NIFTY MIDCAP150 QUALITY 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.75
Weighted mean XIRR by duration 16.8
Mean XIRR 19.33
Standard deviation XIRR 7.03
Range XIRR 19.24

Summary

Duration Min Max Median Average XIRR (%)
1 year 18.94 47.48 32.20 32.98
3 year 8.51 17.63 13.93 13.74
5 year 13.89 23.20 18.49 18.53
7 year 11.91 16.77 14.91 14.65
10 year 14.26 19.08 16.65 16.75

Rolling return for 1 year

Average return: 32.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.03 23.39 29.71 18.94 3.85 24.27 12-2023 12-2024
28.71 28.82 36.69 21.3 5.44 28.88 11-2023 11-2024
34.82 36.69 43.85 28.1 5.61 35.86 10-2023 10-2024
35.36 32.53 38.43 29.58 3.29 33.97 09-2023 09-2024
35.23 35.42 41.66 29.27 4.38 35.4 08-2023 08-2024
41.63 40.3 47.48 34.74 4.53 41.04 07-2023 07-2024
29.89 41 46.15 25.31 8.35 35.59 06-2023 06-2024
31.35 36.58 43.15 25.32 6.57 34.1 05-2023 05-2024
34.34 33.7 39.49 28.77 3.8 34.08 04-2023 04-2024
31.68 31.13 38.72 24.47 5.04 31.5 03-2023 03-2024
31.03 31.88 34.89 28.1 2.42 31.48 02-2023 02-2024
29.89 29.36 32.73 26.59 2.18 29.64 01-2023 01-2024

Rolling return for 3 year

Average return: 13.74
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.06 12.25 14.45 10.88 1.29 12.66 12-2021 12-2024
11 10.71 13.25 8.51 1.68 10.87 11-2021 11-2024
11.85 11.69 14.3 9.3 1.77 11.78 10-2021 10-2024
13.9 13.09 14.76 12.24 0.94 13.5 09-2021 09-2024
13.91 14.28 15.69 12.53 1.12 14.1 08-2021 08-2024
15.04 14.78 16.6 13.24 1.19 14.92 07-2021 07-2024
13.1 15.26 17.63 10.81 2.53 14.2 06-2021 06-2024
13.94 14.72 17.25 11.47 2.06 14.34 05-2021 05-2024
14.14 14.15 15.58 12.73 1.01 14.15 04-2021 04-2024
13.04 13.14 15.02 11.19 1.35 13.1 03-2021 03-2024
15.98 14.89 17.11 13.78 1.24 15.44 02-2021 02-2024
16.45 15.14 17.3 14.31 1.15 15.8 01-2021 01-2024

Rolling return for 5 year

Average return: 18.53
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.12 19.42 20 18.55 0.52 19.27 12-2019 12-2024
18.23 18.93 19.66 17.5 0.8 18.58 11-2019 11-2024
20.27 19.98 21.84 18.43 1.21 20.13 10-2019 10-2024
22.54 20.83 23.1 20.29 1.16 21.69 09-2019 09-2024
22.06 22.39 23.2 21.26 0.7 22.23 08-2019 08-2024
21.74 20.77 22.73 19.79 1.09 21.26 07-2019 07-2024
17.68 19.3 20.49 16.52 1.52 18.5 06-2019 06-2024
17.28 17.85 19.32 15.84 1.25 17.57 05-2019 05-2024
15.21 15.47 16.08 14.6 0.53 15.34 04-2019 04-2024
15.08 15.08 16.28 13.89 0.84 15.08 03-2019 03-2024
16.98 16.53 17.66 15.85 0.66 16.76 02-2019 02-2024
16.29 15.54 16.79 15.04 0.67 15.92 01-2019 01-2024

Rolling return for 7 year

Average return: 14.65
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.18 12.5 13.78 11.91 0.7 12.84 12-2017 12-2024
13.49 13.48 14.47 12.51 0.69 13.49 11-2017 11-2024
15.08 15.19 16.16 14.13 0.72 15.14 10-2017 10-2024
16.01 15.51 16.38 15.14 0.47 15.76 09-2017 09-2024
16 15.84 16.77 15.08 0.6 15.92 08-2017 08-2024
15.44 15.89 16.11 15.22 0.35 15.66 07-2017 07-2024
14 15.52 15.94 13.59 0.99 14.76 06-2017 06-2024
13.96 14.55 15.37 13.15 0.81 14.26 05-2017 05-2024
13.54 13.64 14.15 13.03 0.4 13.59 04-2017 04-2024
13.93 13.74 14.78 12.9 0.67 13.84 03-2017 03-2024
15.04 14.86 15.52 14.38 0.41 14.95 02-2017 02-2024
15.81 15.33 16.17 14.97 0.46 15.57 01-2017 01-2024

Rolling return for 10 year

Average return: 16.75
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.03 14.69 15.45 14.27 0.43 14.86 12-2014 12-2024
14.74 14.95 15.44 14.26 0.42 14.85 11-2014 11-2024
15.85 15.95 16.61 15.2 0.5 15.9 10-2014 10-2024
16.36 15.87 16.62 15.61 0.4 16.11 09-2014 09-2024
16.68 16.56 17.22 16.02 0.43 16.62 08-2014 08-2024
16.83 16.61 17.3 16.14 0.42 16.72 07-2014 07-2024
16.31 16.58 17.69 15.22 0.88 16.45 06-2014 06-2024
17.27 17.03 18.29 16.03 0.8 17.16 05-2014 05-2024
17.42 17.25 17.86 16.81 0.38 17.34 04-2014 04-2024
17.96 17.53 18.57 16.92 0.6 17.74 03-2014 03-2024
18.73 18.69 19.08 18.34 0.26 18.71 02-2014 02-2024
18.79 18.39 19.05 18.14 0.35 18.59 01-2014 01-2024