NIFTY SMALLCAP 50

Index type: Equity Mean-Variance Ratio (MVR): 1.77 Weighted mean CAGR by duration: 12.97 Mean CAGR: 12.5 Standard deviation CAGR: 7.08 Range for CAGR: 22.11

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -14.39 33.03 -0.61 1.91
3 year 10.00 38.98 24.30 24.02
5 year -3.54 38.77 13.47 14.02
7 year 5.30 18.27 10.59 10.77
10 year 11.13 12.43 11.78 11.78

Rolling return for 1 year

Average return: 1.91
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.82 3.86 18.96 -4.11 8.43 7.13 03-2025 03-2026
10.92 3.05 21.14 -5.64 9.88 7.37 02-2025 02-2026
5.51 -3.57 16.92 -12.97 11.06 1.47 01-2025 01-2026
-6.47 -7.75 -0.24 -13.51 4.71 -6.99 12-2024 12-2025
2.56 -2.62 6.81 -6.49 5.05 0.06 11-2024 11-2025
-1.86 -4.58 4.56 -10.44 5.39 -3.08 10-2024 10-2025
-8.59 -5.44 -1.39 -12.35 4.03 -6.94 09-2024 09-2025
-0.99 -5.17 4.7 -10.33 5.52 -2.95 08-2024 08-2025
5.35 3.21 13.22 -3.97 6.13 4.45 07-2024 07-2025
22.86 6.59 33.03 -1.55 13.52 15.23 06-2024 06-2025
4.2 8.51 17.93 -4.13 7.95 6.63 05-2024 05-2025
-4.48 4.47 16.57 -14.39 11.41 0.54 04-2024 04-2025

Rolling return for 3 year

Average return: 24.02
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.16 24.45 27.51 21.18 2.24 24.32 03-2023 03-2026
24.03 25.14 27.73 21.52 2.23 24.61 02-2023 02-2026
24.2 25.8 28.52 21.57 2.52 25.02 01-2023 01-2026
26.25 24.48 28.99 21.84 2.6 25.39 12-2022 12-2025
26.42 26.08 28.15 24.39 1.33 26.26 11-2022 11-2025
25.79 26.58 28.47 23.94 1.63 26.2 10-2022 10-2025
25.75 24.49 28.97 21.38 2.72 25.15 09-2022 09-2025
25.36 25.54 27.72 23.22 1.59 25.46 08-2022 08-2025
31.45 30.13 34.64 27.04 2.73 30.82 07-2022 07-2025
33.41 29.23 36.99 25.85 4.21 31.37 06-2022 06-2025
25.98 22.4 31.28 17.45 5.05 24.28 05-2022 05-2025
13 17.66 20.76 10.11 4.11 15.38 04-2022 04-2025
16.81 17.75 22.22 12.54 3.44 17.33 03-2022 03-2025
18.59 16.09 25.16 10 5.43 17.46 02-2022 02-2025
15.49 17.6 23.14 10.29 4.6 16.63 01-2022 01-2025
21.61 20.39 24.83 17.29 2.7 21.03 12-2021 12-2024
19.6 18.48 23.34 14.88 3.02 19.07 11-2021 11-2024
18.45 16.66 22.12 13.15 3.23 17.59 10-2021 10-2024
21.04 20.05 22.75 18.38 1.58 20.55 09-2021 09-2024
20.43 19.64 24.48 15.75 3.1 20.07 08-2021 08-2024
18.75 18.85 22.47 15.23 2.56 18.82 07-2021 07-2024
14.69 20.48 23.48 11.9 4.58 17.64 06-2021 06-2024
19.71 19.24 23.08 15.98 2.52 19.5 05-2021 05-2024
21.57 22.26 26.1 17.88 2.92 21.95 04-2021 04-2024
18.61 20.22 24.11 14.9 3.31 19.46 03-2021 03-2024
25 22.89 28.67 19.39 3.36 23.99 02-2021 02-2024
25.25 24.93 28.06 22.2 2.08 25.11 01-2021 01-2024
27.3 26.19 30.93 22.69 2.94 26.78 12-2020 12-2023
27.21 26.16 32.31 21.29 3.91 26.74 11-2020 11-2023
24.84 26.48 28.75 22.64 2.24 25.68 10-2020 10-2023
28.14 26.28 31.3 23.25 2.92 27.24 09-2020 09-2023
29.04 25.42 32.57 22.08 3.92 27.28 08-2020 08-2023
31.63 29.53 34.77 26.51 3.01 30.61 07-2020 07-2023
34.3 29.53 36.88 27.09 3.85 31.95 06-2020 06-2023
35.39 34.13 37.56 32.02 2.01 34.78 05-2020 05-2023
35.32 30.87 38.98 27.42 4.38 33.15 04-2020 04-2023

Rolling return for 5 year

Average return: 14.02
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.32 13.97 16.17 12.16 1.42 14.16 03-2021 03-2026
16.61 15.46 18.68 13.44 1.9 16.05 02-2021 02-2026
17.49 18.16 19.93 15.76 1.49 17.84 01-2021 01-2026
20.9 19.79 22.47 18.25 1.54 20.35 12-2020 12-2025
24.87 22.34 25.89 21.35 1.84 23.61 11-2020 11-2025
24 24.25 25.58 22.68 1.03 24.13 10-2020 10-2025
25.39 24.36 27.3 22.49 1.74 24.88 09-2020 09-2025
27.76 24.97 29.19 23.58 2.22 26.38 08-2020 08-2025
31.88 30.65 33.8 28.78 1.83 31.28 07-2020 07-2025
34.82 32.52 36.98 30.43 2.45 33.69 06-2020 06-2025
33.7 35 37.05 31.69 1.95 34.36 05-2020 05-2025
32.57 33.07 37.96 27.88 3.57 32.87 04-2020 04-2025
35.05 23.56 38.77 20.25 7.71 29.41 03-2020 03-2025
21.3 22.13 25.29 18.24 2.51 21.74 02-2020 02-2025
21.85 23.97 26.64 19.29 2.7 22.94 01-2020 01-2025
26.89 27.52 28.89 25.54 1.21 27.21 12-2019 12-2024
25.31 26.52 27.65 24.2 1.29 25.92 11-2019 11-2024
27.29 27.43 29.64 25.12 1.6 27.37 10-2019 10-2024
28.85 27.2 29.94 26.14 1.46 28.03 09-2019 09-2024
27.78 28.12 30.33 25.6 1.68 27.96 08-2019 08-2024
25.83 24.18 28.19 21.91 2.3 25.03 07-2019 07-2024
18.98 22.11 24.37 16.82 2.89 20.57 06-2019 06-2024
20.16 19.74 22.17 17.76 1.57 19.96 05-2019 05-2024
17.79 19.02 20.4 16.43 1.47 18.41 04-2019 04-2024
17.68 17.9 20.92 14.74 2.19 17.81 03-2019 03-2024
21.1 20.77 23.22 18.69 1.61 20.95 02-2019 02-2024
19.01 18.48 20.61 16.92 1.32 18.76 01-2019 01-2024
18.08 17.57 20.09 15.6 1.6 17.84 12-2018 12-2023
14.33 16.21 17.05 13.5 1.42 15.27 11-2018 11-2023
15.06 15.05 17.21 12.94 1.51 15.06 10-2018 10-2023
13.66 9.37 15.33 7.79 3.07 11.54 09-2018 09-2023
6.76 7.92 8.5 6.18 0.92 7.34 08-2018 08-2023
6.99 6.84 8.51 5.34 1.12 6.92 07-2018 07-2023
5.47 4.53 6.68 3.34 1.23 5 06-2018 06-2023
2.8 1.81 3.78 0.85 1.09 2.31 05-2018 05-2023
0.11 0.58 1.73 -1.02 0.99 0.35 04-2018 04-2023
0.01 -0.38 1.48 -1.83 1.18 -0.18 03-2018 03-2023
-0.35 -0.94 0.88 -2.15 1.09 -0.64 02-2018 02-2023
-1.98 -2.3 -0.71 -3.54 1.01 -2.13 01-2018 01-2023
-1.23 -0.85 0.9 -2.95 1.37 -1.03 12-2017 12-2022
-0.42 -0.72 0.55 -1.68 0.8 -0.57 11-2017 11-2022
0.31 -0.6 1.21 -1.48 1 -0.14 10-2017 10-2022
0.73 0.84 2.89 -1.28 1.47 0.79 09-2017 09-2022
1.03 0.27 2.08 -0.76 1.04 0.66 08-2017 08-2022
-1.95 -0.68 0.08 -2.69 1.08 -1.31 07-2017 07-2022
-2.54 -0.01 0.93 -3.45 1.79 -1.27 06-2017 06-2022
-0.39 1.67 3.88 -2.51 2.37 0.66 05-2017 05-2022
4.13 4.1 5.76 2.48 1.16 4.12 04-2017 04-2022
4.31 4.97 6.66 2.65 1.44 4.65 03-2017 03-2022
4.47 8.11 9.29 3.35 2.46 6.3 02-2017 02-2022
9.49 10.73 12.56 7.71 1.77 10.12 01-2017 01-2022
10.94 11.54 13.37 9.14 1.51 11.25 12-2016 12-2021
10.82 9.23 13.53 6.62 2.51 10.05 11-2016 11-2021
8.39 10.52 11.4 7.53 1.56 9.46 10-2016 10-2021
9.33 9.48 10.8 8.03 0.98 9.41 09-2016 09-2021
8.63 10.24 11.25 7.64 1.4 9.44 08-2016 08-2021
9.45 10.49 11.45 8.51 1.1 9.97 07-2016 07-2021
9.96 9.85 11.6 8.23 1.19 9.91 06-2016 06-2021
8.95 10.22 11.04 8.15 1.12 9.59 05-2016 05-2021
8.31 8.69 10.33 6.69 1.29 8.51 04-2016 04-2021

Rolling return for 7 year

Average return: 10.77
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.88 14.12 16.2 12.83 1.22 14.51 03-2019 03-2026
16.29 16.08 17.76 14.63 1.11 16.19 02-2019 02-2026
15.37 15.6 17.07 13.91 1.12 15.49 01-2019 01-2026
16.28 15.59 17.35 14.53 1.03 15.94 12-2018 12-2025
16.32 16.39 16.99 15.72 0.45 16.36 11-2018 11-2025
17.21 16.71 18.27 15.66 0.94 16.96 10-2018 10-2025
15.81 12.72 17.07 11.5 2.25 14.28 09-2018 09-2025
11.9 12.36 12.8 11.47 0.5 12.13 08-2018 08-2025
13.67 13.58 14.85 12.42 0.86 13.63 07-2018 07-2025
13.32 12.96 14.61 11.69 1.04 13.14 06-2018 06-2025
10.22 10.66 12.18 8.72 1.23 10.45 05-2018 05-2025
7.53 9.74 10.63 6.66 1.61 8.64 04-2018 04-2025
8.26 8.93 10.38 6.84 1.27 8.6 03-2018 03-2025
7.79 8.88 10.31 6.39 1.44 8.34 02-2018 02-2025
7.35 9.08 10.35 6.12 1.62 8.22 01-2018 01-2025
10.58 10.44 11.82 9.21 0.92 10.51 12-2017 12-2024
9.84 10.29 11.3 8.85 0.88 10.07 11-2017 11-2024
10.87 10.9 12.33 9.46 1.01 10.89 10-2017 10-2024
12.32 11.39 13 10.72 0.87 11.86 09-2017 09-2024
11.14 11.29 12.72 9.73 1.06 11.22 08-2017 08-2024
10.04 10.9 11.51 9.45 0.79 10.47 07-2017 07-2024
7.87 10.59 11.34 7.15 1.77 9.24 06-2017 06-2024
9.45 9.07 10.76 7.78 1.06 9.27 05-2017 05-2024
9.18 9.65 10.9 7.95 1.06 9.42 04-2017 04-2024
9.16 10.03 11.3 7.92 1.23 9.6 03-2017 03-2024
11.07 11.59 12.45 10.22 0.81 11.33 02-2017 02-2024
12.24 12 13.31 10.94 0.84 12.12 01-2017 01-2024
12.34 12.38 13.7 11.03 0.94 12.36 12-2016 12-2023
10.32 9.14 12.19 7.32 1.77 9.74 11-2016 11-2023
7.13 7.94 8.55 6.52 0.77 7.54 10-2016 10-2023
8.05 8.25 9.18 7.13 0.73 8.15 09-2016 09-2023
7.43 7.98 8.68 6.73 0.72 7.71 08-2016 08-2023
6.79 7.22 7.88 6.14 0.63 7.01 07-2016 07-2023
7.14 6.8 8.02 5.93 0.75 6.97 06-2016 06-2023
6.89 7.05 7.62 6.32 0.46 6.97 05-2016 05-2023
6.44 6.51 7.67 5.3 0.84 6.48 04-2016 04-2023
6.53 7.08 7.65 5.97 0.62 6.81 03-2016 03-2023

Rolling return for 10 year

Average return: 11.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.54 12.02 12.43 11.13 0.49 11.78 03-2016 03-2026