NIFTY500 LOW VOLATILITY 50

Index type: Equity Mean-Variance Ratio (MVR): 4.15 Weighted mean CAGR by duration: 15.4 Mean CAGR: 14.78 Standard deviation CAGR: 3.56 Range for CAGR: 11.03

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -3.55 21.85 8.72 8.52
3 year 14.39 25.49 19.44 19.55
5 year 9.91 26.44 15.40 15.93
7 year 12.25 18.11 15.42 15.20
10 year 14.06 15.35 14.71 14.71

Rolling return for 1 year

Average return: 8.52
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.29 11.53 19.58 2.86 5.93 11.06 03-2025 03-2026
14.46 12.33 21.85 5.52 5.82 13.54 02-2025 02-2026
13.02 14.14 20.08 7.42 4.49 13.66 01-2025 01-2026
13.15 11.95 15.81 9.38 2.31 12.57 12-2024 12-2025
13.22 11.04 16.62 7.8 3.21 12.17 11-2024 11-2025
6.69 4.38 13.03 -1.47 5.19 5.66 10-2024 10-2025
0.83 1.54 5.65 -3.09 3.1 1.23 09-2024 09-2025
0.86 1.81 6.47 -3.55 3.56 1.4 08-2024 08-2025
4.45 2.33 8.49 -1.48 3.6 3.45 07-2024 07-2025
13.13 7.99 18.21 3.35 5.56 10.67 06-2024 06-2025
8.95 11.04 16.28 4.04 4.39 10.08 05-2024 05-2025
1.62 11.57 15.17 -1.56 6.88 6.7 04-2024 04-2025

Rolling return for 3 year

Average return: 19.55
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.17 20.48 21.4 17.28 1.67 19.33 03-2023 03-2026
19.71 21.14 22.23 18.64 1.37 20.43 02-2023 02-2026
19.44 20.8 21.88 18.39 1.32 20.13 01-2023 01-2026
20.23 19.29 21.16 18.37 1.04 19.76 12-2022 12-2025
19.55 19.2 20.74 18.03 0.97 19.38 11-2022 11-2025
20.73 21.02 23.07 18.72 1.54 20.88 10-2022 10-2025
20.3 20.13 22.18 18.27 1.38 20.22 09-2022 09-2025
18.27 19.28 20.43 17.15 1.21 18.78 08-2022 08-2025
22 20.67 23.55 19.16 1.62 21.34 07-2022 07-2025
23.41 22.25 25.23 20.47 1.73 22.84 06-2022 06-2025
20.39 20.57 23.04 17.98 1.79 20.49 05-2022 05-2025
15.47 19.27 20.39 14.39 2.51 17.38 04-2022 04-2025
19.21 18.64 22.01 15.92 2.16 18.95 03-2022 03-2025
18.62 18.21 21.88 15.04 2.42 18.44 02-2022 02-2025
17.62 17.09 19.63 15.13 1.6 17.37 01-2022 01-2025
18.83 18.34 20.18 17.01 1.13 18.59 12-2021 12-2024
17.48 17.41 19.41 15.51 1.38 17.45 11-2021 11-2024
18.15 19.02 21.32 15.9 1.94 18.6 10-2021 10-2024
19.44 19.85 21.03 18.28 0.98 19.65 09-2021 09-2024
19.98 19.95 21.79 18.18 1.28 19.98 08-2021 08-2024
19.64 21.36 21.99 19.02 1.21 20.5 07-2021 07-2024
17.17 19.67 20.75 16.12 1.86 18.43 06-2021 06-2024
19.49 18.84 21.35 17.03 1.54 19.18 05-2021 05-2024
19.44 19.48 20.71 18.22 0.88 19.46 04-2021 04-2024
19.61 19.78 21.25 18.16 1.09 19.7 03-2021 03-2024
19.05 19.35 21.25 17.19 1.44 19.21 02-2021 02-2024
18.29 16.94 19.37 15.88 1.32 17.62 01-2021 01-2024
18.37 18.33 21.04 15.72 1.88 18.37 12-2020 12-2023
17.71 18.23 20.81 15.19 2 17.98 11-2020 11-2023
17.35 17.93 18.89 16.4 0.9 17.64 10-2020 10-2023
19.62 18.97 21.03 17.59 1.24 19.3 09-2020 09-2023
20.04 19.03 21.01 18.07 1.1 19.54 08-2020 08-2023
22.12 21.01 23.48 19.67 1.4 21.57 07-2020 07-2023
21.08 21.8 23.52 19.4 1.48 21.45 06-2020 06-2023
22.78 21.26 24.14 19.94 1.58 22.03 05-2020 05-2023
24.19 19.27 25.49 18.04 3.16 21.75 04-2020 04-2023

Rolling return for 5 year

Average return: 15.93
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.76 15.78 16.63 13.92 1.02 15.27 03-2021 03-2026
15.83 16.19 17.29 14.74 0.91 16.01 02-2021 02-2026
16.37 16.35 17.79 14.94 1.01 16.36 01-2021 01-2026
18.18 17.13 18.73 16.59 0.84 17.66 12-2020 12-2025
19.5 18.66 20.21 17.96 0.85 19.08 11-2020 11-2025
19.04 19.84 20.42 18.46 0.75 19.44 10-2020 10-2025
19.81 19.69 20.93 18.58 0.83 19.75 09-2020 09-2025
19.37 19.47 20.66 18.19 0.87 19.42 08-2020 08-2025
21.16 20.61 22.08 19.7 0.86 20.89 07-2020 07-2025
21.8 21.84 22.88 20.78 0.74 21.82 06-2020 06-2025
22.71 22.58 24.32 20.99 1.18 22.65 05-2020 05-2025
22.5 21.83 25.6 18.82 2.41 22.19 04-2020 04-2025
24.69 19.11 26.44 17.46 3.74 21.93 03-2020 03-2025
18.06 18.36 20 16.45 1.26 18.22 02-2020 02-2025
18.12 18.41 19.33 17.21 0.76 18.27 01-2020 01-2025
18.91 19.1 19.72 18.29 0.51 19.01 12-2019 12-2024
18.37 18.95 19.54 17.79 0.65 18.66 11-2019 11-2024
20.09 20.6 22.01 18.7 1.18 20.35 10-2019 10-2024
22.12 21.44 23.09 20.48 0.95 21.78 09-2019 09-2024
21.21 21.68 22.3 20.6 0.62 21.45 08-2019 08-2024
20.48 20.61 21.9 19.21 0.95 20.55 07-2019 07-2024
17.52 18.91 19.67 16.78 1.13 18.22 06-2019 06-2024
18.52 18.15 19.61 17.07 0.91 18.34 05-2019 05-2024
17.41 17.71 18.16 16.97 0.43 17.56 04-2019 04-2024
17.9 17.81 18.87 16.85 0.71 17.86 03-2019 03-2024
18.01 18.2 19.31 16.91 0.85 18.11 02-2019 02-2024
17.04 17.04 17.68 16.4 0.45 17.04 01-2019 01-2024
16.06 16.35 17.63 14.8 1.01 16.21 12-2018 12-2023
14.72 15.28 16.52 13.49 1.09 15 11-2018 11-2023
15.07 13.92 15.97 13.03 1.12 14.5 10-2018 10-2023
13.51 12.97 14.31 12.18 0.78 13.24 09-2018 09-2023
12.77 12.28 13.32 11.74 0.58 12.53 08-2018 08-2023
13.45 13.16 14.2 12.41 0.64 13.3 07-2018 07-2023
12.3 13.05 13.64 11.71 0.73 12.68 06-2018 06-2023
11.65 11.74 12.39 11.01 0.49 11.7 05-2018 05-2023
11.54 10.8 12.24 10.11 0.8 11.17 04-2018 04-2023
11.4 11.13 11.91 10.62 0.47 11.27 03-2018 03-2023
11.01 10.5 11.61 9.91 0.63 10.76 02-2018 02-2023
11.29 10.83 11.89 10.24 0.61 11.06 01-2018 01-2023
12.36 12.24 13.42 11.2 0.79 12.3 12-2017 12-2022
12.45 12.77 13.32 11.9 0.51 12.61 11-2017 11-2022
12.02 12 13.15 10.88 0.8 12.01 10-2017 10-2022
12.29 12.56 13.44 11.42 0.72 12.43 09-2017 09-2022
12.81 12.74 13.46 12.09 0.49 12.78 08-2017 08-2022
11.48 11.95 13.06 10.38 0.96 11.72 07-2017 07-2022
10.74 11.93 12.35 10.32 0.83 11.34 06-2017 06-2022
11.79 12.43 13.16 11.08 0.77 12.11 05-2017 05-2022
13.08 13.23 13.72 12.6 0.4 13.16 04-2017 04-2022
11.83 12.89 13.73 11.01 1.03 12.36 03-2017 03-2022
12.97 14.37 15.06 12.28 1.1 13.67 02-2017 02-2022
15.33 15.74 16.82 14.26 0.92 15.54 01-2017 01-2022
15.96 15.91 17.04 14.84 0.78 15.94 12-2016 12-2021
16.54 15.4 17.72 14.23 1.3 15.97 11-2016 11-2021
14.8 15.46 16.13 14.13 0.74 15.13 10-2016 10-2021
15 14.74 15.68 14.07 0.58 14.87 09-2016 09-2021
13.74 14.25 14.78 13.21 0.58 14 08-2016 08-2021
14.09 13.61 14.45 13.25 0.46 13.85 07-2016 07-2021
14.32 14.21 14.94 13.59 0.48 14.27 06-2016 06-2021
13.96 14.23 15.4 12.81 0.92 14.1 05-2016 05-2021
14.37 14.01 15.07 13.31 0.64 14.19 04-2016 04-2021

Rolling return for 7 year

Average return: 15.2
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.94 15.53 16.28 14.2 0.76 15.24 03-2019 03-2026
16.01 16.28 17.05 15.24 0.65 16.15 02-2019 02-2026
16.03 16.58 17.04 15.58 0.55 16.31 01-2019 01-2026
16.58 16.06 16.97 15.68 0.49 16.32 12-2018 12-2025
16.82 16.42 17.31 15.92 0.51 16.62 11-2018 11-2025
16.9 16.38 17.87 15.42 0.89 16.64 10-2018 10-2025
15.35 15.14 16.12 14.38 0.62 15.25 09-2018 09-2025
14.34 14.47 15.23 13.59 0.58 14.41 08-2018 08-2025
15.21 15.08 15.83 14.46 0.49 15.14 07-2018 07-2025
15.22 15.52 15.95 14.79 0.42 15.37 06-2018 06-2025
14.68 15.27 15.75 14.2 0.59 14.97 05-2018 05-2025
13.9 14.88 15.95 12.85 1.15 14.39 04-2018 04-2025
14.42 14.98 15.56 13.84 0.64 14.7 03-2018 03-2025
14.16 14.67 15.49 13.35 0.78 14.42 02-2018 02-2025
14.46 14.51 15.3 13.69 0.57 14.49 01-2018 01-2025
15.55 15.25 16.11 14.7 0.51 15.4 12-2017 12-2024
15.33 15.74 16.14 14.93 0.45 15.54 11-2017 11-2024
16.48 16.96 17.81 15.63 0.79 16.72 10-2017 10-2024
17.44 17.46 18.11 16.79 0.47 17.45 09-2017 09-2024
16.97 17.19 17.72 16.45 0.46 17.08 08-2017 08-2024
16.95 17.1 17.93 16.13 0.64 17.03 07-2017 07-2024
15.65 16.84 17.15 15.34 0.77 16.24 06-2017 06-2024
15.83 16.06 16.59 15.3 0.46 15.95 05-2017 05-2024
15.85 16.03 16.38 15.5 0.32 15.94 04-2017 04-2024
15.9 15.96 16.58 15.29 0.46 15.93 03-2017 03-2024
16.11 16.51 17.02 15.6 0.52 16.31 02-2017 02-2024
16.49 16.17 16.94 15.71 0.45 16.33 01-2017 01-2024
16.22 16.53 17.34 15.42 0.69 16.38 12-2016 12-2023
14.88 14.52 16.17 13.25 1.04 14.71 11-2016 11-2023
13.13 13.3 13.76 12.66 0.39 13.21 10-2016 10-2023
13.3 13.21 13.87 12.64 0.44 13.26 09-2016 09-2023
13.1 13.11 13.49 12.73 0.27 13.11 08-2016 08-2023
13.41 13.34 13.94 12.81 0.4 13.38 07-2016 07-2023
13.01 13.45 13.97 12.49 0.55 13.23 06-2016 06-2023
13.17 12.88 13.7 12.35 0.49 13.02 05-2016 05-2023
13 12.75 13.5 12.25 0.45 12.88 04-2016 04-2023
12.86 12.71 13.22 12.34 0.32 12.78 03-2016 03-2023

Rolling return for 10 year

Average return: 14.71
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.43 14.98 15.35 14.06 0.5 14.71 03-2016 03-2026