NIFTY200 ALPHA 30

Index type: Equity Mean-Variance Ratio (MVR): 1.64 Weighted mean CAGR by duration: 19.64 Mean CAGR: 16.61 Standard deviation CAGR: 10.11 Range for CAGR: 29.04

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -18.82 26.93 -5.20 -3.03
3 year 11.50 35.70 26.33 26.01
5 year 9.23 34.09 21.61 21.25
7 year 14.68 24.31 19.50 19.59
10 year 18.25 20.19 19.21 19.22

Rolling return for 1 year

Average return: -3.03
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.48 10.83 25.42 -0.6 9.23 12.03 03-2025 03-2026
13.28 8.5 26.93 -3.17 10.79 11.38 02-2025 02-2026
7.64 -5.26 15.77 -11.91 10.8 1.56 01-2025 01-2026
-5.14 -4.69 0.78 -10.28 3.91 -4.83 12-2024 12-2025
-0.33 -2.96 4.56 -7.5 4.36 -1.56 11-2024 11-2025
-7.86 -10.89 -0.86 -17.18 5.87 -9.2 10-2024 10-2025
-12.68 -13.25 -6.69 -18.82 4.29 -12.86 09-2024 09-2025
-10.31 -14.12 -5.68 -18.34 4.68 -12.11 08-2024 08-2025
-5.72 -10.95 -0.69 -15.46 5.54 -8.2 07-2024 07-2025
6.65 -6.93 14.22 -13.1 10.79 0.21 06-2024 06-2025
-4.6 -7.63 3.56 -14.91 6.62 -5.9 05-2024 05-2025
-10.89 -3.56 4.82 -18.01 8.48 -6.91 04-2024 04-2025

Rolling return for 3 year

Average return: 26.01
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.94 24.5 27.49 20.06 2.68 23.75 03-2023 03-2026
23.27 26.03 28.04 21.34 2.56 24.67 02-2023 02-2026
24.1 24.19 27.15 21.21 2.1 24.16 01-2023 01-2026
24.33 22.95 26.87 20.5 2.3 23.66 12-2022 12-2025
22.13 22.71 24.1 20.77 1.2 22.43 11-2022 11-2025
23.23 23.26 26.28 20.29 2.12 23.27 10-2022 10-2025
23.32 23.11 26.08 20.42 2 23.23 09-2022 09-2025
25.38 24.71 27.49 22.64 1.73 25.05 08-2022 08-2025
31.84 29.12 34.15 26.9 2.74 30.5 07-2022 07-2025
31.87 28.89 34.92 25.97 3.34 30.41 06-2022 06-2025
25.6 22.59 29.09 19.28 3.63 24.14 05-2022 05-2025
15.05 17.7 21.45 11.5 3.64 16.43 04-2022 04-2025
15.8 17.34 20.68 12.6 2.91 16.61 03-2022 03-2025
17.55 18.47 23.86 12.44 4.05 18.08 02-2022 02-2025
18.03 20.74 26.18 12.93 4.78 19.47 01-2022 01-2025
23.37 22.69 25.69 20.43 1.88 23.05 12-2021 12-2024
20.95 21.17 23.99 18.2 2.05 21.08 11-2021 11-2024
23.23 23.23 27.7 18.92 3.1 23.27 10-2021 10-2024
25.94 26.87 29.04 23.83 1.87 26.42 09-2021 09-2024
27.53 29.01 31.58 25.04 2.37 28.29 08-2021 08-2024
29.34 30.87 34.13 26.2 2.86 30.13 07-2021 07-2024
25.87 32.08 34.77 23.36 4.59 29.02 06-2021 06-2024
29.27 32.31 34.29 27.36 2.68 30.81 05-2021 05-2024
30.37 31.35 34.04 27.75 2.25 30.88 04-2021 04-2024
30.96 32.93 35.46 28.51 2.55 31.97 03-2021 03-2024
32.29 32.09 35.7 28.78 2.45 32.22 02-2021 02-2024
30.88 29.58 34.13 26.44 2.76 30.26 01-2021 01-2024
29.39 29.59 32.57 26.48 2.15 29.51 12-2020 12-2023
26.51 28.58 32.38 22.88 3.44 27.59 11-2020 11-2023
26.38 27.63 29.35 24.7 1.7 27.02 10-2020 10-2023
28.53 27.82 30.53 25.86 1.67 28.19 09-2020 09-2023
27.41 26.76 29.15 25.05 1.47 27.09 08-2020 08-2023
29.45 28.5 31.84 26.16 2.04 28.99 07-2020 07-2023
28.1 27.96 31.22 24.92 2.23 28.05 06-2020 06-2023
29.48 29.18 31.8 26.91 1.73 29.34 05-2020 05-2023
29.89 24.82 32.7 22.17 4.13 27.39 04-2020 04-2023

Rolling return for 5 year

Average return: 21.25
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.86 20.11 21.48 17.52 1.47 19.49 03-2021 03-2026
19.87 20.66 22.63 17.95 1.68 20.28 02-2021 02-2026
21.11 20.37 22.89 18.63 1.53 20.75 01-2021 01-2026
22.36 22.17 23.85 20.7 1.12 22.27 12-2020 12-2025
24.84 23.86 26.04 22.68 1.24 24.35 11-2020 11-2025
24.17 24.99 26 23.18 1.04 24.59 10-2020 10-2025
24.87 24.96 26.54 23.32 1.14 24.92 09-2020 09-2025
25.66 25.51 26.93 24.26 0.95 25.59 08-2020 08-2025
28 27.36 29.34 26.04 1.19 27.69 07-2020 07-2025
28.71 28.53 30.49 26.78 1.31 28.63 06-2020 06-2025
28.98 29.55 31.12 27.44 1.32 29.27 05-2020 05-2025
28.49 27.94 32.73 23.85 3.15 28.25 04-2020 04-2025
30.71 23.64 33.99 20.62 5.35 27.24 03-2020 03-2025
20.97 22.99 24.83 19.19 2.12 21.99 02-2020 02-2025
23.64 26.9 28.7 21.91 2.66 25.29 01-2020 01-2025
27.95 28.32 29.39 26.9 0.89 28.14 12-2019 12-2024
27.12 28.45 29.03 26.54 1 27.79 11-2019 11-2024
29.28 30.53 32.07 27.78 1.58 29.91 10-2019 10-2024
31.88 31.72 33.82 29.81 1.42 31.81 09-2019 09-2024
31.6 33.25 34.09 30.77 1.31 32.43 08-2019 08-2024
30.21 30.65 33.08 27.83 1.86 30.44 07-2019 07-2024
24.7 29.29 29.91 24.1 2.62 27 06-2019 06-2024
26.83 28.35 29.76 25.45 1.62 27.6 05-2019 05-2024
24.94 26.49 27.04 24.4 1.08 25.72 04-2019 04-2024
24.5 26.12 27.05 23.59 1.35 25.32 03-2019 03-2024
25.44 25.98 27.37 24.07 1.18 25.72 02-2019 02-2024
24.14 25.23 25.98 23.4 0.99 24.69 01-2019 01-2024
23.33 23.57 25.14 21.78 1.19 23.46 12-2018 12-2023
19.37 21.9 22.67 18.63 1.69 20.64 11-2018 11-2023
20.32 19.26 22.01 17.61 1.6 19.8 10-2018 10-2023
18.37 17.26 19.47 16.18 1.23 17.82 09-2018 09-2023
16.23 15.7 17.18 14.76 0.88 15.97 08-2018 08-2023
16.84 17.09 18.13 15.81 0.82 16.97 07-2018 07-2023
15.1 15.82 16.77 14.16 0.96 15.46 06-2018 06-2023
13.88 13.64 15.1 12.44 0.94 13.77 05-2018 05-2023
12.08 11.72 13.53 10.3 1.15 11.91 04-2018 04-2023
12.1 12.63 13.7 11.04 0.96 12.37 03-2018 03-2023
11.6 10.92 12.66 9.87 1.02 11.26 02-2018 02-2023
10.09 10.79 11.66 9.23 0.89 10.44 01-2018 01-2023
11.94 12.41 14.06 10.31 1.34 12.18 12-2017 12-2022
13.43 13.37 14.19 12.61 0.56 13.4 11-2017 11-2022
13.09 13.03 14.74 11.4 1.18 13.06 10-2017 10-2022
13.62 13.45 15.26 11.84 1.21 13.54 09-2017 09-2022
13.5 13.45 15.01 11.95 1.08 13.48 08-2017 08-2022
11.1 12.15 13.67 9.61 1.48 11.63 07-2017 07-2022
11.39 13.49 14.49 10.42 1.62 12.45 06-2017 06-2022
13.57 15.49 17.14 11.96 1.95 14.54 05-2017 05-2022
17.5 18.29 19.73 16.08 1.32 17.9 04-2017 04-2022
18.23 19.08 20.23 17.09 1.15 18.66 03-2017 03-2022
17.55 19.92 20.72 16.77 1.63 18.74 02-2017 02-2022
22.24 22.43 25.51 19.23 2.22 22.35 01-2017 01-2022
24.39 23.76 26.2 21.98 1.51 24.08 12-2016 12-2021
24.52 22.98 26.25 21.3 1.83 23.76 11-2016 11-2021
21.41 23.24 24.03 20.63 1.37 22.33 10-2016 10-2021
22.34 22.4 23.59 21.16 0.86 22.37 09-2016 09-2021
21.5 21.66 22.95 20.23 0.96 21.59 08-2016 08-2021
20.95 21 22.74 19.23 1.24 20.98 07-2016 07-2021
20.64 21.1 22.11 19.64 0.89 20.87 06-2016 06-2021
20.48 20.43 21.56 19.36 0.78 20.46 05-2016 05-2021
19.42 19.46 20.88 18.02 1.01 19.45 04-2016 04-2021

Rolling return for 7 year

Average return: 19.59
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.86 19.09 19.71 17.25 0.97 18.48 03-2019 03-2026
18.7 19.7 20.64 17.77 1.07 19.2 02-2019 02-2026
19.24 19.97 20.48 18.73 0.67 19.61 01-2019 01-2026
20.14 20.09 21.18 19.06 0.75 20.12 12-2018 12-2025
20.22 20.51 21.05 19.69 0.49 20.37 11-2018 11-2025
20.49 19.79 21.76 18.55 1.16 20.15 10-2018 10-2025
18.72 18.26 19.85 17.15 0.97 18.5 09-2018 09-2025
18.15 17.92 19 17.07 0.69 18.04 08-2018 08-2025
19.35 19.48 20.24 18.6 0.58 19.42 07-2018 07-2025
19.07 19.54 20.24 18.38 0.68 19.31 06-2018 06-2025
17.81 18.12 19.2 16.74 0.88 17.97 05-2018 05-2025
16 17.37 18.72 14.68 1.51 16.69 04-2018 04-2025
16.56 17.84 18.64 15.78 1.11 17.2 03-2018 03-2025
16.21 17.53 18.85 14.92 1.47 16.88 02-2018 02-2025
16.26 18.98 19.64 15.62 1.72 17.62 01-2018 01-2025
19.89 19.6 20.85 18.65 0.78 19.75 12-2017 12-2024
19.26 19.92 20.54 18.64 0.71 19.59 11-2017 11-2024
20.82 21.36 22.67 19.52 1.13 21.09 10-2017 10-2024
22.19 22.09 23.47 20.82 0.94 22.14 09-2017 09-2024
22.5 22.94 24.15 21.3 1.02 22.72 08-2017 08-2024
22.39 23.12 24.31 21.22 1.12 22.76 07-2017 07-2024
20.49 23.3 24.07 19.74 1.83 21.9 06-2017 06-2024
21.57 22.32 23.57 20.34 1.17 21.95 05-2017 05-2024
21.13 21.53 22.58 20.09 0.89 21.33 04-2017 04-2024
21.1 22.02 22.87 20.27 0.98 21.57 03-2017 03-2024
21.3 22.04 22.62 20.72 0.72 21.67 02-2017 02-2024
22.57 21.68 23.86 20.41 1.26 22.13 01-2017 01-2024
22.71 22.28 23.99 21.01 1.06 22.5 12-2016 12-2023
19.72 19.8 22.07 17.5 1.62 19.77 11-2016 11-2023
17.6 18.24 18.78 17.06 0.65 17.92 10-2016 10-2023
18.82 18.78 19.61 17.99 0.57 18.8 09-2016 09-2023
18.35 18.15 19.04 17.46 0.56 18.25 08-2016 08-2023
18.76 18.48 19.7 17.56 0.76 18.62 07-2016 07-2023
18.26 18.78 19.48 17.56 0.7 18.52 06-2016 06-2023
17.98 18.09 18.88 17.19 0.6 18.04 05-2016 05-2023
17 17.08 18.07 16.02 0.73 17.04 04-2016 04-2023
17.19 17.48 18.39 16.29 0.75 17.34 03-2016 03-2023

Rolling return for 10 year

Average return: 19.22
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.89 19.54 20.19 18.25 0.72 19.22 03-2016 03-2026