NIFTY MIDSMALL IT & TELECOM

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 3.41
Weighted mean XIRR by duration 26.67
Mean XIRR 30.56
Standard deviation XIRR 8.97
Range XIRR 24.13

Summary

Duration Min Max Median Average XIRR (%)
1 year 12.48 80.05 43.67 45.56
3 year 10.51 38.08 23.24 23.79
5 year 29.51 41.43 35.59 35.90
7 year 21.31 29.16 26.54 26.11
10 year 19.04 24.03 21.46 21.43

Rolling return for 1 year

Average return: 45.56
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.15 18.22 30.49 12.48 6.71 21.34 12-2023 12-2024
27.09 23.33 35.55 15.64 7.17 25.4 11-2023 11-2024
33.55 34.7 43.61 25.27 6.5 34.28 10-2023 10-2024
35.86 38.62 43.73 31.03 4.6 37.31 09-2023 09-2024
39.55 44.43 55.18 29.89 9.11 42.26 08-2023 08-2024
49.48 48.87 58.05 40.79 6.11 49.3 07-2023 07-2024
26.22 42.62 49.39 20.5 11.75 34.68 06-2023 06-2024
42.27 39.37 53.11 29.5 8.41 41.06 05-2023 05-2024
58.61 62.55 73.52 48.58 8.93 60.82 04-2023 04-2024
65.99 67.36 80.05 54.28 9.13 66.92 03-2023 03-2024
66.07 66.37 75.81 57.14 6.6 66.35 02-2023 02-2024
66.29 67.52 75.05 59.13 5.65 67 01-2023 01-2024

Rolling return for 3 year

Average return: 23.79
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.65 13.5 17.59 11.64 2.24 14.6 12-2021 12-2024
13.57 12.91 16.03 10.51 1.97 13.26 11-2021 11-2024
14.18 13.55 16.98 10.84 2.18 13.89 10-2021 10-2024
20.5 16.9 22.78 14.73 3.12 18.73 09-2021 09-2024
20.96 22.03 25.32 17.79 2.69 21.52 08-2021 08-2024
24.21 22.87 26.54 20.61 2.15 23.56 07-2021 07-2024
21.53 23.61 28.55 16.86 4.2 22.64 06-2021 06-2024
25.22 25.1 28.33 22.07 2.21 25.18 05-2021 05-2024
29.26 30.08 33.19 26.24 2.47 29.69 04-2021 04-2024
32.04 32.1 35.67 28.56 2.51 32.09 03-2021 03-2024
35.25 35.61 37.85 33.05 1.7 35.44 02-2021 02-2024
35.74 34.06 38.08 31.78 2.31 34.92 01-2021 01-2024

Rolling return for 5 year

Average return: 35.90
Min Max Min-Max Max-Min Standard Deviation Mean From To
38.62 38.8 40 37.43 0.91 38.71 12-2019 12-2024
36.73 37.6 38.5 35.84 0.99 37.17 11-2019 11-2024
38.13 38.34 40.15 36.34 1.35 38.24 10-2019 10-2024
39.85 40.64 41.43 39.06 0.88 40.25 09-2019 09-2024
38.39 40.08 41.36 37.13 1.61 39.24 08-2019 08-2024
38.25 36.57 39.8 35.06 1.78 37.42 07-2019 07-2024
30.74 33.95 35.22 29.51 2.32 32.35 06-2019 06-2024
31.56 32.02 33.5 30.09 1.22 31.79 05-2019 05-2024
32.24 34.04 34.64 31.65 1.23 33.14 04-2019 04-2024
32.66 34.28 34.83 32.11 1.12 33.47 03-2019 03-2024
34.67 35.18 36.21 33.65 0.92 34.93 02-2019 02-2024
33.95 34.21 35.33 32.83 0.89 34.08 01-2019 01-2024

Rolling return for 7 year

Average return: 26.11
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.18 22.17 24.06 21.31 1.04 22.68 12-2017 12-2024
23.84 22.97 24.98 21.84 1.15 23.41 11-2017 11-2024
25.67 25.4 26.98 24.1 1.02 25.54 10-2017 10-2024
27.21 27.17 28.24 26.15 0.74 27.19 09-2017 09-2024
27.22 27.88 29.16 25.95 1.16 27.55 08-2017 08-2024
26.95 27.49 27.97 26.48 0.56 27.22 07-2017 07-2024
24.39 26.56 27.42 23.55 1.57 25.48 06-2017 06-2024
25.44 25.86 26.76 24.55 0.8 25.65 05-2017 05-2024
26.14 27.34 27.77 25.72 0.84 26.74 04-2017 04-2024
26.41 27.48 27.89 26.01 0.76 26.95 03-2017 03-2024
27.43 27.62 28.47 26.59 0.67 27.53 02-2017 02-2024
27.21 27.45 28.15 26.52 0.58 27.33 01-2017 01-2024

Rolling return for 10 year

Average return: 21.43
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.78 20.26 21.38 19.66 0.64 20.52 12-2014 12-2024
19.87 19.91 20.64 19.14 0.53 19.89 11-2014 11-2024
20.4 20.52 21.27 19.65 0.57 20.46 10-2014 10-2024
21.13 20.7 21.81 20.02 0.65 20.92 09-2014 09-2024
20.96 21.67 22.25 20.38 0.71 21.32 08-2014 08-2024
21.49 21.56 22.17 20.88 0.46 21.52 07-2014 07-2024
19.95 21.06 21.99 19.04 1.11 20.51 06-2014 06-2024
21.89 21.12 22.78 20.23 0.94 21.51 05-2014 05-2024
22.1 22.73 23.2 21.63 0.6 22.42 04-2014 04-2024
22.4 22.43 23.4 21.44 0.69 22.42 03-2014 03-2024
23.33 22.56 24.03 21.86 0.81 22.94 02-2014 02-2024
22.96 22.54 23.6 21.91 0.62 22.75 01-2014 01-2024