NIFTY QUALITY LOW-VOLATILITY 30

Index type: Equity Mean-Variance Ratio (MVR): 1.83 Weighted mean CAGR by duration: 11.01 Mean CAGR: 9.55 Standard deviation CAGR: 5.22 Range for CAGR: 14.58

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -13.12 12.82 0.49 -0.55
3 year 6.87 23.63 13.63 14.03
5 year 7.77 21.59 12.23 12.72
7 year 8.89 15.09 11.30 11.56
10 year 9.49 10.53 10.01 10.01

Rolling return for 1 year

Average return: -0.55
Min Max Min-Max Max-Min Standard Deviation Mean From To
1.94 2.13 9.5 -4.92 5.1 2.16 03-2025 03-2026
7.24 1.28 12.82 -3.73 6.22 4.4 02-2025 02-2026
2.46 3.44 9 -2.77 4.18 3.03 01-2025 01-2026
3.78 1.66 6.61 -1.04 2.81 2.75 12-2024 12-2025
2.24 0.32 6.07 -3.31 3.39 1.33 11-2024 11-2025
-3.29 -7.91 1.93 -12.63 5.4 -5.47 10-2024 10-2025
-9.51 -8.98 -5.19 -13.12 2.81 -9.2 09-2024 09-2025
-7.36 -7.31 -2.92 -11.54 3.05 -7.28 08-2024 08-2025
-3.05 -5.41 0.66 -8.9 3.48 -4.17 07-2024 07-2025
3.77 0.93 7.2 -2.3 3.51 2.4 06-2024 06-2025
2.49 3.82 7.8 -1.3 3.25 3.2 05-2024 05-2025
-4.57 4.83 8.38 -7.69 6.58 0.24 04-2024 04-2025

Rolling return for 3 year

Average return: 14.03
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.8 11.42 12.45 8.79 1.42 10.61 03-2023 03-2026
11.59 12.25 13.49 10.37 1.13 11.93 02-2023 02-2026
11.3 12.9 13.62 10.6 1.21 12.11 01-2023 01-2026
12.27 11.68 13.29 10.68 0.95 11.98 12-2022 12-2025
11.45 11.55 12.83 10.19 0.93 11.5 11-2022 11-2025
12.28 12.95 14.27 10.99 1.18 12.62 10-2022 10-2025
11.75 12.16 13.5 10.44 1.09 11.96 09-2022 09-2025
10.44 11.31 12.18 9.59 0.97 10.88 08-2022 08-2025
13.58 12.26 15.01 10.86 1.54 12.93 07-2022 07-2025
15.75 14.03 17.01 12.8 1.61 14.9 06-2022 06-2025
13.41 12.99 15.34 11.1 1.51 13.21 05-2022 05-2025
8.59 11.5 13.29 6.87 2.49 10.06 04-2022 04-2025
10.53 10.4 13.13 7.86 1.86 10.48 03-2022 03-2025
10.68 11.75 14.73 7.8 2.48 11.24 02-2022 02-2025
11.44 10.58 13.41 8.66 1.71 11.02 01-2022 01-2025
12.17 11.91 13.96 10.14 1.35 12.04 12-2021 12-2024
11.56 11.72 13.65 9.66 1.41 11.65 11-2021 11-2024
12.31 13.71 16.17 9.93 2.26 13.03 10-2021 10-2024
14.52 14.37 16.08 12.83 1.15 14.45 09-2021 09-2024
15.35 14.66 17.14 12.91 1.52 15.02 08-2021 08-2024
14.63 16.43 17.03 14.04 1.23 15.53 07-2021 07-2024
13.12 14.36 15.42 12.08 1.26 13.74 06-2021 06-2024
15.6 14.15 17.06 12.72 1.62 14.88 05-2021 05-2024
15.17 14.89 16.46 13.62 1.01 15.04 04-2021 04-2024
16.13 15.54 17.13 14.55 0.94 15.84 03-2021 03-2024
15.62 14.78 17.14 13.28 1.4 15.21 02-2021 02-2024
14.38 13.27 15.61 12.07 1.31 13.83 01-2021 01-2024
14.97 14.68 17.51 12.21 1.88 14.84 12-2020 12-2023
15.13 15 17.89 12.32 1.97 15.09 11-2020 11-2023
15.16 15.41 16.64 13.94 0.96 15.29 10-2020 10-2023
17.52 17.21 19.14 15.61 1.25 17.37 09-2020 09-2023
17.38 16.7 18.32 15.77 0.93 17.04 08-2020 08-2023
19.33 18.04 20.65 16.75 1.45 18.69 07-2020 07-2023
19.23 19.11 20.58 17.77 0.99 19.17 06-2020 06-2023
21.14 19.06 22.66 17.59 1.94 20.11 05-2020 05-2023
22.17 17.48 23.63 16.09 3.14 19.84 04-2020 04-2023

Rolling return for 5 year

Average return: 12.72
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.96 9.63 10.53 8.07 0.9 9.3 03-2021 03-2026
10.36 10.12 11.48 9.01 0.88 10.24 02-2021 02-2026
10.41 10.43 11.79 9.07 0.96 10.43 01-2021 01-2026
12.51 11.48 13.12 10.88 0.87 12 12-2020 12-2025
13.94 13.09 14.78 12.26 0.94 13.52 11-2020 11-2025
13.79 14.26 14.99 13.07 0.7 14.03 10-2020 10-2025
14.92 14.87 16 13.8 0.78 14.9 09-2020 09-2025
14.54 14.66 15.62 13.59 0.72 14.6 08-2020 08-2025
16.19 15.54 17.06 14.67 0.88 15.86 07-2020 07-2025
16.98 16.88 17.75 16.12 0.58 16.93 06-2020 06-2025
18.45 17.54 19.65 16.35 1.21 18 05-2020 05-2025
17.88 17.27 20.91 14.32 2.34 17.59 04-2020 04-2025
19.9 14.67 21.59 13.08 3.53 17.31 03-2020 03-2025
13.93 14.7 16.42 12.25 1.5 14.32 02-2020 02-2025
14.36 14.57 15.57 13.37 0.78 14.47 01-2020 01-2025
15.15 15.5 16.25 14.4 0.67 15.32 12-2019 12-2024
14.84 15.27 16.13 14 0.77 15.06 11-2019 11-2024
16.54 17.32 18.93 14.96 1.43 16.94 10-2019 10-2024
19.04 18.11 20.02 17.15 1.07 18.58 09-2019 09-2024
18.26 18.43 19.36 17.34 0.72 18.35 08-2019 08-2024
17.5 17.53 18.98 16.07 1.03 17.52 07-2019 07-2024
14.86 15.26 16.26 13.87 0.86 15.06 06-2019 06-2024
15.21 14.93 16.08 14.06 0.72 15.07 05-2019 05-2024
13.62 13.9 14.37 13.14 0.45 13.76 04-2019 04-2024
14.22 14.33 14.81 13.74 0.38 14.28 03-2019 03-2024
14.57 14.24 15.48 13.35 0.76 14.41 02-2019 02-2024
13.81 13.61 14.54 12.88 0.59 13.71 01-2019 01-2024
12.62 12.78 14.1 11.31 0.99 12.7 12-2018 12-2023
11.84 11.95 13.43 10.37 1.08 11.9 11-2018 11-2023
12.22 11.33 13.08 10.48 0.97 11.78 10-2018 10-2023
10.91 10.33 11.83 9.42 0.88 10.62 09-2018 09-2023
9.86 9.57 10.38 9.05 0.48 9.71 08-2018 08-2023
10.27 10.12 11 9.4 0.57 10.2 07-2018 07-2023
9.92 10.05 10.67 9.31 0.48 9.99 06-2018 06-2023
9.49 9.57 10.31 8.75 0.55 9.53 05-2018 05-2023
8.88 8.55 9.66 7.77 0.68 8.71 04-2018 04-2023
8.86 8.79 9.46 8.2 0.45 8.83 03-2018 03-2023
8.86 8.81 9.58 8.09 0.53 8.84 02-2018 02-2023
9.02 8.83 9.43 8.41 0.37 8.92 01-2018 01-2023
10.2 9.95 11.15 9.01 0.76 10.08 12-2017 12-2022
10.36 10.67 11.12 9.91 0.44 10.52 11-2017 11-2022
10.26 10.4 11.03 9.63 0.5 10.33 10-2017 10-2022
10.74 10.61 11.53 9.83 0.6 10.68 09-2017 09-2022
11.13 10.94 11.65 10.43 0.44 11.04 08-2017 08-2022
9.5 10.59 11.11 8.99 0.84 10.05 07-2017 07-2022
8.64 9.83 10.33 8.14 0.88 9.23 06-2017 06-2022
9.85 10.56 11.21 9.2 0.75 10.21 05-2017 05-2022
10.9 11.54 11.97 10.47 0.58 11.22 04-2017 04-2022
10.69 11.49 12.32 9.87 0.91 11.09 03-2017 03-2022
11.43 12.53 13.2 10.76 0.95 11.98 02-2017 02-2022
13.18 13.96 14.91 12.24 0.98 13.57 01-2017 01-2022
14.08 14.17 15.33 12.93 0.85 14.13 12-2016 12-2021
14.39 13.29 15.57 12.13 1.28 13.85 11-2016 11-2021
12.84 13.49 14.3 12.04 0.83 13.17 10-2016 10-2021
12.87 13.03 13.89 12.02 0.66 12.95 09-2016 09-2021
11.22 12.1 12.65 10.67 0.77 11.66 08-2016 08-2021
11.34 11.07 11.68 10.72 0.35 11.2 07-2016 07-2021
11.46 11.53 12.08 10.92 0.41 11.5 06-2016 06-2021
10.45 11.28 12.13 9.62 0.93 10.87 05-2016 05-2021
10.62 10.65 11.52 9.75 0.63 10.63 04-2016 04-2021

Rolling return for 7 year

Average return: 11.56
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.66 10.45 10.78 9.33 0.58 10.05 03-2019 03-2026
11.11 11.06 11.92 10.26 0.59 11.09 02-2019 02-2026
11.13 11.47 12.12 10.49 0.59 11.3 01-2019 01-2026
11.55 11.05 11.98 10.62 0.51 11.3 12-2018 12-2025
11.93 11.47 12.52 10.89 0.6 11.7 11-2018 11-2025
12.09 11.68 12.93 10.84 0.75 11.88 10-2018 10-2025
10.98 10.65 11.72 9.91 0.65 10.82 09-2018 09-2025
10.01 10.17 10.75 9.44 0.47 10.09 08-2018 08-2025
10.66 10.62 11.25 10.03 0.43 10.64 07-2018 07-2025
10.99 11.06 11.5 10.54 0.34 11.02 06-2018 06-2025
10.9 11.17 11.71 10.37 0.48 11.04 05-2018 05-2025
9.69 10.88 11.7 8.89 1.08 10.29 04-2018 04-2025
10.29 10.91 11.39 9.81 0.6 10.6 03-2018 03-2025
10.26 11.41 11.97 9.7 0.9 10.84 02-2018 02-2025
10.97 11.36 11.8 10.53 0.47 11.16 01-2018 01-2025
12.04 11.94 12.8 11.18 0.57 11.99 12-2017 12-2024
12.05 12.61 12.94 11.72 0.47 12.33 11-2017 11-2024
13.23 14.41 14.88 12.76 0.86 13.82 10-2017 10-2024
14.43 14.42 15.09 13.75 0.47 14.42 09-2017 09-2024
13.76 13.99 14.51 13.24 0.46 13.88 08-2017 08-2024
13.18 13.81 14.19 12.81 0.54 13.5 07-2017 07-2024
12.36 12.96 13.33 12 0.52 12.66 06-2017 06-2024
12.47 12.6 13.07 12 0.38 12.54 05-2017 05-2024
12.29 12.51 12.82 11.98 0.31 12.4 04-2017 04-2024
12.86 12.68 13.28 12.26 0.37 12.77 03-2017 03-2024
13.04 13.19 13.68 12.56 0.4 13.12 02-2017 02-2024
13.33 13.18 13.85 12.66 0.42 13.26 01-2017 01-2024
13.22 13.47 14.29 12.41 0.67 13.35 12-2016 12-2023
11.99 11.53 13.13 10.41 0.98 11.77 11-2016 11-2023
10.46 10.5 11.07 9.9 0.41 10.48 10-2016 10-2023
10.53 10.58 11.18 9.94 0.44 10.56 09-2016 09-2023
10.29 10.28 10.67 9.9 0.27 10.29 08-2016 08-2023
10.45 10.53 10.97 10.01 0.34 10.49 07-2016 07-2023
10.4 10.55 10.94 10.02 0.33 10.48 06-2016 06-2023
10.28 10.27 10.87 9.69 0.42 10.28 05-2016 05-2023
9.89 9.83 10.45 9.27 0.42 9.86 04-2016 04-2023
9.72 9.78 10.16 9.35 0.29 9.75 03-2016 03-2023

Rolling return for 10 year

Average return: 10.01
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.75 10.27 10.53 9.49 0.41 10.01 03-2016 03-2026