NIFTY NON-CYCLICAL CONSUMER

Index type: Equity Mean-Variance Ratio (MVR): 2.06 Weighted mean CAGR by duration: 14.03 Mean CAGR: 12.33 Standard deviation CAGR: 5.97 Range for CAGR: 16.68

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -12.91 15.93 -0.47 0.74
3 year 10.15 24.20 17.56 17.42
5 year 9.14 23.81 15.55 15.69
7 year 11.03 18.99 14.47 14.84
10 year 12.39 13.52 12.95 12.95

Rolling return for 1 year

Average return: 0.74
Min Max Min-Max Max-Min Standard Deviation Mean From To
-2.42 -2.47 5.62 -9.9 5.49 -2.29 03-2025 03-2026
3.09 -1.68 11.57 -9.15 7.52 0.96 02-2025 02-2026
-1.27 -2.5 7.86 -10.75 6.6 -1.66 01-2025 01-2026
-1.06 -0.29 3.52 -4.7 2.92 -0.63 12-2024 12-2025
3.54 1.92 6.59 -0.99 2.74 2.76 11-2024 11-2025
-1.2 -6.42 4.23 -11.3 5.79 -3.67 10-2024 10-2025
-7.06 -7.14 -0.9 -12.91 4.25 -7 09-2024 09-2025
-1.5 -2.4 3.95 -7.52 4.07 -1.87 08-2024 08-2025
2.91 -0.66 5.8 -3.37 3.48 1.17 07-2024 07-2025
7.17 5.44 13.32 -0.28 4.85 6.41 06-2024 06-2025
6.78 8.52 13.15 2.41 3.85 7.71 05-2024 05-2025
1.77 12.07 15.93 -1.62 7.2 7.04 04-2024 04-2025

Rolling return for 3 year

Average return: 17.42
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.99 13.09 13.96 10.15 1.54 12.05 03-2023 03-2026
13.11 15 16.13 12.01 1.6 14.06 02-2023 02-2026
13.42 15.07 16.81 11.73 1.89 14.26 01-2023 01-2026
14.49 14.38 16.22 12.67 1.26 14.44 12-2022 12-2025
14.77 14.68 15.89 13.57 0.82 14.73 11-2022 11-2025
14.55 15.38 16.61 13.34 1.19 14.97 10-2022 10-2025
14.11 15.39 16.57 12.95 1.36 14.76 09-2022 09-2025
14.98 15.52 17.06 13.47 1.28 15.26 08-2022 08-2025
19.47 16.26 20.58 15.19 2.22 17.88 07-2022 07-2025
20.12 18.85 22.38 16.65 2.08 19.5 06-2022 06-2025
18.3 17 20.61 14.77 2.12 17.67 05-2022 05-2025
12.54 16.13 17.53 11.19 2.58 14.35 04-2022 04-2025
15.25 14.66 18.35 11.65 2.38 14.98 03-2022 03-2025
14.26 16.29 19.18 11.5 2.81 15.31 02-2022 02-2025
15.19 15.9 19.14 12.06 2.52 15.57 01-2022 01-2025
17 16.33 18.47 14.88 1.29 16.67 12-2021 12-2024
14.85 14.66 16.58 12.96 1.28 14.76 11-2021 11-2024
16.53 17.58 20.8 13.43 2.63 17.09 10-2021 10-2024
19.28 19.48 21.89 16.92 1.76 19.39 09-2021 09-2024
20.31 19.74 22.86 17.25 1.99 20.04 08-2021 08-2024
19.55 21.14 22.09 18.62 1.35 20.35 07-2021 07-2024
18 19.39 20.87 16.55 1.6 18.7 06-2021 06-2024
19.95 19.21 21.63 17.55 1.47 19.58 05-2021 05-2024
19.39 18.88 20.75 17.54 1.15 19.14 04-2021 04-2024
18.69 18.45 20.13 17.03 1.1 18.57 03-2021 03-2024
18.01 17.1 19.37 15.77 1.31 17.56 02-2021 02-2024
17.92 16.95 19.17 15.72 1.27 17.44 01-2021 01-2024
19.22 17.75 21.6 15.45 2.24 18.51 12-2020 12-2023
18.91 18.92 21.7 16.19 1.95 18.93 11-2020 11-2023
19.58 20.09 21.45 18.24 1.15 19.84 10-2020 10-2023
21.17 19.07 22.17 18.09 1.62 20.12 09-2020 09-2023
19.89 18.33 20.64 17.59 1.21 19.11 08-2020 08-2023
20.38 20.16 21.34 19.22 0.75 20.27 07-2020 07-2023
20.55 20.43 22.2 18.81 1.2 20.5 06-2020 06-2023
21.48 20.57 24.2 17.92 2.24 21.04 05-2020 05-2023
21.32 18.22 22.81 16.79 2.39 19.79 04-2020 04-2023

Rolling return for 5 year

Average return: 15.69
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.03 11.86 12.81 10.1 1 11.45 03-2021 03-2026
12.38 12.87 14.17 11.1 1.1 12.63 02-2021 02-2026
12.52 13.25 14.53 11.26 1.18 12.89 01-2021 01-2026
15.59 14.41 16.64 13.38 1.23 15.01 12-2020 12-2025
17.81 16.86 18.5 16.19 0.88 17.34 11-2020 11-2025
18.2 18.66 19.47 17.4 0.75 18.43 10-2020 10-2025
18.82 18.51 20.35 17 1.19 18.67 09-2020 09-2025
18.38 18.28 19.66 17.02 0.93 18.33 08-2020 08-2025
18.57 18.53 19.22 17.88 0.47 18.55 07-2020 07-2025
18.82 19.11 20.15 17.78 0.84 18.96 06-2020 06-2025
20.74 19.99 22.15 18.61 1.28 20.37 05-2020 05-2025
19.85 20.24 23.02 17.15 2.08 20.07 04-2020 04-2025
21.69 16.57 23.65 14.73 3.64 19.16 03-2020 03-2025
15 16.76 17.94 13.85 1.57 15.89 02-2020 02-2025
17.02 17.71 19.41 15.36 1.45 17.38 01-2020 01-2025
18.44 18.65 19.34 17.76 0.56 18.55 12-2019 12-2024
17.63 17.95 18.69 16.9 0.64 17.79 11-2019 11-2024
19.3 20.32 21.89 17.75 1.51 19.82 10-2019 10-2024
22.21 21.41 23.81 19.84 1.43 21.82 09-2019 09-2024
21.05 21.6 22.59 20.07 0.91 21.33 08-2019 08-2024
19.82 20.23 21.34 18.72 0.94 20.03 07-2019 07-2024
17.5 18.54 19.2 16.84 0.91 18.02 06-2019 06-2024
18.25 18.11 19.24 17.12 0.75 18.18 05-2019 05-2024
16.81 17.1 17.6 16.31 0.47 16.95 04-2019 04-2024
16.53 16.41 17.38 15.56 0.64 16.47 03-2019 03-2024
16.75 16.38 17.55 15.59 0.71 16.57 02-2019 02-2024
16.47 16.28 17.21 15.54 0.59 16.38 01-2019 01-2024
15.93 15.69 17.31 14.33 1.06 15.81 12-2018 12-2023
14.88 14.91 16.49 13.32 1.12 14.9 11-2018 11-2023
15.77 14.9 16.85 13.83 1.11 15.34 10-2018 10-2023
14.16 12.42 14.73 11.87 1.18 13.29 09-2018 09-2023
12.03 11.59 12.45 11.17 0.48 11.81 08-2018 08-2023
13.22 12.55 13.75 12.02 0.66 12.89 07-2018 07-2023
12.78 12.96 13.7 12.05 0.59 12.87 06-2018 06-2023
11.29 12.17 12.78 10.69 0.8 11.73 05-2018 05-2023
11.09 10.55 11.91 9.74 0.79 10.82 04-2018 04-2023
11.05 10.96 11.56 10.46 0.39 11.01 03-2018 03-2023
10.88 10.69 11.53 10.04 0.53 10.79 02-2018 02-2023
10.15 10.13 11.14 9.14 0.71 10.14 01-2018 01-2023
11.57 11.28 12.65 10.22 0.87 11.43 12-2017 12-2022
12.27 12.21 12.98 11.5 0.52 12.24 11-2017 11-2022
14.09 13.19 14.82 12.47 0.89 13.64 10-2017 10-2022
14.64 14.12 15.35 13.42 0.71 14.38 09-2017 09-2022
14.17 14.16 15.08 13.26 0.64 14.17 08-2017 08-2022
11.6 13.44 14.07 10.98 1.27 12.52 07-2017 07-2022
11.18 12.75 13.16 10.79 1.01 11.97 06-2017 06-2022
12.96 14.17 15.04 12.11 1.12 13.57 05-2017 05-2022
15.38 15.36 16.22 14.53 0.6 15.37 04-2017 04-2022
13.97 15.26 16.16 13.09 1.18 14.62 03-2017 03-2022
15.24 16.24 16.95 14.55 0.92 15.75 02-2017 02-2022
17.96 18.24 19.93 16.3 1.29 18.11 01-2017 01-2022
19.47 19.24 20.79 17.94 1.01 19.36 12-2016 12-2021
20.09 18.35 21.29 17.17 1.58 19.23 11-2016 11-2021
17.07 17.96 18.98 16.06 1.08 17.52 10-2016 10-2021
16.61 16.95 18.02 15.55 0.88 16.78 09-2016 09-2021
14.43 15.68 16.21 13.91 0.93 15.06 08-2016 08-2021
14.33 14.04 14.87 13.51 0.49 14.19 07-2016 07-2021
14.61 14.59 15.46 13.74 0.61 14.6 06-2016 06-2021
14.07 14.39 15.46 13.02 0.87 14.24 05-2016 05-2021
14.44 14.32 15.51 13.25 0.8 14.38 04-2016 04-2021

Rolling return for 7 year

Average return: 14.84
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.69 12.3 12.97 11.03 0.72 12 03-2019 03-2026
13.09 13.56 14.38 12.29 0.76 13.33 02-2019 02-2026
13.04 13.82 14.47 12.39 0.79 13.43 01-2019 01-2026
14.31 13.91 15.05 13.18 0.68 14.11 12-2018 12-2025
15.25 14.61 15.73 14.13 0.61 14.93 11-2018 11-2025
15.88 15.37 16.77 14.49 0.83 15.63 10-2018 10-2025
14.51 13.9 15.56 12.86 0.98 14.21 09-2018 09-2025
13.19 13.44 14.07 12.57 0.54 13.32 08-2018 08-2025
13.97 13.56 14.43 13.11 0.49 13.77 07-2018 07-2025
13.76 14.14 14.67 13.24 0.52 13.95 06-2018 06-2025
13.62 14.11 14.56 13.17 0.52 13.87 05-2018 05-2025
12.94 14.06 15.06 11.96 1.17 13.51 04-2018 04-2025
13.09 13.95 14.39 12.66 0.68 13.52 03-2018 03-2025
13 14.44 15.06 12.39 1.07 13.72 02-2018 02-2025
13.29 14.19 14.94 12.55 0.9 13.74 01-2018 01-2025
14.77 14.38 15.38 13.77 0.59 14.58 12-2017 12-2024
14.65 14.83 15.39 14.09 0.46 14.74 11-2017 11-2024
16.66 17.27 18.47 15.48 1.08 16.97 10-2017 10-2024
17.89 18.09 18.99 16.99 0.71 17.99 09-2017 09-2024
16.95 17.34 18.01 16.29 0.62 17.15 08-2017 08-2024
16.25 16.84 17.3 15.79 0.57 16.55 07-2017 07-2024
15.54 16.43 16.73 15.24 0.61 15.98 06-2017 06-2024
16.15 16.22 16.84 15.52 0.47 16.18 05-2017 05-2024
16.22 16.16 16.78 15.6 0.42 16.19 04-2017 04-2024
16.11 16.07 16.71 15.47 0.44 16.09 03-2017 03-2024
16.23 16.3 16.8 15.73 0.38 16.27 02-2017 02-2024
17.72 17.06 18.25 16.54 0.65 17.39 01-2017 01-2024
17.91 17.81 18.91 16.82 0.74 17.86 12-2016 12-2023
16.44 15.56 17.61 14.42 1.17 16.01 11-2016 11-2023
14.3 14.35 15.06 13.6 0.52 14.33 10-2016 10-2023
14.34 14 14.74 13.59 0.42 14.17 09-2016 09-2023
13.95 13.88 14.25 13.57 0.24 13.91 08-2016 08-2023
14.36 14.15 14.74 13.77 0.35 14.26 07-2016 07-2023
14.47 14.52 15.14 13.85 0.46 14.5 06-2016 06-2023
13.9 14.23 14.99 13.14 0.66 14.07 05-2016 05-2023
13.68 13.43 14.28 12.84 0.52 13.56 04-2016 04-2023
13.33 13.37 13.7 13 0.25 13.35 03-2016 03-2023

Rolling return for 10 year

Average return: 12.95
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.62 13.29 13.52 12.39 0.46 12.95 03-2016 03-2026