.55 01-2023 01-2026
22.91 20.68 24.28 19.35 1.91 21.8 12-2022 12-2025
22.34 22.15 23.44 21.07 0.84 22.25 11-2022 11-2025
22.57 22.94 24.15 21.37 0.99 22.76 10-2022 10-2025
22.61 21.61 24.5 19.77 1.71 22.12 09-2022 09-2025
22.49 22.29 23.97 20.83 1.11 22.39 08-2022 08-2025
28.42 26.19 30.17 24.49 2.16 27.32 07-2022 07-2025
29.99 26.87 32.22 24.74 2.87 28.45 06-2022 06-2025
23.73 22.64 27.6 18.92 3.09 23.22 05-2022 05-2025
15.8 18.42 20.36 13.93 2.45 17.13 04-2022 04-2025
18.85 19.08 22.88 15.17 2.73 19 03-2022 03-2025
19.24 18.38 24.72 13.18 4.09 18.88 02-2022 02-2025
17.99 20.52 23.93 14.74 3.37 19.3 01-2022 01-2025
24.37 23.31 26.18 21.55 1.68 23.85 12-2021 12-2024
21.9 21.84 24.79 19.02 2.04 21.89 11-2021 11-2024
22.05 22.62 25.63 19.13 2.31 22.36 10-2021 10-2024
26.57 25.66 27.9 24.35 1.3 26.12 09-2021 09-2024
26.52 26.38 29.43 23.55 2.08 26.47 08-2021 08-2024
26.75 26.5 28.75 24.54 1.49 26.63 07-2021 07-2024
23.51 26.68 29.13 21.17 3.03 25.12 06-2021 06-2024
26.55 26.16 29.39 23.39 2.13 26.37 05-2021 05-2024
28.23 28.35 30.69 25.93 1.68 28.3 04-2021 04-2024
25.54 26.49 29.43 22.68 2.41 26.04 03-2021 03-2024
31.01 28.57 32.96 26.68 2.38 29.8 02-2021 02-2024
30.84 31.02 33.18 28.72 1.58 30.94 01-2021 01-2024
31.09 30.9 33.52 28.52 1.77 31.01 12-2020 12-2023
32.76 31.1 37.08 26.96 3.63 31.97 11-2020 11-2023
32.58 33.69 35.33 30.98 1.59 33.14 10-2020 10-2023
35.18 33.24 37.09 31.38 2.13 34.22 09-2020 09-2023
35.32 31.86 37.84 29.44 3.21 33.62 08-2020 08-2023
35.54 36.01 38.22 33.37 1.72 35.78 07-2020 07-2023
37.21 34.55 39.78 32.08 2.88 35.91 06-2020 06-2023
38.83 38.36 41.04 36.18 1.73 38.6 05-2020 05-2023
39.67 34.95 42.14 32.61 3.76 37.34 04-2020 04-2023

Rolling return for 5 year

Average return: 19.49
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.68 17.47 19.1 16.06 1.08 17.58 03-2021 03-2026
20.42 19.45 21.88 18.02 1.41 19.94 02-2021 02-2026
20.91 21.74 22.94 19.73 1.17 21.33 01-2021 01-2026
23.58 22.94 24.41 22.12 0.84 23.26 12-2020 12-2025
27.69 24.98 28.38 24.31 1.73 26.34 11-2020 11-2025
27.69 27.74 28.68 26.76 0.68 27.72 10-2020 10-2025
28.21 27.19 29.39 26.03 1.24 27.71 09-2020 09-2025
29.64 27.14 30.57 26.23 1.77 28.4 08-2020 08-2025
31.86 31.66 32.94 30.59 0.83 31.76 07-2020 07-2025
34 32.31 35.38 30.97 1.67 33.16 06-2020 06-2025
33.96 34.9 36.46 32.43 1.46 34.44 05-2020 05-2025
34.1 33.03 37.24 29.99 2.59 33.59 04-2020 04-2025
34.72 25.65 37.44 23.16 5.98 30.24 03-2020 03-2025
23.34 24.65 26.71 21.34 1.95 24.01 02-2020 02-2025
25.19 27 28.94 23.31 2.09 26.11 01-2020 01-2025
29.36 29.49 30.48 28.37 0.75 29.43 12-2019 12-2024
27.7 28.87 29.51 27.07 0.96 28.29 11-2019 11-2024
29.81 30.24 32.09 28 1.45 30.04 10-2019 10-2024
31.85 30.43 32.68 29.61 1.2 31.14 09-2019 09-2024
30.72 31.27 32.51 29.5 1.08 31 08-2019 08-2024
29.98 28.13 31.21 26.93 1.65 29.06 07-2019 07-2024
24.34 26.14 27.7 22.81 1.84 25.25 06-2019 06-2024
24.78 24.46 26.45 22.81 1.29 24.62 05-2019 05-2024
23.12 23.65 24.54 22.25 0.83 23.39 04-2019 04-2024
22.38 22.8 24.64 20.57 1.45 22.6 03-2019 03-2024
25.28 24.88 26.4 23.78 0.94 25.09 02-2019 02-2024
23.45 23.17 24.77 21.86 1.03 23.31 01-2019 01-2024
22.09 21.74 23.45 20.4 1.09 21.92 12-2018 12-2023
18.85 20.68 21.15 18.39 1.17 19.77 11-2018 11-2023
20.01 19.82 21.5 18.35 1.12 19.92 10-2018 10-2023
19.02 16.27 20.02 15.29 1.93 17.65 09-2018 09-2023
14.8 15.07 16.08 13.8 0.81 14.94 08-2018 08-2023
14.98 15.09 16.34 13.74 0.92 15.04 07-2018 07-2023
13.52 13.06 14.79 11.81 1.07 13.29 06-2018 06-2023
11.04 10.49 12.1 9.45 0.96 10.77 05-2018 05-2023
9.01 9.03 10.16 7.9 0.8 9.02 04-2018 04-2023
8.94 9.02 10.44 7.54 1.03 8.98 03-2018 03-2023
8.91 8.18 9.71 7.39 0.86 8.55 02-2018 02-2023
7.59 7.42 8.75 6.28 0.88 7.51 01-2018 01-2023
8.41 8.74 10.34 6.84 1.24 8.58 12-2017 12-2022
9.76 9.38 10.45 8.7 0.63 9.57 11-2017 11-2022
10.73 9.64 11.39 9 0.93 10.19 10-2017 10-2022
10.98 11.07 12.56 9.52 1.08 11.03 09-2017 09-2022
11.64 11.09 12.56 10.18 0.86 11.37 08-2017 08-2022
8.51 9.84 10.55 7.81 1.08 9.18 07-2017 07-2022
7.89 9.83 10.59 7.14 1.4 8.86 06-2017 06-2022
9.94 10.85 12.58 8.24 1.57 10.4 05-2017 05-2022
12.59 12.62 13.7 11.53 0.77 12.61 04-2017 04-2022
12.03 12.72 14.16 10.62 1.28 12.38 03-2017 03-2022
12.69 15.22 16.27 11.67 1.86 13.96 02-2017 02-2022
17.03 17.28 19.01 15.33 1.3 17.16 01-2017 01-2022
17.59 17.58 19.22 15.97 1.15 17.59 12-2016 12-2021
17.65 15.66 19.35 14.01 2.01 16.67 11-2016 11-2021
15.03 16.09 16.72 14.41 0.9 15.56 10-2016 10-2021
14.82 15.12 16.04 13.91 0.76 14.97 09-2016 09-2021
14.32 14.77 15.96 13.14 1.01 14.55 08-2016 08-2021
14.97 15.31 16.19 14.1 0.75 15.14 07-2016 07-2021
15.2 15.16 16.53 13.85 0.95 15.19 06-2016 06-2021
14.24 15.27 15.98 13.54 0.94 14.76 05-2016 05-2021
13.74 13.65 14.99 12.42 0.91 13.7 04-2016 04-2021

Rolling return for 7 year

Average return: 16.57
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.71 17.47 18.73 16.46 0.81 17.59 03-2019 03-2026
19.48 19.48 20.51 18.45 0.73 19.48 02-2019 02-2026
18.64 18.96 20.06 17.55 0.89 18.8 01-2019 01-2026
19.46 18.84 20.03 18.27 0.66 19.15 12-2018 12-2025
19.3 19.43 19.76 18.97 0.28 19.37 11-2018 11-2025
20.21 19.67 20.87 19.01 0.68 19.94 10-2018 10-2025
18.85 16.94 19.63 16.18 1.39 17.9 09-2018 09-2025
16.69 16.56 17.29 15.96 0.47 16.62 08-2018 08-2025
18.17 17.94 18.86 17.26 0.57 18.06 07-2018 07-2025
17.83 17.41 18.69 16.55 0.77 17.62 06-2018 06-2025
15.38 15.71 16.91 14.2 0.97 15.55 05-2018 05-2025
13.66 14.71 15.55 12.82 1.03 14.18 04-2018 04-2025
13.82 14.4 15.46 12.78 0.97 14.12 03-2018 03-2025
13.28 14.33 15.49 12.15 1.24 13.81 02-2018 02-2025
13.39 14.79 15.8 12.4 1.3 14.09 01-2018 01-2025
16.19 15.7 16.91 14.98 0.7 15.95 12-2017 12-2024
15.73 16.09 16.9 14.93 0.71 15.91 11-2017 11-2024
17.13 17.26 18.59 15.82 0.98 17.2 10-2017 10-2024
18.54 17.94 19.07 17.41 0.62 18.24 09-2017 09-2024
18.14 18.18 19.29 17.03 0.8 18.16 08-2017 08-2024
17.8 18.05 18.59 17.26 0.48 17.93 07-2017 07-2024
15.97 17.62 18.2 15.39 1.15 16.8 06-2017 06-2024
16.58 16.39 17.69 15.29 0.85 16.49 05-2017 05-2024
16.26 16.42 17.21 15.47 0.62 16.34 04-2017 04-2024
16.2 16.67 17.73 15.15 0.93 16.44 03-2017 03-2024
17.78 17.76 18.53 17.02 0.53 17.77 02-2017 02-2024
18.63 18.29 19.53 17.39 0.77 18.46 01-2017 01-2024
18.53 18.3 19.47 17.37 0.75 18.42 12-2016 12-2023
16.73 15.72 18.34 14.14 1.53 16.23 11-2016 11-2023
14.29 14.85 15.3 13.85 0.55 14.57 10-2016 10-2023
15.39 15.43 16.09 14.73 0.48 15.41 09-2016 09-2023
14.98 15.04 15.89 14.13 0.62 15.01 08-2016 08-2023
14.53 14.87 15.5 13.91 0.57 14.7 07-2016 07-2023
14.63 14.58 15.55 13.67 0.66 14.61 06-2016 06-2023
14.25 14.53 15.03 13.75 0.46 14.39 05-2016 05-2023
13.78 13.69 14.64 12.84 0.64 13.74 04-2016 04-2023
13.75 14.27 14.87 13.16 0.63 14.01 03-2016 03-2023

Rolling return for 10 year

Average return: 16.05
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.91 16.18 16.61 15.49 0.41 16.05 03-2016 03-2026