NIFTY SMALLCAP250 QUALITY 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.49
Weighted mean XIRR by duration 23.94
Mean XIRR 29.89
Standard deviation XIRR 12.02
Range XIRR 33.78

Summary

Duration Min Max Median Average XIRR (%)
1 year 28.99 68.52 53.34 52.46
3 year 20.06 36.65 27.52 27.99
5 year 21.81 36.70 29.34 29.62
7 year 15.67 21.58 18.73 18.68
10 year 18.07 23.65 20.52 20.72

Rolling return for 1 year

Average return: 52.46
Min Max Min-Max Max-Min Standard Deviation Mean From To
38.7 36.53 46.82 28.99 6.35 37.76 12-2023 12-2024
45.02 40.66 57.06 29.88 9.74 43.16 11-2023 11-2024
50.93 53.91 65.45 40.41 8.92 52.68 10-2023 10-2024
58.44 53.17 62.33 49.5 4.9 55.86 09-2023 09-2024
50.85 58.89 66.33 44.1 8.36 55.04 08-2023 08-2024
57.37 58.06 68.04 48.03 7.08 57.88 07-2023 07-2024
39.32 57.47 64.04 33.74 12.49 48.64 06-2023 06-2024
49.56 51.88 59.29 42.6 5.96 50.83 05-2023 05-2024
58.52 59.61 68.49 50.16 6.49 59.2 04-2023 04-2024
50.77 57.99 68.52 41.35 9.94 54.66 03-2023 03-2024
55.53 62.04 64.92 52.81 4.86 58.82 02-2023 02-2024
53.5 56.28 62.95 47.22 5.65 54.99 01-2023 01-2024

Rolling return for 3 year

Average return: 27.99
Min Max Min-Max Max-Min Standard Deviation Mean From To
27.44 26.83 29.88 24.45 1.93 27.15 12-2021 12-2024
24.55 24.72 27.91 21.44 2.29 24.65 11-2021 11-2024
24.31 25.22 28.17 21.44 2.4 24.78 10-2021 10-2024
29.19 27.61 30.24 26.58 1.41 28.4 09-2021 09-2024
26.81 27.39 31.01 23.3 2.73 27.13 08-2021 08-2024
26.34 26.27 29.13 23.54 1.98 26.32 07-2021 07-2024
22.97 26.78 29.85 20.06 3.71 24.92 06-2021 06-2024
26.52 25.7 29.21 23.09 2.18 26.13 05-2021 05-2024
29.78 29.5 32.45 26.89 1.97 29.66 04-2021 04-2024
27.71 30.37 32.54 25.62 2.62 29.06 03-2021 03-2024
33.71 32.71 36.35 30.14 2.22 33.23 02-2021 02-2024
33.96 34.97 36.65 32.31 1.58 34.47 01-2021 01-2024

Rolling return for 5 year

Average return: 29.62
Min Max Min-Max Max-Min Standard Deviation Mean From To
34.18 34.56 35.71 33.04 0.95 34.37 12-2019 12-2024
31.64 32.64 33.76 30.54 1.19 32.14 11-2019 11-2024
33 33.59 35.46 31.16 1.53 33.3 10-2019 10-2024
36.03 34.07 36.7 33.42 1.35 35.06 09-2019 09-2024
33.77 35.45 36.41 32.82 1.4 34.61 08-2019 08-2024
32.39 30.86 34.14 29.15 1.85 31.64 07-2019 07-2024
25.38 28.18 29.54 24.06 2.18 26.79 06-2019 06-2024
26.22 25.76 27.82 24.18 1.3 26 05-2019 05-2024
25.06 25.22 26.59 23.7 1.02 25.14 04-2019 04-2024
23.67 24.55 26.45 21.81 1.67 24.12 03-2019 03-2024
27.03 26.9 28.53 25.42 1.1 26.97 02-2019 02-2024
25.35 25.17 26.86 23.69 1.12 25.27 01-2019 01-2024

Rolling return for 7 year

Average return: 18.68
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.88 18.81 19.85 17.85 0.71 18.85 12-2017 12-2024
18.15 18.49 19.5 17.15 0.84 18.32 11-2017 11-2024
19.41 19.56 20.98 18 1.05 19.49 10-2017 10-2024
21.16 20.54 21.58 20.12 0.56 20.85 09-2017 09-2024
19.88 20.42 21.57 18.75 1.02 20.16 08-2017 08-2024
18.99 19.63 20.11 18.51 0.61 19.31 07-2017 07-2024
16.63 18.72 19.39 15.98 1.41 17.68 06-2017 06-2024
17.53 17.28 18.59 16.23 0.84 17.41 05-2017 05-2024
16.89 17.32 17.91 16.3 0.59 17.1 04-2017 04-2024
16.66 17.52 18.53 15.67 1.06 17.1 03-2017 03-2024
18.52 18.81 19.51 17.82 0.61 18.66 02-2017 02-2024
19.39 19.16 20.41 18.15 0.8 19.28 01-2017 01-2024

Rolling return for 10 year

Average return: 20.72
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.89 19.66 20.57 18.98 0.57 19.77 12-2014 12-2024
18.83 19.39 19.78 18.44 0.51 19.11 11-2014 11-2024
19.5 20.14 20.6 19.04 0.6 19.82 10-2014 10-2024
20.39 19.92 20.69 19.63 0.41 20.16 09-2014 09-2024
20.19 20.51 21.37 19.34 0.73 20.35 08-2014 08-2024
20.52 20.42 21.31 19.64 0.59 20.47 07-2014 07-2024
19.24 20.02 21.21 18.07 1.14 19.63 06-2014 06-2024
20.77 20.15 21.53 19.39 0.79 20.46 05-2014 05-2024
21.42 21.52 22.16 20.78 0.49 21.47 04-2014 04-2024
21.23 21.77 22.59 20.42 0.79 21.5 03-2014 03-2024
22.92 22.91 23.65 22.19 0.52 22.92 02-2014 02-2024
22.88 23.03 23.61 22.29 0.47 22.95 01-2014 01-2024