NIFTY MNC

Index type: Equity Mean-Variance Ratio (MVR): 2.49 Weighted mean CAGR by duration: 12.68 Mean CAGR: 11.33 Standard deviation CAGR: 4.56 Range for CAGR: 13.51

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -11.97 29.06 1.90 2.71
3 year 8.23 23.19 16.00 16.22
5 year 4.83 22.51 12.95 12.69
7 year 7.19 14.73 12.00 11.81
10 year 12.46 13.99 13.22 13.22

Rolling return for 1 year

Average return: 2.71
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.37 18.48 27.8 9.74 6.39 18.6 03-2025 03-2026
18.52 15.49 29.06 6.06 8.21 17.28 02-2025 02-2026
12.66 8.23 18.45 2.93 5.71 10.57 01-2025 01-2026
6.17 3.46 10.58 -0.67 4.09 4.88 12-2024 12-2025
8.68 3.12 11.23 0.76 4.19 5.95 11-2024 11-2025
2.31 -7.04 5.59 -9.92 6.4 -2.27 10-2024 10-2025
-3.74 -6.53 0.62 -10.58 4.08 -5.06 09-2024 09-2025
-6.04 -5.54 -0.08 -11.17 3.93 -5.71 08-2024 08-2025
-4.95 -6.47 -1.55 -9.7 2.93 -5.67 07-2024 07-2025
4.29 -5.89 8.66 -9.68 7.42 -0.65 06-2024 06-2025
-2.36 -3.15 5.18 -10.1 5.41 -2.61 05-2024 05-2025
-7.32 1.48 6.84 -11.97 7.34 -2.74 04-2024 04-2025

Rolling return for 3 year

Average return: 16.22
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.14 17.57 19.15 14.6 1.69 16.87 03-2023 03-2026
16.17 17.78 19.51 14.48 1.87 16.99 02-2023 02-2026
16 15.91 17.95 13.99 1.4 15.96 01-2023 01-2026
14.88 14.1 16.44 12.56 1.4 14.5 12-2022 12-2025
14.59 14.28 15.47 13.4 0.74 14.43 11-2022 11-2025
15.42 15.22 16.64 14.01 0.93 15.32 10-2022 10-2025
15.1 14.69 16.81 13.01 1.35 14.9 09-2022 09-2025
13.63 14.55 15.98 12.23 1.37 14.1 08-2022 08-2025
17.51 15.07 18.89 13.73 2.02 16.3 07-2022 07-2025
18.31 16.15 19.95 14.57 2.05 17.24 06-2022 06-2025
15.69 15.25 18.59 12.43 2.18 15.49 05-2022 05-2025
9.92 13.48 15.25 8.23 2.78 11.72 04-2022 04-2025
13.67 13.1 16.57 10.29 2.23 13.41 03-2022 03-2025
11.75 13.02 15.97 8.91 2.54 12.41 02-2022 02-2025
13.17 13.49 16.62 10.13 2.3 13.35 01-2022 01-2025
15.19 15.09 17.78 12.57 1.84 15.16 12-2021 12-2024
14.45 14.31 17.38 11.47 2.09 14.4 11-2021 11-2024
15.88 17.68 20.91 12.79 2.94 16.82 10-2021 10-2024
17.85 18.89 20.78 16 1.73 18.38 09-2021 09-2024
18.89 18.9 21.13 16.69 1.57 18.9 08-2021 08-2024
19.65 20.67 21.71 18.63 1.15 20.16 07-2021 07-2024
16.65 20.51 22.37 14.87 2.98 18.6 06-2021 06-2024
19.54 20.09 22.87 16.83 2.14 19.83 05-2021 05-2024
18.02 17.93 20.06 15.92 1.46 17.98 04-2021 04-2024
16.38 16.53 18.92 14.04 1.73 16.47 03-2021 03-2024
15.94 15.54 18 13.53 1.59 15.75 02-2021 02-2024
14.89 13.93 16.4 12.45 1.44 14.42 01-2021 01-2024
15.2 15.52 17.68 13.09 1.63 15.37 12-2020 12-2023
15.49 14.86 17.53 12.87 1.66 15.19 11-2020 11-2023
15.6 15.95 17.3 14.27 1.08 15.78 10-2020 10-2023
17.5 16.3 19.17 14.67 1.65 16.91 09-2020 09-2023
16.53 16.13 18.56 14.14 1.57 16.34 08-2020 08-2023
18.31 17.65 19.78 16.2 1.29 17.98 07-2020 07-2023
19.04 18.06 21.15 16 1.85 18.56 06-2020 06-2023
19.12 18.5 21.19 16.47 1.68 18.82 05-2020 05-2023
21.72 16.5 23.19 15.1 3.4 19.13 04-2020 04-2023

Rolling return for 5 year

Average return: 12.69
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.61 13.96 15.36 12.23 1.11 13.79 03-2021 03-2026
13.87 14.37 15.83 12.44 1.21 14.13 02-2021 02-2026
13.9 13.58 15.05 12.44 0.93 13.74 01-2021 01-2026
14.63 14.29 15.57 13.36 0.79 14.46 12-2020 12-2025
16.32 15.26 16.87 14.73 0.84 15.8 11-2020 11-2025
16.31 16.24 17.05 15.51 0.55 16.28 10-2020 10-2025
16.99 16.32 18.04 15.29 1 16.66 09-2020 09-2025
15.61 15.6 17.04 14.19 1.01 15.61 08-2020 08-2025
16.69 16.25 17.51 15.44 0.75 16.47 07-2020 07-2025
17.73 16.87 18.7 15.92 1.03 17.3 06-2020 06-2025
17.63 17.79 19.39 16.05 1.18 17.71 05-2020 05-2025
17.7 17.11 21.1 13.82 2.58 17.43 04-2020 04-2025
20.67 14.41 22.51 12.69 4.12 17.57 03-2020 03-2025
13.5 14.17 16.05 11.66 1.57 13.84 02-2020 02-2025
14.37 15.13 16.46 13.07 1.23 14.76 01-2020 01-2025
15.61 16.4 17.16 14.86 0.86 16.01 12-2019 12-2024
15.01 15.55 16.76 13.81 1.06 15.28 11-2019 11-2024
17.44 18.09 20.47 15.12 1.91 17.78 10-2019 10-2024
20.45 18.68 22.24 16.95 1.97 19.58 09-2019 09-2024
20.45 20.51 21.81 19.16 0.94 20.48 08-2019 08-2024
20.15 18.96 21.39 17.75 1.35 19.56 07-2019 07-2024
15.93 18.19 19.31 14.84 1.77 17.07 06-2019 06-2024
16.89 17.19 18.84 15.27 1.27 17.05 05-2019 05-2024
14.8 14.91 15.99 13.73 0.8 14.86 04-2019 04-2024
13.43 13.78 14.91 12.32 0.92 13.61 03-2019 03-2024
13.93 13.51 15.14 12.31 1.01 13.72 02-2019 02-2024
12.41 11.79 13.29 10.92 0.87 12.1 01-2019 01-2024
11.56 11.29 12.99 9.88 1.1 11.43 12-2018 12-2023
10.69 10.53 11.86 9.37 0.88 10.61 11-2018 11-2023
11.64 10.63 12.63 9.66 1.11 11.14 10-2018 10-2023
10.3 8.38 11.24 7.47 1.5 9.35 09-2018 09-2023
8.14 8.25 9.27 7.14 0.75 8.2 08-2018 08-2023
9.1 8.85 9.91 8.05 0.66 8.98 07-2018 07-2023
8.16 8.5 9.31 7.36 0.7 8.33 06-2018 06-2023
7.2 7.09 8.32 5.99 0.82 7.15 05-2018 05-2023
6.69 6.12 7.47 5.35 0.78 6.41 04-2018 04-2023
6.81 6.24 7.66 5.39 0.83 6.53 03-2018 03-2023
6.37 5.78 7.3 4.86 0.89 6.08 02-2018 02-2023
5.49 5.94 6.6 4.83 0.65 5.71 01-2018 01-2023
7.53 6.83 8.85 5.53 1.2 7.19 12-2017 12-2022
8.18 7.95 8.85 7.28 0.56 8.06 11-2017 11-2022
7.95 7.42 8.74 6.63 0.77 7.69 10-2017 10-2022
8.31 8.08 9.51 6.9 0.93 8.2 09-2017 09-2022
8.78 8.35 9.59 7.56 0.73 8.57 08-2017 08-2022
7.71 8.28 9.84 6.18 1.31 8 07-2017 07-2022
7.22 8.69 9.31 6.61 1.09 7.96 06-2017 06-2022
8.71 9.14 10.59 7.29 1.18 8.93 05-2017 05-2022
10.82 10.91 11.85 9.88 0.7 10.87 04-2017 04-2022
9.95 10.79 11.96 8.8 1.16 10.38 03-2017 03-2022
11.35 12.21 13.08 10.49 0.96 11.78 02-2017 02-2022
13.47 13.29 15.34 11.45 1.38 13.39 01-2017 01-2022
14.39 14.52 15.98 12.95 1.07 14.46 12-2016 12-2021
15.08 13.54 16.92 11.75 1.91 14.32 11-2016 11-2021
12.64 13.56 14.49 11.73 1.03 13.11 10-2016 10-2021
12.98 12.75 14.05 11.69 0.84 12.87 09-2016 09-2021
12.14 12.41 13.4 11.16 0.8 12.28 08-2016 08-2021
12.78 11.82 13.36 11.25 0.82 12.3 07-2016 07-2021
13.31 12.95 14.35 11.92 0.87 13.13 06-2016 06-2021
12.52 12.84 14.07 11.3 0.99 12.68 05-2016 05-2021
12.74 12.53 13.96 11.32 0.94 12.64 04-2016 04-2021

Rolling return for 7 year

Average return: 11.81
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.31 12.75 13.55 11.53 0.73 12.54 03-2019 03-2026
13.04 13.26 14.42 11.89 0.9 13.15 02-2019 02-2026
12.42 12.15 13.22 11.35 0.67 12.29 01-2019 01-2026
12.19 11.63 12.84 10.98 0.69 11.91 12-2018 12-2025
12.61 12.03 12.99 11.66 0.51 12.32 11-2018 11-2025
13.25 12.32 13.77 11.81 0.77 12.79 10-2018 10-2025
11.96 10.6 12.67 9.91 1.09 11.29 09-2018 09-2025
9.85 10.08 10.82 9.12 0.61 9.97 08-2018 08-2025
10.56 10.35 11.12 9.8 0.47 10.46 07-2018 07-2025
10.29 10.35 10.94 9.7 0.44 10.32 06-2018 06-2025
9.49 9.76 10.66 8.6 0.73 9.63 05-2018 05-2025
8.16 9.39 10.38 7.19 1.21 8.78 04-2018 04-2025
9.1 9.24 10.28 8.06 0.79 9.17 03-2018 03-2025
8.77 9.39 10.51 7.66 1.03 9.08 02-2018 02-2025
8.84 9.77 10.26 8.36 0.75 9.31 01-2018 01-2025
10.82 10.39 11.88 9.34 0.91 10.61 12-2017 12-2024
10.8 11.35 12.01 10.15 0.69 11.08 11-2017 11-2024
11.94 13 14 10.97 1.13 12.48 10-2017 10-2024
13.06 13.19 14.25 12.01 0.79 13.13 09-2017 09-2024
13.17 13.17 14.09 12.26 0.65 13.17 08-2017 08-2024
13.82 13.49 14.65 12.66 0.71 13.65 07-2017 07-2024
12.29 14.15 14.62 11.83 1.19 13.22 06-2017 06-2024
13.37 13.64 14.72 12.31 0.86 13.51 05-2017 05-2024
13.29 13.44 14.13 12.6 0.54 13.37 04-2017 04-2024
12.82 13.02 13.87 11.98 0.67 12.92 03-2017 03-2024
12.67 12.9 13.52 12.05 0.53 12.79 02-2017 02-2024
13.52 12.7 14.16 12.08 0.79 13.11 01-2017 01-2024
13.69 13.7 14.73 12.67 0.73 13.7 12-2016 12-2023
13.18 11.66 14.03 10.83 1.25 12.43 11-2016 11-2023
11.15 11.2 11.85 10.5 0.48 11.18 10-2016 10-2023
11.53 11.29 12.21 10.62 0.57 11.41 09-2016 09-2023
11.52 11.65 12.35 10.82 0.54 11.59 08-2016 08-2023
12.45 11.95 13.04 11.36 0.62 12.2 07-2016 07-2023
12.68 12.54 13.53 11.69 0.65 12.61 06-2016 06-2023
12.34 12.29 13.17 11.47 0.6 12.32 05-2016 05-2023
12.03 11.6 12.61 11.02 0.58 11.81 04-2016 04-2023
11.85 11.56 12.49 10.92 0.56 11.71 03-2016 03-2023

Rolling return for 10 year

Average return: 13.22
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.12 13.33 13.99 12.46 0.55 13.22 03-2016 03-2026