NIFTY SME EMERGE

Index type: Equity Mean-Variance Ratio (MVR): 1.53 Weighted mean CAGR by duration: 43.66 Mean CAGR: 37.12 Standard deviation CAGR: 24.24 Range for CAGR: 65.98

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -25.57 23.60 -1.58 -1.76
3 year 21.39 98.21 71.11 64.22
5 year 26.42 67.90 47.88 47.21
7 year 31.94 45.59 38.80 38.79

Rolling return for 1 year

Average return: -1.76
Min Max Min-Max Max-Min Standard Deviation Mean From To
1.97 -3.53 5.3 -6.57 4.63 -0.71 03-2025 03-2026
-0.4 -10.8 5.9 -16.11 8.61 -5.35 02-2025 02-2026
-12.19 -15.58 -0.4 -25.57 8.99 -13.44 01-2025 01-2026
-12.71 -10.87 -4.9 -18.2 4.75 -11.67 12-2024 12-2025
-4.61 -8 -0.93 -11.42 3.9 -6.24 11-2024 11-2025
-0.62 -5.08 1.67 -7.22 3.52 -2.81 10-2024 10-2025
-4.43 -4.77 -0.81 -8.25 2.63 -4.56 09-2024 09-2025
2.93 -4.66 6.58 -7.93 5.79 -0.77 08-2024 08-2025
2.43 -1.7 5.75 -4.79 4 0.42 07-2024 07-2025
15.39 2.23 19.73 -1.47 8.82 8.97 06-2024 06-2025
2.29 6.07 11.35 -2.56 5.1 4.29 05-2024 05-2025
10.69 10.04 23.6 -1.45 8.87 10.72 04-2024 04-2025

Rolling return for 3 year

Average return: 64.22
Min Max Min-Max Max-Min Standard Deviation Mean From To
26.12 24.89 27.48 23.57 1.45 25.52 03-2023 03-2026
25.5 24.41 28.09 21.89 2.23 24.97 02-2023 02-2026
24.92 26.59 30.27 21.39 3.19 25.79 01-2023 01-2026
31.58 32.19 35.39 28.46 2.46 31.9 12-2022 12-2025
36.06 33.78 37.79 32.09 2.17 34.93 11-2022 11-2025
39.81 37.01 40.88 35.97 2 38.42 10-2022 10-2025
40.13 39.98 41.87 38.26 1.28 40.06 09-2022 09-2025
46.38 41.55 48.09 39.91 3.36 43.98 08-2022 08-2025
49.16 47.44 50.75 45.88 1.83 48.31 07-2022 07-2025
49.45 46.12 51.31 44.33 2.73 47.8 06-2022 06-2025
42.67 43.08 46.77 39.09 2.72 42.9 05-2022 05-2025
38.12 41.9 43.29 36.78 2.66 40.02 04-2022 04-2025
42.03 40.92 46.24 36.87 3.34 41.52 03-2022 03-2025
44.41 47.95 52.91 39.72 4.83 46.25 02-2022 02-2025
55.5 57.21 64.31 48.78 5.52 56.45 01-2022 01-2025
66.92 65.13 70.57 61.6 3.23 66.06 12-2021 12-2024
70.3 71.18 74.56 67.01 2.69 70.76 11-2021 11-2024
68.58 67.99 72.48 64.18 2.94 68.31 10-2021 10-2024
77.96 72.47 80.4 70.14 4.11 75.24 09-2021 09-2024
74.78 77.51 81.39 71.03 3.79 76.18 08-2021 08-2024
76.8 77.6 81.16 73.32 2.79 77.22 07-2021 07-2024
76.35 76.81 85.88 67.74 6.42 76.69 06-2021 06-2024
83.7 81.01 86.69 78.11 3.18 82.38 05-2021 05-2024
84.92 84.16 92.22 77.17 5.33 84.62 04-2021 04-2024
80.26 89.79 91.41 78.73 5.61 85.05 03-2021 03-2024
91.89 90.98 94.68 88.24 2.3 91.45 02-2021 02-2024
85.62 91.1 92.8 83.99 3.67 88.38 01-2021 01-2024
87.56 85.64 89.84 83.42 2.37 86.62 12-2020 12-2023
88.21 88.42 90.28 86.36 1.39 88.32 11-2020 11-2023
84.21 87.6 90.08 81.81 3.16 85.92 10-2020 10-2023
90.87 86.64 93.79 83.83 3.83 88.78 09-2020 09-2023
89.11 93.16 98.21 84.29 5.13 91.19 08-2020 08-2023
85.65 87.43 89.98 83.16 2.49 86.56 07-2020 07-2023
84.94 85.24 89.13 81.14 2.83 85.11 06-2020 06-2023
85.19 85.94 87.46 83.69 1.36 85.57 05-2020 05-2023
81.13 83.9 86.54 78.57 2.98 82.53 04-2020 04-2023

Rolling return for 5 year

Average return: 47.21
Min Max Min-Max Max-Min Standard Deviation Mean From To
47.15 47.34 48.1 46.4 0.6 47.25 03-2021 03-2026
48.93 49.04 50.77 47.22 1.26 48.99 02-2021 02-2026
49.67 52.68 53.49 48.88 1.95 51.18 01-2021 01-2026
54.92 55.5 57.6 52.86 1.69 55.22 12-2020 12-2025
58.29 58.55 59.49 57.35 0.76 58.42 11-2020 11-2025
59.53 59 60.26 58.28 0.72 59.27 10-2020 10-2025
62.88 60.44 64.1 59.25 1.92 61.67 09-2020 09-2025
64.86 63.46 66.01 62.33 1.39 64.16 08-2020 08-2025
65.32 65.04 66.38 63.99 0.85 65.18 07-2020 07-2025
66.33 65.49 67.57 64.27 1.2 65.91 06-2020 06-2025
64.71 66.72 67.53 63.91 1.46 65.72 05-2020 05-2025
64.24 66.47 67.9 62.84 1.96 65.36 04-2020 04-2025
62.68 58.3 65.56 55.56 3.86 60.52 03-2020 03-2025
57.43 61.45 62.93 56 2.83 59.45 02-2020 02-2025
61.5 66.11 66.93 60.7 2.74 63.81 01-2020 01-2025
65.22 66.51 67.37 64.36 1.16 65.87 12-2019 12-2024
63.98 65.25 66.43 62.82 1.35 64.62 11-2019 11-2024
63 64.3 65.26 62.05 1.22 63.65 10-2019 10-2024
64.03 64.35 65.38 63.02 0.84 64.19 09-2019 09-2024
60.74 63.5 64.36 59.9 1.85 62.12 08-2019 08-2024
59.65 59.9 62 57.58 1.57 59.78 07-2019 07-2024
53.29 57.07 58.21 52.18 2.52 55.19 06-2019 06-2024
54.15 55 55.65 53.5 0.82 54.58 05-2019 05-2024
49.91 52.74 53.44 49.23 1.79 51.33 04-2019 04-2024
47.78 52.17 53.2 46.79 2.75 49.98 03-2019 03-2024
52.96 53.28 54.29 51.96 0.83 53.12 02-2019 02-2024
48.58 51.26 52 47.86 1.74 49.92 01-2019 01-2024
47.55 47.38 48.62 46.32 0.82 47.47 12-2018 12-2023
47.33 46.58 48.3 45.62 0.98 46.96 11-2018 11-2023
45.14 46 47.9 43.28 1.66 45.58 10-2018 10-2023
43.63 42.54 44.94 41.25 1.36 43.09 09-2018 09-2023
38.2 40.78 42.16 36.87 2.08 39.5 08-2018 08-2023
36.69 36.54 38.6 34.67 1.39 36.62 07-2018 07-2023
33.77 34.68 35.58 32.88 1.01 34.23 06-2018 06-2023
32.16 32.16 33.13 31.19 0.69 32.16 05-2018 05-2023
30.55 31.3 32.88 29.01 1.39 30.94 04-2018 04-2023
30.46 30.34 32.08 28.74 1.18 30.4 03-2018 03-2023
30.69 30.88 33 28.61 1.55 30.8 02-2018 02-2023
29.2 30.64 31.45 28.41 1.19 29.93 01-2018 01-2023
32.19 29.58 34.1 27.73 2.43 30.9 12-2017 12-2022
33.92 34.03 36.31 31.67 1.64 33.98 11-2017 11-2022
34.96 34.79 37.24 32.56 1.66 34.89 10-2017 10-2022
35.31 35.18 36.41 34.1 0.82 35.25 09-2017 09-2022
32.41 34.96 36.05 31.34 1.89 33.69 08-2017 08-2022
30.87 31.61 32.63 29.87 1.01 31.25 07-2017 07-2022
31.23 32.31 34.01 29.57 1.62 31.78 06-2017 06-2022
33.33 34.22 35.38 32.18 1.17 33.78 05-2017 05-2022
34.9 34.16 35.69 33.37 0.86 34.53 04-2017 04-2022
31.57 32.32 34.53 29.42 1.83 31.96 03-2017 03-2022
30 30.89 32.61 28.32 1.55 30.46 02-2017 02-2022
28.82 30.24 32.28 26.83 1.99 29.54 01-2017 01-2022
28.88 28.91 31.42 26.42 1.77 28.91 12-2016 12-2021

Rolling return for 7 year

Average return: 38.79
Min Max Min-Max Max-Min Standard Deviation Mean From To
35.31 35.28 35.93 34.66 0.45 35.3 03-2019 03-2026
36.17 36.73 37.37 35.54 0.68 36.45 02-2019 02-2026
35.77 37.75 38.23 35.3 1.25 36.76 01-2019 01-2026
37.85 38.71 39.55 37.02 0.94 38.28 12-2018 12-2025
39.62 39.22 40.38 38.47 0.69 39.42 11-2018 11-2025
40.2 39.36 40.66 38.91 0.69 39.78 10-2018 10-2025
39.1 38.19 39.85 37.45 0.91 38.65 09-2018 09-2025
37.05 36.78 37.73 36.1 0.58 36.91 08-2018 08-2025
37.33 36.49 37.96 35.87 0.8 36.91 07-2018 07-2025
36.03 36.11 36.75 35.39 0.48 36.07 06-2018 06-2025
33.85 34.77 35.48 33.15 0.89 34.31 05-2018 05-2025
33.67 34.65 35.8 32.54 1.2 34.16 04-2018 04-2025
33.19 33.6 34.87 31.94 1.05 33.4 03-2018 03-2025
33.52 35.27 36.83 32 1.82 34.41 02-2018 02-2025
34.57 37.19 37.79 33.98 1.63 35.88 01-2018 01-2025
39.99 37.87 41.29 36.59 1.82 38.94 12-2017 12-2024
41.53 41.31 43.03 39.83 1.13 41.42 11-2017 11-2024
43.14 42.71 44.56 41.32 1.16 42.93 10-2017 10-2024
44.35 44.26 45.19 43.42 0.63 44.3 09-2017 09-2024
43.29 44.75 45.59 42.47 1.22 44.02 08-2017 08-2024
43.35 44.06 44.85 42.56 0.85 43.7 07-2017 07-2024
41.33 43.24 44.55 40.05 1.73 42.29 06-2017 06-2024
42.55 42.66 43.55 41.68 0.66 42.61 05-2017 05-2024
40.17 41.37 42.52 39.04 1.3 40.77 04-2017 04-2024
38.51 40.45 42.12 36.88 1.98 39.49 03-2017 03-2024
40.38 39.94 41.25 39.08 0.78 40.16 02-2017 02-2024
38.9 39.61 41.17 37.36 1.37 39.26 01-2017 01-2024
40.25 39.05 40.98 38.33 1.03 39.65 12-2016 12-2023