NIFTY NEXT 50

Index type: Equity Mean-Variance Ratio (MVR): 1.83 Weighted mean CAGR by duration: 13.52 Mean CAGR: 11.77 Standard deviation CAGR: 6.43 Range for CAGR: 19.17

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -15.41 24.32 -2.07 -0.37
3 year 9.08 26.46 18.84 18.80
5 year 3.67 28.39 13.73 14.12
7 year 8.54 16.39 12.77 12.66
10 year 12.91 14.35 13.62 13.63

Rolling return for 1 year

Average return: -0.37
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.68 7.8 23.05 -1.28 8.78 10.56 03-2025 03-2026
14.83 9.68 24.32 1.31 8.34 12.54 02-2025 02-2026
9.54 1.5 17.8 -5.61 8.76 5.81 01-2025 01-2026
-1.45 -5.33 3.19 -9.59 4.72 -3.3 12-2024 12-2025
2.93 -1.63 6.9 -5.29 4.6 0.73 11-2024 11-2025
-1.69 -9.19 2.29 -12.73 5.94 -5.33 10-2024 10-2025
-10.13 -9.57 -3.92 -15.41 4.07 -9.76 09-2024 09-2025
-6.71 -9.41 -2.46 -13.35 3.97 -7.98 08-2024 08-2025
-3.58 -7.61 0.35 -11.23 4.34 -5.52 07-2024 07-2025
8.29 -4.81 13.95 -9.54 9.51 1.97 06-2024 06-2025
-2.45 -2.66 7.64 -11.78 6.87 -2.31 05-2024 05-2025
-5.6 1.36 9.34 -12.49 8.11 -1.85 04-2024 04-2025

Rolling return for 3 year

Average return: 18.8
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.73 21.4 23.29 17.89 2 20.58 03-2023 03-2026
21.01 21.34 24.26 18.17 2.16 21.2 02-2023 02-2026
19.8 18.55 22.74 15.71 2.52 19.2 01-2023 01-2026
18.01 16.21 19.84 14.44 2.01 17.12 12-2022 12-2025
17.14 17.19 18.63 15.72 1.03 17.17 11-2022 11-2025
18.22 18.01 19.79 16.45 1.18 18.12 10-2022 10-2025
16.64 15.69 19.27 13.14 2.19 16.18 09-2022 09-2025
16.97 15.94 18.72 14.23 1.63 16.46 08-2022 08-2025
22.46 19.03 24.11 17.46 2.65 20.77 07-2022 07-2025
23.33 20.84 25.44 18.8 2.51 22.1 06-2022 06-2025
18.89 16.74 22.86 12.98 3.58 17.87 05-2022 05-2025
11.61 14.55 17.22 9.08 3.06 13.12 04-2022 04-2025
14.26 15.73 19.41 10.74 3.11 15.04 03-2022 03-2025
14.3 15.09 19.17 10.38 3.12 14.74 02-2022 02-2025
14.79 16.67 20.63 11.02 3.46 15.78 01-2022 01-2025
19.26 19.15 22.74 15.78 2.46 19.23 12-2021 12-2024
17.1 17.16 20.4 13.95 2.28 17.15 11-2021 11-2024
18.59 19.63 23.39 14.97 3 19.14 10-2021 10-2024
20.81 21.31 23.27 18.88 1.56 21.07 09-2021 09-2024
21.96 21.91 25 18.95 2.14 21.96 08-2021 08-2024
21.52 23.67 24.92 20.31 1.8 22.61 07-2021 07-2024
17.44 22.61 24.7 15.47 3.74 20.05 06-2021 06-2024
22.29 22.58 26.46 18.53 2.81 22.46 05-2021 05-2024
21.86 22.56 24.98 19.5 1.95 22.23 04-2021 04-2024
19.74 19.21 22.83 16.21 2.35 19.5 03-2021 03-2024
20.35 18.81 23.51 15.77 2.79 19.61 02-2021 02-2024
18.47 17.01 20.61 14.94 2.07 17.76 01-2021 01-2024
16.91 17.88 20.96 13.93 2.51 17.42 12-2020 12-2023
16.93 16.27 20.7 12.64 2.86 16.64 11-2020 11-2023
16.57 18.19 19.35 15.44 1.5 17.39 10-2020 10-2023
20.09 19.03 22.22 16.97 1.89 19.58 09-2020 09-2023
17.8 17.24 19.4 15.66 1.34 17.52 08-2020 08-2023
19.44 18.99 20.99 17.47 1.25 19.22 07-2020 07-2023
20.73 18.49 22.71 16.57 2.31 19.62 06-2020 06-2023
20.99 20.38 23.5 17.92 1.98 20.7 05-2020 05-2023
22.95 17.86 24.95 15.97 3.65 20.43 04-2020 04-2023

Rolling return for 5 year

Average return: 14.12
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.01 13.97 16.03 11.98 1.43 14 03-2021 03-2026
15.59 14.74 17.44 12.93 1.62 15.18 02-2021 02-2026
15.8 15.38 17.49 13.71 1.34 15.59 01-2021 01-2026
17.09 16.36 18.18 15.3 1.05 16.73 12-2020 12-2025
19.96 18.19 20.87 17.3 1.41 19.08 11-2020 11-2025
20.3 20.56 21.26 19.6 0.59 20.43 10-2020 10-2025
20.79 20.49 22.41 18.89 1.25 20.64 09-2020 09-2025
19.64 19.39 20.71 18.33 0.85 19.52 08-2020 08-2025
21.01 20.77 21.98 19.81 0.77 20.89 07-2020 07-2025
22.4 21.09 23.66 19.86 1.42 21.75 06-2020 06-2025
22.38 22.91 24.81 20.52 1.53 22.66 05-2020 05-2025
23.07 22.37 26.74 18.83 2.81 22.75 04-2020 04-2025
25.04 18.7 28.39 15.6 5.05 21.93 03-2020 03-2025
16.69 17.22 19.65 14.32 1.89 16.97 02-2020 02-2025
16.74 18.99 20.26 15.5 1.86 17.87 01-2020 01-2025
19.76 20.75 21.85 18.68 1.17 20.26 12-2019 12-2024
18.73 19.89 20.72 17.91 1.07 19.31 11-2019 11-2024
21.34 21.83 24.26 18.97 1.88 21.6 10-2019 10-2024
23.51 22.58 25.02 21.11 1.42 23.05 09-2019 09-2024
23.02 23.32 24.85 21.51 1.19 23.18 08-2019 08-2024
22.02 21.85 24.05 19.85 1.49 21.94 07-2019 07-2024
18.11 20.81 22.44 16.54 2.29 19.48 06-2019 06-2024
19.59 20.01 22.02 17.62 1.56 19.81 05-2019 05-2024
17.05 17.96 18.83 16.19 0.99 17.51 04-2019 04-2024
16.24 16.47 18.03 14.7 1.18 16.36 03-2019 03-2024
17.03 17.13 18.87 15.32 1.26 17.09 02-2019 02-2024
14.99 14.46 16.23 13.24 1.07 14.73 01-2019 01-2024
13.07 13.27 15.4 10.97 1.57 13.18 12-2018 12-2023
10.45 11.74 12.57 9.63 1.14 11.1 11-2018 11-2023
11.18 10.77 12.76 9.21 1.26 10.98 10-2018 10-2023
10.48 8.28 11.64 7.15 1.77 9.39 09-2018 09-2023
8.16 7.68 9.04 6.8 0.81 7.92 08-2018 08-2023
9.81 8.83 10.66 7.99 1.01 9.32 07-2018 07-2023
8.7 8.28 9.76 7.23 0.91 8.49 06-2018 06-2023
7.11 6.45 8.44 5.15 1.19 6.79 05-2018 05-2023
5.65 5.2 6.68 4.18 0.9 5.43 04-2018 04-2023
5.75 5.49 6.74 4.52 0.79 5.62 03-2018 03-2023
5.52 5.21 7.03 3.72 1.18 5.37 02-2018 02-2023
4.82 5.85 7.02 3.67 1.24 5.34 01-2018 01-2023
6.83 7.37 8.82 5.4 1.22 7.11 12-2017 12-2022
7.9 7.59 8.7 6.8 0.68 7.75 11-2017 11-2022
8.11 7.54 9.09 6.58 0.91 7.83 10-2017 10-2022
9.05 9.38 11.06 7.4 1.3 9.22 09-2017 09-2022
9.17 8.93 10.74 7.39 1.19 9.06 08-2017 08-2022
6.6 7.98 9.3 5.31 1.49 7.3 07-2017 07-2022
6.32 7.87 8.74 5.48 1.28 7.1 06-2017 06-2022
7.86 9.51 11.21 6.21 1.86 8.7 05-2017 05-2022
10.4 10.67 11.93 9.16 0.98 10.54 04-2017 04-2022
9.52 10.46 11.59 8.41 1.17 10 03-2017 03-2022
10.36 11.38 12.7 9.07 1.33 10.88 02-2017 02-2022
13.24 13.13 15.53 10.89 1.64 13.2 01-2017 01-2022
14.34 14.19 16.39 12.17 1.49 14.27 12-2016 12-2021
14.64 13.4 16.53 11.56 1.81 14.03 11-2016 11-2021
12.38 13.57 14.49 11.48 1.14 12.98 10-2016 10-2021
13.25 13.08 14.35 12 0.83 13.17 09-2016 09-2021
12.03 12.45 13.72 10.78 1.05 12.24 08-2016 08-2021
13.26 11.86 13.94 11.19 1.09 12.56 07-2016 07-2021
14.27 13.88 15.43 12.73 0.96 14.08 06-2016 06-2021
12.72 13.74 14.85 11.63 1.19 13.24 05-2016 05-2021
12.66 12.7 13.99 11.38 0.92 12.68 04-2016 04-2021

Rolling return for 7 year

Average return: 12.66
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.19 13.54 14.63 12.12 0.9 13.37 03-2019 03-2026
14.62 14.71 15.92 13.42 0.88 14.67 02-2019 02-2026
14.1 14.03 15.29 12.85 0.86 14.07 01-2019 01-2026
14.28 13.51 15.04 12.77 0.85 13.9 12-2018 12-2025
14.33 14.34 14.95 13.73 0.43 14.34 11-2018 11-2025
15.26 14.44 15.91 13.8 0.8 14.85 10-2018 10-2025
13.61 12.22 14.7 11.16 1.34 12.92 09-2018 09-2025
12.06 11.77 12.78 11.06 0.62 11.92 08-2018 08-2025
13.53 12.83 14.18 12.19 0.75 13.18 07-2018 07-2025
13.11 12.84 13.94 12.02 0.69 12.98 06-2018 06-2025
11.82 11.91 13.4 10.35 1.08 11.87 05-2018 05-2025
10.4 11.63 12.75 9.31 1.29 11.02 04-2018 04-2025
10.52 11.69 12.63 9.6 1.15 11.11 03-2018 03-2025
10.56 11.18 12.55 9.21 1.2 10.88 02-2018 02-2025
10.3 11.79 12.67 9.43 1.26 11.05 01-2018 01-2025
12.78 13.08 14.18 11.7 0.88 12.94 12-2017 12-2024
12.53 13.04 13.87 11.71 0.78 12.79 11-2017 11-2024
13.87 14.64 15.82 12.71 1.13 14.26 10-2017 10-2024
15.39 15.13 16.39 14.13 0.8 15.26 09-2017 09-2024
15 14.86 16.22 13.66 0.91 14.93 08-2017 08-2024
14.77 15.12 16.13 13.77 0.84 14.95 07-2017 07-2024
13.01 15.29 15.95 12.37 1.5 14.15 06-2017 06-2024
14.08 14.47 15.73 12.83 1.03 14.28 05-2017 05-2024
13.43 13.74 14.66 12.52 0.76 13.59 04-2017 04-2024
13.05 13.46 14.29 12.23 0.74 13.26 03-2017 03-2024
13.13 13.44 14.4 12.18 0.79 13.29 02-2017 02-2024
13.75 12.92 14.63 12.06 0.95 13.34 01-2017 01-2024
13.13 13.24 14.8 11.59 1.14 13.19 12-2016 12-2023
11.23 10.58 12.75 9.09 1.31 10.91 11-2016 11-2023
9.17 9.64 10.27 8.54 0.63 9.41 10-2016 10-2023
10.32 10.27 11.15 9.45 0.6 10.3 09-2016 09-2023
10.34 10.1 10.98 9.46 0.54 10.22 08-2016 08-2023
11.31 10.46 11.93 9.86 0.79 10.89 07-2016 07-2023
11.84 11.54 12.62 10.76 0.67 11.69 06-2016 06-2023
11.13 11.34 12.12 10.37 0.62 11.24 05-2016 05-2023
10.73 10.59 11.5 9.83 0.59 10.66 04-2016 04-2023
10.72 10.83 11.46 10.1 0.48 10.78 03-2016 03-2023

Rolling return for 10 year

Average return: 13.63
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.35 13.9 14.35 12.91 0.54 13.63 03-2016 03-2026