NIFTY500 LOW VOLATILITY 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.64
Weighted mean XIRR by duration 17.61
Mean XIRR 21.45
Standard deviation XIRR 8.13
Range XIRR 22.11

Summary

Duration Min Max Median Average XIRR (%)
1 year 16.78 50.11 38.61 37.44
3 year 15.51 21.99 19.39 19.06
5 year 16.40 23.09 18.89 19.09
7 year 14.93 18.11 16.16 16.34
10 year 13.37 16.66 15.59 15.33

Rolling return for 1 year

Average return: 37.44
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.88 18.85 27.09 16.78 4.22 21.9 12-2023 12-2024
31.96 28.19 38.59 22.05 6 30.2 11-2023 11-2024
38.63 44.35 50.11 33.31 6.28 41.6 10-2023 10-2024
43.01 43.66 48.79 38.07 3.8 43.38 09-2023 09-2024
38.89 41.79 45.25 35.58 3.57 40.38 08-2023 08-2024
37.24 40.75 45.5 32.76 4.67 39.06 07-2023 07-2024
33.48 37.64 46.11 25.74 7.35 35.74 06-2023 06-2024
37.96 39.8 44.48 33.5 3.94 38.93 05-2023 05-2024
41.7 41.8 46.28 37.36 3.15 41.78 04-2023 04-2024
41.86 44.44 47.75 38.67 3.34 43.18 03-2023 03-2024
38.82 42.75 46.63 35.14 4.29 40.83 02-2023 02-2024
32.17 32.25 35.83 28.69 2.52 32.24 01-2023 01-2024

Rolling return for 3 year

Average return: 19.06
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.48 18.34 20.18 17.65 0.98 18.91 12-2021 12-2024
17.48 17.41 19.41 15.51 1.38 17.45 11-2021 11-2024
18.15 19.02 21.32 15.9 1.94 18.6 10-2021 10-2024
19.44 19.85 21.03 18.28 0.98 19.65 09-2021 09-2024
19.98 19.95 21.79 18.18 1.28 19.98 08-2021 08-2024
19.64 21.36 21.99 19.02 1.21 20.5 07-2021 07-2024
17.17 19.67 20.75 16.12 1.86 18.43 06-2021 06-2024
19.49 18.84 21.35 17.03 1.54 19.18 05-2021 05-2024
19.44 19.48 20.71 18.22 0.88 19.46 04-2021 04-2024
19.61 19.78 21.25 18.16 1.09 19.7 03-2021 03-2024
19.05 19.35 21.25 17.19 1.44 19.21 02-2021 02-2024
18.29 16.94 19.37 15.88 1.32 17.62 01-2021 01-2024

Rolling return for 5 year

Average return: 19.09
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.3 19.1 19.72 18.68 0.37 19.2 12-2019 12-2024
18.37 18.95 19.54 17.79 0.65 18.66 11-2019 11-2024
20.09 20.6 22.01 18.7 1.18 20.35 10-2019 10-2024
22.12 21.44 23.09 20.48 0.95 21.78 09-2019 09-2024
21.21 21.68 22.3 20.6 0.62 21.45 08-2019 08-2024
20.48 20.61 21.9 19.21 0.95 20.55 07-2019 07-2024
17.52 18.91 19.67 16.78 1.13 18.22 06-2019 06-2024
18.52 18.15 19.61 17.07 0.91 18.34 05-2019 05-2024
17.41 17.71 18.16 16.97 0.43 17.56 04-2019 04-2024
17.9 17.81 18.87 16.85 0.71 17.86 03-2019 03-2024
18.01 18.2 19.31 16.91 0.85 18.11 02-2019 02-2024
17.04 17.04 17.68 16.4 0.45 17.04 01-2019 01-2024

Rolling return for 7 year

Average return: 16.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.82 15.25 16.11 14.97 0.45 15.54 12-2017 12-2024
15.33 15.74 16.14 14.93 0.45 15.54 11-2017 11-2024
16.48 16.96 17.81 15.63 0.79 16.72 10-2017 10-2024
17.44 17.46 18.11 16.79 0.47 17.45 09-2017 09-2024
16.97 17.19 17.72 16.45 0.46 17.08 08-2017 08-2024
16.95 17.1 17.93 16.13 0.64 17.03 07-2017 07-2024
15.65 16.84 17.15 15.34 0.77 16.24 06-2017 06-2024
15.83 16.06 16.59 15.3 0.46 15.94 05-2017 05-2024
15.85 16.03 16.38 15.5 0.32 15.94 04-2017 04-2024
15.9 15.96 16.58 15.29 0.46 15.93 03-2017 03-2024
16.11 16.51 17.02 15.6 0.52 16.31 02-2017 02-2024
16.49 16.17 16.94 15.71 0.45 16.33 01-2017 01-2024

Rolling return for 10 year

Average return: 15.33
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.35 13.8 14.55 13.6 0.39 14.08 12-2014 12-2024
13.73 13.92 14.29 13.37 0.33 13.83 11-2014 11-2024
14.84 15.08 15.75 14.16 0.57 14.96 10-2014 10-2024
15.4 15.29 15.86 14.83 0.37 15.34 09-2014 09-2024
15.62 15.63 16.14 15.11 0.36 15.62 08-2014 08-2024
15.58 15.66 16.26 14.98 0.45 15.62 07-2014 07-2024
15.14 15.28 16.19 14.24 0.69 15.21 06-2014 06-2024
15.86 15.63 16.4 15.1 0.47 15.75 05-2014 05-2024
15.69 15.82 16.06 15.45 0.22 15.76 04-2014 04-2024
16.03 15.79 16.51 15.32 0.43 15.91 03-2014 03-2024
16.02 16.4 16.66 15.76 0.35 16.21 02-2014 02-2024
15.67 15.61 15.99 15.29 0.25 15.64 01-2014 01-2024