NIFTY SME EMERGE

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 4.27
Weighted mean XIRR by duration 55.76
Mean XIRR 63.44
Standard deviation XIRR 14.86
Range XIRR 36.87

Summary

Duration Min Max Median Average XIRR (%)
1 year 49.44 104.29 74.54 75.70
3 year 61.60 94.68 77.78 78.53
5 year 46.79 67.37 57.89 57.86
7 year 36.59 45.59 41.61 41.66

Rolling return for 1 year

Average return: 75.70
Min Max Min-Max Max-Min Standard Deviation Mean From To
54.95 59.45 65.33 49.44 5.84 57.29 12-2023 12-2024
56.25 62.82 68.27 51.2 6.47 59.63 11-2023 11-2024
66.34 62.17 78.18 51.4 9.59 64.52 10-2023 10-2024
72.52 71.7 79.71 64.84 5.27 72.19 09-2023 09-2024
74.95 69.86 95.58 51.94 15.55 73.08 08-2023 08-2024
88.43 89.17 102.72 75.83 9.51 89.04 07-2023 07-2024
74.44 91.02 104.29 63.1 15.71 83.21 06-2023 06-2024
86.62 88.86 95.9 79.92 5.71 87.82 05-2023 05-2024
81.68 86.82 104.06 66.33 13.47 84.72 04-2023 04-2024
70.31 91.76 103.91 60.16 17.23 81.54 03-2023 03-2024
90.61 82.37 99.05 74.64 9.11 86.67 02-2023 02-2024
65.99 70.66 85.99 52.31 12.03 68.74 01-2023 01-2024

Rolling return for 3 year

Average return: 78.53
Min Max Min-Max Max-Min Standard Deviation Mean From To
66.92 65.13 70.57 61.6 3.23 66.06 12-2021 12-2024
70.3 71.18 74.56 67.01 2.69 70.76 11-2021 11-2024
68.58 67.99 72.48 64.18 2.94 68.31 10-2021 10-2024
77.96 72.47 80.4 70.14 4.11 75.24 09-2021 09-2024
74.78 77.51 81.39 71.03 3.79 76.18 08-2021 08-2024
76.8 77.6 81.16 73.32 2.79 77.22 07-2021 07-2024
76.35 76.81 85.88 67.74 6.42 76.69 06-2021 06-2024
83.7 81.01 86.69 78.11 3.18 82.38 05-2021 05-2024
84.92 84.16 92.22 77.17 5.33 84.62 04-2021 04-2024
80.26 89.79 91.41 78.73 5.61 85.05 03-2021 03-2024
91.89 90.98 94.68 88.24 2.3 91.45 02-2021 02-2024
85.62 91.1 92.8 83.99 3.67 88.38 01-2021 01-2024

Rolling return for 5 year

Average return: 57.86
Min Max Min-Max Max-Min Standard Deviation Mean From To
65.22 66.51 67.37 64.36 1.16 65.87 12-2019 12-2024
63.98 65.25 66.43 62.82 1.35 64.62 11-2019 11-2024
63 64.3 65.26 62.05 1.22 63.65 10-2019 10-2024
64.03 64.35 65.38 63.02 0.84 64.19 09-2019 09-2024
60.74 63.5 64.36 59.9 1.85 62.13 08-2019 08-2024
59.65 59.9 62 57.58 1.57 59.78 07-2019 07-2024
53.29 57.07 58.21 52.18 2.52 55.19 06-2019 06-2024
54.15 55 55.65 53.5 0.82 54.58 05-2019 05-2024
49.91 52.74 53.44 49.23 1.79 51.33 04-2019 04-2024
47.78 52.17 53.2 46.79 2.75 49.98 03-2019 03-2024
52.96 53.28 54.29 51.96 0.83 53.12 02-2019 02-2024
48.58 51.26 52 47.86 1.74 49.92 01-2019 01-2024

Rolling return for 7 year

Average return: 41.66
Min Max Min-Max Max-Min Standard Deviation Mean From To
39.99 37.87 41.29 36.59 1.82 38.94 12-2017 12-2024
41.53 41.31 43.03 39.83 1.13 41.42 11-2017 11-2024
43.14 42.71 44.56 41.32 1.16 42.93 10-2017 10-2024
44.35 44.26 45.19 43.42 0.63 44.31 09-2017 09-2024
43.29 44.75 45.59 42.47 1.22 44.02 08-2017 08-2024
43.35 44.06 44.85 42.56 0.85 43.7 07-2017 07-2024
41.33 43.24 44.55 40.05 1.73 42.29 06-2017 06-2024
42.55 42.66 43.55 41.68 0.66 42.61 05-2017 05-2024
40.17 41.37 42.52 39.04 1.3 40.78 04-2017 04-2024
38.51 40.45 42.12 36.88 1.98 39.49 03-2017 03-2024
40.38 39.94 41.25 39.08 0.78 40.16 02-2017 02-2024
38.9 39.61 41.17 37.36 1.37 39.26 01-2017 01-2024