NIFTY PRIVATE BANK

Index type: Equity Mean-Variance Ratio (MVR): 8.84 Weighted mean CAGR by duration: 9.55 Mean CAGR: 9.99 Standard deviation CAGR: 1.13 Range for CAGR: 2.66

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -4.56 24.69 9.74 10.43
3 year 4.70 20.63 10.86 11.10
5 year 6.54 10.36 8.43 8.44

Rolling return for 1 year

Average return: 10.43
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.31 9.33 19.71 -2.91 8.07 8.11 03-2025 03-2026
15.99 18.87 23.32 11.81 4.2 17.5 02-2025 02-2026
18.31 14.98 23.61 10.05 4.94 16.74 01-2025 01-2026
15.06 10.91 18.04 8.12 3.8 13.03 12-2024 12-2025
12.99 12.37 18.12 7.49 3.77 12.74 11-2024 11-2025
6.14 8.24 15.66 -0.66 5.82 7.34 10-2024 10-2025
3.25 -0.39 7.76 -4.56 4.54 1.52 09-2024 09-2025
4.85 5.02 9.43 0.63 3.11 4.98 08-2024 08-2025
7.01 6.5 13.11 0.75 4.37 6.84 07-2024 07-2025
18.84 7.67 24.69 2.62 8.75 13.46 06-2024 06-2025
14.54 12.86 19.23 8.41 3.87 13.76 05-2024 05-2025
4.78 12.97 20.45 -1.74 8.37 9.12 04-2024 04-2025

Rolling return for 3 year

Average return: 11.1
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.87 10.32 13.27 6.05 2.6 9.63 03-2023 03-2026
11.47 11.52 13.77 9.27 1.59 11.51 02-2023 02-2026
11.37 9.35 13.01 7.77 1.99 10.38 01-2023 01-2026
10.26 8.79 11.2 7.87 1.29 9.53 12-2022 12-2025
9.67 9.35 11.31 7.75 1.26 9.52 11-2022 11-2025
10.52 10.41 13.73 7.29 2.28 10.49 10-2022 10-2025
10.6 8.12 12.19 6.59 2.17 9.38 09-2022 09-2025
11.18 10.08 12.77 8.52 1.55 10.64 08-2022 08-2025
17.5 14.06 19.69 11.97 2.99 15.8 07-2022 07-2025
18.71 15.91 20.63 14.07 2.52 17.33 06-2022 06-2025
16.82 14.59 18.39 13.06 2.04 15.71 05-2022 05-2025
10.63 12.64 15.89 7.53 3.04 11.67 04-2022 04-2025
13.38 11.85 16.86 8.52 3 12.65 03-2022 03-2025
10.85 7.96 12.22 6.65 2.22 9.42 02-2022 02-2025
9.22 8.7 11.88 6.11 2.05 8.98 01-2022 01-2025
12.36 10.87 14.71 8.59 2.23 11.63 12-2021 12-2024
10.59 7.34 12.44 5.57 2.69 8.98 11-2021 11-2024
9.12 7.03 11.56 4.7 2.54 8.1 10-2021 10-2024
10.5 10.71 13.44 7.85 1.98 10.62 09-2021 09-2024
11.35 11.02 12.88 9.51 1.2 11.19 08-2021 08-2024
12.11 12.22 14.39 9.98 1.56 12.18 07-2021 07-2024
8.69 12.22 14.14 6.86 2.86 10.48 06-2021 06-2024
11.09 9.62 13.14 7.63 2.02 10.37 05-2021 05-2024
12.71 10.74 15.15 8.4 2.49 11.75 04-2021 04-2024
9.66 9.31 11.44 7.57 1.37 9.49 03-2021 03-2024

Rolling return for 5 year

Average return: 8.44
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.77 9.09 10.36 6.54 1.43 8.44 03-2021 03-2026