NIFTY500 HEALTHCARE

Index type: Equity Mean-Variance Ratio (MVR): 4.07 Weighted mean CAGR by duration: 13.14 Mean CAGR: 13.07 Standard deviation CAGR: 3.21 Range for CAGR: 9.43

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -10.19 26.50 6.59 8.17
3 year 8.17 27.09 17.02 17.60
5 year 7.25 29.20 13.21 14.94
7 year 4.93 18.58 14.82 13.37
10 year 10.66 11.84 11.25 11.25

Rolling return for 1 year

Average return: 8.17
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.38 5.53 15.81 1.49 5.47 8.55 03-2025 03-2026
6.02 4.88 17.58 -5.43 8.15 5.76 02-2025 02-2026
2.04 -0.45 13.1 -10.19 8.29 1.12 01-2025 01-2026
-0.93 -0.02 3.42 -4.23 2.72 -0.44 12-2024 12-2025
5.42 1.69 7.66 -0.43 3.15 3.58 11-2024 11-2025
2.52 2.05 7.16 -2.37 3.37 2.34 10-2024 10-2025
0.56 2.63 5.8 -2.45 3.01 1.63 09-2024 09-2025
7.59 4.39 11.97 0.31 4.28 6.07 08-2024 08-2025
17.8 12.86 22.45 8.58 5.21 15.42 07-2024 07-2025
21.42 16.64 26.5 11.96 5.41 19.13 06-2024 06-2025
18.87 17.86 22.96 13.93 3.21 18.41 05-2024 05-2025
13.51 19.18 23.88 9.21 5.56 16.45 04-2024 04-2025

Rolling return for 3 year

Average return: 17.6
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.26 26.03 26.9 24.41 0.92 25.65 03-2023 03-2026
22.68 25.39 26.99 21.13 2.28 24.05 02-2023 02-2026
21.57 24.27 25.81 20.08 2.24 22.93 01-2023 01-2026
22.77 22.87 24.54 21.12 1.21 22.83 12-2022 12-2025
22.99 21.88 23.86 21.03 1.07 22.44 11-2022 11-2025
22.68 23.21 24.5 21.41 1.11 22.95 10-2022 10-2025
23.09 23.89 25.19 21.81 1.23 23.5 09-2022 09-2025
23.01 23.5 24.65 21.87 1 23.26 08-2022 08-2025
25.46 25.18 27.09 23.57 1.25 25.33 07-2022 07-2025
25.06 24.5 26.77 22.81 1.41 24.79 06-2022 06-2025
22.18 19.75 23.57 18.41 2.02 20.98 05-2022 05-2025
16.28 18.41 19.72 15.01 1.83 17.35 04-2022 04-2025
17.85 18.42 21.56 14.81 2.4 18.16 03-2022 03-2025
17.93 18.6 22.5 14.17 2.95 18.3 02-2022 02-2025
18.01 18.82 23.14 13.87 3.29 18.46 01-2022 01-2025
20.01 18.38 21.38 17.05 1.64 19.2 12-2021 12-2024
17.69 18.33 19.95 16.1 1.38 18.02 11-2021 11-2024
17.99 17.2 19.92 15.31 1.65 17.61 10-2021 10-2024
16.99 16.54 18.19 15.36 1.01 16.77 09-2021 09-2024
14.88 15.94 17.6 13.27 1.58 15.42 08-2021 08-2024
12.18 13.9 15.27 10.85 1.68 13.05 07-2021 07-2024
10.95 12.35 13.99 9.35 1.71 11.66 06-2021 06-2024
12.61 12.13 14.21 10.56 1.3 12.38 05-2021 05-2024
15.39 13.64 16.89 12.19 1.77 14.53 04-2021 04-2024
16.91 16.26 18.53 14.67 1.38 16.59 03-2021 03-2024
16.1 16.01 18.27 13.88 1.55 16.07 02-2021 02-2024
13.78 12.98 16.06 10.75 1.9 13.39 01-2021 01-2024
11.76 11.74 13.58 9.95 1.28 11.76 12-2020 12-2023
11.59 12.68 15.5 8.87 2.38 12.16 11-2020 11-2023
10.32 10.08 12.27 8.17 1.45 10.21 10-2020 10-2023
13.03 10.77 14.38 9.47 1.91 11.91 09-2020 09-2023
13.45 12.14 14.82 10.8 1.49 12.8 08-2020 08-2023
15.59 14.05 18.72 11.05 2.77 14.85 07-2020 07-2023
13.64 14.27 16.69 11.28 1.93 13.97 06-2020 06-2023
13.89 13.59 15.39 12.11 1.16 13.75 05-2020 05-2023
20.57 12.35 22.68 10.42 5.22 16.51 04-2020 04-2023

Rolling return for 5 year

Average return: 14.94
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.07 14.63 15.97 13.74 0.8 14.85 03-2021 03-2026
13.21 14.25 15.58 11.91 1.35 13.74 02-2021 02-2026
13.31 13.82 15.67 11.5 1.49 13.58 01-2021 01-2026
14.57 14.43 15.56 13.45 0.75 14.5 12-2020 12-2025
17.08 15.85 17.58 15.36 0.9 16.47 11-2020 11-2025
16.32 15.98 17.36 14.95 0.86 16.15 10-2020 10-2025
17.16 16.11 18.36 14.93 1.27 16.64 09-2020 09-2025
17.62 16.89 18.56 15.96 0.95 17.26 08-2020 08-2025
21.11 19.15 22.05 18.23 1.52 20.13 07-2020 07-2025
20.61 20.08 21.6 19.1 0.9 20.35 06-2020 06-2025
21.24 20.92 22.06 20.1 0.7 21.08 05-2020 05-2025
25.31 20.97 27.52 18.87 3.42 23.17 04-2020 04-2025
26.82 22.89 29.2 20.62 3.34 24.88 03-2020 03-2025
21.6 22.61 24.41 19.84 1.65 22.11 02-2020 02-2025
23.19 24.63 26.38 21.49 1.8 23.92 01-2020 01-2025
25.54 25.8 26.4 24.95 0.52 25.67 12-2019 12-2024
25.1 25.16 26.53 23.74 0.99 25.13 11-2019 11-2024
27.48 26.23 28.73 25 1.39 26.86 10-2019 10-2024
26.67 26.29 27.44 25.52 0.69 26.48 09-2019 09-2024
25.29 26.05 27.06 24.29 1.02 25.67 08-2019 08-2024
22.98 23.88 25 21.88 1.15 23.43 07-2019 07-2024
21.31 21.62 23.3 19.66 1.29 21.47 06-2019 06-2024
19.87 19.03 20.89 18.02 1.06 19.45 05-2019 05-2024
18.02 18.45 18.94 17.54 0.52 18.24 04-2019 04-2024
17.98 18.27 18.96 17.3 0.6 18.13 03-2019 03-2024
18.91 18.89 20.25 17.57 0.95 18.91 02-2019 02-2024
16.89 17.51 18.29 16.11 0.8 17.2 01-2019 01-2024
15.99 16.03 17.12 14.91 0.78 16.01 12-2018 12-2023
13.25 14.84 15.61 12.49 1.24 14.05 11-2018 11-2023
13.35 12.89 14.54 11.71 1.01 13.12 10-2018 10-2023
12.4 11.4 13.2 10.61 0.98 11.9 09-2018 09-2023
13.46 11.81 14.28 11 1.3 12.64 08-2018 08-2023
13.15 13.66 14.97 11.85 1.12 13.41 07-2018 07-2023
12.72 11.99 14.53 10.22 1.55 12.37 06-2018 06-2023
11.63 10.36 12.52 9.49 1.16 11 05-2018 05-2023
9.5 9.48 10.64 8.35 0.81 9.49 04-2018 04-2023
9.58 8.54 10.03 8.1 0.78 9.06 03-2018 03-2023
8.58 8.45 9.41 7.62 0.63 8.52 02-2018 02-2023
8.2 8.1 9 7.31 0.6 8.15 01-2018 01-2023
9.92 9.32 10.81 8.44 0.86 9.62 12-2017 12-2022
10.54 9.91 11.61 8.85 1 10.23 11-2017 11-2022
10.45 10 11.14 9.32 0.66 10.23 10-2017 10-2022
10.63 9.78 11.32 9.09 0.84 10.21 09-2017 09-2022
11.42 9.76 12.05 9.14 1.18 10.59 08-2017 08-2022
8.57 8.23 9.56 7.25 0.83 8.4 07-2017 07-2022
8.33 8.59 9.51 7.41 0.75 8.46 06-2017 06-2022
10.18 9.71 12.27 7.66 1.64 9.96 05-2017 05-2022
9.92 9.97 10.65 9.25 0.5 9.95 04-2017 04-2022
8.45 9.62 10.16 7.92 0.89 9.04 03-2017 03-2022
8.84 9.94 10.98 7.82 1.18 9.39 02-2017 02-2022
9.81 11.64 12.18 9.27 1.22 10.73 01-2017 01-2022
11.5 10.96 13.19 9.31 1.39 11.24 12-2016 12-2021
10.81 9.72 11.71 8.83 1.09 10.27 11-2016 11-2021
9.43 10.35 10.95 8.84 0.81 9.89 10-2016 10-2021
10.28 10.35 11.21 9.42 0.63 10.31 09-2016 09-2021
10.68 10.79 11.62 9.85 0.63 10.73 08-2016 08-2021
11.13 10.82 11.93 10.03 0.68 10.98 07-2016 07-2021
11.45 11.5 12.42 10.54 0.66 11.48 06-2016 06-2021
10.23 10.64 11.45 9.42 0.73 10.43 05-2016 05-2021
8.69 9.66 10.54 7.83 1.02 9.18 04-2016 04-2021

Rolling return for 7 year

Average return: 13.37
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.35 16.52 17 15.87 0.4 16.44 03-2019 03-2026
16 16.77 17.72 15.06 0.98 16.39 02-2019 02-2026
15.65 16.81 17.37 15.1 0.9 16.23 01-2019 01-2026
16.82 16.76 17.54 16.04 0.53 16.79 12-2018 12-2025
16.71 16.5 17.06 16.15 0.33 16.61 11-2018 11-2025
16.81 16.34 17.55 15.6 0.71 16.57 10-2018 10-2025
15.51 15.02 16.35 14.19 0.78 15.27 09-2018 09-2025
16.42 15.27 17.09 14.62 0.96 15.85 08-2018 08-2025
17.69 17.38 18.35 16.73 0.58 17.54 07-2018 07-2025
17.89 16.7 18.58 16.02 1 17.3 06-2018 06-2025
17.4 16.35 17.97 15.79 0.86 16.88 05-2018 05-2025
15.7 16.27 17.15 14.83 0.84 15.99 04-2018 04-2025
15.77 16.19 17.32 14.65 0.96 15.98 03-2018 03-2025
14.8 15.96 16.69 14.08 1.01 15.38 02-2018 02-2025
14.7 16.12 16.81 14.02 1.11 15.41 01-2018 01-2025
16.98 16.41 17.54 15.85 0.63 16.7 12-2017 12-2024
16.5 16.17 17.45 15.23 0.79 16.34 11-2017 11-2024
16.77 16.73 17.58 15.92 0.59 16.75 10-2017 10-2024
17.4 16.73 17.91 16.23 0.64 17.07 09-2017 09-2024
16.83 16.28 18.01 15.12 1.04 16.56 08-2017 08-2024
14.17 14.5 15.51 13.18 0.83 14.34 07-2017 07-2024
13.34 13.97 14.66 12.66 0.74 13.66 06-2017 06-2024
13.93 12.75 14.62 12.07 0.99 13.34 05-2017 05-2024
12.09 12.22 12.71 11.6 0.4 12.16 04-2017 04-2024
11.68 11.94 12.34 11.28 0.39 11.81 03-2017 03-2024
12.17 12.31 13.07 11.42 0.59 12.24 02-2017 02-2024
11.26 11.83 12.22 10.88 0.51 11.55 01-2017 01-2024
11.09 10.28 11.86 9.52 0.88 10.69 12-2016 12-2023
8.87 9.08 10.49 7.48 1.07 8.98 11-2016 11-2023
7.57 7.96 8.37 7.15 0.45 7.76 10-2016 10-2023
8.04 7.98 8.59 7.44 0.41 8.01 09-2016 09-2023
8.39 8.37 8.95 7.81 0.4 8.38 08-2016 08-2023
7.61 8.08 8.85 6.85 0.73 7.85 07-2016 07-2023
7.32 7.92 8.55 6.7 0.69 7.62 06-2016 06-2023
6.54 6.58 7.14 5.98 0.41 6.56 05-2016 05-2023
5.97 6.16 6.76 5.37 0.5 6.06 04-2016 04-2023
5.95 5.24 6.26 4.93 0.53 5.6 03-2016 03-2023

Rolling return for 10 year

Average return: 11.25
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.4 11.09 11.84 10.66 0.43 11.25 03-2016 03-2026