NIFTY500 QUALITY 50

Index type: Equity Mean-Variance Ratio (MVR): 1.99 Weighted mean CAGR by duration: 13.4 Mean CAGR: 12.08 Standard deviation CAGR: 6.08 Range for CAGR: 18.16

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -10.95 21.07 -0.87 0.81
3 year 8.82 26.30 19.09 18.97
5 year 6.03 27.43 14.11 14.98
7 year 8.91 17.47 13.90 13.48
10 year 11.77 12.54 12.15 12.15

Rolling return for 1 year

Average return: 0.81
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.96 2.6 14.27 -2.17 6.23 5.92 03-2025 03-2026
11.18 5.74 20.17 -2.16 8.13 8.73 02-2025 02-2026
2.3 -3.02 11.07 -10.68 7.92 -0.08 01-2025 01-2026
-5.39 -6.41 -1.05 -10.52 3.37 -5.84 12-2024 12-2025
0.74 -1.79 4.14 -4.99 3.35 -0.48 11-2024 11-2025
-3.58 -5.81 1.41 -10.45 4.27 -4.61 10-2024 10-2025
-8.8 -4.9 -2.6 -10.95 3.26 -6.81 09-2024 09-2025
-3.92 -7.14 -0.07 -10.71 3.93 -5.46 08-2024 08-2025
-0.69 -0.24 6.15 -6.67 4.54 -0.36 07-2024 07-2025
15.17 7.64 21.07 2.4 7.12 11.57 06-2024 06-2025
3.35 10.01 17.52 -3.25 7.71 6.91 05-2024 05-2025
-7.06 7.34 10.55 -9.76 8.8 0.27 04-2024 04-2025

Rolling return for 3 year

Average return: 18.97
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.37 18.16 20.26 16.3 1.4 18.27 03-2023 03-2026
17.56 19.65 20.65 16.59 1.61 18.61 02-2023 02-2026
16.76 18.78 20 15.57 1.72 17.78 01-2023 01-2026
18.23 17.47 20.01 15.73 1.54 17.86 12-2022 12-2025
18.26 18.46 19.58 17.16 0.86 18.36 11-2022 11-2025
18.82 19.68 20.84 17.68 1.16 19.25 10-2022 10-2025
18.42 18.87 21.04 16.29 1.69 18.66 09-2022 09-2025
17.39 17.71 18.93 16.18 0.98 17.55 08-2022 08-2025
22.02 21.44 24.76 18.78 2.12 21.75 07-2022 07-2025
24.22 22.53 26.3 20.51 2.13 23.39 06-2022 06-2025
17.8 19.63 22.96 14.61 3.02 18.75 05-2022 05-2025
10.4 15.3 16.97 8.82 3.36 12.87 04-2022 04-2025
14.6 15.94 18.79 11.85 2.5 15.29 03-2022 03-2025
14.93 15.14 19.94 10.33 3.4 15.09 02-2022 02-2025
15.59 17.21 20.94 12.03 3.2 16.44 01-2022 01-2025
19.9 19.77 22.15 17.56 1.62 19.84 12-2021 12-2024
17.58 17.49 19.9 15.22 1.65 17.55 11-2021 11-2024
17.64 17.87 20.57 15 1.97 17.77 10-2021 10-2024
19.46 18.58 20.41 17.64 1.03 19.02 09-2021 09-2024
18.94 20.24 21.88 17.34 1.67 19.6 08-2021 08-2024
20.23 20.8 22.74 18.33 1.57 20.52 07-2021 07-2024
16.91 19.73 21.58 15.13 2.49 18.34 06-2021 06-2024
19.2 19.41 21.85 16.82 1.78 19.32 05-2021 05-2024
19.76 19.14 20.94 17.98 1.07 19.46 04-2021 04-2024
18.31 19.41 21.02 16.74 1.56 18.87 03-2021 03-2024
20.12 19.65 21.45 18.33 1.12 19.89 02-2021 02-2024
20.01 18.99 21.33 17.7 1.33 19.51 01-2021 01-2024
19.61 19.6 22.83 16.46 2.25 19.62 12-2020 12-2023
19.04 19.71 22.97 15.88 2.52 19.4 11-2020 11-2023
18.75 19.71 20.64 17.84 1.05 19.23 10-2020 10-2023
21.05 20.86 23.25 18.7 1.61 20.96 09-2020 09-2023
19.63 18.75 20.89 17.51 1.23 19.2 08-2020 08-2023
20.96 19.56 22.33 18.23 1.53 20.27 07-2020 07-2023
21.03 21.22 23.39 18.9 1.59 21.13 06-2020 06-2023
22.6 21.07 24.09 19.61 1.67 21.84 05-2020 05-2023
23.94 19.19 25.89 17.34 3.46 21.59 04-2020 04-2023

Rolling return for 5 year

Average return: 14.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.06 13.22 14.14 12.15 0.71 13.14 03-2021 03-2026
13.64 14.39 15.42 12.63 1.02 14.02 02-2021 02-2026
14.01 14.55 15.9 12.69 1.15 14.29 01-2021 01-2026
16.3 15.48 17.35 14.45 1.07 15.9 12-2020 12-2025
18.98 17.85 19.77 17.07 1.03 18.42 11-2020 11-2025
18.72 19.37 19.93 18.18 0.66 19.05 10-2020 10-2025
19.81 19.98 21.4 18.41 1.06 19.9 09-2020 09-2025
19.76 19.41 20.7 18.48 0.79 19.59 08-2020 08-2025
21.86 21.81 23.5 20.2 1.17 21.84 07-2020 07-2025
23.51 23.43 24.75 22.2 0.9 23.47 06-2020 06-2025
22.73 24.08 25.93 20.93 1.83 23.42 05-2020 05-2025
22.01 22.23 26.31 18.06 2.92 22.15 04-2020 04-2025
24.71 19.29 27.43 16.74 4.24 22.04 03-2020 03-2025
17.24 18.49 20.27 15.49 1.75 17.87 02-2020 02-2025
18.77 20.76 22.04 17.53 1.74 19.77 01-2020 01-2025
21.9 22.4 23.27 21.04 0.81 22.15 12-2019 12-2024
20.71 21.16 22.13 19.75 0.86 20.94 11-2019 11-2024
22.31 22.38 24.12 20.59 1.25 22.35 10-2019 10-2024
24.39 23.18 24.99 22.6 0.95 23.79 09-2019 09-2024
23.44 24.4 25.26 22.58 1.01 23.92 08-2019 08-2024
23.15 22.71 24.69 21.2 1.24 22.94 07-2019 07-2024
18.25 19.79 21.06 17.01 1.53 19.03 06-2019 06-2024
18.51 18.78 20.08 17.22 1.02 18.65 05-2019 05-2024
16.91 16.93 17.6 16.24 0.48 16.92 04-2019 04-2024
16.3 16.82 17.89 15.24 0.95 16.56 03-2019 03-2024
18.11 17.63 18.89 16.85 0.74 17.87 02-2019 02-2024
17.3 17.18 18.07 16.41 0.59 17.24 01-2019 01-2024
15.73 16.2 17.59 14.36 1.15 15.97 12-2018 12-2023
13.31 14.88 15.54 12.66 1.16 14.1 11-2018 11-2023
14.08 13.14 15.16 12.07 1.14 13.61 10-2018 10-2023
12.54 11.3 13.77 10.1 1.37 11.93 09-2018 09-2023
9.71 9.63 10.4 8.94 0.52 9.67 08-2018 08-2023
9.98 9.78 10.72 9.04 0.6 9.88 07-2018 07-2023
9.1 9.63 10.37 8.37 0.73 9.37 06-2018 06-2023
8.09 8.07 8.88 7.29 0.56 8.08 05-2018 05-2023
7.49 7.03 8.5 6.03 0.89 7.26 04-2018 04-2023
7.38 7.83 8.52 6.7 0.66 7.61 03-2018 03-2023
7.95 7.42 8.48 6.89 0.59 7.69 02-2018 02-2023
7.75 7.38 8.41 6.73 0.61 7.57 01-2018 01-2023
8.86 8.86 10.26 7.47 0.99 8.86 12-2017 12-2022
9.73 9.51 10.35 8.89 0.52 9.62 11-2017 11-2022
10.12 9.8 10.76 9.17 0.57 9.96 10-2017 10-2022
10.44 10.67 11.65 9.48 0.77 10.56 09-2017 09-2022
11.25 11.1 11.94 10.42 0.54 11.18 08-2017 08-2022
9.2 10.35 10.98 8.58 0.94 9.78 07-2017 07-2022
8.73 10.13 10.72 8.15 1.03 9.43 06-2017 06-2022
10.37 11.28 12.2 9.46 1.02 10.83 05-2017 05-2022
12.34 12.81 13.31 11.85 0.54 12.58 04-2017 04-2022
11.02 11.91 12.65 10.29 0.89 11.47 03-2017 03-2022
11.62 13.49 14.39 10.75 1.45 12.56 02-2017 02-2022
13.72 15.13 15.87 12.99 1.13 14.43 01-2017 01-2022
14.71 14.76 16.07 13.41 0.94 14.74 12-2016 12-2021
15.15 14.17 16.56 12.79 1.38 14.67 11-2016 11-2021
13.64 14.49 15.19 12.94 0.85 14.06 10-2016 10-2021
13.57 13.92 14.62 12.87 0.63 13.74 09-2016 09-2021
12.69 13.07 13.61 12.16 0.53 12.88 08-2016 08-2021
12.28 12.84 13.36 11.76 0.6 12.56 07-2016 07-2021
11.95 12.35 12.98 11.32 0.6 12.15 06-2016 06-2021
11.26 11.82 12.62 10.48 0.78 11.54 05-2016 05-2021
11.02 11.08 12.03 10.08 0.69 11.05 04-2016 04-2021

Rolling return for 7 year

Average return: 13.48
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.14 13.17 13.91 12.4 0.53 13.16 03-2019 03-2026
14.07 14.47 15.35 13.2 0.77 14.27 02-2019 02-2026
13.82 14.54 15.16 13.21 0.73 14.18 01-2019 01-2026
14.5 14.26 15.24 13.53 0.61 14.38 12-2018 12-2025
14.87 14.95 15.42 14.41 0.36 14.91 11-2018 11-2025
15.38 14.75 16.21 13.93 0.84 15.07 10-2018 10-2025
14.07 13.35 15.15 12.29 1.04 13.71 09-2018 09-2025
12.54 12.61 13.18 11.98 0.42 12.58 08-2018 08-2025
13.61 14 14.7 12.92 0.64 13.81 07-2018 07-2025
14.02 14.29 14.84 13.48 0.49 14.16 06-2018 06-2025
12.14 13.61 14.22 11.54 1.08 12.88 05-2018 05-2025
10.7 12.38 13.48 9.63 1.49 11.55 04-2018 04-2025
11.72 12.94 13.46 11.22 0.9 12.34 03-2018 03-2025
11.49 12.76 13.55 10.71 1.1 12.13 02-2018 02-2025
12.35 13.77 14.55 11.59 1.16 13.06 01-2018 01-2025
15.06 14.93 15.98 14.02 0.69 15 12-2017 12-2024
14.7 15.03 15.67 14.07 0.58 14.87 11-2017 11-2024
15.95 16.46 17.18 15.23 0.71 16.2 10-2017 10-2024
16.95 16.61 17.35 16.22 0.42 16.78 09-2017 09-2024
16.25 16.84 17.47 15.63 0.68 16.55 08-2017 08-2024
16.09 16.65 17.12 15.62 0.57 16.37 07-2017 07-2024
14.17 15.66 16.11 13.74 0.99 14.92 06-2017 06-2024
14.57 14.97 15.65 13.89 0.64 14.77 05-2017 05-2024
14.56 14.68 15.04 14.2 0.3 14.62 04-2017 04-2024
13.85 14.42 14.96 13.32 0.61 14.14 03-2017 03-2024
15.09 14.99 15.63 14.44 0.42 15.04 02-2017 02-2024
15.22 15.23 15.76 14.69 0.38 15.22 01-2017 01-2024
14.66 15.04 15.97 13.73 0.8 14.85 12-2016 12-2023
12.95 12.86 14.54 11.29 1.15 12.91 11-2016 11-2023
11.27 11.53 12.02 10.78 0.45 11.4 10-2016 10-2023
11.26 11.63 12.12 10.77 0.49 11.44 09-2016 09-2023
10.73 10.86 11.23 10.36 0.31 10.79 08-2016 08-2023
10.63 10.8 11.16 10.27 0.32 10.71 07-2016 07-2023
10.38 10.85 11.29 9.93 0.51 10.61 06-2016 06-2023
10.2 10.22 10.78 9.65 0.4 10.21 05-2016 05-2023
9.58 9.64 10.31 8.91 0.5 9.61 04-2016 04-2023
9.38 9.88 10.21 9.05 0.45 9.63 03-2016 03-2023

Rolling return for 10 year

Average return: 12.15
Min Max Min-Max Max-Min Standard Deviation Mean From To
12 12.3 12.54 11.77 0.29 12.15 03-2016 03-2026