NIFTY INDIA CORPORATE GROUP INDEX - MAHINDRA GROUP

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.06
Weighted mean XIRR by duration 18.94
Mean XIRR 25.66
Standard deviation XIRR 12.44
Range XIRR 35.79

Summary

Duration Min Max Median Average XIRR (%)
1 year 19.83 77.93 49.25 48.72
3 year 17.34 36.32 26.39 26.72
5 year 12.68 30.79 24.18 22.60
7 year 13.36 21.22 17.70 17.33
10 year 11.26 14.59 12.89 12.93

Rolling return for 1 year

Average return: 48.72
Min Max Min-Max Max-Min Standard Deviation Mean From To
52.62 52.98 61.65 44.43 6.09 52.92 12-2023 12-2024
63.05 57.56 74.49 47.23 9.84 60.58 11-2023 11-2024
59.14 64.54 77.93 47.16 11.05 62.19 10-2023 10-2024
47.78 57.51 65.25 40.86 9.29 52.85 09-2023 09-2024
51.1 52.52 62.35 41.96 7.23 51.98 08-2023 08-2024
55.16 54.7 66.02 44.59 7.58 55.12 07-2023 07-2024
50.72 60.09 72.04 40.25 11.72 55.78 06-2023 06-2024
48.36 56.08 68.37 37.53 11.25 52.58 05-2023 05-2024
42.85 47.29 52.73 37.76 5.52 45.16 04-2023 04-2024
41.42 35.65 50.15 27.76 8.18 38.74 03-2023 03-2024
25.96 30.93 37.62 19.83 6.53 28.58 02-2023 02-2024
28.29 27.81 35.46 21.05 5.1 28.15 01-2023 01-2024

Rolling return for 3 year

Average return: 26.72
Min Max Min-Max Max-Min Standard Deviation Mean From To
27 26.15 29.46 23.76 2.04 26.59 12-2021 12-2024
25.75 24.73 28.63 21.94 2.39 25.26 11-2021 11-2024
26.64 27.16 31.44 22.52 3.16 26.94 10-2021 10-2024
27.88 30.54 32.74 25.76 2.64 29.23 09-2021 09-2024
29.7 28.54 32.85 25.5 2.63 29.15 08-2021 08-2024
33.28 33.72 36.32 30.74 1.98 33.52 07-2021 07-2024
29.58 33.83 35.42 28.06 3 31.72 06-2021 06-2024
28.81 30.07 34.36 24.7 3.44 29.48 05-2021 05-2024
25.19 24.86 28.01 22.11 2.09 25.04 04-2021 04-2024
21.79 21.59 24.24 19.19 1.79 21.7 03-2021 03-2024
22.05 20.85 25.71 17.34 2.99 21.49 02-2021 02-2024
21.58 19.52 23.8 17.37 2.39 20.57 01-2021 01-2024

Rolling return for 5 year

Average return: 22.60
Min Max Min-Max Max-Min Standard Deviation Mean From To
28.44 28.75 29.93 27.28 0.94 28.6 12-2019 12-2024
26.8 27.31 28.53 25.59 1.05 27.06 11-2019 11-2024
26.91 27.62 29.78 24.8 1.78 27.28 10-2019 10-2024
27.9 29.03 30.79 26.18 1.68 28.48 09-2019 09-2024
28.14 28.28 29.99 26.46 1.25 28.22 08-2019 08-2024
27.64 25.05 29.38 23.37 2.31 26.36 07-2019 07-2024
21.66 23.56 24.92 20.33 1.76 22.62 06-2019 06-2024
19.16 20.71 22.21 17.69 1.69 19.94 05-2019 05-2024
16.49 17.2 18.06 15.64 0.89 16.85 04-2019 04-2024
15.45 15.85 16.84 14.47 0.85 15.65 03-2019 03-2024
15.56 16.1 17.62 14.06 1.27 15.84 02-2019 02-2024
14.62 13.91 15.87 12.68 1.16 14.27 01-2019 01-2024

Rolling return for 7 year

Average return: 17.33
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.7 18.18 19.68 17.22 0.89 18.44 12-2017 12-2024
18.49 18.61 19.65 17.46 0.78 18.55 11-2017 11-2024
18.69 19.59 20.6 17.7 1.07 19.14 10-2017 10-2024
19.3 20.4 21.22 18.5 1.04 19.86 09-2017 09-2024
18.37 18.92 19.59 17.7 0.7 18.65 08-2017 08-2024
18.97 19.37 20.13 18.22 0.69 19.17 07-2017 07-2024
17.51 18.96 19.75 16.73 1.18 18.24 06-2017 06-2024
16.33 17.49 18.45 15.38 1.16 16.91 05-2017 05-2024
15.38 15.75 16.49 14.65 0.66 15.57 04-2017 04-2024
14.37 14.68 15.36 13.7 0.6 14.53 03-2017 03-2024
14.19 14.81 15.64 13.36 0.84 14.5 02-2017 02-2024
14.25 14.66 15.14 13.77 0.51 14.45 01-2017 01-2024

Rolling return for 10 year

Average return: 12.93
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.26 13.17 13.91 12.53 0.49 13.22 12-2014 12-2024
12.58 12.93 13.34 12.17 0.43 12.76 11-2014 11-2024
13.1 13.24 14.36 11.99 0.84 13.17 10-2014 10-2024
12.24 13.27 13.5 12.01 0.64 12.76 09-2014 09-2024
13.46 12.65 14.27 11.84 0.91 13.06 08-2014 08-2024
13.82 13.86 14.59 13.09 0.53 13.84 07-2014 07-2024
12.86 13.83 14.37 12.34 0.8 13.35 06-2014 06-2024
13.06 12.88 14.5 11.46 1.08 12.98 05-2014 05-2024
12.76 12.71 13.51 11.95 0.55 12.73 04-2014 04-2024
12.22 12.46 12.9 11.79 0.4 12.34 03-2014 03-2024
12.76 12.75 13.76 11.76 0.71 12.76 02-2014 02-2024
12.42 11.87 13.04 11.26 0.66 12.15 01-2014 01-2024