NIFTY PSE

Index type: Equity Mean-Variance Ratio (MVR): 1.26 Weighted mean CAGR by duration: 15.37 Mean CAGR: 14.82 Standard deviation CAGR: 11.78 Range for CAGR: 36.85

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -22.40 31.83 -3.33 -1.58
3 year 21.73 52.09 33.83 35.27
5 year -2.41 37.31 10.40 14.16
7 year 5.68 19.87 13.16 12.54
10 year 13.08 14.30 13.68 13.69

Rolling return for 1 year

Average return: -1.58
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.35 9.37 30.99 2.99 11.07 16.68 03-2025 03-2026
21.12 12.36 31.83 3.23 10.58 17.13 02-2025 02-2026
11.07 4.07 19.77 -3.49 8.59 7.86 01-2025 01-2026
-0.4 -5.07 5.24 -10.16 5.69 -2.6 12-2024 12-2025
2.64 -3.16 6.93 -7.05 5.35 -0.16 11-2024 11-2025
-1.07 -11.24 2.31 -14.18 6.85 -6.05 10-2024 10-2025
-12.33 -14.26 -5.85 -20.16 5.11 -13.15 09-2024 09-2025
-16.11 -18.11 -11.47 -22.4 3.93 -17.02 08-2024 08-2025
-7.62 -13.47 -2.49 -18.01 5.87 -10.4 07-2024 07-2025
7.84 -9.93 13.74 -14.61 11.83 -0.74 06-2024 06-2025
-3.57 -7.88 5.87 -16.09 7.92 -5.42 05-2024 05-2025
-7.91 -2.88 6.53 -16.04 8.18 -5.07 04-2024 04-2025

Rolling return for 3 year

Average return: 35.27
Min Max Min-Max Max-Min Standard Deviation Mean From To
30.99 31.12 33.64 28.53 1.81 31.07 03-2023 03-2026
32 33.25 35.78 29.54 2.25 32.64 02-2023 02-2026
30.47 31.31 33.79 28.05 2.05 30.91 01-2023 01-2026
30.74 29.64 33.16 27.28 2.12 30.2 12-2022 12-2025
31.67 31.29 33.48 29.51 1.41 31.49 11-2022 11-2025
34.92 32.94 36.44 31.46 1.89 33.94 10-2022 10-2025
33.43 31.53 36.64 28.44 2.98 32.51 09-2022 09-2025
31.79 31.65 34.17 29.31 1.72 31.73 08-2022 08-2025
38.04 36.29 40.54 33.86 2.44 37.18 07-2022 07-2025
39.1 34.91 41.59 32.53 3.53 37.03 06-2022 06-2025
32.71 32.43 36.91 28.37 3.02 32.61 05-2022 05-2025
27.27 29.38 33.61 23.25 3.74 28.38 04-2022 04-2025
26.45 32.25 34.29 24.53 4.01 29.38 03-2022 03-2025
29.51 30.83 36.6 24.04 4.47 30.24 02-2022 02-2025
30.7 33.18 36.96 27.09 3.6 31.98 01-2022 01-2025
36.64 37.44 41.42 32.79 3.06 37.07 12-2021 12-2024
36.19 35.43 40.77 31.03 3.45 35.86 11-2021 11-2024
36.01 36.17 42.61 29.87 4.51 36.17 10-2021 10-2024
42.65 40.58 47.17 36.26 3.93 41.66 09-2021 09-2024
47.24 47.51 51.12 43.72 2.62 47.4 08-2021 08-2024
43.69 47.7 49.53 41.94 3.04 45.71 07-2021 07-2024
36.82 44.46 47.89 33.65 5.71 40.7 06-2021 06-2024
44.61 44.7 51.47 38.15 4.71 44.73 05-2021 05-2024
46.19 46.17 50.77 41.73 3.2 46.22 04-2021 04-2024
40.84 42.17 47.75 35.51 4.35 41.57 03-2021 03-2024
46.92 42.06 52.09 37.23 5.53 44.58 02-2021 02-2024
42.23 41.84 47.84 36.46 4.03 42.09 01-2021 01-2024
38.06 39.24 45.04 32.54 4.44 38.72 12-2020 12-2023
37.11 37.05 44.12 30.38 4.86 37.16 11-2020 11-2023
38.45 38.5 42.02 35.03 2.47 38.5 10-2020 10-2023
35.04 32.36 39.91 27.76 4.4 33.77 09-2020 09-2023
29.71 27.1 31.36 25.5 2.27 28.42 08-2020 08-2023
29.1 27.96 32.72 24.47 2.94 28.56 07-2020 07-2023
26.04 24.47 28.88 21.73 2.59 25.28 06-2020 06-2023
29.72 26.42 31.14 25.05 2.45 28.08 05-2020 05-2023
28.25 23.76 30.32 21.8 3.41 26.03 04-2020 04-2023

Rolling return for 5 year

Average return: 14.16
Min Max Min-Max Max-Min Standard Deviation Mean From To
26.6 25.21 28.13 23.71 1.64 25.91 03-2021 03-2026
28.94 25.88 31.14 23.77 2.82 27.43 02-2021 02-2026
28.59 27.33 30.54 25.43 1.86 27.97 01-2021 01-2026
29.18 27.45 30.61 26.05 1.72 28.32 12-2020 12-2025
33.71 30.8 34.81 29.74 2.07 32.27 11-2020 11-2025
35.45 34.32 36.36 33.42 1.11 34.89 10-2020 10-2025
33.07 30.56 34.98 28.72 2.38 31.83 09-2020 09-2025
30.19 29.02 31.6 27.64 1.46 29.61 08-2020 08-2025
32.52 31.06 33.96 29.65 1.61 31.8 07-2020 07-2025
32.45 31.11 33.87 29.72 1.54 31.79 06-2020 06-2025
33.58 33.14 36.1 30.68 1.92 33.38 05-2020 05-2025
31.9 31.66 35.8 27.88 2.8 31.81 04-2020 04-2025
32.45 27.63 37.31 23.11 5.3 30.12 03-2020 03-2025
24.32 24.78 28.36 20.85 2.66 24.58 02-2020 02-2025
23.39 24.62 26.91 21.17 2.08 24.02 01-2020 01-2025
25.06 26.08 27.67 23.51 1.51 25.58 12-2019 12-2024
23.99 24.72 26.47 22.28 1.5 24.36 11-2019 11-2024
25.56 26.9 29.17 23.35 2.11 26.25 10-2019 10-2024
29.03 28.56 31.47 26.18 1.88 28.81 09-2019 09-2024
30.73 29.63 32.78 27.63 1.86 30.19 08-2019 08-2024
27.1 26.15 30.17 23.18 2.49 26.65 07-2019 07-2024
20.58 25 26.34 19.31 2.94 22.81 06-2019 06-2024
23.48 24.2 26.96 20.79 2.2 23.86 05-2019 05-2024
21.58 22.8 23.85 20.55 1.24 22.2 04-2019 04-2024
21.06 21.78 24.59 18.33 2.23 21.44 03-2019 03-2024
23.79 24.13 26.39 21.58 1.7 23.97 02-2019 02-2024
19.8 20.86 22.61 18.09 1.64 20.34 01-2019 01-2024
17.2 18.46 20.72 15.01 2.07 17.85 12-2018 12-2023
12.92 14.11 16.35 10.75 2.02 13.53 11-2018 11-2023
12.27 10.88 14 9.2 1.77 11.59 10-2018 10-2023
9.03 10.05 11.37 7.74 1.33 9.55 09-2018 09-2023
8.2 8.15 9.03 7.34 0.6 8.18 08-2018 08-2023
8.11 8.73 9.91 6.95 1.07 8.43 07-2018 07-2023
6.86 5.79 8.3 4.38 1.44 6.33 06-2018 06-2023
5.37 4.52 6.06 3.84 0.84 4.95 05-2018 05-2023
3.31 3.51 4.31 2.52 0.64 3.41 04-2018 04-2023
3.12 2.55 4.3 1.38 1.05 2.84 03-2018 03-2023
1.09 0.65 2.24 -0.48 0.97 0.88 02-2018 02-2023
0.45 0.54 1.58 -0.58 0.76 0.5 01-2018 01-2023
0.29 0.67 1.91 -0.94 1.02 0.48 12-2017 12-2022
0.44 0.08 1.45 -0.91 0.84 0.27 11-2017 11-2022
-0.35 -0.68 1.21 -2.22 1.22 -0.51 10-2017 10-2022
-0.16 0.57 2.14 -1.7 1.38 0.21 09-2017 09-2022
0.59 0.27 1.74 -0.87 0.93 0.43 08-2017 08-2022
-0.52 0.17 1.33 -1.66 1.08 -0.17 07-2017 07-2022
-0.5 0.53 2.43 -2.35 1.73 0.03 06-2017 06-2022
-0.29 0.12 1.72 -1.86 1.27 -0.08 05-2017 05-2022
0.51 1.29 2.46 -0.65 1.13 0.9 04-2017 04-2022
0.04 0.27 0.96 -0.64 0.57 0.16 03-2017 03-2022
-1.57 0.15 1.01 -2.41 1.35 -0.71 02-2017 02-2022
0.8 0.23 2.51 -1.44 1.41 0.52 01-2017 01-2022
0.77 1.2 2.52 -0.52 1.09 0.99 12-2016 12-2021
1.83 2.13 4.22 -0.21 1.57 1.99 11-2016 11-2021
2.27 3.68 5.14 0.85 1.6 2.98 10-2016 10-2021
1.06 2.91 3.88 0.12 1.48 1.99 09-2016 09-2021
0.37 0.73 1.83 -0.72 0.91 0.55 08-2016 08-2021
2.08 1.14 2.83 0.4 0.92 1.61 07-2016 07-2021
3.4 3.49 4.87 2.04 1 3.45 06-2016 06-2021
1.92 3.66 4.75 0.86 1.51 2.8 05-2016 05-2021
1.11 1.38 3.01 -0.49 1.24 1.25 04-2016 04-2021

Rolling return for 7 year

Average return: 12.54
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.14 16.24 18.15 15.25 1.07 16.7 03-2019 03-2026
18.42 18.33 19.87 16.91 1.05 18.38 02-2019 02-2026
17.07 17.13 18.34 15.88 0.87 17.11 01-2019 01-2026
17.12 16.46 18.04 15.54 0.91 16.79 12-2018 12-2025
17.24 16.3 17.93 15.63 0.88 16.77 11-2018 11-2025
17.35 15.6 17.91 15.05 1.19 16.48 10-2018 10-2025
14.69 14.89 15.86 13.72 0.76 14.79 09-2018 09-2025
14.26 14.48 15.14 13.6 0.55 14.37 08-2018 08-2025
15.88 15.88 16.77 14.99 0.63 15.88 07-2018 07-2025
16.07 15.01 16.95 14.13 1.07 15.54 06-2018 06-2025
14.19 14.51 15.72 13 0.97 14.36 05-2018 05-2025
12.12 13.85 14.48 11.51 1.22 12.99 04-2018 04-2025
11.36 12.9 14.27 10.02 1.6 12.14 03-2018 03-2025
10.45 11.74 13 9.22 1.41 11.1 02-2018 02-2025
10.76 12.18 13 9.95 1.19 11.47 01-2018 01-2025
12.47 13.14 14.14 11.49 0.97 12.81 12-2017 12-2024
12.45 12.96 14.06 11.37 0.97 12.71 11-2017 11-2024
13.58 14.36 15.91 12.06 1.39 13.98 10-2017 10-2024
15.17 15.43 16.72 13.9 1 15.3 09-2017 09-2024
15.9 15.99 17.2 14.7 0.88 15.95 08-2017 08-2024
15.69 16.72 17.68 14.74 1.1 16.21 07-2017 07-2024
13.55 15.84 17.4 12.04 2.06 14.71 06-2017 06-2024
13.25 14.22 15.52 11.97 1.3 13.74 05-2017 05-2024
12.61 13.17 14.11 11.68 0.88 12.89 04-2017 04-2024
11.53 13.28 13.84 10.98 1.19 12.41 03-2017 03-2024
11.66 12.63 13.32 10.97 0.9 12.14 02-2017 02-2024
11.27 11.33 13.13 9.51 1.28 11.31 01-2017 01-2024
9.87 11.18 12.21 8.86 1.27 10.53 12-2016 12-2023
7.98 8.73 10.31 6.43 1.4 8.36 11-2016 11-2023
7.15 7.24 8.32 6.08 0.79 7.2 10-2016 10-2023
6.79 7.7 8.42 6.08 0.89 7.25 09-2016 09-2023
6.86 6.61 7.44 6.03 0.51 6.74 08-2016 08-2023
6.94 6.94 8.21 5.68 0.89 6.94 07-2016 07-2023
6.98 6.99 8.01 5.97 0.72 6.99 06-2016 06-2023
7.38 7.07 7.88 6.57 0.48 7.22 05-2016 05-2023
7.01 6.52 7.74 5.79 0.71 6.77 04-2016 04-2023
6.89 7.04 7.76 6.17 0.56 6.96 03-2016 03-2023

Rolling return for 10 year

Average return: 13.69
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.61 13.76 14.3 13.08 0.43 13.69 03-2016 03-2026