NIFTY SMALLCAP 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.38
Weighted mean XIRR by duration 17.07
Mean XIRR 25.93
Standard deviation XIRR 18.77
Range XIRR 51.67

Summary

Duration Min Max Median Average XIRR (%)
1 year 25.15 90.59 63.38 62.27
3 year 14.12 27.59 20.40 20.58
5 year 15.23 29.68 23.43 23.29
7 year 7.93 13.29 10.80 10.60
10 year 9.68 16.03 12.66 12.91

Rolling return for 1 year

Average return: 62.27
Min Max Min-Max Max-Min Standard Deviation Mean From To
35.55 32.74 43.77 25.15 6.66 34.3 12-2023 12-2024
44.38 39.7 56.5 28.87 9.91 42.36 11-2023 11-2024
51.2 54.26 63.58 42.59 7.5 52.91 10-2023 10-2024
60.2 57 64.86 52.56 4.49 58.66 09-2023 09-2024
58.96 63.17 74.49 48.64 9.26 61.32 08-2023 08-2024
71.06 69.28 79.43 61.38 6.41 70.29 07-2023 07-2024
56.18 75.03 83.51 48.97 13.92 65.92 06-2023 06-2024
66.48 70.07 77.18 59.8 6.28 68.38 05-2023 05-2024
75.31 77.2 90.59 63 9.78 76.53 04-2023 04-2024
65.7 74.42 86.23 55.19 11.4 70.39 03-2023 03-2024
76.24 78.41 86.14 68.92 6.14 77.43 02-2023 02-2024
68.24 68.9 77.84 59.78 6.39 68.69 01-2023 01-2024

Rolling return for 3 year

Average return: 20.58
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.84 20.7 24.25 18.35 2.12 21.28 12-2021 12-2024
18.92 18.63 22.16 15.49 2.36 18.8 11-2021 11-2024
17.91 17.41 21.05 14.37 2.37 17.69 10-2021 10-2024
21.25 20.22 22.41 19.08 1.23 20.74 09-2021 09-2024
20.11 19.72 23.9 16.06 2.78 19.95 08-2021 08-2024
20.17 18.94 22.09 17.06 1.83 19.57 07-2021 07-2024
16.56 20.42 23 14.12 3.42 18.53 06-2021 06-2024
20.07 19.28 22.59 16.83 2.06 19.69 05-2021 05-2024
21.65 22.19 25.08 18.83 2.22 21.94 04-2021 04-2024
18.83 20.37 23.55 15.77 2.8 19.63 03-2021 03-2024
24.91 22.84 27.2 20.62 2.44 23.89 02-2021 02-2024
25.25 25.29 27.59 23 1.62 25.28 01-2021 01-2024

Rolling return for 5 year

Average return: 23.29
Min Max Min-Max Max-Min Standard Deviation Mean From To
27.14 27.47 28.64 25.98 0.95 27.31 12-2019 12-2024
25.42 26.63 27.46 24.6 1.1 26.03 11-2019 11-2024
27.42 27.49 29.44 25.5 1.39 27.46 10-2019 10-2024
28.86 27.34 29.6 26.61 1.19 28.1 09-2019 09-2024
27.29 28.27 29.68 25.9 1.38 27.79 08-2019 08-2024
26.54 24.21 27.76 23.03 1.86 25.38 07-2019 07-2024
19.89 22.07 23.82 18.2 2.13 21 06-2019 06-2024
20.24 19.66 21.74 18.18 1.28 19.95 05-2019 05-2024
18.14 19 20.13 17.03 1.14 18.58 04-2019 04-2024
17.46 17.95 20.24 15.23 1.78 17.72 03-2019 03-2024
21.63 20.95 22.97 19.64 1.2 21.3 02-2019 02-2024
19.08 18.56 20.41 17.25 1.13 18.82 01-2019 01-2024

Rolling return for 7 year

Average return: 10.60
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.82 10.37 11.76 9.45 0.83 10.6 12-2017 12-2024
9.93 10.2 11.2 8.94 0.8 10.07 11-2017 11-2024
11.01 10.83 12.27 9.59 0.95 10.92 10-2017 10-2024
12.48 11.33 12.94 10.88 0.83 11.91 09-2017 09-2024
11.17 11.23 12.66 9.76 1.03 11.2 08-2017 08-2024
10.69 10.85 11.45 10.1 0.48 10.77 07-2017 07-2024
8.66 10.45 11.19 7.93 1.31 9.56 06-2017 06-2024
9.65 8.95 10.63 7.98 0.97 9.3 05-2017 05-2024
9.48 9.54 10.79 8.24 0.9 9.51 04-2017 04-2024
9.4 9.97 11.24 8.16 1.11 9.69 03-2017 03-2024
11.48 11.49 12.35 10.62 0.61 11.48 02-2017 02-2024
12.4 11.98 13.29 11.09 0.79 12.19 01-2017 01-2024

Rolling return for 10 year

Average return: 12.91
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.54 12.1 13.2 11.44 0.64 12.32 12-2014 12-2024
11.27 11.72 12.17 10.82 0.5 11.5 11-2014 11-2024
12.46 12.4 13.35 11.52 0.65 12.43 10-2014 10-2024
12.89 12.23 13.22 11.91 0.52 12.56 09-2014 09-2024
12.24 12.6 13.29 11.55 0.63 12.42 08-2014 08-2024
12.35 11.88 12.89 11.34 0.57 12.12 07-2014 07-2024
10.88 11.46 12.68 9.68 1.08 11.18 06-2014 06-2024
13.47 11.54 14.18 10.84 1.36 12.51 05-2014 05-2024
13.62 13.86 14.57 12.91 0.59 13.74 04-2014 04-2024
13.59 13.96 14.92 12.64 0.82 13.78 03-2014 03-2024
15.4 15.31 16.03 14.68 0.48 15.36 02-2014 02-2024
15.16 14.85 15.8 14.21 0.57 15 01-2014 01-2024