NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100

Index type: Equity Mean-Variance Ratio (MVR): 1.58 Weighted mean CAGR by duration: 18.38 Mean CAGR: 15.59 Standard deviation CAGR: 9.86 Range for CAGR: 28.04

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -17.22 19.81 -5.57 -3.49
3 year 9.41 38.14 25.12 24.55
5 year 8.79 34.79 20.52 21.05
7 year 13.20 22.75 18.56 18.61
10 year 16.56 17.90 17.23 17.23

Rolling return for 1 year

Average return: -3.49
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.49 4.71 17.41 -3.24 7.43 6.84 03-2025 03-2026
10.03 2.97 19.81 -5.43 9.27 6.84 02-2025 02-2026
1.88 -7.6 9.86 -14.3 9.18 -2.54 01-2025 01-2026
-7.6 -9.14 -2.16 -14.2 4.29 -8.28 12-2024 12-2025
-2.24 -5.72 2.19 -9.8 4.41 -3.89 11-2024 11-2025
-7.24 -10.62 -2.47 -15 4.59 -8.83 10-2024 10-2025
-12.78 -9.3 -6.56 -15.34 3.34 -11 09-2024 09-2025
-8.88 -11.02 -4.55 -15.06 3.79 -9.88 08-2024 08-2025
-8.36 -6.87 -2.13 -12.8 3.81 -7.54 07-2024 07-2025
7.33 -1.12 13.21 -6.26 7.51 3.29 06-2024 06-2025
-2.71 -0.26 8.9 -10.89 7.05 -1.24 05-2024 05-2025
-12.27 0.41 6.41 -17.22 9.48 -5.67 04-2024 04-2025

Rolling return for 3 year

Average return: 24.55
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.67 18.57 20.81 15.48 1.91 18.13 03-2023 03-2026
17.93 20.44 21.33 17.07 1.75 19.19 02-2023 02-2026
18.7 19.98 21.72 17.01 1.73 19.35 01-2023 01-2026
20.27 19.11 22.58 16.86 2.06 19.7 12-2022 12-2025
19.41 20.11 21.18 18.35 1.03 19.76 11-2022 11-2025
18.85 19.44 20.86 17.46 1.22 19.15 10-2022 10-2025
18.93 18.93 21.69 16.22 1.93 18.94 09-2022 09-2025
19.54 19.46 21.41 17.63 1.34 19.51 08-2022 08-2025
25.36 24.12 28.14 21.43 2.41 24.76 07-2022 07-2025
27.72 25.11 30.01 22.9 2.68 26.43 06-2022 06-2025
21.44 21.61 26.09 17.12 3.17 21.57 05-2022 05-2025
11.68 16.68 19.1 9.41 3.86 14.22 04-2022 04-2025
15.62 16.02 20.12 11.67 2.99 15.86 03-2022 03-2025
17.06 17.27 23.12 11.5 4.11 17.24 02-2022 02-2025
16.82 19.77 23.75 13.05 3.92 18.35 01-2022 01-2025
22.42 22.45 25.47 19.47 2.12 22.45 12-2021 12-2024
20.79 21.25 24.08 18.04 2.14 21.04 11-2021 11-2024
21.53 22.2 25.12 18.69 2.29 21.89 10-2021 10-2024
25.13 24.17 26.38 22.94 1.26 24.65 09-2021 09-2024
25.55 26.6 28.52 23.68 1.75 26.09 08-2021 08-2024
28.32 28.02 30.46 25.92 1.61 28.18 07-2021 07-2024
25.5 28.2 31.29 22.55 3.23 26.88 06-2021 06-2024
27.69 28.97 31.48 25.25 2.25 28.35 05-2021 05-2024
28.21 28.84 30.71 26.38 1.55 28.53 04-2021 04-2024
26.53 27.62 29.54 24.65 1.77 27.09 03-2021 03-2024
30.03 29.19 31.88 27.38 1.62 29.62 02-2021 02-2024
29.28 29.57 31.74 27.15 1.63 29.43 01-2021 01-2024
29.2 29.28 31.66 26.86 1.7 29.25 12-2020 12-2023
28.07 28.66 32.85 24.03 3.13 28.4 11-2020 11-2023
27.44 29.43 30.25 26.64 1.46 28.44 10-2020 10-2023
30.88 29.55 32.86 27.62 1.91 30.23 09-2020 09-2023
30.91 28.64 32.77 26.84 2.24 29.79 08-2020 08-2023
32.08 31.85 34.91 29.09 2.06 31.98 07-2020 07-2023
32.78 32.15 34.67 30.29 1.56 32.47 06-2020 06-2023
33.74 33.72 36.25 31.26 1.76 33.74 05-2020 05-2023
35.74 30.23 38.14 27.97 4.09 33.02 04-2020 04-2023

Rolling return for 5 year

Average return: 21.05
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.31 17.11 18.16 15.27 1.06 16.71 03-2021 03-2026
18.09 18.64 20.12 16.64 1.25 18.37 02-2021 02-2026
18.74 19.35 20.55 17.57 1.08 19.05 01-2021 01-2026
21.05 21.11 22.44 19.73 0.96 21.08 12-2020 12-2025
23.85 22.57 24.95 21.49 1.3 23.21 11-2020 11-2025
23.42 24.2 24.67 22.96 0.66 23.81 10-2020 10-2025
24.27 24.11 26 22.41 1.27 24.2 09-2020 09-2025
25.57 24.36 26.74 23.21 1.32 24.97 08-2020 08-2025
28.42 28.35 30.13 26.67 1.22 28.39 07-2020 07-2025
30.24 30.15 31.63 28.77 1.01 30.2 06-2020 06-2025
29.72 31.2 32.68 28.27 1.64 30.47 05-2020 05-2025
28.89 29.31 33.96 24.41 3.38 29.14 04-2020 04-2025
31.74 24.35 34.79 21.53 5.37 28.1 03-2020 03-2025
22.14 24.2 25.89 20.5 2.04 23.18 02-2020 02-2025
24.85 27.03 29.24 22.71 2.43 25.96 01-2020 01-2025
28.82 29.92 30.75 28.01 1.04 29.38 12-2019 12-2024
27.74 29.21 29.81 27.15 1.07 28.48 11-2019 11-2024
30.24 30.28 32.54 28.03 1.59 30.27 10-2019 10-2024
32.66 31.19 33.46 30.41 1.2 31.93 09-2019 09-2024
32.18 32.79 34.05 30.94 1.12 32.49 08-2019 08-2024
32.05 30.43 33.37 29.14 1.6 31.25 07-2019 07-2024
26.27 28.55 29.73 25.12 1.82 27.42 06-2019 06-2024
26.81 27.51 29.05 25.29 1.35 27.16 05-2019 05-2024
24.82 25.58 26.27 24.13 0.8 25.2 04-2019 04-2024
24.02 24.33 25.78 22.58 1.14 24.18 03-2019 03-2024
26 25.86 27.07 24.79 0.81 25.93 02-2019 02-2024
24.74 24.73 26.15 23.33 1 24.74 01-2019 01-2024
23.06 22.95 24.46 21.56 1.03 23.01 12-2018 12-2023
19.39 21.58 22.04 18.94 1.34 20.49 11-2018 11-2023
20.5 20.01 22.08 18.45 1.3 20.26 10-2018 10-2023
19.39 17.25 20.47 16.2 1.69 18.33 09-2018 09-2023
16.4 15.91 17.39 14.93 0.89 16.16 08-2018 08-2023
16.5 16.7 17.99 15.22 0.98 16.6 07-2018 07-2023
16.19 15.71 17.18 14.73 0.88 15.95 06-2018 06-2023
13.88 13.77 15.16 12.51 0.94 13.83 05-2018 05-2023
12.09 12.04 13.28 10.87 0.85 12.07 04-2018 04-2023
12.19 12.33 13.45 11.08 0.84 12.26 03-2018 03-2023
12.34 11.1 12.84 10.61 0.9 11.72 02-2018 02-2023
10.17 9.73 11.12 8.79 0.84 9.95 01-2018 01-2023
11.31 11.37 13.24 9.46 1.34 11.35 12-2017 12-2022
12.97 12.55 13.58 11.95 0.6 12.76 11-2017 11-2022
14.47 13.4 15.28 12.6 1.02 13.94 10-2017 10-2022
14.94 14.97 16.53 13.4 1.11 14.96 09-2017 09-2022
15.86 15.48 16.99 14.37 0.94 15.68 08-2017 08-2022
12.6 14.17 14.77 12.01 1.12 13.39 07-2017 07-2022
12.44 14.11 15.06 11.51 1.39 13.28 06-2017 06-2022
14.58 15.57 17.09 13.09 1.46 15.08 05-2017 05-2022
17.17 17.73 18.62 16.29 0.85 17.45 04-2017 04-2022
17.07 17.97 19.53 15.53 1.45 17.52 03-2017 03-2022
17.4 19.75 20.88 16.31 1.82 18.58 02-2017 02-2022
21.56 22.12 23.98 19.75 1.51 21.85 01-2017 01-2022
22.91 23.11 24.73 21.32 1.21 23.02 12-2016 12-2021
22.99 20.62 24.71 18.96 2.2 21.82 11-2016 11-2021
19.66 20.92 21.37 19.22 0.88 20.29 10-2016 10-2021
20.26 20.53 21.55 19.26 0.82 20.4 09-2016 09-2021
20.06 19.98 21.14 18.9 0.79 20.02 08-2016 08-2021
19.86 20.34 21.22 18.99 0.81 20.1 07-2016 07-2021
18.95 19.93 20.67 18.22 0.93 19.44 06-2016 06-2021
18.17 18.87 19.55 17.5 0.77 18.52 05-2016 05-2021
17.57 17.41 18.59 16.39 0.78 17.49 04-2016 04-2021

Rolling return for 7 year

Average return: 18.61
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.45 17.8 18.78 16.47 0.83 17.62 03-2019 03-2026
18.69 19.31 20.14 17.87 0.83 19 02-2019 02-2026
18.6 18.91 19.88 17.63 0.8 18.75 01-2019 01-2026
19.11 19.04 20.09 18.07 0.71 19.08 12-2018 12-2025
18.93 19.36 19.68 18.61 0.41 19.14 11-2018 11-2025
19.67 19.07 20.53 18.22 0.84 19.37 10-2018 10-2025
18.11 17 19.28 15.85 1.27 17.56 09-2018 09-2025
16.84 16.56 17.62 15.79 0.65 16.7 08-2018 08-2025
18.35 18.54 19.47 17.43 0.72 18.45 07-2018 07-2025
19.05 18.89 19.96 17.98 0.7 18.97 06-2018 06-2025
16.66 17.53 18.56 15.65 1.07 17.1 05-2018 05-2025
14.09 16.37 17.28 13.2 1.65 15.23 04-2018 04-2025
15.05 16.12 16.95 14.24 1.03 15.59 03-2018 03-2025
15.05 16.27 17.56 13.78 1.4 15.66 02-2018 02-2025
15.02 16.85 17.9 13.99 1.53 15.94 01-2018 01-2025
18.16 18 19.42 16.76 0.94 18.09 12-2017 12-2024
18.1 18.7 19.47 17.34 0.78 18.4 11-2017 11-2024
19.87 19.96 21.38 18.47 1.03 19.92 10-2017 10-2024
21.32 20.67 21.84 20.16 0.64 21 09-2017 09-2024
21.53 21.62 22.75 20.4 0.83 21.58 08-2017 08-2024
21.42 21.83 22.29 20.97 0.49 21.63 07-2017 07-2024
19.54 21.15 21.88 18.83 1.22 20.35 06-2017 06-2024
20.25 20.63 21.77 19.13 0.94 20.44 05-2017 05-2024
19.62 19.97 20.62 18.98 0.59 19.8 04-2017 04-2024
19.64 19.72 20.85 18.52 0.82 19.68 03-2017 03-2024
20.87 20.79 21.6 20.06 0.55 20.83 02-2017 02-2024
21.67 21.34 22.65 20.37 0.81 21.51 01-2017 01-2024
21.67 21.52 22.65 20.54 0.75 21.59 12-2016 12-2023
19.58 18.61 21.47 16.76 1.7 19.11 11-2016 11-2023
16.72 17.51 17.82 16.42 0.57 17.12 10-2016 10-2023
18.35 18.4 19.11 17.64 0.52 18.38 09-2016 09-2023
18.25 18.14 18.96 17.43 0.54 18.2 08-2016 08-2023
17.86 18.32 18.93 17.25 0.62 18.09 07-2016 07-2023
17.85 18.05 18.57 17.33 0.44 17.95 06-2016 06-2023
17.21 17.67 18.15 16.74 0.52 17.44 05-2016 05-2023
16.55 16.58 17.43 15.71 0.61 16.57 04-2016 04-2023
16.68 17.02 17.62 16.08 0.56 16.85 03-2016 03-2023

Rolling return for 10 year

Average return: 17.23
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.97 17.48 17.9 16.56 0.51 17.23 03-2016 03-2026