NIFTY SMALLCAP 100

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 4.48
Weighted mean XIRR by duration 14.65
Mean XIRR 16.4
Standard deviation XIRR 3.66
Range XIRR 9.43

Summary

Duration Min Max Median Average XIRR (%)
1 year -24.32 36.80 24.73 22.62
3 year 11.31 17.46 14.86 14.69
5 year 4.63 19.62 15.18 15.08
7 year 5.53 15.20 13.63 13.19

Rolling return for 1 year

Average return: 22.62
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.12 13.73 22.2 12.72 4.25 17.44 12-2023 12-2024
-19.76 20.72 27.99 -24.32 23.4 1.16 11-2023 11-2024
28.23 30.21 36.8 22.05 5.26 29.32 10-2023 10-2024
27.87 29.83 34.89 23.08 4.23 28.92 09-2023 09-2024
24.61 27.88 31.07 21.58 3.55 26.28 08-2023 08-2024
24.85 24.89 29.13 20.75 2.96 24.9 07-2023 07-2024
18.37 25.3 30.06 14.05 6.17 21.94 06-2023 06-2024
21.52 23.26 27.11 17.84 3.33 22.43 05-2023 05-2024
26.43 25.96 30.78 21.76 3.19 26.23 04-2023 04-2024
28.75 26.69 32.74 22.88 3.56 27.76 03-2023 03-2024
24.92 23.18 28.4 19.85 3.09 24.09 02-2023 02-2024
20.65 21.2 25.52 16.49 3.2 20.96 01-2023 01-2024

Rolling return for 3 year

Average return: 14.69
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.73 14.9 16.68 12.99 1.31 14.82 08-2021 08-2024
15.56 16.15 16.87 14.85 0.74 15.86 07-2021 07-2024
12.01 14.86 15.58 11.31 1.82 13.44 06-2021 06-2024
14.84 13.8 16.58 12.11 1.62 14.33 05-2021 05-2024
15.44 15.17 16.76 13.88 1.02 15.31 04-2021 04-2024
15.05 13.84 16.23 12.69 1.32 14.45 03-2021 03-2024
14.82 13.2 15.87 12.17 1.43 14.02 02-2021 02-2024
15.92 14.7 17.46 13.19 1.57 15.32 01-2021 01-2024

Rolling return for 5 year

Average return: 15.08
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.67 15.08 15.87 14.87 0.41 15.37 12-2019 12-2024
5.17 14.87 15.47 4.63 5.14 10.04 11-2019 11-2024
16.79 16.78 18.32 15.28 1.07 16.79 10-2019 10-2024
18.35 17.71 19.62 16.46 1.14 18.04 09-2019 09-2024
17.44 17.83 18.63 16.65 0.71 17.64 08-2019 08-2024
16.83 15.87 17.62 15.09 0.96 16.35 07-2019 07-2024
13.4 14.74 15.55 12.6 1.15 14.07 06-2019 06-2024
14.52 13.97 15.55 12.95 0.94 14.25 05-2019 05-2024
13.7 14.06 14.47 13.29 0.44 13.88 04-2019 04-2024
14.97 14.11 15.67 13.42 0.85 14.54 03-2019 03-2024
15.31 14.95 15.94 14.32 0.59 15.13 02-2019 02-2024
14.8 15.05 15.71 14.14 0.56 14.92 01-2019 01-2024

Rolling return for 7 year

Average return: 13.19
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.62 12.99 13.76 12.85 0.39 13.3 12-2017 12-2024
6.02 12.81 13.34 5.53 3.66 9.43 11-2017 11-2024
13.67 13.91 14.73 12.87 0.66 13.8 10-2017 10-2024
14.33 14.51 15.2 13.64 0.56 14.42 09-2017 09-2024
13.79 13.95 14.62 13.13 0.53 13.87 08-2017 08-2024
14.05 13.83 14.6 13.28 0.47 13.94 07-2017 07-2024
12.68 13.89 14.2 12.37 0.78 13.28 06-2017 06-2024
13.08 13.23 13.81 12.5 0.47 13.16 05-2017 05-2024
13.43 13.54 13.98 13 0.35 13.49 04-2017 04-2024