NIFTY MIDSMALL INDIA CONSUMPTION

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.34
Weighted mean XIRR by duration 20.86
Mean XIRR 26.13
Standard deviation XIRR 11.16
Range XIRR 30.12

Summary

Duration Min Max Median Average XIRR (%)
1 year 30.66 64.33 49.33 47.83
3 year 15.97 27.91 22.45 22.47
5 year 19.58 29.90 24.89 24.61
7 year 14.77 20.42 17.79 17.71
10 year 15.86 19.89 17.94 18.02

Rolling return for 1 year

Average return: 47.83
Min Max Min-Max Max-Min Standard Deviation Mean From To
37.69 38.02 44.42 31.58 4.54 37.93 12-2023 12-2024
44.05 36.97 51.01 30.66 7.62 40.67 11-2023 11-2024
50.64 52.05 60.98 42.29 6.63 51.49 10-2023 10-2024
49.74 51.83 59.09 42.91 5.77 50.89 09-2023 09-2024
43.87 49.88 55.89 38.33 6.56 46.99 08-2023 08-2024
53.92 49.54 59.49 44.32 5.58 51.82 07-2023 07-2024
43.52 55.28 64.33 35.62 10.97 49.69 06-2023 06-2024
49.5 49.41 59.45 40.08 6.85 49.61 05-2023 05-2024
52.86 55.62 60.25 48.44 4.29 54.29 04-2023 04-2024
44.15 49.25 53.96 39.73 5.34 46.77 03-2023 03-2024
49.24 50 56.25 43.27 4.6 49.69 02-2023 02-2024
44.7 43.28 52.55 35.91 5.91 44.11 01-2023 01-2024

Rolling return for 3 year

Average return: 22.47
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.89 21.02 23.84 19.11 1.7 21.46 12-2021 12-2024
18.59 17.8 20.47 15.97 1.62 18.21 11-2021 11-2024
20.15 19.17 22.84 16.56 2.25 19.68 10-2021 10-2024
25.35 23.64 27.91 21.17 2.46 24.52 09-2021 09-2024
24.34 25.39 27.71 22.08 2.02 24.88 08-2021 08-2024
25.03 24.91 26.52 23.44 1.09 24.98 07-2021 07-2024
22.02 25.01 27.66 19.49 3.08 23.54 06-2021 06-2024
23.21 23.62 25.89 20.99 1.74 23.43 05-2021 05-2024
24 23.65 25.97 21.72 1.51 23.84 04-2021 04-2024
20.62 20.33 23.3 17.72 1.98 20.49 03-2021 03-2024
22.3 22.1 24.19 20.24 1.4 22.21 02-2021 02-2024
22.28 22.59 24.45 20.45 1.42 22.44 01-2021 01-2024

Rolling return for 5 year

Average return: 24.61
Min Max Min-Max Max-Min Standard Deviation Mean From To
26.23 26.78 27.44 25.58 0.69 26.51 12-2019 12-2024
24.72 25.07 25.9 23.9 0.72 24.9 11-2019 11-2024
26.69 25.85 28.38 24.19 1.51 26.28 10-2019 10-2024
28.34 27.16 29.9 25.63 1.57 27.76 09-2019 09-2024
27.35 28.27 29.41 26.23 1.17 27.82 08-2019 08-2024
27.5 26.57 28.41 25.68 1.02 27.04 07-2019 07-2024
23.63 25.93 27.03 22.57 1.77 24.79 06-2019 06-2024
23.73 23.84 25.33 22.26 1.09 23.79 05-2019 05-2024
22.03 22.35 23.19 21.2 0.71 22.19 04-2019 04-2024
20.93 21.31 22.54 19.73 1 21.13 03-2019 03-2024
22.51 21.94 23.64 20.82 1.02 22.23 02-2019 02-2024
20.92 20.85 22.2 19.58 0.93 20.89 01-2019 01-2024

Rolling return for 7 year

Average return: 17.71
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.72 16.92 18.52 16.13 0.89 17.32 12-2017 12-2024
17.63 17.27 18.43 16.48 0.7 17.45 11-2017 11-2024
18.72 18.78 19.85 17.66 0.77 18.75 10-2017 10-2024
19.38 19.3 20.42 18.28 0.76 19.34 09-2017 09-2024
18.86 19.21 20.23 17.85 0.85 19.04 08-2017 08-2024
18.65 18.81 19.25 18.21 0.37 18.73 07-2017 07-2024
17.03 18.77 19.32 16.49 1.17 17.9 06-2017 06-2024
16.77 16.38 17.85 15.32 0.91 16.58 05-2017 05-2024
16.17 16.37 16.96 15.58 0.49 16.27 04-2017 04-2024
15.9 15.85 17 14.77 0.79 15.88 03-2017 03-2024
17.28 17.2 18.06 16.43 0.58 17.24 02-2017 02-2024
18.16 17.92 19.06 17.03 0.72 18.04 01-2017 01-2024

Rolling return for 10 year

Average return: 18.02
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.7 17.23 18.26 16.67 0.59 17.46 12-2014 12-2024
16.64 16.8 17.19 16.25 0.34 16.72 11-2014 11-2024
17.82 17.69 18.61 16.91 0.6 17.76 10-2014 10-2024
17.8 17.83 18.52 17.12 0.5 17.82 09-2014 09-2024
17.7 17.92 18.65 16.98 0.6 17.81 08-2014 08-2024
17.96 17.45 18.38 17.03 0.51 17.7 07-2014 07-2024
16.99 17.44 18.58 15.86 0.97 17.22 06-2014 06-2024
18.64 17.52 19.4 16.77 1.01 18.08 05-2014 05-2024
18.71 18.76 19.27 18.2 0.38 18.74 04-2014 04-2024
18.7 18.56 19.48 17.78 0.6 18.63 03-2014 03-2024
19.34 19.55 19.89 19 0.32 19.44 02-2014 02-2024
19.12 18.65 19.76 18.03 0.63 18.89 01-2014 01-2024