NIFTY500 EQUAL WEIGHT

Index type: Equity Mean-Variance Ratio (MVR): 1.91 Weighted mean CAGR by duration: 15.58 Mean CAGR: 14.43 Standard deviation CAGR: 7.56 Range for CAGR: 23.31

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -12.73 21.58 -0.08 1.37
3 year 11.02 40.81 24.16 24.68
5 year 4.43 36.64 16.15 17.54
7 year 10.11 19.13 14.61 14.57
10 year 13.36 14.66 14.00 14.01

Rolling return for 1 year

Average return: 1.37
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.73 4.53 19.27 -3.84 8.38 7.42 03-2025 03-2026
12.8 5.63 21.58 -2 8.72 9.5 02-2025 02-2026
4.9 -0.44 15.98 -9.96 9.37 2.62 01-2025 01-2026
-2.75 -3.22 2.43 -8.12 3.73 -2.92 12-2024 12-2025
4 0.61 8.06 -3.17 4.15 2.38 11-2024 11-2025
1.48 -4.02 5.83 -7.97 5.25 -1.17 10-2024 10-2025
-7.09 -4.05 -1.63 -9.38 2.94 -5.54 09-2024 09-2025
-2.91 -4.3 1.51 -8.47 3.56 -3.54 08-2024 08-2025
-0.96 -0.98 3.63 -5.36 3.18 -0.92 07-2024 07-2025
11.39 3.38 17.3 -1.83 7.33 7.56 06-2024 06-2025
0.28 6.11 13.33 -6.1 7.18 3.41 05-2024 05-2025
-8 2.94 8.52 -12.73 8.45 -2.32 04-2024 04-2025

Rolling return for 3 year

Average return: 24.68
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.31 19.81 22.67 16.53 2.18 19.58 03-2023 03-2026
19.62 21.18 22.65 18.19 1.67 20.41 02-2023 02-2026
18.71 20.46 22.75 16.49 2.3 19.6 01-2023 01-2026
20.49 19.13 22.59 17.08 2.01 19.82 12-2022 12-2025
20.57 20.81 22.12 19.28 1.01 20.7 11-2022 11-2025
21.38 21.96 23.1 20.27 1.02 21.68 10-2022 10-2025
21.31 20.85 23.64 18.57 1.8 21.09 09-2022 09-2025
21.13 21.35 22.94 19.56 1.2 21.25 08-2022 08-2025
26.44 24.75 28.36 22.88 2.03 25.61 07-2022 07-2025
27.8 25.05 30.03 22.91 2.7 26.45 06-2022 06-2025
21.02 21.37 26.05 16.52 3.37 21.24 05-2022 05-2025
12.6 17.3 18.97 11.02 3.27 14.97 04-2022 04-2025
16.61 18.54 21.86 13.44 3.05 17.61 03-2022 03-2025
17.53 17.21 23.17 11.85 4 17.44 02-2022 02-2025
16.17 19.13 22.24 13.21 3.36 17.69 01-2022 01-2025
22.08 21.74 24.41 19.45 1.76 21.92 12-2021 12-2024
20.33 20.32 23.23 17.49 2.03 20.34 11-2021 11-2024
20.1 21.42 24.08 17.53 2.36 20.78 10-2021 10-2024
25.15 24.09 26.2 23.07 1.17 24.63 09-2021 09-2024
25.19 24.7 27.67 22.27 1.92 24.96 08-2021 08-2024
24.87 24.94 26.78 23.06 1.32 24.91 07-2021 07-2024
21.73 24.54 26.96 19.41 2.85 23.16 06-2021 06-2024
25.19 24.24 27.96 21.55 2.29 24.73 05-2021 05-2024
26.91 26.96 29.16 24.75 1.56 26.95 04-2021 04-2024
24.26 25 28.07 21.28 2.41 24.65 03-2021 03-2024
28.97 26.65 30.86 24.82 2.29 27.82 02-2021 02-2024
28.67 28.66 31.04 26.34 1.66 28.68 01-2021 01-2024
28.38 28.39 31.16 25.67 1.94 28.4 12-2020 12-2023
30.64 28.65 34.45 25 3.41 29.68 11-2020 11-2023
30.44 31.71 33.24 28.94 1.59 31.08 10-2020 10-2023
33.03 31.01 34.88 29.22 2.12 32.04 09-2020 09-2023
32.43 28.79 34.57 26.74 3.05 30.63 08-2020 08-2023
32.26 32.69 34.65 30.33 1.53 32.48 07-2020 07-2023
35.18 31.41 37.72 28.99 3.36 33.33 06-2020 06-2023
36.9 36.31 38.83 34.41 1.58 36.61 05-2020 05-2023
38.2 32.99 40.81 30.52 4.08 35.63 04-2020 04-2023

Rolling return for 5 year

Average return: 17.54
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.99 16.24 17.94 14.32 1.28 16.12 03-2021 03-2026
18.47 17.92 20.26 16.17 1.46 18.21 02-2021 02-2026
18.99 20.08 21.4 17.69 1.37 19.54 01-2021 01-2026
21.5 21.21 22.77 19.96 1 21.36 12-2020 12-2025
25.97 23.63 26.94 22.69 1.72 24.81 11-2020 11-2025
26.15 26.34 27.21 25.28 0.69 26.24 10-2020 10-2025
26.65 25.89 28.1 24.46 1.31 26.27 09-2020 09-2025
27.46 25.26 28.6 24.14 1.76 26.37 08-2020 08-2025
29.2 29.23 30.38 28.07 0.82 29.22 07-2020 07-2025
32.05 29.73 33.43 28.39 1.96 30.9 06-2020 06-2025
31.53 33.31 34.79 30.09 1.78 32.43 05-2020 05-2025
31.4 31.24 35.81 26.97 3.13 31.36 04-2020 04-2025
33.08 25.28 36.64 22.01 5.86 29.25 03-2020 03-2025
22.57 23.76 26.07 20.33 2.07 23.18 02-2020 02-2025
23.41 25.58 27.24 21.8 2.07 24.51 01-2020 01-2025
27.29 27.73 28.74 26.29 0.88 27.51 12-2019 12-2024
26 27.22 27.81 25.41 0.95 26.61 11-2019 11-2024
28.16 28.69 30.69 26.2 1.6 28.43 10-2019 10-2024
30.41 28.88 31.06 28.24 1.13 29.65 09-2019 09-2024
29.61 29.74 31.14 28.22 1.03 29.68 08-2019 08-2024
28.41 26.51 29.58 25.36 1.64 27.46 07-2019 07-2024
22.85 24.25 25.99 21.15 1.78 23.56 06-2019 06-2024
23.05 22.61 24.68 21.01 1.31 22.84 05-2019 05-2024
21.31 21.67 22.59 20.39 0.79 21.49 04-2019 04-2024
20.61 21.05 22.81 18.87 1.4 20.84 03-2019 03-2024
23.4 23.01 24.48 21.94 0.91 23.21 02-2019 02-2024
21.48 21.03 22.82 19.71 1.11 21.26 01-2019 01-2024
19.73 19.6 21.27 18.08 1.13 19.67 12-2018 12-2023
16.7 18.14 18.73 16.12 1.05 17.42 11-2018 11-2023
17.8 17.66 19.32 16.17 1.11 17.74 10-2018 10-2023
16.91 14.3 17.88 13.36 1.85 15.61 09-2018 09-2023
12.95 13.14 14.04 12.06 0.7 13.05 08-2018 08-2023
13.43 13.22 14.65 12.01 0.94 13.33 07-2018 07-2023
11.73 11.19 12.99 9.95 1.09 11.47 06-2018 06-2023
9.4 8.72 10.32 7.81 0.92 9.06 05-2018 05-2023
7.13 7.39 8.34 6.19 0.77 7.26 04-2018 04-2023
6.98 6.96 8.51 5.45 1.08 6.97 03-2018 03-2023
6.7 6.03 7.47 5.27 0.81 6.37 02-2018 02-2023
5.68 5.61 6.88 4.43 0.87 5.65 01-2018 01-2023
6.64 6.9 8.49 5.08 1.21 6.78 12-2017 12-2022
7.93 7.5 8.63 6.81 0.66 7.72 11-2017 11-2022
8.83 7.6 9.44 7.01 0.96 8.22 10-2017 10-2022
9.07 9.2 10.58 7.71 1.02 9.14 09-2017 09-2022
9.67 9.08 10.53 8.24 0.84 9.38 08-2017 08-2022
6.75 7.8 8.59 5.97 1 7.28 07-2017 07-2022
6.22 8.06 8.74 5.56 1.3 7.14 06-2017 06-2022
7.95 8.78 10.43 6.33 1.48 8.37 05-2017 05-2022
10.32 10.26 11.26 9.33 0.68 10.29 04-2017 04-2022
9.54 10.15 11.37 8.35 1.09 9.85 03-2017 03-2022
10.1 12.58 13.42 9.28 1.71 11.35 02-2017 02-2022
14.12 14.3 15.9 12.54 1.19 14.21 01-2017 01-2022
14.58 14.62 16.09 13.13 1.05 14.61 12-2016 12-2021
14.93 13.31 16.59 11.7 1.82 14.13 11-2016 11-2021
12.92 13.77 14.39 12.31 0.79 13.35 10-2016 10-2021
12.71 12.85 13.85 11.71 0.76 12.78 09-2016 09-2021
11.9 12.56 13.49 10.98 0.92 12.23 08-2016 08-2021
12.8 12.79 13.8 11.8 0.71 12.8 07-2016 07-2021
13.06 12.97 14.37 11.68 0.95 13.02 06-2016 06-2021
11.88 13.14 13.87 11.16 1.06 12.51 05-2016 05-2021
11.15 10.97 12.3 9.84 0.87 11.07 04-2016 04-2021

Rolling return for 7 year

Average return: 14.57
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.8 15.98 17.19 14.61 0.91 15.89 03-2019 03-2026
17.61 17.87 18.88 16.62 0.8 17.75 02-2019 02-2026
16.79 17.24 18.47 15.57 1.04 17.02 01-2019 01-2026
17.43 17.14 18.3 16.27 0.73 17.29 12-2018 12-2025
17.43 17.66 18.08 17.01 0.39 17.55 11-2018 11-2025
18.42 17.95 19.13 17.25 0.69 18.19 10-2018 10-2025
17.11 15.51 18.07 14.57 1.36 16.31 09-2018 09-2025
15.02 15.1 15.75 14.37 0.49 15.06 08-2018 08-2025
16.55 16.26 17.31 15.51 0.64 16.41 07-2018 07-2025
16.03 15.55 16.89 14.7 0.79 15.79 06-2018 06-2025
13.35 14.15 15.35 12.17 1.16 13.76 05-2018 05-2025
11.14 13.08 13.79 10.44 1.37 12.11 04-2018 04-2025
11.7 12.66 13.82 10.55 1.2 12.18 03-2018 03-2025
11.17 12.34 13.43 10.11 1.24 11.76 02-2018 02-2025
11.2 12.69 13.65 10.25 1.31 11.95 01-2018 01-2025
13.86 13.58 14.79 12.66 0.76 13.72 12-2017 12-2024
13.78 14.09 14.94 12.93 0.72 13.93 11-2017 11-2024
15.19 15.41 16.81 13.81 1.06 15.3 10-2017 10-2024
16.8 16.18 17.22 15.76 0.56 16.49 09-2017 09-2024
16.45 16.34 17.44 15.36 0.74 16.4 08-2017 08-2024
16.01 16.16 16.77 15.41 0.48 16.09 07-2017 07-2024
14.21 15.77 16.29 13.7 1.07 14.99 06-2017 06-2024
14.57 14.41 15.65 13.34 0.82 14.49 05-2017 05-2024
14.22 14.34 15.08 13.48 0.57 14.28 04-2017 04-2024
14.04 14.62 15.52 13.15 0.86 14.33 03-2017 03-2024
15.39 15.49 16.11 14.77 0.48 15.44 02-2017 02-2024
16.1 15.85 17.01 14.95 0.73 15.98 01-2017 01-2024
15.8 15.81 16.87 14.75 0.75 15.81 12-2016 12-2023
14.33 13.42 15.75 12.03 1.35 13.88 11-2016 11-2023
12.23 12.81 13.25 11.79 0.56 12.52 10-2016 10-2023
13.28 13.23 13.95 12.56 0.49 13.25 09-2016 09-2023
12.68 12.79 13.46 12.02 0.51 12.74 08-2016 08-2023
12.38 12.53 13.24 11.67 0.56 12.46 07-2016 07-2023
12.51 12.42 13.41 11.53 0.67 12.47 06-2016 06-2023
12.26 12.42 12.94 11.75 0.42 12.34 05-2016 05-2023
11.55 11.5 12.45 10.61 0.65 11.53 04-2016 04-2023
11.38 12.03 12.51 10.9 0.61 11.71 03-2016 03-2023

Rolling return for 10 year

Average return: 14.01
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.7 14.31 14.66 13.36 0.51 14.01 03-2016 03-2026