NIFTY IPO

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.33
Weighted mean XIRR by duration 12.14
Mean XIRR 17.95
Standard deviation XIRR 13.52
Range XIRR 32.65

Summary

Duration Min Max Median Average XIRR (%)
1 year 16.76 71.07 40.34 41.09
3 year 1.44 13.68 8.75 8.62
5 year 9.99 17.85 13.64 13.65
7 year 6.45 10.46 8.64 8.44

Rolling return for 1 year

Average return: 41.09
Min Max Min-Max Max-Min Standard Deviation Mean From To
27.1 27.69 31.8 23.14 3.07 27.43 12-2023 12-2024
26.58 25.61 36.18 16.76 6.88 26.28 11-2023 11-2024
29.11 35.56 44 21.55 8.26 32.56 10-2023 10-2024
37.11 38.07 44.82 30.72 5 37.68 09-2023 09-2024
34.3 38.96 46.62 27.29 7.03 36.79 08-2023 08-2024
43.59 40.58 49.07 35.41 4.95 42.16 07-2023 07-2024
34.25 42.37 54.69 23.56 11.38 38.72 06-2023 06-2024
46.81 45.27 54.24 38.27 5.67 46.15 05-2023 05-2024
56.39 54.57 64.56 46.89 6.28 55.6 04-2023 04-2024
51.04 55.45 71.07 37.25 12.07 53.7 03-2023 03-2024
54.87 53.39 62.78 45.94 5.98 54.24 02-2023 02-2024
43.16 40.1 52.36 31.64 7.41 41.82 01-2023 01-2024

Rolling return for 3 year

Average return: 8.62
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.61 7.77 10.94 6.47 1.71 8.7 12-2021 12-2024
5.13 5.19 7.72 2.66 1.79 5.18 11-2021 11-2024
4.69 5.2 8.57 1.44 2.53 4.98 10-2021 10-2024
8.15 8.55 10.14 6.59 1.26 8.36 09-2021 09-2024
8.22 9.2 11.44 6.05 1.94 8.73 08-2021 08-2024
9.66 8.73 11.04 7.38 1.34 9.2 07-2021 07-2024
6.54 9.26 11.7 4.21 2.82 7.93 06-2021 06-2024
9.37 9.21 11.19 7.43 1.33 9.3 05-2021 05-2024
10.51 10.44 12.4 8.58 1.35 10.48 04-2021 04-2024
7.97 9.67 12.54 5.21 2.66 8.85 03-2021 03-2024
11.81 10.58 13.68 8.76 1.79 11.21 02-2021 02-2024
10.82 10.17 13.15 7.91 1.87 10.51 01-2021 01-2024

Rolling return for 5 year

Average return: 13.65
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.76 13.61 14.59 12.79 0.64 13.69 12-2019 12-2024
11.9 12.9 13.55 11.26 0.88 12.4 11-2019 11-2024
13.76 14.13 16.27 11.66 1.64 13.95 10-2019 10-2024
16.56 16.03 17.85 14.77 1.1 16.3 09-2019 09-2024
15.64 16.55 17.69 14.52 1.17 16.1 08-2019 08-2024
15.68 14.67 16.55 13.82 1.03 15.18 07-2019 07-2024
11.24 13.16 14.44 9.99 1.71 12.21 06-2019 06-2024
12.56 11.92 13.68 10.82 1.04 12.24 05-2019 05-2024
11.86 12.5 13 11.36 0.62 12.18 04-2019 04-2024
11.68 12.82 14.5 10.04 1.63 12.26 03-2019 03-2024
14.3 14.62 15.45 13.49 0.7 14.47 02-2019 02-2024
12.81 12.77 14.23 11.37 1.01 12.8 01-2019 01-2024

Rolling return for 7 year

Average return: 8.44
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.58 8.55 9.14 7.99 0.41 8.57 12-2017 12-2024
7.62 8.08 8.75 6.96 0.65 7.85 11-2017 11-2024
7.92 8.77 9.62 7.09 0.94 8.35 10-2017 10-2024
9.6 9.61 10.46 8.76 0.6 9.61 09-2017 09-2024
8.99 9.57 10.37 8.21 0.79 9.28 08-2017 08-2024
8.82 8.89 9.4 8.31 0.39 8.86 07-2017 07-2024
7.05 8.72 9.24 6.54 1.12 7.89 06-2017 06-2024
8.02 7.77 8.78 7.01 0.63 7.9 05-2017 05-2024
7.5 7.65 8.29 6.87 0.5 7.58 04-2017 04-2024
7.21 8.36 9.14 6.45 1.03 7.79 03-2017 03-2024
8.75 8.92 9.53 8.14 0.5 8.84 02-2017 02-2024
8.82 8.7 9.79 7.74 0.73 8.76 01-2017 01-2024