NIFTY500 MULTICAP MOMENTUM QUALITY 50

Index type: Equity Mean-Variance Ratio (MVR): 1.32 Weighted mean CAGR by duration: 17.99 Mean CAGR: 14.5 Standard deviation CAGR: 10.98 Range for CAGR: 29.76

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -21.77 19.66 -8.74 -7.11
3 year 6.99 32.17 22.75 22.65
5 year 10.90 32.27 21.04 21.01
7 year 14.36 24.56 18.57 19.20
10 year 16.00 17.50 16.75 16.75

Rolling return for 1 year

Average return: -7.11
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.83 4.25 16.99 -3.91 7.5 6.29 03-2025 03-2026
9.58 1.96 19.66 -6.63 9.68 6.14 02-2025 02-2026
2.67 -9.04 9.27 -14.54 9.39 -2.91 01-2025 01-2026
-8.44 -11.98 -3.87 -16.17 4.53 -10.12 12-2024 12-2025
-5.43 -7.79 -1.74 -11.25 3.46 -6.55 11-2024 11-2025
-10.16 -12.99 -4.55 -18.11 4.9 -11.45 10-2024 10-2025
-16.36 -13.83 -10.83 -19.18 3.09 -15.05 09-2024 09-2025
-12.79 -16.52 -9.49 -19.56 3.8 -14.59 08-2024 08-2025
-13.99 -12.36 -6.63 -19.27 4.51 -13.06 07-2024 07-2025
-0.66 -8.25 4.27 -12.59 6.54 -4.31 06-2024 06-2025
-9.08 -7.02 2.1 -17.2 6.87 -7.8 05-2024 05-2025
-17.79 -6.39 -1.63 -21.77 8.18 -11.9 04-2024 04-2025

Rolling return for 3 year

Average return: 22.65
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.66 19.24 20.9 16.04 1.81 18.46 03-2023 03-2026
18.15 20.53 21.67 17.05 1.84 19.35 02-2023 02-2026
19.64 20.28 22.15 17.81 1.55 19.97 01-2023 01-2026
20.16 19.14 22.12 17.22 1.77 19.66 12-2022 12-2025
19.54 20.05 21.07 18.53 0.92 19.8 11-2022 11-2025
19.3 20.24 21.73 17.84 1.41 19.78 10-2022 10-2025
19.06 19.08 21.63 16.56 1.79 19.08 09-2022 09-2025
18.94 18.84 20.43 17.38 1.08 18.9 08-2022 08-2025
24.07 23.53 27.51 20.2 2.59 23.83 07-2022 07-2025
26.4 23.68 28.46 21.69 2.58 25.06 06-2022 06-2025
19.91 19.69 24.64 15.15 3.36 19.85 05-2022 05-2025
10.06 13.59 16.85 6.99 3.7 11.87 04-2022 04-2025
12.65 13.54 17.06 9.26 2.78 13.13 03-2022 03-2025
14.17 15.32 20.43 9.33 3.95 14.81 02-2022 02-2025
15.02 17 22.27 10.06 4.37 16.09 01-2022 01-2025
18.82 19.67 22.36 16.21 2.2 19.27 12-2021 12-2024
18.45 18.61 20.99 16.13 1.72 18.54 11-2021 11-2024
19.5 20.19 23.24 16.53 2.38 19.86 10-2021 10-2024
23.12 22.32 24.54 20.93 1.31 22.73 09-2021 09-2024
23.44 24.63 26.82 21.32 1.99 24.05 08-2021 08-2024
27.42 27.29 30.14 24.63 1.95 27.37 07-2021 07-2024
26.02 28.25 31.51 22.89 3.15 27.17 06-2021 06-2024
28.09 29.41 32.15 25.43 2.42 28.77 05-2021 05-2024
28.9 28.99 31.05 26.88 1.47 28.95 04-2021 04-2024
28.87 29.24 31.17 26.98 1.49 29.07 03-2021 03-2024
30.54 29.75 32.17 28.15 1.45 30.15 02-2021 02-2024
29.32 28.32 31.34 26.34 1.8 28.83 01-2021 01-2024
27.72 28.62 31.33 25.08 2.23 28.19 12-2020 12-2023
23.85 27.13 29.45 21.63 3 25.52 11-2020 11-2023
23.67 24.62 25.84 22.46 1.24 24.15 10-2020 10-2023
25.75 25.15 27.96 22.99 1.77 25.46 09-2020 09-2023
24.97 23.7 26.46 22.24 1.56 24.34 08-2020 08-2023
26.53 25.77 28.35 23.98 1.57 26.16 07-2020 07-2023
25.57 26.33 27.91 24.02 1.4 25.96 06-2020 06-2023
26.05 25.87 28.43 23.54 1.73 25.97 05-2020 05-2023
28.1 22.6 30.08 20.73 3.84 25.38 04-2020 04-2023

Rolling return for 5 year

Average return: 21.01
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.62 16.48 17.52 14.6 1.08 16.05 03-2021 03-2026
16.84 17.6 18.91 15.55 1.22 17.22 02-2021 02-2026
17.8 17.63 19.28 16.17 1.1 17.72 01-2021 01-2026
19.66 19.32 20.83 18.17 0.95 19.5 12-2020 12-2025
21.45 21.06 22.38 20.14 0.8 21.26 11-2020 11-2025
21.14 21.9 22.62 20.43 0.82 21.52 10-2020 10-2025
21.94 21.88 23.52 20.33 1.13 21.92 09-2020 09-2025
22.48 21.76 23.39 20.86 0.93 22.12 08-2020 08-2025
24.56 25.08 26.62 23.05 1.28 24.83 07-2020 07-2025
25.97 26.26 27.2 25.04 0.77 26.12 06-2020 06-2025
25.24 26.65 28.18 23.74 1.65 25.95 05-2020 05-2025
24.5 24.54 29.04 20.15 3.14 24.56 04-2020 04-2025
27.54 22.08 30.52 19.3 4.41 24.86 03-2020 03-2025
19.79 22.32 23.69 18.47 2.05 21.07 02-2020 02-2025
23.22 25.8 27.82 21.27 2.49 24.53 01-2020 01-2025
27.19 28.54 29.45 26.29 1.21 27.87 12-2019 12-2024
26.76 27.41 28.38 25.8 0.94 27.09 11-2019 11-2024
27.97 28.69 30.36 26.33 1.45 28.34 10-2019 10-2024
30.66 29.77 31.56 28.88 1 30.22 09-2019 09-2024
30.08 31.11 32.2 29.01 1.19 30.6 08-2019 08-2024
30.61 30.14 32.27 28.51 1.34 30.38 07-2019 07-2024
26.01 28.5 29.27 25.26 1.67 27.26 06-2019 06-2024
26.7 27.72 29.09 25.35 1.37 27.22 05-2019 05-2024
24.99 25.93 26.24 24.69 0.64 25.46 04-2019 04-2024
24.4 24.92 25.73 23.6 0.78 24.66 03-2019 03-2024
25.54 25.07 26.48 24.15 0.84 25.31 02-2019 02-2024
24.56 25.06 25.73 23.9 0.67 24.81 01-2019 01-2024
22.69 23.56 24.77 21.51 1.19 23.13 12-2018 12-2023
19.27 21.54 22.47 18.36 1.66 20.41 11-2018 11-2023
19.75 19.13 21.01 17.89 1.12 19.45 10-2018 10-2023
18.35 17.06 19.59 15.84 1.4 17.71 09-2018 09-2023
16.07 15.37 16.9 14.55 0.87 15.72 08-2018 08-2023
16.63 16.47 17.64 15.47 0.77 16.55 07-2018 07-2023
16.33 16.5 17.62 15.22 0.85 16.42 06-2018 06-2023
14.76 15.11 16.05 13.82 0.8 14.93 05-2018 05-2023
13.56 13.49 14.61 12.45 0.76 13.53 04-2018 04-2023
13.68 13.83 14.63 12.9 0.61 13.76 03-2018 03-2023
13.91 13.03 14.55 12.39 0.82 13.47 02-2018 02-2023
11.98 11.93 13.02 10.9 0.75 11.96 01-2018 01-2023
13.51 13.36 15.21 11.69 1.25 13.44 12-2017 12-2022
15.14 14.58 15.73 14 0.64 14.86 11-2017 11-2022
15.55 15.01 16.41 14.16 0.82 15.28 10-2017 10-2022
16.1 15.92 17.59 14.46 1.11 16.02 09-2017 09-2022
16.94 16.27 17.87 15.35 0.92 16.61 08-2017 08-2022
14.49 15.27 16.69 13.1 1.3 14.89 07-2017 07-2022
14.7 16.35 17.34 13.73 1.4 15.53 06-2017 06-2022
16.63 17.84 19.5 15.01 1.64 17.24 05-2017 05-2022
19.32 20.18 21.36 18.16 1.17 19.75 04-2017 04-2022
19.81 20.78 22.03 18.58 1.27 20.3 03-2017 03-2022
19.78 21.99 22.93 18.85 1.64 20.89 02-2017 02-2022
23.92 25.13 27.24 21.87 1.95 24.54 01-2017 01-2022
26.42 25.79 28.12 24.13 1.43 26.12 12-2016 12-2021
25.85 23.34 27.35 21.88 2.13 24.6 11-2016 11-2021
21.98 23.38 23.84 21.53 0.95 22.68 10-2016 10-2021
21.95 22.57 23.27 21.26 0.74 22.26 09-2016 09-2021
21.41 21.79 22.68 20.53 0.77 21.6 08-2016 08-2021
20.73 21.29 22.34 19.69 0.96 21.01 07-2016 07-2021
19.63 20.71 21.45 18.91 0.98 20.18 06-2016 06-2021
19.07 19.63 20.58 18.14 0.89 19.36 05-2016 05-2021
18.19 18.1 19.32 16.98 0.83 18.15 04-2016 04-2021

Rolling return for 7 year

Average return: 19.2
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.29 17.12 17.66 15.76 0.73 16.71 03-2019 03-2026
17.28 17.82 18.76 16.35 0.87 17.55 02-2019 02-2026
17.79 18.39 18.84 17.34 0.57 18.09 01-2019 01-2026
18.46 18.47 19.29 17.65 0.58 18.47 12-2018 12-2025
18.88 18.88 19.54 18.23 0.46 18.88 11-2018 11-2025
19.09 18.79 20.12 17.76 0.84 18.94 10-2018 10-2025
17.8 17.08 18.88 16.02 1.04 17.44 09-2018 09-2025
16.85 16.37 17.47 15.76 0.63 16.61 08-2018 08-2025
18.05 18.59 19.44 17.21 0.81 18.32 07-2018 07-2025
19.17 19.18 20 18.35 0.58 19.18 06-2018 06-2025
17.34 18.6 19.3 16.65 1.04 17.97 05-2018 05-2025
15.16 17.33 18.15 14.36 1.54 16.25 04-2018 04-2025
16.24 17.59 18.17 15.67 1 16.92 03-2018 03-2025
16.35 17.91 19.04 15.24 1.45 17.14 02-2018 02-2025
16.64 18.91 19.73 15.83 1.6 17.78 01-2018 01-2025
19.94 20.06 21.46 18.56 1.03 20.01 12-2017 12-2024
20.35 20.58 21.44 19.49 0.69 20.46 11-2017 11-2024
21.43 21.99 23.05 20.39 0.96 21.71 10-2017 10-2024
22.99 22.34 23.59 21.74 0.69 22.66 09-2017 09-2024
22.84 23.05 24.26 21.64 0.93 22.95 08-2017 08-2024
23.44 23.48 24.56 22.37 0.77 23.46 07-2017 07-2024
22.06 23.56 24.31 21.32 1.18 22.81 06-2017 06-2024
22.3 22.71 23.95 21.09 1.02 22.51 05-2017 05-2024
21.56 21.57 22.43 20.71 0.61 21.57 04-2017 04-2024
21.64 21.67 22.57 20.75 0.64 21.66 03-2017 03-2024
22.36 22.34 23.02 21.69 0.47 22.35 02-2017 02-2024
23.38 22.73 24.2 21.91 0.84 23.05 01-2017 01-2024
22.8 22.67 24.28 21.21 1.09 22.74 12-2016 12-2023
19.92 19.45 22.22 17.21 1.78 19.7 11-2016 11-2023
17 17.57 17.88 16.7 0.46 17.29 10-2016 10-2023
17.57 17.97 18.45 17.09 0.5 17.77 09-2016 09-2023
17.35 17.34 17.95 16.74 0.43 17.34 08-2016 08-2023
17.45 17.45 18.17 16.73 0.51 17.45 07-2016 07-2023
17.22 17.64 18.15 16.71 0.53 17.43 06-2016 06-2023
16.83 17.12 17.78 16.18 0.57 16.98 05-2016 05-2023
16.16 16.07 16.93 15.31 0.57 16.12 04-2016 04-2023
16.08 15.98 16.77 15.3 0.52 16.03 03-2016 03-2023

Rolling return for 10 year

Average return: 16.75
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.55 16.95 17.5 16 0.55 16.75 03-2016 03-2026