NIFTY NON-CYCLICAL CONSUMER

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 3
Weighted mean XIRR by duration 17.4
Mean XIRR 20.57
Standard deviation XIRR 6.86
Range XIRR 18.46

Summary

Duration Min Max Median Average XIRR (%)
1 year 16.27 52.86 34.24 34.11
3 year 12.96 22.86 18.46 18.28
5 year 15.54 23.81 18.03 18.49
7 year 13.81 18.99 16.27 16.34
10 year 14.12 16.91 15.70 15.65

Rolling return for 1 year

Average return: 34.11
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.37 20.42 27.77 16.27 4.2 21.96 12-2023 12-2024
30.37 27.16 36.34 21.59 5.34 28.86 11-2023 11-2024
36.55 45.16 52.09 30.33 8.28 41.03 10-2023 10-2024
43.24 49.12 52.86 39.73 5.09 46.24 09-2023 09-2024
36.98 43.19 45.9 34.43 4.61 40.12 08-2023 08-2024
30.5 35.76 39 27.46 4.48 33.18 07-2023 07-2024
26.13 30.14 35.55 21.09 5.31 28.23 06-2023 06-2024
34.05 30.77 39.78 25.42 5.21 32.5 05-2023 05-2024
36.1 35.72 40.78 31.21 3.39 35.95 04-2023 04-2024
35.45 37.29 40.45 32.39 2.92 36.4 03-2023 03-2024
32.66 33.32 37.29 28.83 3 33.02 02-2023 02-2024
32.62 30.85 36.88 26.77 3.63 31.78 01-2023 01-2024

Rolling return for 3 year

Average return: 18.28
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.09 16.33 18.47 14.97 1.27 16.72 12-2021 12-2024
14.85 14.66 16.58 12.96 1.28 14.76 11-2021 11-2024
16.53 17.58 20.8 13.43 2.63 17.08 10-2021 10-2024
19.28 19.48 21.89 16.92 1.76 19.39 09-2021 09-2024
20.31 19.74 22.86 17.25 1.99 20.04 08-2021 08-2024
19.55 21.14 22.09 18.62 1.35 20.35 07-2021 07-2024
18 19.39 20.87 16.55 1.6 18.7 06-2021 06-2024
19.95 19.21 21.63 17.55 1.47 19.58 05-2021 05-2024
19.39 18.88 20.75 17.54 1.15 19.14 04-2021 04-2024
18.69 18.45 20.13 17.03 1.1 18.58 03-2021 03-2024
18.01 17.1 19.37 15.77 1.31 17.56 02-2021 02-2024
17.92 16.95 19.17 15.72 1.27 17.44 01-2021 01-2024

Rolling return for 5 year

Average return: 18.49
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.5 18.65 19.34 17.82 0.54 18.58 12-2019 12-2024
17.63 17.95 18.69 16.9 0.64 17.79 11-2019 11-2024
19.3 20.32 21.89 17.75 1.51 19.82 10-2019 10-2024
22.21 21.41 23.81 19.84 1.43 21.82 09-2019 09-2024
21.05 21.6 22.59 20.07 0.91 21.33 08-2019 08-2024
19.82 20.23 21.34 18.72 0.94 20.03 07-2019 07-2024
17.5 18.54 19.2 16.84 0.91 18.02 06-2019 06-2024
18.25 18.11 19.24 17.12 0.75 18.18 05-2019 05-2024
16.81 17.1 17.6 16.31 0.47 16.95 04-2019 04-2024
16.53 16.41 17.38 15.56 0.64 16.47 03-2019 03-2024
16.75 16.38 17.55 15.59 0.71 16.57 02-2019 02-2024
16.47 16.28 17.21 15.54 0.59 16.38 01-2019 01-2024

Rolling return for 7 year

Average return: 16.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.81 14.38 15.38 13.81 0.58 14.6 12-2017 12-2024
14.65 14.83 15.39 14.09 0.46 14.74 11-2017 11-2024
16.66 17.27 18.47 15.48 1.08 16.97 10-2017 10-2024
17.89 18.09 18.99 16.99 0.71 17.99 09-2017 09-2024
16.95 17.34 18.01 16.29 0.62 17.15 08-2017 08-2024
16.25 16.84 17.3 15.79 0.57 16.55 07-2017 07-2024
15.54 16.43 16.73 15.24 0.61 15.99 06-2017 06-2024
16.15 16.22 16.84 15.52 0.47 16.18 05-2017 05-2024
16.22 16.16 16.78 15.6 0.42 16.19 04-2017 04-2024
16.11 16.07 16.71 15.47 0.44 16.09 03-2017 03-2024
16.23 16.3 16.8 15.73 0.38 16.26 02-2017 02-2024
17.72 17.06 18.25 16.54 0.65 17.39 01-2017 01-2024

Rolling return for 10 year

Average return: 15.65
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.99 14.52 15.39 14.12 0.48 14.76 12-2014 12-2024
14.6 14.63 15.11 14.12 0.35 14.62 11-2014 11-2024
15.62 16.27 16.87 15.03 0.69 15.95 10-2014 10-2024
16.16 16.56 16.91 15.8 0.42 16.36 09-2014 09-2024
15.98 16.29 16.71 15.56 0.42 16.13 08-2014 08-2024
15.92 15.98 16.65 15.25 0.5 15.95 07-2014 07-2024
15.35 15.67 16.18 14.84 0.49 15.51 06-2014 06-2024
16.04 15.77 16.53 15.28 0.45 15.9 05-2014 05-2024
15.6 15.61 15.99 15.22 0.27 15.6 04-2014 04-2024
15.92 15.39 16.34 14.97 0.52 15.66 03-2014 03-2024
15.81 15.82 16.21 15.42 0.28 15.82 02-2014 02-2024
15.73 15.32 16.09 14.96 0.42 15.52 01-2014 01-2024