NIFTY500 VALUE 50

Index type: Equity Mean-Variance Ratio (MVR): 1.84 Weighted mean CAGR by duration: 18.45 Mean CAGR: 18.22 Standard deviation CAGR: 9.89 Range for CAGR: 30.55

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -14.43 42.63 2.31 5.13
3 year 21.00 49.26 35.61 35.68
5 year -0.41 45.08 15.07 18.18
7 year 9.32 24.00 14.46 14.78
10 year 16.54 18.12 17.33 17.33

Rolling return for 1 year

Average return: 5.13
Min Max Min-Max Max-Min Standard Deviation Mean From To
29.21 23.09 41.45 12.44 10.49 26.55 03-2025 03-2026
28.19 28.33 42.63 15.33 9.66 28.62 02-2025 02-2026
21.96 17.29 30.74 9.41 7.72 19.85 01-2025 01-2026
8.54 5.54 16.72 -1.85 6.65 7.24 12-2024 12-2025
8.67 4.85 12.79 1.03 4.37 6.83 11-2024 11-2025
3.6 -1.93 9.59 -7.29 6.28 0.99 10-2024 10-2025
-6.7 -6.06 0.16 -12.49 4.48 -6.27 09-2024 09-2025
-6.86 -9.62 -2.92 -13.29 3.79 -8.17 08-2024 08-2025
-6.15 -7.65 -2.09 -11.48 3.36 -6.84 07-2024 07-2025
3.84 -4.04 9.79 -9.24 7.28 0.09 06-2024 06-2025
-3.18 -3.18 4.88 -10.62 5.48 -3.03 05-2024 05-2025
-7.2 -1.98 6.31 -14.43 7.57 -4.33 04-2024 04-2025

Rolling return for 3 year

Average return: 35.68
Min Max Min-Max Max-Min Standard Deviation Mean From To
31.42 33.19 35.44 29.23 2.28 32.32 03-2023 03-2026
31.38 34.35 36.14 29.66 2.52 32.88 02-2023 02-2026
29.77 30.76 32.82 27.77 1.82 30.28 01-2023 01-2026
29.79 29.21 32.97 26.12 2.43 29.52 12-2022 12-2025
31.71 30.21 33.35 28.61 1.76 30.97 11-2022 11-2025
34.09 33.34 36.62 30.87 2.05 33.73 10-2022 10-2025
32.18 30.81 35.34 27.75 2.73 31.52 09-2022 09-2025
30.34 30.31 32.15 28.52 1.28 30.33 08-2022 08-2025
35.72 33.55 37.65 31.67 2.25 34.65 07-2022 07-2025
37.27 33.68 39.84 31.22 3.3 35.5 06-2022 06-2025
30.76 29.78 34.29 26.37 2.82 30.3 05-2022 05-2025
23.25 26.61 28.96 21 3.05 24.95 04-2022 04-2025
24.53 28.44 30.43 22.63 3.08 26.51 03-2022 03-2025
27.6 26.81 32.17 22.42 3.46 27.25 02-2022 02-2025
27.31 29.25 32 24.66 2.68 28.3 01-2022 01-2025
33.03 33.51 37.56 29.11 2.99 33.3 12-2021 12-2024
32.5 30.53 35.76 27.39 3.04 31.55 11-2021 11-2024
31.44 31.49 36.4 26.71 3.43 31.51 10-2021 10-2024
37.75 36.44 40.73 33.55 2.58 37.12 09-2021 09-2024
40.26 39.74 43.64 36.45 2.55 40.02 08-2021 08-2024
38.78 40.42 41.51 37.71 1.46 39.6 07-2021 07-2024
34.66 38.01 40.84 31.95 3.36 36.36 06-2021 06-2024
39.81 39.03 43.59 35.37 2.92 39.45 05-2021 05-2024
41.81 42.07 45.7 38.28 2.63 41.97 04-2021 04-2024
38.6 37.96 43.05 33.67 3.32 38.32 03-2021 03-2024
43.73 38.29 46.79 35.4 4.46 41.05 02-2021 02-2024
42.18 41.44 45.79 37.94 2.79 41.84 01-2021 01-2024
41.2 41.85 46.65 36.58 3.57 41.57 12-2020 12-2023
43.41 41.01 49.26 35.49 4.94 42.29 11-2020 11-2023
44.14 44.62 47.58 41.26 2.24 44.4 10-2020 10-2023
44.34 40.6 47.73 37.37 3.89 42.51 09-2020 09-2023
41.08 36.05 42.26 34.93 3.14 38.58 08-2020 08-2023
39.54 40.33 42.9 37.03 2.09 39.95 07-2020 07-2023
40 36.65 42.52 34.23 3.16 38.35 06-2020 06-2023
44.17 41.8 45.37 40.62 1.88 42.99 05-2020 05-2023
45.26 40.3 47.99 37.71 4.04 42.82 04-2020 04-2023

Rolling return for 5 year

Average return: 18.18
Min Max Min-Max Max-Min Standard Deviation Mean From To
27.46 27 29.79 24.72 1.8 27.24 03-2021 03-2026
29.87 28 32.67 25.3 2.69 28.96 02-2021 02-2026
30.95 30.39 32.79 28.59 1.5 30.68 01-2021 01-2026
31.95 31.24 33.88 29.35 1.62 31.6 12-2020 12-2025
37.56 33.94 38.59 32.95 2.37 35.76 11-2020 11-2025
37.96 37.84 39.52 36.3 1.14 37.91 10-2020 10-2025
36.71 34.61 38.66 32.71 2.23 35.67 09-2020 09-2025
35.55 33.07 36.68 31.97 1.88 34.32 08-2020 08-2025
36.53 36.2 37.69 35.05 0.94 36.37 07-2020 07-2025
38.31 36.37 39.85 34.86 1.89 37.35 06-2020 06-2025
39.82 39.97 42.07 37.75 1.53 39.9 05-2020 05-2025
39.69 39.02 43.54 35.29 2.93 39.38 04-2020 04-2025
41.1 34.06 45.08 30.38 5.76 37.66 03-2020 03-2025
30.97 29.6 33.77 26.89 2.48 30.31 02-2020 02-2025
28.76 29.9 31.58 27.11 1.63 29.34 01-2020 01-2025
30.87 32.02 33.53 29.38 1.52 31.45 12-2019 12-2024
30.63 31.38 32.55 29.48 1.12 31.01 11-2019 11-2024
33.23 33.39 36.22 30.46 2.04 33.33 10-2019 10-2024
34.01 33.47 35.74 31.77 1.42 33.75 09-2019 09-2024
34.44 33.35 36.38 31.46 1.78 33.91 08-2019 08-2024
31.74 28.95 33.29 27.45 2.29 30.36 07-2019 07-2024
25.56 27.33 28.99 23.95 1.89 26.46 06-2019 06-2024
26.56 26.32 28.6 24.32 1.52 26.45 05-2019 05-2024
23.62 24.78 25.64 22.77 1.09 24.2 04-2019 04-2024
23.98 23.87 26.36 21.54 1.7 23.94 03-2019 03-2024
26.64 26.27 28.25 24.68 1.27 26.46 02-2019 02-2024
22.85 22.92 24.72 21.08 1.29 22.89 01-2019 01-2024
20.67 21.23 23.44 18.5 1.76 20.96 12-2018 12-2023
16.6 17.94 19.43 15.15 1.59 17.28 11-2018 11-2023
17.17 16.11 18.83 14.48 1.58 16.65 10-2018 10-2023
14.99 13.69 16.6 12.12 1.65 14.35 09-2018 09-2023
12.38 11.94 12.94 11.38 0.57 12.16 08-2018 08-2023
12.94 12.62 14.57 11.03 1.26 12.79 07-2018 07-2023
10.61 9.55 11.8 8.38 1.27 10.09 06-2018 06-2023
9.15 7.94 9.69 7.4 0.92 8.54 05-2018 05-2023
6.49 6.8 7.68 5.61 0.74 6.64 04-2018 04-2023
6.32 5.04 7.4 3.98 1.29 5.69 03-2018 03-2023
4.13 3.37 4.96 2.56 0.89 3.75 02-2018 02-2023
3.1 3.11 4.06 2.15 0.68 3.1 01-2018 01-2023
3.44 3.41 5.24 1.64 1.27 3.43 12-2017 12-2022
2.68 2.83 4.16 1.37 0.99 2.76 11-2017 11-2022
1.58 1.37 3.07 -0.09 1.12 1.48 10-2017 10-2022
1.71 2.19 3.81 0.13 1.31 1.96 09-2017 09-2022
2.74 2.07 3.61 1.22 0.88 2.41 08-2017 08-2022
1.08 1.63 2.93 -0.2 1.12 1.36 07-2017 07-2022
0.53 2.32 3.29 -0.41 1.45 1.43 06-2017 06-2022
2.22 2.8 4.34 0.71 1.3 2.52 05-2017 05-2022
4.43 4.48 5.59 3.34 0.8 4.46 04-2017 04-2022
4.75 4.45 5.72 3.49 0.8 4.6 03-2017 03-2022
3.72 5.35 6.33 2.76 1.39 4.54 02-2017 02-2022
6.8 5.78 8.15 4.46 1.35 6.3 01-2017 01-2022
6.66 6.68 8.59 4.78 1.35 6.68 12-2016 12-2021
7.25 7.21 9.8 4.72 1.8 7.25 11-2016 11-2021
6.69 8.13 9.07 5.77 1.27 7.42 10-2016 10-2021
5.85 6.6 7.83 4.64 1.16 6.23 09-2016 09-2021
5.08 5.74 6.83 4.01 1.02 5.42 08-2016 08-2021
7.74 6.04 8.24 5.55 1.13 6.89 07-2016 07-2021
9.5 8.89 10.84 7.57 1.18 9.2 06-2016 06-2021
8.65 9.15 10.78 7.05 1.33 8.91 05-2016 05-2021
6.91 6.77 8.54 5.17 1.19 6.85 04-2016 04-2021

Rolling return for 7 year

Average return: 14.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.56 20.4 22.13 18.86 1.16 20.49 03-2019 03-2026
22.13 22.63 24 20.77 1.16 22.38 02-2019 02-2026
20.78 20.73 21.99 19.53 0.87 20.76 01-2019 01-2026
20.25 19.94 21.5 18.71 0.99 20.1 12-2018 12-2025
20.07 19.64 20.71 19.01 0.62 19.86 11-2018 11-2025
20.48 19.46 21.45 18.5 1.1 19.97 10-2018 10-2025
18.03 17.11 19.23 15.92 1.21 17.57 09-2018 09-2025
16.55 16.5 17.24 15.81 0.51 16.52 08-2018 08-2025
18.12 17.4 18.84 16.69 0.8 17.76 07-2018 07-2025
17.29 16.52 18.23 15.6 0.97 16.91 06-2018 06-2025
15.62 15.61 16.95 14.3 0.94 15.62 05-2018 05-2025
13.16 14.7 15.38 12.5 1.15 13.94 04-2018 04-2025
13.23 13.68 15.5 11.45 1.44 13.46 03-2018 03-2025
11.67 12.15 13.37 10.46 1.04 11.91 02-2018 02-2025
11.08 12.08 12.82 10.35 0.94 11.58 01-2018 01-2025
13.23 13.44 14.87 11.82 1.08 13.34 12-2017 12-2024
13.32 13.46 14.51 12.29 0.79 13.39 11-2017 11-2024
14.09 14.55 15.92 12.75 1.13 14.33 10-2017 10-2024
15.21 14.97 16.27 13.92 0.84 15.09 09-2017 09-2024
15.38 15.32 16.56 14.15 0.85 15.35 08-2017 08-2024
15.91 15.83 16.88 14.86 0.71 15.87 07-2017 07-2024
14.36 15.8 16.58 13.59 1.17 15.08 06-2017 06-2024
14.48 14.57 15.79 13.27 0.89 14.53 05-2017 05-2024
14.02 14.49 15.35 13.17 0.79 14.26 04-2017 04-2024
13.92 14.48 15.47 12.94 0.92 14.2 03-2017 03-2024
14.43 14.71 15.47 13.67 0.64 14.57 02-2017 02-2024
14.68 14.1 15.92 12.88 1.09 14.4 01-2017 01-2024
13.87 14.27 15.73 12.43 1.18 14.07 12-2016 12-2023
11.54 11.55 13.47 9.65 1.35 11.55 11-2016 11-2023
10 10.43 11.12 9.32 0.65 10.22 10-2016 10-2023
10.73 10.92 11.83 9.82 0.71 10.82 09-2016 09-2023
10.57 10.15 10.96 9.76 0.45 10.36 08-2016 08-2023
11.07 10.58 12.21 9.45 0.99 10.83 07-2016 07-2023
11.66 11.1 12.52 10.25 0.83 11.38 06-2016 06-2023
12.26 11.47 12.66 11.08 0.62 11.87 05-2016 05-2023
11.41 10.99 12.3 10.11 0.79 11.2 04-2016 04-2023
11.39 11.49 12.2 10.69 0.54 11.44 03-2016 03-2023

Rolling return for 10 year

Average return: 17.33
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.06 17.6 18.12 16.54 0.59 17.33 03-2016 03-2026