NIFTY MIDCAP 150

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.58
Weighted mean XIRR by duration 22.54
Mean XIRR 27.81
Standard deviation XIRR 10.8
Range XIRR 29.88

Summary

Duration Min Max Median Average XIRR (%)
1 year 23.27 65.66 49.46 48.48
3 year 18.55 31.40 25.97 25.66
5 year 21.11 31.93 26.65 26.54
7 year 16.30 20.74 18.67 18.60
10 year 17.27 22.38 19.69 19.77

Rolling return for 1 year

Average return: 48.48
Min Max Min-Max Max-Min Standard Deviation Mean From To
30.71 28.24 35.98 23.27 4.58 29.55 12-2023 12-2024
37.58 33.42 46.43 25.36 7.6 35.7 11-2023 11-2024
43.75 46.9 56.44 34.98 7.67 45.52 10-2023 10-2024
45.99 45.07 51.88 39.45 4.41 45.6 09-2023 09-2024
47.48 49.22 56.89 40.27 5.91 48.46 08-2023 08-2024
55.26 54.6 63.08 47.19 5.62 55.03 07-2023 07-2024
46.08 55.45 64.71 37.87 10.05 51.03 06-2023 06-2024
51.58 55.47 63.04 44.54 6.69 53.66 05-2023 05-2024
58.58 58.19 65.66 51.42 5.04 58.46 04-2023 04-2024
53.16 54.46 63.66 44.55 6.77 53.96 03-2023 03-2024
54.96 55.08 60.53 49.7 3.83 55.07 02-2023 02-2024
50.13 49.11 56.58 42.97 4.83 49.7 01-2023 01-2024

Rolling return for 3 year

Average return: 25.66
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.37 23.14 26.02 21.53 1.65 23.76 12-2021 12-2024
21.57 21.04 24.12 18.55 1.98 21.32 11-2021 11-2024
21.83 22.35 25.31 18.95 2.26 22.11 10-2021 10-2024
26.07 25.53 27.74 23.88 1.38 25.8 09-2021 09-2024
26.51 26.91 29.15 24.32 1.71 26.72 08-2021 08-2024
27 27.67 29.1 25.59 1.26 27.34 07-2021 07-2024
23.97 26.5 29.03 21.54 2.8 25.26 06-2021 06-2024
25.92 26.41 29.02 23.38 2 26.18 05-2021 05-2024
27.32 26.92 29.19 25.08 1.46 27.13 04-2021 04-2024
25.04 24.96 27.83 22.23 1.98 25.02 03-2021 03-2024
29.36 26.82 30.89 25.33 2.16 28.1 02-2021 02-2024
29.57 28.79 31.4 27 1.58 29.19 01-2021 01-2024

Rolling return for 5 year

Average return: 26.54
Min Max Min-Max Max-Min Standard Deviation Mean From To
28.08 28.21 29.09 27.2 0.67 28.14 12-2019 12-2024
26.66 27.5 28.25 25.92 0.88 27.08 11-2019 11-2024
29.04 29.26 31.24 27.09 1.47 29.16 10-2019 10-2024
30.9 29.73 31.93 28.71 1.21 30.32 09-2019 09-2024
29.96 30.48 31.58 28.87 0.98 30.22 08-2019 08-2024
29.51 27.9 30.79 26.64 1.57 28.71 07-2019 07-2024
24.54 26.25 27.57 23.26 1.64 25.4 06-2019 06-2024
25.01 24.96 26.85 23.15 1.31 24.99 05-2019 05-2024
23.51 23.69 24.59 22.61 0.7 23.6 04-2019 04-2024
22.8 22.73 24.44 21.11 1.18 22.77 03-2019 03-2024
24.98 24.54 25.86 23.66 0.79 24.76 02-2019 02-2024
23.51 23.04 24.55 22.01 0.91 23.28 01-2019 01-2024

Rolling return for 7 year

Average return: 18.60
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.5 16.96 18.16 16.3 0.68 17.23 12-2017 12-2024
17.08 17.38 18.13 16.34 0.64 17.23 11-2017 11-2024
18.5 18.79 19.94 17.36 0.92 18.65 10-2017 10-2024
19.73 19.38 20.41 18.71 0.61 19.56 09-2017 09-2024
19.63 19.69 20.7 18.63 0.73 19.66 08-2017 08-2024
19.44 19.7 20.28 18.87 0.51 19.57 07-2017 07-2024
17.83 19.34 19.86 17.31 1.05 18.58 06-2017 06-2024
18.16 18.2 19.4 16.97 0.86 18.18 05-2017 05-2024
17.79 17.87 18.53 17.14 0.49 17.83 04-2017 04-2024
17.92 17.96 19.04 16.85 0.77 17.94 03-2017 03-2024
19.13 18.94 19.73 18.34 0.5 19.04 02-2017 02-2024
20.02 19.51 20.74 18.79 0.71 19.76 01-2017 01-2024

Rolling return for 10 year

Average return: 19.77
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.44 17.98 18.91 17.51 0.52 18.21 12-2014 12-2024
17.77 18.01 18.5 17.27 0.44 17.89 11-2014 11-2024
18.92 19.19 19.93 18.19 0.62 19.06 10-2014 10-2024
19.38 19.08 19.85 18.61 0.45 19.23 09-2014 09-2024
19.49 19.67 20.23 18.93 0.46 19.58 08-2014 08-2024
19.7 19.33 20.29 18.74 0.56 19.52 07-2014 07-2024
18.54 19 19.97 17.58 0.86 18.77 06-2014 06-2024
20.45 19.27 21.33 18.4 1.12 19.86 05-2014 05-2024
20.77 20.68 21.3 20.16 0.4 20.73 04-2014 04-2024
21.11 20.77 21.92 19.97 0.7 20.94 03-2014 03-2024
21.94 21.93 22.38 21.5 0.31 21.94 02-2014 02-2024
21.76 21.26 22.27 20.75 0.57 21.51 01-2014 01-2024