NIFTY200 VALUE 30

Index type: Equity Mean-Variance Ratio (MVR): 2 Weighted mean CAGR by duration: 18.74 Mean CAGR: 18.78 Standard deviation CAGR: 9.4 Range for CAGR: 28.62

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -13.83 49.05 3.54 7.32
3 year 23.95 47.54 35.50 35.94
5 year 0.52 43.26 14.07 17.81
7 year 9.27 24.50 15.07 15.05
10 year 17.02 18.55 17.78 17.78

Rolling return for 1 year

Average return: 7.32
Min Max Min-Max Max-Min Standard Deviation Mean From To
35.37 26.54 47.1 16.45 11.28 31.37 03-2025 03-2026
33.12 34.91 49.05 20.49 10.12 34.39 02-2025 02-2026
27 21.44 36.87 12.68 8.78 24.5 01-2025 01-2026
10.93 9.14 19.93 0.94 6.75 10.23 12-2024 12-2025
12.16 7.37 16.1 3.73 4.69 9.84 11-2024 11-2025
3.35 -1.29 10.93 -8.04 6.91 1.24 10-2024 10-2025
-7.76 -7.37 -0.84 -13.83 4.6 -7.45 09-2024 09-2025
-7.26 -9.49 -2.86 -13.59 3.88 -8.3 08-2024 08-2025
-4.96 -6.77 -0.61 -10.85 3.68 -5.8 07-2024 07-2025
5.06 -3.03 11.66 -8.76 7.77 1.23 06-2024 06-2025
-2.05 -1.91 6.25 -9.57 5.6 -1.82 05-2024 05-2025
-4.39 0.76 9.22 -11.8 7.66 -1.55 04-2024 04-2025

Rolling return for 3 year

Average return: 35.94
Min Max Min-Max Max-Min Standard Deviation Mean From To
34 35.65 37.77 31.94 2.14 34.84 03-2023 03-2026
33.67 37.3 38.8 32.22 2.66 35.5 02-2023 02-2026
32.18 33.27 35.51 29.98 1.99 32.73 01-2023 01-2026
31.59 31.4 35.05 28.03 2.48 31.52 12-2022 12-2025
33.5 31.89 35.05 30.38 1.75 32.7 11-2022 11-2025
34.71 35.03 37.93 31.88 2.14 34.89 10-2022 10-2025
32.45 30.82 35.68 27.7 2.88 31.66 09-2022 09-2025
30.6 30.59 32.63 28.59 1.43 30.6 08-2022 08-2025
36.8 34.18 38.86 32.19 2.53 35.51 07-2022 07-2025
38.1 35.28 40.93 32.56 3.12 36.72 06-2022 06-2025
32.17 31.76 35.8 28.24 2.68 31.99 05-2022 05-2025
25.87 29.58 31.59 23.95 3 27.75 04-2022 04-2025
26.66 31.16 33.17 24.74 3.38 28.93 03-2022 03-2025
29.34 28.6 33.71 24.4 3.3 29.01 02-2022 02-2025
28.58 31.09 33.81 25.96 2.91 29.86 01-2022 01-2025
34.35 35.17 38.65 30.98 2.73 34.79 12-2021 12-2024
33.23 32.3 36.75 28.9 2.79 32.8 11-2021 11-2024
32.45 33.39 37.7 28.3 3.34 32.96 10-2021 10-2024
38.36 37.17 41.54 34.09 2.67 37.79 09-2021 09-2024
40.14 40.51 43.49 37.24 2.21 40.35 08-2021 08-2024
39.66 41.49 42.68 38.51 1.61 40.59 07-2021 07-2024
34.75 38.67 41.24 32.3 3.45 36.74 06-2021 06-2024
38.94 38.9 42.69 35.25 2.63 38.95 05-2021 05-2024
40.96 41.18 44.8 37.44 2.6 41.09 04-2021 04-2024
38.19 38.25 42.54 34.03 3.01 38.25 03-2021 03-2024
43.03 38.42 46.64 35.01 4.42 40.78 02-2021 02-2024
41.35 39.83 44.97 36.34 3.1 40.62 01-2021 01-2024
39.15 39.88 44.2 34.98 3.27 39.55 12-2020 12-2023
41.49 39.04 47.54 33.33 5.1 40.35 11-2020 11-2023
42.59 42.45 45.76 39.36 2.26 42.54 10-2020 10-2023
42.51 38.68 45.86 35.5 3.91 40.64 09-2020 09-2023
38.51 35.1 40 33.66 2.55 36.82 08-2020 08-2023
38.07 38.33 41.34 35.13 2.2 38.22 07-2020 07-2023
36.93 34.76 39.48 32.3 2.65 35.87 06-2020 06-2023
41.56 38.39 42.81 37.18 2.28 39.98 05-2020 05-2023
42.32 37.35 45.12 34.7 4.08 39.87 04-2020 04-2023

Rolling return for 5 year

Average return: 17.81
Min Max Min-Max Max-Min Standard Deviation Mean From To
28.7 28.48 30.86 26.36 1.59 28.6 03-2021 03-2026
30.97 29.41 33.96 26.51 2.69 30.21 02-2021 02-2026
31.85 30.97 33.84 29.02 1.73 31.42 01-2021 01-2026
31.75 31.4 33.82 29.37 1.58 31.59 12-2020 12-2025
37.5 33.61 38.46 32.69 2.46 35.56 11-2020 11-2025
37.52 37.58 39.49 35.64 1.36 37.56 10-2020 10-2025
36 33.87 37.98 31.95 2.26 34.95 09-2020 09-2025
34.31 32.7 35.57 31.48 1.55 33.52 08-2020 08-2025
35.91 35.37 37.13 34.16 1.07 35.64 07-2020 07-2025
36.72 35.57 38.4 33.93 1.63 36.16 06-2020 06-2025
38.67 38.31 40.95 36.08 1.73 38.5 05-2020 05-2025
38.95 38.06 42.69 34.43 2.94 38.53 04-2020 04-2025
39.01 32.31 43.26 28.38 5.77 35.74 03-2020 03-2025
29.07 27.68 31.67 25.16 2.35 28.39 02-2020 02-2025
26.97 28.12 30.05 25.09 1.8 27.56 01-2020 01-2025
28.99 30.05 31.45 27.62 1.41 29.53 12-2019 12-2024
28.59 29.48 30.61 27.47 1.15 29.04 11-2019 11-2024
30.82 31.87 33.91 28.83 1.83 31.36 10-2019 10-2024
32.57 32.05 34.39 30.27 1.47 32.32 09-2019 09-2024
32.99 31.9 34.88 30.05 1.75 32.45 08-2019 08-2024
30.38 27.99 32.06 26.36 2.19 29.2 07-2019 07-2024
24.5 26.77 28.06 23.24 1.88 25.64 06-2019 06-2024
26.33 25.84 28.37 23.84 1.61 26.1 05-2019 05-2024
23.77 24.75 25.78 22.76 1.12 24.27 04-2019 04-2024
23.47 23.29 25.78 21.02 1.68 23.39 03-2019 03-2024
25.74 25.84 27.64 23.98 1.29 25.8 02-2019 02-2024
22.08 21.96 23.95 20.12 1.35 22.03 01-2019 01-2024
19.79 20.27 22.38 17.73 1.65 20.04 12-2018 12-2023
15.59 16.88 18.53 13.98 1.67 16.25 11-2018 11-2023
15.77 14.79 17.31 13.29 1.46 15.29 10-2018 10-2023
13.65 13.03 15.24 11.47 1.35 13.35 09-2018 09-2023
12.03 11.59 12.75 10.88 0.68 11.81 08-2018 08-2023
12.58 12.35 14.17 10.78 1.2 12.47 07-2018 07-2023
10.25 9.27 11.47 8.06 1.25 9.76 06-2018 06-2023
8.55 8.02 9.13 7.45 0.62 8.29 05-2018 05-2023
6.57 6.92 7.82 5.67 0.77 6.75 04-2018 04-2023
6.42 5.66 7.42 4.68 1.01 6.04 03-2018 03-2023
4.72 3.87 5.41 3.19 0.84 4.3 02-2018 02-2023
3.97 4.24 5.02 3.2 0.65 4.11 01-2018 01-2023
4.19 4.53 5.92 2.83 1.1 4.37 12-2017 12-2022
3.4 3.56 4.88 2.1 0.98 3.49 11-2017 11-2022
2.8 1.81 4.12 0.52 1.32 2.31 10-2017 10-2022
2.92 3.82 5.2 1.57 1.32 3.38 09-2017 09-2022
3.94 3.48 4.91 2.53 0.86 3.71 08-2017 08-2022
2.33 3.22 4.45 1.12 1.22 2.78 07-2017 07-2022
1.79 3.19 4.32 0.68 1.38 2.5 06-2017 06-2022
2.66 3.1 4.54 1.25 1.17 2.89 05-2017 05-2022
3.98 4.23 4.94 3.27 0.6 4.11 04-2017 04-2022
3.83 3.81 4.78 2.87 0.68 3.82 03-2017 03-2022
2.74 4.32 5.17 1.9 1.28 3.53 02-2017 02-2022
5.83 4.73 7.14 3.44 1.36 5.29 01-2017 01-2022
5.79 5.56 7.41 3.96 1.22 5.68 12-2016 12-2021
6.29 6.59 8.42 4.5 1.39 6.45 11-2016 11-2021
6.44 7.66 8.49 5.62 1.1 7.05 10-2016 10-2021
5.65 6.47 7.66 4.49 1.16 6.07 09-2016 09-2021
5.63 5.5 6.97 4.18 0.99 5.57 08-2016 08-2021
7.43 6.2 7.97 5.68 0.92 6.82 07-2016 07-2021
9.29 8.81 10.5 7.62 1.03 9.05 06-2016 06-2021
9.16 9.12 10.93 7.37 1.26 9.14 05-2016 05-2021
6.97 6.79 8.6 5.18 1.21 6.88 04-2016 04-2021

Rolling return for 7 year

Average return: 15.05
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.19 20.9 22.64 19.47 1.13 21.05 03-2019 03-2026
22.5 23.24 24.5 21.27 1.17 22.88 02-2019 02-2026
21.13 21.03 22.43 19.74 0.95 21.08 01-2019 01-2026
20.24 20.09 21.59 18.76 1 20.17 12-2018 12-2025
19.99 19.38 20.58 18.79 0.67 19.68 11-2018 11-2025
19.74 19.1 20.96 17.9 1.11 19.43 10-2018 10-2025
17.26 16.85 18.48 15.65 1.01 17.06 09-2018 09-2025
16.45 16.36 17.22 15.59 0.58 16.41 08-2018 08-2025
18 17.4 18.76 16.65 0.78 17.7 07-2018 07-2025
17.16 16.51 18.19 15.5 0.98 16.84 06-2018 06-2025
15.4 15.89 16.75 14.56 0.79 15.65 05-2018 05-2025
13.78 15.27 15.97 13.1 1.14 14.53 04-2018 04-2025
13.5 14.61 15.97 12.17 1.4 14.06 03-2018 03-2025
12.35 12.77 13.96 11.18 0.99 12.56 02-2018 02-2025
11.99 13.31 13.92 11.39 1.01 12.65 01-2018 01-2025
14.13 14.59 15.68 13.06 0.94 14.37 12-2017 12-2024
14.03 14.28 15.31 13.01 0.82 14.16 11-2017 11-2024
15.34 15.41 17.28 13.51 1.33 15.38 10-2017 10-2024
16.48 16.51 17.61 15.39 0.78 16.5 09-2017 09-2024
16.51 16.54 17.69 15.37 0.82 16.53 08-2017 08-2024
17.12 17.19 18.19 16.13 0.73 17.16 07-2017 07-2024
15.48 16.92 17.83 14.59 1.25 16.21 06-2017 06-2024
15.17 15.34 16.49 14.03 0.87 15.26 05-2017 05-2024
14.21 14.98 15.54 13.66 0.72 14.6 04-2017 04-2024
13.85 14.61 15.37 13.1 0.85 14.23 03-2017 03-2024
14.01 14.56 15.23 13.35 0.69 14.29 02-2017 02-2024
14.24 13.62 15.49 12.4 1.11 13.94 01-2017 01-2024
13.45 13.77 15.2 12.05 1.12 13.62 12-2016 12-2023
10.98 11.63 12.99 9.64 1.21 11.31 11-2016 11-2023
9.87 10.31 10.91 9.27 0.6 10.09 10-2016 10-2023
10.41 10.64 11.52 9.54 0.7 10.53 09-2016 09-2023
10.73 10.14 11.24 9.64 0.6 10.44 08-2016 08-2023
11.2 11.01 12.32 9.9 0.86 11.11 07-2016 07-2023
11.58 11.24 12.47 10.36 0.76 11.41 06-2016 06-2023
12.3 11.4 12.72 10.98 0.69 11.85 05-2016 05-2023
11.09 10.68 12.02 9.76 0.81 10.89 04-2016 04-2023
11.16 11.15 11.9 10.41 0.53 11.15 03-2016 03-2023

Rolling return for 10 year

Average return: 17.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.57 17.99 18.55 17.02 0.56 17.78 03-2016 03-2026