NIFTY TOP 10 EQUAL WEIGHT

Index type: Equity Mean-Variance Ratio (MVR): 2.96 Weighted mean CAGR by duration: 13.84 Mean CAGR: 12.35 Standard deviation CAGR: 4.18 Range for CAGR: 11.27

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -9.00 19.11 4.17 4.10
3 year 5.05 31.16 12.88 14.32
5 year 7.10 24.62 15.16 15.37
7 year 9.29 18.41 14.95 14.63
10 year 12.72 13.96 13.33 13.34

Rolling return for 1 year

Average return: 4.1
Min Max Min-Max Max-Min Standard Deviation Mean From To
-0.87 -3.03 5.62 -9 5.23 -1.82 03-2025 03-2026
5.94 6.69 14.65 -1.42 5.69 6.46 02-2025 02-2026
4.41 5.85 11.46 -0.84 4.38 5.22 01-2025 01-2026
7.48 3.42 9.81 1.23 3.36 5.49 12-2024 12-2025
5.42 4.95 10.49 0.14 3.66 5.25 11-2024 11-2025
-1.38 1.26 6.29 -6.04 4.46 0.03 10-2024 10-2025
-3.97 -4.34 0.16 -8.28 2.99 -4.11 09-2024 09-2025
-0.18 -2.03 2.55 -4.64 2.63 -1.07 08-2024 08-2025
1.97 3.92 8.72 -2.54 4.04 3.02 07-2024 07-2025
13.7 9.53 19.11 4.55 5.36 11.72 06-2024 06-2025
12.36 13.01 17.1 8.43 3.07 12.72 05-2024 05-2025
2.11 10.29 14.54 -1.68 6.42 6.31 04-2024 04-2025

Rolling return for 3 year

Average return: 14.32
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.65 7.3 8.93 5.05 1.39 6.98 03-2023 03-2026
8.36 9.82 11.25 6.96 1.6 9.1 02-2023 02-2026
9.24 10.49 11.65 8.11 1.33 9.87 01-2023 01-2026
10.9 9.83 11.7 9.05 1.01 10.37 12-2022 12-2025
9.71 9.71 11.44 8.01 1.21 9.72 11-2022 11-2025
10.73 11.03 13.52 8.29 1.85 10.89 10-2022 10-2025
10.7 9.79 12.26 8.26 1.45 10.25 09-2022 09-2025
9.97 9.53 10.96 8.55 0.87 9.75 08-2022 08-2025
13.65 13.01 16.1 10.62 1.95 13.35 07-2022 07-2025
16.1 14.67 17.91 12.9 1.84 15.39 06-2022 06-2025
14.91 13.89 16.51 12.33 1.52 14.41 05-2022 05-2025
9.91 11.23 14.2 7.05 2.57 10.6 04-2022 04-2025
12.31 12.01 15.55 8.87 2.36 12.18 03-2022 03-2025
11.23 10.39 13.93 7.77 2.2 10.83 02-2022 02-2025
10.46 9.97 12.38 8.1 1.52 10.23 01-2022 01-2025
12.31 12.42 14.58 10.19 1.55 12.38 12-2021 12-2024
10.95 10.44 12.86 8.57 1.53 10.71 11-2021 11-2024
10.83 10.98 12.63 9.2 1.21 10.91 10-2021 10-2024
12.86 12.46 14.6 10.75 1.37 12.67 09-2021 09-2024
14.58 13.14 16.34 11.43 1.81 13.87 08-2021 08-2024
14.57 15.54 16.31 13.81 0.95 15.06 07-2021 07-2024
11.43 13.88 14.59 10.74 1.61 12.66 06-2021 06-2024
13.72 12.55 15.07 11.22 1.42 13.14 05-2021 05-2024
13.71 13.31 15.16 11.89 1.16 13.52 04-2021 04-2024
13.49 12.66 14.61 11.56 1.12 13.08 03-2021 03-2024
13.26 11.59 14.15 10.72 1.35 12.43 02-2021 02-2024
15.22 13.95 16.64 12.56 1.51 14.59 01-2021 01-2024
16.06 15.09 18.57 12.65 2.12 15.59 12-2020 12-2023
17.94 15.15 19.79 13.38 2.47 16.57 11-2020 11-2023
19.75 19.16 21.98 16.98 1.78 19.47 10-2020 10-2023
23.14 21.51 24.62 20.07 1.71 22.34 09-2020 09-2023
22.05 20.01 22.91 19.18 1.5 21.04 08-2020 08-2023
23.58 22.42 25.34 20.71 1.69 23.01 07-2020 07-2023
25.13 23.66 26.25 22.57 1.4 24.4 06-2020 06-2023
28.5 26.37 29.82 25.09 1.83 27.45 05-2020 05-2023
29.87 23.15 31.16 21.93 4.04 26.53 04-2020 04-2023

Rolling return for 5 year

Average return: 15.37
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.21 8.47 9.59 7.1 0.89 8.34 03-2021 03-2026
9.68 9.93 11.43 8.2 1.15 9.81 02-2021 02-2026
11.01 10.91 12.47 9.47 1.06 10.96 01-2021 01-2026
13.46 11.92 13.95 11.45 1.04 12.7 12-2020 12-2025
15.16 13.52 16.25 12.46 1.46 14.35 11-2020 11-2025
15.41 15.52 17.15 13.8 1.19 15.47 10-2020 10-2025
16.62 15.84 17.61 14.87 1.01 16.23 09-2020 09-2025
16.27 15.24 16.9 14.62 0.88 15.76 08-2020 08-2025
17.38 17.23 18.9 15.74 1.12 17.31 07-2020 07-2025
19.54 19.16 20.65 18.06 0.93 19.35 06-2020 06-2025
21.66 20.7 22.67 19.71 1.1 21.19 05-2020 05-2025
20.84 19.06 23.65 16.35 2.66 19.98 04-2020 04-2025
22.51 15.3 24.62 13.35 4.73 18.95 03-2020 03-2025
13.53 13.36 15.18 11.74 1.22 13.45 02-2020 02-2025
12.57 13.15 13.74 11.99 0.65 12.86 01-2020 01-2025
13.37 13.8 14.74 12.45 0.82 13.59 12-2019 12-2024
13.29 13.78 14.46 12.61 0.68 13.54 11-2019 11-2024
15.27 14.95 16.4 13.84 0.91 15.12 10-2019 10-2024
16.52 15.79 17.59 14.74 1.04 16.16 09-2019 09-2024
15.46 15.73 16.52 14.68 0.66 15.6 08-2019 08-2024
14.27 14.18 15.31 13.15 0.76 14.23 07-2019 07-2024
11.87 13.14 13.76 11.26 0.99 12.51 06-2019 06-2024
13.28 12.24 14.09 11.44 1.01 12.76 05-2019 05-2024
12.85 13.18 13.71 12.33 0.5 13.02 04-2019 04-2024
14.65 13.58 15.33 12.91 0.94 14.12 03-2019 03-2024
14.93 14.34 15.47 13.8 0.63 14.63 02-2019 02-2024
14.99 15.07 15.84 14.23 0.57 15.03 01-2019 01-2024
14.56 15.2 16.04 13.72 0.85 14.88 12-2018 12-2023
13.79 13.58 14.85 12.52 0.83 13.69 11-2018 11-2023
14.72 14.18 15.99 12.93 1.1 14.46 10-2018 10-2023
13.91 13.58 14.72 12.77 0.7 13.75 09-2018 09-2023
13.57 12.86 14.05 12.39 0.64 13.22 08-2018 08-2023
15.08 14.32 16.06 13.35 1 14.7 07-2018 07-2023
14.71 14.66 15.32 14.05 0.45 14.69 06-2018 06-2023
14.57 14.63 15.27 13.93 0.47 14.6 05-2018 05-2023
15.43 14.37 16.12 13.69 0.94 14.9 04-2018 04-2023
15.03 15 16.08 13.96 0.75 15.02 03-2018 03-2023
14.59 13.82 15.48 12.94 0.94 14.21 02-2018 02-2023
14.94 13.23 15.66 12.53 1.26 14.09 01-2018 01-2023
15.55 15.89 16.72 14.73 0.71 15.72 12-2017 12-2022
15.38 15.79 16.46 14.71 0.64 15.59 11-2017 11-2022
15.45 15.5 17 13.97 1.07 15.48 10-2017 10-2022
15.5 16.03 17.05 14.49 0.92 15.77 09-2017 09-2022
15.76 15.56 16.67 14.67 0.71 15.67 08-2017 08-2022
13.83 14.5 15.68 12.66 1.09 14.17 07-2017 07-2022
13.24 14.63 15.16 12.73 0.99 13.94 06-2017 06-2022
14.45 14.8 16.03 13.24 0.99 14.63 05-2017 05-2022
15.69 16.85 17.54 15.01 0.98 16.27 04-2017 04-2022
15.11 16.39 17.28 14.24 1.17 15.76 03-2017 03-2022
16.89 18 19.13 15.78 1.25 17.45 02-2017 02-2022
19.46 19.97 21.02 18.43 0.93 19.72 01-2017 01-2022
19.31 19.9 20.68 18.54 0.78 19.61 12-2016 12-2021
19.87 19.83 21.44 18.28 1.12 19.86 11-2016 11-2021
19.28 19.55 20.34 18.49 0.66 19.41 10-2016 10-2021
18.12 18.34 19.46 17.01 0.87 18.23 09-2016 09-2021
16.59 17.54 18.55 15.59 1.1 17.07 08-2016 08-2021
16.68 16.11 17.14 15.65 0.56 16.39 07-2016 07-2021
17.24 16.9 17.68 16.46 0.45 17.07 06-2016 06-2021
17.56 16.99 19.14 15.45 1.32 17.29 05-2016 05-2021
17.91 17.62 19.06 16.49 0.91 17.77 04-2016 04-2021

Rolling return for 7 year

Average return: 14.63
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.49 10.28 11.5 9.29 0.78 10.39 03-2019 03-2026
11.86 12.33 13.13 11.07 0.75 12.1 02-2019 02-2026
12.04 12.55 13.09 11.51 0.59 12.3 01-2019 01-2026
13.14 12.9 13.49 12.55 0.34 13.02 12-2018 12-2025
13.01 12.87 13.78 12.12 0.59 12.95 11-2018 11-2025
13.11 13.05 14.32 11.84 0.88 13.08 10-2018 10-2025
12.03 11.9 12.71 11.23 0.53 11.97 09-2018 09-2025
11.98 11.58 12.42 11.15 0.47 11.78 08-2018 08-2025
13.21 13.02 14.25 11.99 0.8 13.12 07-2018 07-2025
13.81 14.1 14.57 13.34 0.45 13.96 06-2018 06-2025
13.85 14.07 14.52 13.39 0.41 13.96 05-2018 05-2025
13.39 14.03 15.27 12.17 1.12 13.71 04-2018 04-2025
13.75 14.38 15.15 12.99 0.8 14.07 03-2018 03-2025
13.14 13.13 14.31 11.97 0.83 13.14 02-2018 02-2025
14.02 13.13 14.86 12.3 0.96 13.58 01-2018 01-2025
14.71 15.11 15.7 14.13 0.57 14.91 12-2017 12-2024
14.38 14.75 15.22 13.91 0.48 14.57 11-2017 11-2024
15.98 15.71 16.79 14.92 0.67 15.85 10-2017 10-2024
16.44 16.48 17.21 15.72 0.53 16.46 09-2017 09-2024
15.67 15.64 16.42 14.88 0.54 15.65 08-2017 08-2024
15.55 15.45 16.3 14.7 0.57 15.5 07-2017 07-2024
14.39 15.39 15.77 14.02 0.71 14.89 06-2017 06-2024
14.95 14.66 15.54 14.08 0.53 14.81 05-2017 05-2024
15.21 15.35 15.84 14.73 0.4 15.28 04-2017 04-2024
15.82 15.68 16.31 15.2 0.4 15.75 03-2017 03-2024
16.49 16.09 16.89 15.71 0.44 16.3 02-2017 02-2024
17.58 17.46 18.19 16.85 0.48 17.52 01-2017 01-2024
17.33 17.86 18.41 16.78 0.61 17.59 12-2016 12-2023
16.35 16.02 17.13 15.25 0.67 16.19 11-2016 11-2023
15.36 15.73 16.28 14.82 0.53 15.55 10-2016 10-2023
15.53 15.34 16.12 14.76 0.49 15.44 09-2016 09-2023
15.65 15.29 16 14.95 0.39 15.47 08-2016 08-2023
15.89 15.86 16.6 15.17 0.51 15.88 07-2016 07-2023
15.83 15.72 16.27 15.28 0.35 15.77 06-2016 06-2023
16.74 15.74 17.25 15.23 0.8 16.24 05-2016 05-2023
16.48 15.96 16.98 15.47 0.56 16.22 04-2016 04-2023
16.18 16.17 16.93 15.42 0.53 16.18 03-2016 03-2023

Rolling return for 10 year

Average return: 13.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.23 13.43 13.96 12.72 0.44 13.34 03-2016 03-2026