NIFTY MOBILITY

Index type: Equity Mean-Variance Ratio (MVR): 2.4 Weighted mean CAGR by duration: 15.85 Mean CAGR: 15.74 Standard deviation CAGR: 6.57 Range for CAGR: 20.35

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -12.82 35.84 5.13 6.99
3 year 17.86 40.02 27.09 27.34
5 year 3.09 37.16 12.54 15.84
7 year 8.69 20.35 13.75 13.87
10 year 13.59 15.75 14.66 14.67

Rolling return for 1 year

Average return: 6.99
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.07 19.35 31.67 4.31 9.8 17.6 03-2025 03-2026
21.9 21.58 35.84 9.1 9.46 22.11 02-2025 02-2026
17.19 16.24 30.04 4.76 8.95 17.06 01-2025 01-2026
15.72 13.91 21.36 8.62 4.55 14.9 12-2024 12-2025
14.59 13.37 20.11 8.16 4.25 14.06 11-2024 11-2025
10.47 0.88 14.71 -2.85 7.08 5.8 10-2024 10-2025
-2.84 -0.65 5.51 -8.52 5.02 -1.62 09-2024 09-2025
-3.4 -1.44 3.85 -8.31 4.36 -2.33 08-2024 08-2025
-2.74 -4.61 0.69 -7.86 3.09 -3.63 07-2024 07-2025
3.61 -1.37 9.31 -6.51 5.87 1.26 06-2024 06-2025
1.23 2.95 10.51 -5.7 5.77 2.25 05-2024 05-2025
-9.25 1.83 6.01 -12.82 7.73 -3.56 04-2024 04-2025

Rolling return for 3 year

Average return: 27.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.78 27.87 31.56 22.25 3.37 26.87 03-2023 03-2026
26.9 29.63 31.56 25.03 2.5 28.28 02-2023 02-2026
25.49 28.42 29.91 24.04 2.32 26.96 01-2023 01-2026
28.06 26.64 30.11 24.65 1.99 27.36 12-2022 12-2025
26.2 26.4 28.19 24.43 1.33 26.3 11-2022 11-2025
27.89 26.64 29.51 25.06 1.63 27.28 10-2022 10-2025
25.67 25.99 29.17 22.57 2.34 25.85 09-2022 09-2025
23.19 24.76 26.2 21.79 1.66 23.99 08-2022 08-2025
27.81 25.79 29.29 24.35 1.89 26.81 07-2022 07-2025
29.07 27.78 31.39 25.52 2.12 28.44 06-2022 06-2025
28.33 27.2 32.13 23.54 3.06 27.8 05-2022 05-2025
19.79 24.12 26.16 17.86 3.31 21.98 04-2022 04-2025
25.51 25.2 29.68 21.17 3.01 25.39 03-2022 03-2025
23.27 23.79 27.92 19.3 3.05 23.57 02-2022 02-2025
22.24 24.4 26.9 19.84 2.61 23.34 01-2022 01-2025
27.52 27.3 30.24 24.64 1.98 27.43 12-2021 12-2024
26.9 24.97 29.36 22.58 2.49 25.95 11-2021 11-2024
27.92 29.53 33.51 24.1 3.38 28.77 10-2021 10-2024
33.33 33.36 36.03 30.71 1.88 33.36 09-2021 09-2024
33.92 33.94 36.27 31.63 1.64 33.94 08-2021 08-2024
33.39 32.77 35.82 30.4 1.93 33.09 07-2021 07-2024
26.99 29.11 31.42 24.77 2.47 28.07 06-2021 06-2024
29.44 28.77 32.53 25.76 2.41 29.12 05-2021 05-2024
29.26 28.57 31 26.86 1.48 28.92 04-2021 04-2024
25.92 24.58 28.75 21.83 2.49 25.27 03-2021 03-2024
24.53 23.78 27.27 21.12 2.19 24.18 02-2021 02-2024
25.83 23.51 28.3 21.14 2.66 24.7 01-2021 01-2024
24.91 25.9 28.65 22.24 2.29 25.42 12-2020 12-2023
26.18 24.28 30.61 20.07 3.79 25.29 11-2020 11-2023
26.01 25.96 27.84 24.16 1.3 25.99 10-2020 10-2023
27.94 25.79 29.72 24.06 2.14 26.88 09-2020 09-2023
27.79 24.01 28.64 23.19 2.34 25.91 08-2020 08-2023
28.69 27.63 30.89 25.48 1.95 28.17 07-2020 07-2023
29.19 28.41 31.32 26.33 1.79 28.81 06-2020 06-2023
32.66 30.4 35.49 27.67 2.88 31.55 05-2020 05-2023
36.77 29.36 40.02 26.35 5.5 33.12 04-2020 04-2023

Rolling return for 5 year

Average return: 15.84
Min Max Min-Max Max-Min Standard Deviation Mean From To
18 18.84 21.22 15.68 1.98 18.44 03-2021 03-2026
19.47 20.06 22.09 17.49 1.64 19.78 02-2021 02-2026
21.88 21.64 24.44 19.13 1.88 21.77 01-2021 01-2026
24.69 24.26 25.88 23.09 1 24.48 12-2020 12-2025
27.97 25.39 29.18 24.22 1.98 26.69 11-2020 11-2025
27.9 27.72 28.86 26.77 0.74 27.81 10-2020 10-2025
27.81 27.55 29.93 25.47 1.58 27.69 09-2020 09-2025
27.32 26.36 29.17 24.54 1.67 26.85 08-2020 08-2025
28.85 27.79 29.74 26.91 1.07 28.32 07-2020 07-2025
29.47 29.12 30.87 27.74 1.11 29.3 06-2020 06-2025
32.08 31.36 34.42 29.08 1.91 31.73 05-2020 05-2025
32.96 30.79 37.16 26.79 3.75 31.92 04-2020 04-2025
34.33 26.06 37 23.61 5.56 30.25 03-2020 03-2025
24.15 23.2 26.93 20.49 2.3 23.69 02-2020 02-2025
22.2 23.71 24.97 20.96 1.51 22.96 01-2020 01-2025
24.2 24.48 25.78 22.91 1.02 24.34 12-2019 12-2024
23.77 24.39 25.2 22.96 0.82 24.08 11-2019 11-2024
26.34 26.91 29.63 23.69 2.11 26.64 10-2019 10-2024
30.58 28.8 32.16 27.25 1.85 29.7 09-2019 09-2024
29.81 30 31.17 28.65 0.89 29.91 08-2019 08-2024
29.53 27.03 30.94 25.66 2.07 28.29 07-2019 07-2024
24.11 25.09 26.68 22.54 1.5 24.61 06-2019 06-2024
23.72 23.63 25.49 21.89 1.27 23.68 05-2019 05-2024
21.39 21.18 22.37 20.21 0.77 21.29 04-2019 04-2024
20.71 20.99 22.34 19.39 1.05 20.86 03-2019 03-2024
21.1 21.09 22.69 19.52 1.12 21.1 02-2019 02-2024
19.28 18.32 20.67 16.96 1.35 18.81 01-2019 01-2024
16.14 16.51 18.22 14.46 1.34 16.33 12-2018 12-2023
13.65 15.13 16.03 12.77 1.27 14.39 11-2018 11-2023
14.6 13.09 15.6 12.12 1.34 13.85 10-2018 10-2023
12.32 10.78 13.26 9.87 1.32 11.56 09-2018 09-2023
9.87 9.77 10.3 9.33 0.34 9.82 08-2018 08-2023
9.68 9.73 10.8 8.62 0.77 9.71 07-2018 07-2023
8.88 8.5 9.96 7.44 0.9 8.7 06-2018 06-2023
7.05 6.81 8.41 5.47 1.04 6.93 05-2018 05-2023
4.81 5.16 6.3 3.69 0.93 4.99 04-2018 04-2023
4.75 5.4 6.56 3.61 1.07 5.08 03-2018 03-2023
4.97 4.59 5.91 3.66 0.81 4.78 02-2018 02-2023
4.66 4.81 5.39 4.09 0.46 4.74 01-2018 01-2023
5.34 5.54 7.06 3.85 1.14 5.45 12-2017 12-2022
5.97 6.29 6.88 5.39 0.54 6.13 11-2017 11-2022
5.81 5.96 7.24 4.55 0.95 5.89 10-2017 10-2022
6.46 6.91 8.07 5.33 0.98 6.69 09-2017 09-2022
7.07 6.61 7.81 5.88 0.7 6.84 08-2017 08-2022
5.25 6.11 7 4.37 0.98 5.68 07-2017 07-2022
4.21 5.21 5.97 3.46 0.96 4.71 06-2017 06-2022
3.97 5.47 6.37 3.09 1.28 4.72 05-2017 05-2022
6.22 6.32 7.27 5.28 0.7 6.27 04-2017 04-2022
4.64 6.16 6.87 3.94 1.17 5.4 03-2017 03-2022
6.38 7.82 8.49 5.72 1.1 7.1 02-2017 02-2022
9.05 8.93 10.36 7.64 0.96 9 01-2017 01-2022
8.74 9.16 10.25 7.67 0.92 8.96 12-2016 12-2021
9.46 9.04 11.75 6.8 1.76 9.26 11-2016 11-2021
7.65 8.99 9.63 7.02 1.04 8.32 10-2016 10-2021
7.29 7.81 8.57 6.54 0.74 7.55 09-2016 09-2021
7.26 7.18 8.38 6.07 0.82 7.22 08-2016 08-2021
8.57 8.62 10.06 7.15 1.03 8.6 07-2016 07-2021
10.61 11.01 11.79 9.83 0.71 10.81 06-2016 06-2021
10.01 10.73 11.93 8.83 1.13 10.38 05-2016 05-2021
9.65 9.45 10.89 8.23 0.94 9.55 04-2016 04-2021

Rolling return for 7 year

Average return: 13.87
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.64 17.97 18.9 15.72 1.22 17.31 03-2019 03-2026
18.51 19.23 20.35 17.4 1.07 18.87 02-2019 02-2026
18.38 18.48 20.16 16.73 1.21 18.44 01-2019 01-2026
18.43 18.01 19.24 17.21 0.73 18.22 12-2018 12-2025
18.28 18.42 19.08 17.63 0.52 18.35 11-2018 11-2025
19.01 17.79 19.65 17.16 0.98 18.4 10-2018 10-2025
16.49 16.03 17.88 14.67 1.15 16.27 09-2018 09-2025
14.41 15.2 15.6 14.01 0.63 14.8 08-2018 08-2025
14.9 14.68 15.47 14.11 0.49 14.79 07-2018 07-2025
14.51 14.3 15.39 13.43 0.7 14.41 06-2018 06-2025
13.46 13.68 14.89 12.26 0.93 13.57 05-2018 05-2025
10.83 12.45 13.32 9.98 1.31 11.65 04-2018 04-2025
11.79 12.48 13.37 10.92 0.9 12.14 03-2018 03-2025
11.46 12.23 13.24 10.46 1.02 11.85 02-2018 02-2025
11.31 12.67 13.11 10.87 0.93 11.99 01-2018 01-2025
13.01 12.88 14.03 11.86 0.77 12.95 12-2017 12-2024
12.94 13.43 13.88 12.5 0.52 13.19 11-2017 11-2024
14.06 15.18 16.17 13.09 1.16 14.62 10-2017 10-2024
15.81 15.92 16.81 14.92 0.67 15.86 09-2017 09-2024
15.39 15.32 16.25 14.47 0.63 15.36 08-2017 08-2024
15.68 15.88 16.58 14.99 0.57 15.78 07-2017 07-2024
14.31 15.4 16 13.72 0.89 14.86 06-2017 06-2024
14.22 14.68 15.39 13.53 0.68 14.46 05-2017 05-2024
14.38 14.31 15.04 13.66 0.49 14.35 04-2017 04-2024
13.93 14.47 15.02 13.38 0.61 14.2 03-2017 03-2024
13.78 14.34 14.84 13.28 0.59 14.06 02-2017 02-2024
13.63 13.52 14.57 12.58 0.7 13.57 01-2017 01-2024
13.05 13.68 14.49 12.25 0.82 13.37 12-2016 12-2023
11.58 11.27 13.24 9.64 1.28 11.43 11-2016 11-2023
10.05 10.27 10.73 9.59 0.41 10.16 10-2016 10-2023
10.49 10.59 11.15 9.93 0.43 10.54 09-2016 09-2023
10.84 10.27 11.16 9.96 0.47 10.56 08-2016 08-2023
11.11 10.87 11.92 10.07 0.66 10.99 07-2016 07-2023
11.04 11.27 11.83 10.49 0.48 11.16 06-2016 06-2023
10.83 10.98 11.84 9.98 0.66 10.91 05-2016 05-2023
9.71 9.79 10.82 8.69 0.75 9.75 04-2016 04-2023
9.57 10.06 10.92 8.73 0.79 9.82 03-2016 03-2023

Rolling return for 10 year

Average return: 14.67
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.2 15.13 15.75 13.59 0.83 14.67 03-2016 03-2026