NIFTY MIDCAP 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.45
Weighted mean XIRR by duration 21.94
Mean XIRR 27.7
Standard deviation XIRR 11.29
Range XIRR 30.99

Summary

Duration Min Max Median Average XIRR (%)
1 year 20.82 70.78 51.28 49.03
3 year 18.40 32.24 26.95 26.57
5 year 20.64 32.41 26.25 26.45
7 year 16.02 20.56 18.40 18.42
10 year 14.89 21.02 17.89 18.04

Rolling return for 1 year

Average return: 49.03
Min Max Min-Max Max-Min Standard Deviation Mean From To
28.75 26.08 34.36 20.82 4.88 27.5 12-2023 12-2024
35.46 30.8 44.43 22.67 7.87 33.34 11-2023 11-2024
41.56 45.23 55.62 32.1 8.42 43.63 10-2023 10-2024
45.01 44.9 50.88 39.26 4.11 45.01 09-2023 09-2024
47.09 48.31 56.14 39.71 5.83 47.81 08-2023 08-2024
54.12 53.95 64.65 44.11 7.26 54.21 07-2023 07-2024
43.96 55.14 64.35 35.9 10.81 49.84 06-2023 06-2024
52.22 54.97 63.59 44.19 6.93 53.74 05-2023 05-2024
60.03 58.01 66.7 51.69 5.36 59.11 04-2023 04-2024
57.64 60.74 70.78 48.37 8 59.38 03-2023 03-2024
60.72 60.31 67.05 54.24 4.53 60.58 02-2023 02-2024
54.19 54.02 60.94 47.56 4.73 54.18 01-2023 01-2024

Rolling return for 3 year

Average return: 26.57
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.94 24.2 27.74 22.45 1.97 25.08 12-2021 12-2024
22.33 20.96 24.97 18.4 2.37 21.66 11-2021 11-2024
23.12 23.14 27.07 19.31 2.74 23.16 10-2021 10-2024
29.12 27.08 30.84 25.41 2.05 28.11 09-2021 09-2024
29.63 28.79 32.24 26.25 2.14 29.23 08-2021 08-2024
27.99 29.3 30.84 26.48 1.61 28.65 07-2021 07-2024
24.31 27.26 29.92 21.76 3.07 25.81 06-2021 06-2024
27.19 27.07 30.28 24.05 2.2 27.15 05-2021 05-2024
28.43 26.83 30.19 25.11 1.88 27.64 04-2021 04-2024
25.58 25.19 28.98 21.89 2.51 25.41 03-2021 03-2024
29.16 26.42 30.83 24.8 2.34 27.8 02-2021 02-2024
29.81 28.38 31.68 26.56 1.88 29.11 01-2021 01-2024

Rolling return for 5 year

Average return: 26.45
Min Max Min-Max Max-Min Standard Deviation Mean From To
28.66 28.66 29.77 27.56 0.78 28.66 12-2019 12-2024
26.9 27.42 28.54 25.79 0.99 27.16 11-2019 11-2024
29.57 29.58 32.05 27.15 1.73 29.59 10-2019 10-2024
31.36 29.97 32.41 28.94 1.32 30.67 09-2019 09-2024
30.6 30.83 32.17 29.27 1.03 30.72 08-2019 08-2024
29.56 27.53 31.28 25.86 2.05 28.56 07-2019 07-2024
23.69 25.67 27.01 22.39 1.78 24.69 06-2019 06-2024
24.57 24.21 26.38 22.43 1.4 24.4 05-2019 05-2024
22.83 22.65 23.84 21.65 0.78 22.74 04-2019 04-2024
22.53 22.59 24.51 20.64 1.37 22.57 03-2019 03-2024
25.16 24.4 26.13 23.44 0.99 24.78 02-2019 02-2024
23.11 22.55 24.17 21.5 0.96 22.83 01-2019 01-2024

Rolling return for 7 year

Average return: 18.42
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.57 16.95 18.29 16.24 0.76 17.26 12-2017 12-2024
16.88 17.09 17.95 16.02 0.69 16.98 11-2017 11-2024
18.41 18.64 20.03 17.05 1.06 18.53 10-2017 10-2024
19.69 19.15 20.37 18.48 0.69 19.42 09-2017 09-2024
19.53 19.4 20.56 18.39 0.77 19.47 08-2017 08-2024
19.17 19.48 20.3 18.36 0.69 19.33 07-2017 07-2024
17.48 19.13 19.73 16.9 1.16 18.31 06-2017 06-2024
17.95 17.69 19.17 16.48 0.96 17.82 05-2017 05-2024
17.47 17.22 18.15 16.53 0.58 17.34 04-2017 04-2024
17.83 18.11 19.19 16.77 0.86 17.97 03-2017 03-2024
19.21 18.89 19.87 18.24 0.59 19.05 02-2017 02-2024
19.74 19.36 20.48 18.63 0.67 19.55 01-2017 01-2024

Rolling return for 10 year

Average return: 18.04
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.64 16.86 18.14 16.37 0.68 17.25 12-2014 12-2024
16.27 16.57 17.02 15.82 0.44 16.42 11-2014 11-2024
17.64 17.8 18.76 16.69 0.73 17.72 10-2014 10-2024
18.24 17.57 18.71 17.1 0.62 17.9 09-2014 09-2024
17.74 17.83 18.45 17.13 0.47 17.79 08-2014 08-2024
17.81 17.1 18.59 16.33 0.84 17.46 07-2014 07-2024
15.9 16.42 17.45 14.89 0.92 16.16 06-2014 06-2024
18.5 16.56 19.36 15.72 1.46 17.54 05-2014 05-2024
18.68 18.43 19.16 17.95 0.44 18.56 04-2014 04-2024
19.66 19.02 20.62 18.07 0.93 19.34 03-2014 03-2024
20.56 20.56 21.02 20.09 0.33 20.56 02-2014 02-2024
20.19 19.35 20.7 18.84 0.72 19.77 01-2014 01-2024