NIFTY500 LARGEMIDSMALL EQUAL-CAP WEIGHTED

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.43
Weighted mean XIRR by duration 19.45
Mean XIRR 24.37
Standard deviation XIRR 10.01
Range XIRR 27.46

Summary

Duration Min Max Median Average XIRR (%)
1 year 20.23 59.48 43.66 43.54
3 year 16.06 27.80 22.49 22.34
5 year 18.32 28.36 23.20 23.26
7 year 14.14 18.06 16.15 16.08
10 year 14.43 19.18 16.44 16.64

Rolling return for 1 year

Average return: 43.54
Min Max Min-Max Max-Min Standard Deviation Mean From To
27.86 25.58 33.55 20.23 4.78 26.8 12-2023 12-2024
35.04 31.74 43.54 23.95 7.03 33.57 11-2023 11-2024
40.27 43.62 52.2 32.37 7.11 42.12 10-2023 10-2024
43.69 43.03 48.62 38.28 3.66 43.4 09-2023 09-2024
42.12 46.06 51.31 37.19 5.18 44.17 08-2023 08-2024
49.33 48.09 55.22 42.47 4.53 48.78 07-2023 07-2024
38.91 49.2 56.8 32.17 9.44 44.27 06-2023 06-2024
45.26 48.37 54.43 39.56 5.37 46.9 05-2023 05-2024
52.76 52.01 59.48 45.6 4.92 52.46 04-2023 04-2024
48.18 49.43 58.72 39.51 6.81 48.96 03-2023 03-2024
48.65 48.68 53.91 43.6 3.65 48.71 02-2023 02-2024
42.94 41.55 48.9 35.88 4.63 42.32 01-2023 01-2024

Rolling return for 3 year

Average return: 22.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.71 19.89 22.47 18.17 1.55 20.31 12-2021 12-2024
18.64 18.45 21.08 16.06 1.78 18.56 11-2021 11-2024
18.64 19.38 21.91 16.18 2.04 19.03 10-2021 10-2024
22.54 21.98 23.93 20.61 1.19 22.26 09-2021 09-2024
22.47 22.97 25.05 20.42 1.65 22.73 08-2021 08-2024
23.53 23.57 25.14 21.99 1.11 23.56 07-2021 07-2024
20.03 23.08 24.98 18.21 2.63 21.58 06-2021 06-2024
23.01 22.45 25.54 19.98 1.98 22.74 05-2021 05-2024
24.52 24.28 26.32 22.51 1.35 24.41 04-2021 04-2024
22.35 22.53 25.19 19.76 1.92 22.46 03-2021 03-2024
25.77 23.61 27.24 22.19 1.94 24.7 02-2021 02-2024
26.07 25.46 27.8 23.76 1.44 25.77 01-2021 01-2024

Rolling return for 5 year

Average return: 23.26
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.66 24.87 25.75 23.79 0.7 24.77 12-2019 12-2024
23.5 24.47 25.02 22.96 0.81 23.99 11-2019 11-2024
25.62 25.92 27.69 23.88 1.35 25.78 10-2019 10-2024
27.5 26.29 28.36 25.44 1.12 26.9 09-2019 09-2024
26.48 26.98 28.07 25.4 0.96 26.73 08-2019 08-2024
25.92 24.29 26.89 23.33 1.38 25.11 07-2019 07-2024
20.92 22.57 23.88 19.64 1.61 21.75 06-2019 06-2024
21.58 21.24 23.08 19.76 1.18 21.42 05-2019 05-2024
20.18 20.59 21.22 19.56 0.6 20.39 04-2019 04-2024
20.03 19.96 21.69 18.32 1.19 20 03-2019 03-2024
22 21.64 22.85 20.8 0.74 21.82 02-2019 02-2024
20.63 20.34 21.62 19.37 0.8 20.49 01-2019 01-2024

Rolling return for 7 year

Average return: 16.08
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.21 14.85 15.93 14.14 0.65 15.03 12-2017 12-2024
14.84 15.17 15.85 14.17 0.61 15.01 11-2017 11-2024
16.08 16.29 17.45 14.94 0.89 16.19 10-2017 10-2024
17.3 16.87 17.87 16.31 0.57 17.09 09-2017 09-2024
16.83 16.92 17.88 15.88 0.71 16.88 08-2017 08-2024
16.77 16.8 17.42 16.15 0.45 16.78 07-2017 07-2024
15 16.54 17.01 14.54 1.03 15.77 06-2017 06-2024
15.52 15.54 16.54 14.54 0.71 15.53 05-2017 05-2024
15.44 15.56 16.15 14.85 0.46 15.5 04-2017 04-2024
15.45 15.7 16.59 14.57 0.72 15.58 03-2017 03-2024
16.51 16.48 17.09 15.9 0.42 16.5 02-2017 02-2024
17.37 16.9 18.06 16.22 0.67 17.14 01-2017 01-2024

Rolling return for 10 year

Average return: 16.64
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.59 15.19 16.09 14.69 0.51 15.39 12-2014 12-2024
14.74 15.13 15.45 14.43 0.39 14.94 11-2014 11-2024
15.87 16.05 16.82 15.11 0.61 15.96 10-2014 10-2024
16.31 16.06 16.7 15.67 0.37 16.18 09-2014 09-2024
16.18 16.4 16.91 15.67 0.45 16.29 08-2014 08-2024
16.48 16.08 16.93 15.63 0.48 16.28 07-2014 07-2024
15.28 15.82 16.69 14.43 0.82 15.56 06-2014 06-2024
17.27 15.99 17.99 15.29 1.06 16.63 05-2014 05-2024
17.57 17.52 18.08 17.02 0.38 17.55 04-2014 04-2024
17.93 17.67 18.74 16.86 0.67 17.8 03-2014 03-2024
18.77 18.68 19.18 18.27 0.32 18.73 02-2014 02-2024
18.53 18.19 19.01 17.71 0.48 18.36 01-2014 01-2024