NIFTY LOW VOLATILITY 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.6
Weighted mean XIRR by duration 16.49
Mean XIRR 19.79
Standard deviation XIRR 7.6
Range XIRR 20.27

Summary

Duration Min Max Median Average XIRR (%)
1 year 13.04 47.51 35.70 34.79
3 year 12.24 18.88 16.12 16.12
5 year 15.64 22.64 17.81 18.22
7 year 12.89 16.39 14.48 14.52
10 year 12.94 16.96 15.51 15.29

Rolling return for 1 year

Average return: 34.79
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.9 17.18 25.34 13.04 4.54 19.12 12-2023 12-2024
29.49 26.23 36.01 20.18 5.72 27.98 11-2023 11-2024
36.19 41.67 47.51 30.79 6.22 39.04 10-2023 10-2024
41.14 41.45 46.6 36.18 3.69 41.34 09-2023 09-2024
35.28 38.87 42.02 32.29 3.67 37.12 08-2023 08-2024
34.84 37.18 42.94 29.4 4.86 36.09 07-2023 07-2024
29.73 34.55 40.62 24.13 6.08 32.26 06-2023 06-2024
34.94 35.13 40.32 29.94 3.67 35.08 05-2023 05-2024
38.81 37.84 42.49 34.28 2.92 38.36 04-2023 04-2024
39.99 41.3 45.23 36.2 3.23 40.68 03-2023 03-2024
38.32 39.03 43.08 34.41 3.08 38.71 02-2023 02-2024
31.85 31.46 35.39 28.03 2.61 31.68 01-2023 01-2024

Rolling return for 3 year

Average return: 16.12
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.56 15.16 16.95 13.79 1.13 15.36 12-2021 12-2024
14.29 14.1 16.18 12.24 1.39 14.2 11-2021 11-2024
15.01 15.94 18.11 12.9 1.87 15.49 10-2021 10-2024
16.02 16.52 17.49 15.05 0.88 16.27 09-2021 09-2024
16.16 16.24 18.06 14.38 1.3 16.21 08-2021 08-2024
16.07 17.24 18.35 14.98 1.26 16.66 07-2021 07-2024
14.13 15.92 17.23 12.84 1.68 15.03 06-2021 06-2024
16.71 15.68 18.24 14.18 1.48 16.2 05-2021 05-2024
16.9 16.7 17.92 15.69 0.79 16.8 04-2021 04-2024
17.39 17.35 18.83 15.92 1.03 17.37 03-2021 03-2024
17.55 17.36 18.88 16.04 1.01 17.46 02-2021 02-2024
17.11 15.79 18.15 14.77 1.28 16.45 01-2021 01-2024

Rolling return for 5 year

Average return: 18.22
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.85 18.23 18.7 17.38 0.49 18.04 12-2019 12-2024
17.4 18.04 18.56 16.88 0.64 17.72 11-2019 11-2024
19.59 19.76 21.52 17.86 1.3 19.68 10-2019 10-2024
21.71 20.88 22.64 19.97 0.99 21.3 09-2019 09-2024
20.69 21.2 21.87 20.03 0.68 20.95 08-2019 08-2024
19.72 19.42 21.13 18.04 1.1 19.58 07-2019 07-2024
16.52 17.57 18.41 15.69 1.03 17.05 06-2019 06-2024
17.48 16.9 18.4 15.99 0.88 17.19 05-2019 05-2024
16.29 16.48 16.9 15.87 0.37 16.38 04-2019 04-2024
16.9 16.74 17.77 15.89 0.67 16.82 03-2019 03-2024
17.65 17.29 18.45 16.5 0.7 17.47 02-2019 02-2024
16.63 16.26 17.25 15.64 0.58 16.44 01-2019 01-2024

Rolling return for 7 year

Average return: 14.52
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.78 13.47 14.37 12.89 0.53 13.63 12-2017 12-2024
13.61 14.01 14.41 13.21 0.45 13.81 11-2017 11-2024
14.76 15.27 16.07 13.96 0.77 15.02 10-2017 10-2024
15.76 15.67 16.39 15.05 0.47 15.72 09-2017 09-2024
15.1 15.35 15.9 14.55 0.49 15.23 08-2017 08-2024
14.81 15.14 15.78 14.18 0.58 14.98 07-2017 07-2024
13.65 14.6 14.97 13.29 0.68 14.13 06-2017 06-2024
13.97 13.96 14.61 13.32 0.46 13.96 05-2017 05-2024
14 13.93 14.42 13.51 0.32 13.96 04-2017 04-2024
14.26 14.29 14.87 13.69 0.42 14.28 03-2017 03-2024
14.61 14.62 15.17 14.06 0.39 14.62 02-2017 02-2024
15.03 14.66 15.47 14.23 0.46 14.85 01-2017 01-2024

Rolling return for 10 year

Average return: 15.29
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.62 13.34 14.03 12.94 0.4 13.48 12-2014 12-2024
13.51 13.59 14.06 13.03 0.37 13.55 11-2014 11-2024
14.67 14.84 15.59 13.92 0.59 14.76 10-2014 10-2024
15.15 15.24 15.59 14.81 0.28 15.2 09-2014 09-2024
15.44 15.28 16 14.72 0.46 15.36 08-2014 08-2024
15.39 15.51 16.06 14.83 0.44 15.45 07-2014 07-2024
15.04 15.06 15.97 14.14 0.65 15.05 06-2014 06-2024
16.01 15.51 16.46 15.06 0.53 15.76 05-2014 05-2024
15.86 15.95 16.16 15.65 0.18 15.9 04-2014 04-2024
16.37 16.02 16.8 15.59 0.45 16.2 03-2014 03-2024
16.56 16.65 16.96 16.26 0.25 16.61 02-2014 02-2024
16.27 16.07 16.58 15.77 0.29 16.17 01-2014 01-2024