NIFTY MIDSMALLCAP 400

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.38
Weighted mean XIRR by duration 22.13
Mean XIRR 27.93
Standard deviation XIRR 11.75
Range XIRR 32.65

Summary

Duration Min Max Median Average XIRR (%)
1 year 24.25 70.10 52.20 50.27
3 year 18.91 32.57 26.25 26.02
5 year 20.71 32.39 26.73 26.77
7 year 15.40 19.93 17.71 17.62
10 year 16.50 21.89 18.74 18.98

Rolling return for 1 year

Average return: 50.27
Min Max Min-Max Max-Min Standard Deviation Mean From To
31.45 29.43 36.93 24.25 4.54 30.52 12-2023 12-2024
38.06 34.37 47.79 25.52 7.98 36.44 11-2023 11-2024
43.75 47.26 56.68 35.11 7.73 45.7 10-2023 10-2024
47.78 46.38 52.85 41.52 4.04 47.13 09-2023 09-2024
48.43 50.29 58.58 40.67 6.37 49.49 08-2023 08-2024
57.27 55.8 64.93 48.56 5.81 56.64 07-2023 07-2024
46.61 57.77 66.92 38.58 10.77 52.47 06-2023 06-2024
54.02 57.26 64.92 46.86 6.49 55.76 05-2023 05-2024
61.3 61.74 70.1 53.37 5.92 61.63 04-2023 04-2024
54.87 57.9 68.45 45.17 8.3 56.6 03-2023 03-2024
58.08 59.02 64.83 52.51 4.37 58.61 02-2023 02-2024
52.35 52.05 60.17 44.64 5.49 52.3 01-2023 01-2024

Rolling return for 3 year

Average return: 26.02
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.51 23.34 26.22 21.67 1.66 23.94 12-2021 12-2024
21.84 21.64 24.64 18.91 2.03 21.76 11-2021 11-2024
21.99 22.58 25.54 19.1 2.29 22.3 10-2021 10-2024
26.47 25.66 27.9 24.26 1.32 26.07 09-2021 09-2024
26.56 26.74 29.38 23.97 1.91 26.66 08-2021 08-2024
26.89 26.98 28.92 24.98 1.39 26.94 07-2021 07-2024
23.67 26.65 29.13 21.29 2.97 25.18 06-2021 06-2024
26.34 26.28 29.26 23.43 2.06 26.33 05-2021 05-2024
27.9 27.87 30.18 25.62 1.61 27.89 04-2021 04-2024
25.3 25.95 28.87 22.47 2.27 25.65 03-2021 03-2024
30.42 27.98 32.25 26.21 2.3 29.22 02-2021 02-2024
30.38 30.24 32.57 28.08 1.59 30.32 01-2021 01-2024

Rolling return for 5 year

Average return: 26.77
Min Max Min-Max Max-Min Standard Deviation Mean From To
28.92 29.02 29.98 27.98 0.71 28.98 12-2019 12-2024
27.31 28.38 29.06 26.65 0.93 27.85 11-2019 11-2024
29.51 29.87 31.76 27.65 1.46 29.7 10-2019 10-2024
31.5 30.16 32.39 29.28 1.2 30.83 09-2019 09-2024
30.42 30.97 32.16 29.25 1.05 30.7 08-2019 08-2024
29.79 28.03 31.03 26.82 1.61 28.92 07-2019 07-2024
24.35 26.14 27.62 22.91 1.78 25.26 06-2019 06-2024
24.83 24.59 26.55 22.9 1.29 24.72 05-2019 05-2024
23.23 23.67 24.54 22.36 0.79 23.45 04-2019 04-2024
22.48 22.76 24.55 20.71 1.36 22.62 03-2019 03-2024
25.15 24.76 26.2 23.72 0.89 24.96 02-2019 02-2024
23.44 23.12 24.69 21.89 1 23.28 01-2019 01-2024

Rolling return for 7 year

Average return: 17.62
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.65 16.12 17.33 15.45 0.69 16.39 12-2017 12-2024
16.18 16.52 17.32 15.4 0.69 16.36 11-2017 11-2024
17.58 17.77 19.04 16.32 0.96 17.68 10-2017 10-2024
18.94 18.42 19.51 17.85 0.62 18.68 09-2017 09-2024
18.63 18.67 19.76 17.56 0.78 18.66 08-2017 08-2024
18.34 18.59 19.14 17.78 0.49 18.46 07-2017 07-2024
16.56 18.18 18.74 16.01 1.12 17.37 06-2017 06-2024
17.1 16.98 18.25 15.85 0.85 17.04 05-2017 05-2024
16.76 16.9 17.65 16.02 0.58 16.83 04-2017 04-2024
16.75 17.1 18.16 15.7 0.88 16.93 03-2017 03-2024
18.22 18.16 18.93 17.46 0.52 18.19 02-2017 02-2024
19.08 18.69 19.93 17.85 0.75 18.89 01-2017 01-2024

Rolling return for 10 year

Average return: 18.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.8 17.33 18.28 16.86 0.53 17.57 12-2014 12-2024
16.89 17.3 17.69 16.5 0.45 17.1 11-2014 11-2024
18.01 18.3 19.04 17.28 0.63 18.16 10-2014 10-2024
18.55 18.14 18.95 17.74 0.45 18.34 09-2014 09-2024
18.53 18.74 19.32 17.95 0.49 18.63 08-2014 08-2024
18.74 18.33 19.3 17.77 0.56 18.53 07-2014 07-2024
17.53 18.03 19.06 16.5 0.92 17.78 06-2014 06-2024
19.69 18.31 20.51 17.51 1.17 19.01 05-2014 05-2024
20.06 20.02 20.7 19.39 0.46 20.04 04-2014 04-2024
20.3 20.18 21.32 19.17 0.76 20.24 03-2014 03-2024
21.38 21.39 21.89 20.89 0.35 21.39 02-2014 02-2024
21.16 20.79 21.77 20.18 0.58 20.98 01-2014 01-2024