NIFTY SMALLCAP 250

Index type: Equity Mean-Variance Ratio (MVR): 1.29 Weighted mean CAGR by duration: 9.85 Mean CAGR: 11.12 Standard deviation CAGR: 8.65 Range for CAGR: 26.85

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -16.59 25.94 -1.57 -0.25
3 year 9.95 44.32 25.41 26.60
5 year 3.43 40.21 17.44 18.55
7 year -9.55 20.18 14.89 13.86
10 year -0.15 14.99 1.54 3.68
12 year 0.63 8.47 6.57 5.14
15 year 9.54 11.15 10.29 10.27

Rolling return for 1 year

Average return: -0.25
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.27 1.37 17.29 -6.42 8.74 5.13 03-2025 03-2026
10.51 1.41 19.52 -6.24 9.67 6.3 02-2025 02-2026
1.97 -6.76 13.99 -16.59 11.26 -1.85 01-2025 01-2026
-9.26 -9.22 -3.66 -14.5 3.83 -9.16 12-2024 12-2025
0.06 -3.78 5.53 -8.76 5.23 -1.74 11-2024 11-2025
-0.83 -5.88 4.06 -10.31 5.39 -3.24 10-2024 10-2025
-7.88 -6.15 -2.32 -11.49 3.3 -6.96 09-2024 09-2025
-2.35 -6.17 2.06 -10.22 4.55 -4.17 08-2024 08-2025
3.01 0.22 9.42 -5.65 5.42 1.75 07-2024 07-2025
18.3 3.46 25.94 -2.82 11.45 11.22 06-2024 06-2025
0.02 5.44 14.15 -7.61 7.93 3 05-2024 05-2025
-7.9 0.52 10.77 -16.41 10.07 -3.25 04-2024 04-2025

Rolling return for 3 year

Average return: 26.6
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.63 19.41 22.86 16.27 2.33 19.54 03-2023 03-2026
19.65 20.36 22.81 17.25 1.98 20.02 02-2023 02-2026
19.04 20.73 23.55 16.33 2.62 19.91 01-2023 01-2026
21.26 19.39 23.7 17.03 2.45 20.35 12-2022 12-2025
21.13 21.72 23.3 19.58 1.33 21.43 11-2022 11-2025
22.34 22.86 24.32 20.9 1.22 22.6 10-2022 10-2025
22.82 21.46 25.24 19.12 2.22 22.16 09-2022 09-2025
23.14 22.71 24.97 20.92 1.44 22.94 08-2022 08-2025
28.62 27.11 31.23 24.57 2.41 27.88 07-2022 07-2025
30.11 26.15 32.85 23.54 3.58 28.16 06-2022 06-2025
22.38 21.2 27.89 15.97 4.24 21.86 05-2022 05-2025
12.06 16.93 19.17 9.95 3.69 14.53 04-2022 04-2025
16.35 17.87 22.14 12.28 3.53 17.16 03-2022 03-2025
17.64 16.97 24.27 10.74 4.79 17.41 02-2022 02-2025
16.67 19.85 24.75 12.08 4.62 18.34 01-2022 01-2025
24.35 23.09 26.84 20.68 2.22 23.74 12-2021 12-2024
22.73 22.54 26.56 18.82 2.74 22.66 11-2021 11-2024
22.33 22.4 26.5 18.37 2.87 22.4 10-2021 10-2024
26.78 25.6 28.48 23.94 1.66 26.2 09-2021 09-2024
26.68 25.52 30.28 22.05 2.94 26.13 08-2021 08-2024
24.92 25.3 28.63 21.68 2.46 25.13 07-2021 07-2024
21.23 26.65 29.45 18.62 4.28 23.99 06-2021 06-2024
26.86 25.55 30.27 22.27 2.87 26.24 05-2021 05-2024
28.79 29.4 33.02 25.28 2.75 29.12 04-2021 04-2024
25.74 27.85 31.62 22.14 3.43 26.84 03-2021 03-2024
32.66 30.48 36.39 26.91 3.44 31.61 02-2021 02-2024
31.82 32.84 35.24 29.47 2.07 32.34 01-2021 01-2024
34.17 32.09 37.1 29.26 2.87 33.16 12-2020 12-2023
34.69 33.2 39.34 28.76 3.78 34 11-2020 11-2023
32.86 34.89 36.96 30.86 2.27 33.89 10-2020 10-2023
35.97 34.15 38.6 31.6 2.56 35.08 09-2020 09-2023
37.06 32.7 40.31 29.62 4.08 34.92 08-2020 08-2023
37.73 37.62 40.96 34.47 2.29 37.7 07-2020 07-2023
40.29 35.85 43.32 32.98 3.98 38.11 06-2020 06-2023
41.3 40.78 43.71 38.41 1.88 41.05 05-2020 05-2023
41.28 36.76 44.32 33.88 4.02 39.06 04-2020 04-2023

Rolling return for 5 year

Average return: 18.55
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.82 16.65 18.7 14.8 1.38 16.74 03-2021 03-2026
19.96 18.66 21.85 16.81 1.84 19.32 02-2021 02-2026
19.91 21.3 22.62 18.63 1.49 20.62 01-2021 01-2026
23.79 22.51 25.28 21.06 1.56 23.16 12-2020 12-2025
27.55 25.47 28.91 24.14 1.84 26.52 11-2020 11-2025
27.73 27.79 28.97 26.57 0.85 27.77 10-2020 10-2025
28.49 27.49 30.01 26 1.46 28 09-2020 09-2025
30.61 27.44 31.77 26.31 2.23 29.03 08-2020 08-2025
33.2 32.89 34.82 31.3 1.25 33.05 07-2020 07-2025
35.97 33.33 37.69 31.68 2.32 34.67 06-2020 06-2025
34.61 36.51 38.21 32.95 1.98 35.57 05-2020 05-2025
33.6 34.22 38.62 29.36 3.28 33.95 04-2020 04-2025
36.18 25.71 40.21 22.09 7.4 31.05 03-2020 03-2025
23.3 25.1 27.41 21.05 2.34 24.21 02-2020 02-2025
24.93 27.8 30.05 22.76 2.77 26.39 01-2020 01-2025
30.46 30.71 32.02 29.16 1.02 30.59 12-2019 12-2024
28.53 30.1 30.93 27.72 1.26 29.32 11-2019 11-2024
30.32 31.05 32.96 28.44 1.62 30.69 10-2019 10-2024
32.51 30.98 33.57 29.93 1.4 31.75 09-2019 09-2024
31.75 31.86 33.98 29.66 1.53 31.81 08-2019 08-2024
29.7 28.22 32 25.99 2.19 28.98 07-2019 07-2024
23.17 25.84 28.11 20.99 2.69 24.53 06-2019 06-2024
24.29 23.82 26.28 21.87 1.57 24.07 05-2019 05-2024
22.2 23.52 24.59 21.15 1.3 22.87 04-2019 04-2024
21.93 22.85 25.32 19.53 2.07 22.41 03-2019 03-2024
24.91 25.03 27 22.97 1.43 24.98 02-2019 02-2024
23.09 23.16 25 21.29 1.31 23.13 01-2019 01-2024
21.68 21.53 23.27 19.96 1.17 21.61 12-2018 12-2023
18.62 20.41 21.06 17.98 1.26 19.52 11-2018 11-2023
18.95 19.43 21.13 17.27 1.38 19.19 10-2018 10-2023
18.27 15.37 19.64 14.05 2.23 16.83 09-2018 09-2023
13.38 14.17 14.99 12.57 0.9 13.78 08-2018 08-2023
13.57 13.85 15.16 12.28 1.02 13.71 07-2018 07-2023
11.89 11.3 13.34 9.88 1.24 11.6 06-2018 06-2023
9 8.41 10.12 7.31 1.02 8.71 05-2018 05-2023
6.65 7 8.02 5.64 0.85 6.83 04-2018 04-2023
6.42 6.52 8.26 4.72 1.25 6.48 03-2018 03-2023
6.3 6.02 7.6 4.74 1.02 6.17 02-2018 02-2023
4.99 4.87 6.46 3.43 1.07 4.94 01-2018 01-2023
5.77 6.46 8.05 4.22 1.38 6.12 12-2017 12-2022
7.32 6.98 8.15 6.16 0.71 7.15 11-2017 11-2022
8.26 7.08 9.03 6.32 1.05 7.67 10-2017 10-2022
8.41 8.81 10.42 6.83 1.28 8.62 09-2017 09-2022
8.8 8.34 10 7.16 1.02 8.57 08-2017 08-2022
5.75 7.03 7.79 5 1.09 6.39 07-2017 07-2022
5.22 7.69 8.54 4.4 1.7 6.46 06-2017 06-2022
7.3 8.97 10.82 5.51 1.97 8.15 05-2017 05-2022
10.78 10.74 12.05 9.48 0.91 10.76 04-2017 04-2022
10.13 11.13 12.51 8.78 1.37 10.64 03-2017 03-2022
10.73 13.81 14.82 9.76 2.09 12.28 02-2017 02-2022
14.85 15.9 17.65 13.15 1.63 15.39 01-2017 01-2022
15.57 16.14 17.67 14.07 1.29 15.86 12-2016 12-2021
15.35 13.68 17.61 11.49 2.24 14.53 11-2016 11-2021
12.78 14.24 15.03 12 1.19 13.51 10-2016 10-2021
12.83 13.31 14.38 11.78 0.93 13.08 09-2016 09-2021
12.11 13.59 14.65 11.08 1.37 12.86 08-2016 08-2021
12.89 13.91 14.69 12.14 0.97 13.41 07-2016 07-2021
13.23 13.07 14.72 11.6 1.1 13.15 06-2016 06-2021
11.79 13.48 14.29 11 1.31 12.64 05-2016 05-2021
11.02 11.44 12.87 9.61 1.16 11.23 04-2016 04-2021

Rolling return for 7 year

Average return: 13.86
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.71 16.38 18.05 15.06 1.06 16.55 03-2019 03-2026
18.26 18.26 19.59 16.94 0.94 18.26 02-2019 02-2026
17.32 17.95 19.2 16.09 1.12 17.64 01-2019 01-2026
18.14 17.94 19.15 16.94 0.78 18.04 12-2018 12-2025
18.31 18.75 19.21 17.85 0.51 18.53 11-2018 11-2025
19.36 18.97 20.18 18.16 0.73 19.17 10-2018 10-2025
18.2 16.14 19.2 15.18 1.6 17.18 09-2018 09-2025
15.65 15.79 16.38 15.06 0.47 15.72 08-2018 08-2025
17.17 17.22 18.19 16.22 0.7 17.2 07-2018 07-2025
16.73 16.26 17.77 15.22 0.92 16.5 06-2018 06-2025
13.39 14.27 15.55 12.13 1.25 13.84 05-2018 05-2025
11.05 13.24 14.01 10.3 1.52 12.15 04-2018 04-2025
11.62 12.66 13.97 10.34 1.34 12.15 03-2018 03-2025
11.21 12.65 13.85 10.04 1.44 11.94 02-2018 02-2025
11.26 13.28 14.5 10.08 1.72 12.28 01-2018 01-2025
14.63 14.4 15.61 13.43 0.78 14.52 12-2017 12-2024
14.17 14.79 15.68 13.29 0.87 14.48 11-2017 11-2024
15.52 15.69 17.19 14.04 1.12 15.61 10-2017 10-2024
17.06 16.5 17.73 15.84 0.7 16.78 09-2017 09-2024
16.52 16.65 17.92 15.26 0.94 16.59 08-2017 08-2024
15.44 16.3 16.89 14.85 0.78 15.87 07-2017 07-2024
13.33 15.91 16.56 12.69 1.64 14.62 06-2017 06-2024
14.66 14.59 15.97 13.3 0.94 14.63 05-2017 05-2024
14.3 14.93 15.9 13.34 0.93 14.62 04-2017 04-2024
14.15 15.38 16.4 13.14 1.23 14.77 03-2017 03-2024
15.94 16.58 17.32 15.21 0.78 16.26 02-2017 02-2024
16.93 16.97 18.23 15.69 0.9 16.95 01-2017 01-2024
16.93 16.92 18.02 15.85 0.77 16.93 12-2016 12-2023
15.46 14.33 17.15 12.68 1.63 14.9 11-2016 11-2023
12.53 13.45 14.01 11.98 0.79 12.99 10-2016 10-2023
13.75 13.92 14.69 12.99 0.6 13.84 09-2016 09-2023
13.2 13.58 14.34 12.45 0.68 13.39 08-2016 08-2023
12.6 13.17 13.72 12.05 0.62 12.88 07-2016 07-2023
12.85 12.71 13.89 11.68 0.78 12.78 06-2016 06-2023
12.46 12.72 13.29 11.9 0.5 12.59 05-2016 05-2023
11.91 11.91 12.93 10.89 0.72 11.91 04-2016 04-2023
11.77 12.67 13.14 11.31 0.72 12.22 03-2016 03-2023
-8.16 -8.41 -7.01 -9.55 0.9 -8.28 03-2014 03-2021
-8.88 -7.7 -7.14 -9.43 0.91 -8.29 02-2014 02-2021

Rolling return for 10 year

Average return: 3.68
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.07 14.65 14.99 13.74 0.49 14.36 03-2016 03-2026
0.92 1.23 2.31 -0.15 0.88 1.08 03-2014 03-2024
1.98 2.4 2.84 1.56 0.48 2.19 02-2014 02-2024
1.03 1.25 1.53 0.75 0.29 1.14 12-2009 12-2019
2.41 1.45 2.74 1.13 0.66 1.93 11-2009 11-2019
1.52 1.26 2.26 0.53 0.62 1.39 10-2009 10-2019

Rolling return for 12 year

Average return: 5.14
Min Max Min-Max Max-Min Standard Deviation Mean From To
1.52 1.3 2.2 0.63 0.56 1.41 03-2014 03-2026
2.18 2.49 2.85 1.82 0.38 2.33 02-2014 02-2026
6.7 7.25 7.5 6.45 0.42 6.97 12-2009 12-2021
7.6 7.34 8.47 6.48 0.71 7.47 11-2009 11-2021
7.52 7.53 8.41 6.65 0.62 7.53 10-2009 10-2021

Rolling return for 15 year

Average return: 10.27
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.01 10.25 10.45 9.81 0.24 10.13 12-2009 12-2024
10.47 10.22 11.15 9.54 0.58 10.35 11-2009 11-2024
10.33 10.35 11.07 9.61 0.52 10.34 10-2009 10-2024