NIFTY SMALLCAP 500

Index type: Equity Mean-Variance Ratio (MVR): 1.64 Weighted mean CAGR by duration: 17.38 Mean CAGR: 15.87 Standard deviation CAGR: 9.65 Range for CAGR: 29.72

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -16.38 20.96 -1.30 -0.90
3 year 13.55 47.78 27.79 28.82
5 year 4.04 42.12 18.32 19.87
7 year 11.15 20.60 16.29 16.18
10 year 14.90 15.82 15.37 15.36

Rolling return for 1 year

Average return: -0.9
Min Max Min-Max Max-Min Standard Deviation Mean From To
5.9 -0.18 11.7 -5.36 6.41 3.01 03-2025 03-2026
10.26 0.07 17.16 -5.82 8.89 5.42 02-2025 02-2026
-0.55 -7.7 9.77 -16.38 9.59 -3.71 01-2025 01-2026
-9.57 -10.48 -5.63 -14.22 3.05 -9.98 12-2024 12-2025
-1.08 -4.09 3.81 -8.61 4.52 -2.49 11-2024 11-2025
-1.01 -6.72 2.25 -9.69 4.68 -3.79 10-2024 10-2025
-8.33 -6.32 -3.63 -10.89 2.66 -7.29 09-2024 09-2025
-2.38 -6.53 0.96 -9.62 4.02 -4.39 08-2024 08-2025
0.05 -0.29 5 -4.99 3.53 -0.06 07-2024 07-2025
14.71 3.84 20.96 -1.52 8.83 9.5 06-2024 06-2025
0.99 6.57 13.26 -4.97 6.74 3.96 05-2024 05-2025
-3.45 1.21 8.38 -9.84 6.65 -0.92 04-2024 04-2025

Rolling return for 3 year

Average return: 28.82
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.04 20 23.21 17.89 1.92 20.54 03-2023 03-2026
21.32 22.1 23.8 19.66 1.49 21.72 02-2023 02-2026
20.15 21.63 24.17 17.69 2.35 20.91 01-2023 01-2026
22.87 20.58 24.63 18.87 2.19 21.74 12-2022 12-2025
22.32 23.06 24.3 21.09 1.16 22.69 11-2022 11-2025
23.99 24.01 25.34 22.68 0.94 24.01 10-2022 10-2025
24.17 23.18 26.27 21.14 1.85 23.69 09-2022 09-2025
24.4 24.06 25.8 22.67 1.11 24.23 08-2022 08-2025
29.99 28.62 32.1 26.56 2.02 29.32 07-2022 07-2025
31.76 28.12 34.11 25.88 3.18 29.97 06-2022 06-2025
24.2 23.29 29.04 18.67 3.68 23.8 05-2022 05-2025
15.97 18.76 20.52 14.27 2.42 17.38 04-2022 04-2025
19.28 20.12 23.83 15.7 2.89 19.73 03-2022 03-2025
20.3 19.67 26.79 13.55 4.69 20.08 02-2022 02-2025
18.92 22.46 26 15.58 3.89 20.74 01-2022 01-2025
26.87 26.04 29.12 23.84 1.89 26.47 12-2021 12-2024
24.49 24.79 27.82 21.54 2.22 24.66 11-2021 11-2024
24.29 25.01 28.15 21.24 2.46 24.67 10-2021 10-2024
29.08 27.91 30.31 26.7 1.34 28.5 09-2021 09-2024
28.67 27.38 32.01 24.15 2.82 28.05 08-2021 08-2024
28.1 27.17 30.33 25 1.91 27.65 07-2021 07-2024
24.78 28.17 31.3 21.81 3.56 26.52 06-2021 06-2024
29.28 27.76 31.93 25.19 2.44 28.54 05-2021 05-2024
31.61 31.89 34.65 28.92 2.03 31.77 04-2021 04-2024
28.34 30.83 33.91 25.38 3.14 29.61 03-2021 03-2024
35.3 33.21 37.78 30.81 2.57 34.27 02-2021 02-2024
34.66 35.93 37.81 32.83 1.82 35.31 01-2021 01-2024
35.74 34.66 38 32.45 2 35.21 12-2020 12-2023
37.45 36.12 42.05 31.7 3.69 36.83 11-2020 11-2023
36.54 37.7 39.39 34.87 1.65 37.12 10-2020 10-2023
38.65 36.59 40.64 34.66 2.24 37.64 09-2020 09-2023
39.21 35.26 42.45 32.19 3.89 37.28 08-2020 08-2023
39.4 40.2 42.7 36.95 2.05 39.81 07-2020 07-2023
42.85 38.04 45.62 35.41 3.99 40.48 06-2020 06-2023
44.08 43.96 46.55 41.54 1.77 44.03 05-2020 05-2023
44.81 40.25 47.78 37.43 4 42.57 04-2020 04-2023

Rolling return for 5 year

Average return: 19.87
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.3 17.9 19.57 16.65 1.04 18.11 03-2021 03-2026
21.13 20.15 22.61 18.7 1.43 20.65 02-2021 02-2026
21.35 22.76 23.77 20.36 1.3 22.06 01-2021 01-2026
24.73 23.96 25.8 22.91 1.06 24.35 12-2020 12-2025
29.15 27.1 30.4 25.88 1.75 28.13 11-2020 11-2025
29.51 29.4 30.35 28.57 0.63 29.46 10-2020 10-2025
30.12 29.14 31.43 27.86 1.31 29.64 09-2020 09-2025
32.07 28.9 32.96 28.03 2.07 30.49 08-2020 08-2025
34.76 34.63 36.07 33.34 0.97 34.7 07-2020 07-2025
38.02 35.08 39.49 33.66 2.31 36.56 06-2020 06-2025
37.34 39.03 40.52 35.88 1.75 38.19 05-2020 05-2025
37.97 36.84 41.2 33.71 2.68 37.43 04-2020 04-2025
38.96 29.06 42.12 26.19 6.63 34.08 03-2020 03-2025
26.33 28.07 30.37 24.09 2.3 27.21 02-2020 02-2025
28.01 30.55 32.53 26.1 2.44 29.3 01-2020 01-2025
33.36 33.5 34.77 32.1 0.95 33.43 12-2019 12-2024
31.15 32.59 33.24 30.51 1.09 31.87 11-2019 11-2024
32.75 33.53 35.21 31.1 1.48 33.15 10-2019 10-2024
34.92 33.29 35.69 32.54 1.25 34.11 09-2019 09-2024
33.64 34.15 35.72 32.1 1.29 33.9 08-2019 08-2024
32.32 30.16 33.7 28.82 1.89 31.25 07-2019 07-2024
25.52 27.41 29.41 23.58 2.17 26.48 06-2019 06-2024
25.9 25.22 27.44 23.71 1.34 25.57 05-2019 05-2024
24.03 24.79 25.74 23.09 0.97 24.41 04-2019 04-2024
22.96 24.24 26.13 21.11 1.83 23.61 03-2019 03-2024
26.87 26.44 28.25 25.07 1.13 26.66 02-2019 02-2024
24.53 24.35 26.27 22.64 1.28 24.45 01-2019 01-2024
22.88 22.44 24.11 21.23 1.03 22.66 12-2018 12-2023
19.53 21.07 21.91 18.7 1.26 20.3 11-2018 11-2023
20.2 19.91 21.7 18.43 1.16 20.06 10-2018 10-2023
19.01 16.03 20.03 15.05 2.05 17.53 09-2018 09-2023
14.24 15.01 15.83 13.43 0.89 14.63 08-2018 08-2023
14.19 14.52 15.81 12.92 1.03 14.36 07-2018 07-2023
12.45 11.91 13.75 10.62 1.12 12.18 06-2018 06-2023
9.52 8.98 10.64 7.88 0.99 9.25 05-2018 05-2023
7.28 7.5 8.6 6.2 0.85 7.39 04-2018 04-2023
7.04 6.95 8.75 5.27 1.23 7 03-2018 03-2023
6.89 6.17 7.78 5.29 0.92 6.53 02-2018 02-2023
5.67 5.34 6.99 4.04 1.05 5.51 01-2018 01-2023
6.42 6.92 8.55 4.82 1.33 6.68 12-2017 12-2022
8.04 7.51 8.69 6.86 0.67 7.78 11-2017 11-2022
8.96 7.64 9.66 6.95 1.07 8.3 10-2017 10-2022
9.19 9.27 10.83 7.66 1.12 9.24 09-2017 09-2022
9.93 9.22 10.86 8.31 0.94 9.58 08-2017 08-2022
6.98 7.83 8.71 6.12 0.96 7.41 07-2017 07-2022
6.29 8.41 9.24 5.48 1.53 7.36 06-2017 06-2022
8.59 9.79 11.6 6.83 1.74 9.2 05-2017 05-2022
11.77 11.46 12.76 10.47 0.82 11.62 04-2017 04-2022
10.98 11.66 13.03 9.64 1.22 11.33 03-2017 03-2022
11.34 14.36 15.26 10.46 2.01 12.85 02-2017 02-2022
16.06 16.3 18.06 14.33 1.32 16.19 01-2017 01-2022
16.36 16.55 18.06 14.87 1.13 16.46 12-2016 12-2021
16.65 14.22 18.34 12.59 2.21 15.45 11-2016 11-2021
13.9 14.65 15.61 12.95 0.98 14.28 10-2016 10-2021
13.91 14.09 15.19 12.82 0.84 14 09-2016 09-2021
13.26 14.64 15.71 12.21 1.33 13.96 08-2016 08-2021
14.07 14.96 15.77 13.28 0.93 14.52 07-2016 07-2021
14.07 14.1 15.73 12.46 1.16 14.09 06-2016 06-2021
12.71 14.1 14.9 11.92 1.16 13.41 05-2016 05-2021
11.99 11.92 13.38 10.54 1 11.96 04-2016 04-2021

Rolling return for 7 year

Average return: 16.18
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.43 17.06 18.33 16.17 0.77 17.25 03-2019 03-2026
19.4 19.22 20.44 18.19 0.8 19.31 02-2019 02-2026
18.22 18.6 19.9 16.94 1.06 18.41 01-2019 01-2026
19.02 18.59 19.74 17.87 0.68 18.8 12-2018 12-2025
18.98 19.21 19.81 18.39 0.51 19.1 11-2018 11-2025
20.05 19.33 20.6 18.78 0.69 19.69 10-2018 10-2025
18.8 16.8 19.66 15.97 1.48 17.81 09-2018 09-2025
16.42 16.38 16.98 15.83 0.41 16.4 08-2018 08-2025
18 17.87 18.82 17.06 0.62 17.94 07-2018 07-2025
17.48 17 18.38 16.12 0.82 17.25 06-2018 06-2025
14.46 15.1 16.35 13.23 1.13 14.79 05-2018 05-2025
12.91 13.97 14.79 12.1 1.02 13.44 04-2018 04-2025
13 13.47 14.83 11.66 1.13 13.24 03-2018 03-2025
12.35 13.68 14.91 11.15 1.41 13.02 02-2018 02-2025
12.62 14.17 15.45 11.38 1.54 13.41 01-2018 01-2025
15.85 15.46 16.72 14.6 0.76 15.66 12-2017 12-2024
15.39 15.79 16.7 14.49 0.79 15.59 11-2017 11-2024
16.75 16.73 18.29 15.21 1.09 16.75 10-2017 10-2024
18.3 17.59 18.78 17.11 0.64 17.95 09-2017 09-2024
17.9 17.94 19.21 16.65 0.91 17.93 08-2017 08-2024
17.41 17.6 18.28 16.74 0.55 17.51 07-2017 07-2024
15.27 17.18 17.82 14.65 1.31 16.23 06-2017 06-2024
16.22 15.88 17.24 14.88 0.84 16.05 05-2017 05-2024
15.95 16.12 17.09 14.99 0.74 16.04 04-2017 04-2024
15.62 16.72 17.74 14.62 1.17 16.17 03-2017 03-2024
17.65 17.9 18.57 16.99 0.57 17.78 02-2017 02-2024
18.43 18.34 19.61 17.17 0.86 18.39 01-2017 01-2024
18.41 18.16 19.25 17.33 0.68 18.29 12-2016 12-2023
16.88 15.57 18.54 13.95 1.69 16.23 11-2016 11-2023
14.28 14.61 15.29 13.6 0.61 14.45 10-2016 10-2023
15.26 15.17 15.96 14.47 0.53 15.21 09-2016 09-2023
14.64 15.01 15.77 13.88 0.68 14.82 08-2016 08-2023
13.83 14.41 14.98 13.27 0.64 14.12 07-2016 07-2023
14.02 13.8 14.96 12.87 0.74 13.91 06-2016 06-2023
13.52 13.78 14.35 12.96 0.5 13.65 05-2016 05-2023
13.01 12.94 14 11.96 0.72 12.98 04-2016 04-2023
12.79 13.64 14.08 12.37 0.68 13.22 03-2016 03-2023

Rolling return for 10 year

Average return: 15.36
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.21 15.52 15.82 14.9 0.34 15.36 03-2016 03-2026