NIFTY500 QUALITY 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.95
Weighted mean XIRR by duration 17.82
Mean XIRR 23.35
Standard deviation XIRR 11.98
Range XIRR 31.96

Summary

Duration Min Max Median Average XIRR (%)
1 year 23.93 62.69 48.31 46.96
3 year 15.00 22.74 19.41 19.18
5 year 15.24 25.26 20.34 20.22
7 year 13.32 17.47 15.23 15.39
10 year 12.85 16.27 15.21 15.00

Rolling return for 1 year

Average return: 46.96
Min Max Min-Max Max-Min Standard Deviation Mean From To
34.21 28.28 38.92 23.93 5.7 31.34 12-2023 12-2024
40.31 34.94 48.78 27.27 7.84 37.83 11-2023 11-2024
46.11 50.03 57.3 39.35 6.5 48.2 10-2023 10-2024
52.61 48.07 56.29 44.58 4.44 50.39 09-2023 09-2024
49.75 56.15 61.15 45.11 6.11 53.04 08-2023 08-2024
52.9 57.29 62.69 47.82 5.48 55.18 07-2023 07-2024
40.76 49.42 58.33 32.84 9.52 45.34 06-2023 06-2024
46.25 50.64 56.23 41.02 5.6 48.54 05-2023 05-2024
52.76 50.14 57.33 45.79 4.18 51.5 04-2023 04-2024
48.68 50.94 59.12 41.03 6.45 49.94 03-2023 03-2024
48.56 49.81 53.57 44.92 3.09 49.22 02-2023 02-2024
42.83 43.13 47.58 38.52 3.21 43.02 01-2023 01-2024

Rolling return for 3 year

Average return: 19.18
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.75 19.77 22.15 18.4 1.37 20.27 12-2021 12-2024
17.58 17.49 19.9 15.22 1.65 17.55 11-2021 11-2024
17.64 17.87 20.57 15 1.97 17.77 10-2021 10-2024
19.46 18.58 20.41 17.64 1.03 19.02 09-2021 09-2024
18.94 20.24 21.88 17.34 1.67 19.6 08-2021 08-2024
20.23 20.8 22.74 18.33 1.57 20.52 07-2021 07-2024
16.91 19.73 21.58 15.13 2.49 18.34 06-2021 06-2024
19.2 19.41 21.85 16.82 1.78 19.32 05-2021 05-2024
19.76 19.14 20.94 17.98 1.07 19.46 04-2021 04-2024
18.31 19.41 21.02 16.74 1.56 18.87 03-2021 03-2024
20.12 19.65 21.45 18.33 1.12 19.89 02-2021 02-2024
20.01 18.99 21.33 17.7 1.33 19.51 01-2021 01-2024

Rolling return for 5 year

Average return: 20.22
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.42 22.4 23.27 21.56 0.6 22.41 12-2019 12-2024
20.71 21.16 22.13 19.75 0.86 20.94 11-2019 11-2024
22.31 22.38 24.12 20.59 1.25 22.35 10-2019 10-2024
24.39 23.18 24.99 22.6 0.95 23.79 09-2019 09-2024
23.44 24.4 25.26 22.58 1.01 23.92 08-2019 08-2024
23.15 22.71 24.69 21.2 1.24 22.94 07-2019 07-2024
18.25 19.79 21.06 17.01 1.53 19.03 06-2019 06-2024
18.51 18.78 20.08 17.22 1.02 18.65 05-2019 05-2024
16.91 16.93 17.6 16.24 0.48 16.92 04-2019 04-2024
16.3 16.82 17.89 15.24 0.95 16.56 03-2019 03-2024
18.11 17.63 18.89 16.85 0.74 17.87 02-2019 02-2024
17.3 17.18 18.07 16.41 0.59 17.24 01-2019 01-2024

Rolling return for 7 year

Average return: 15.39
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.41 14.93 15.98 14.36 0.6 15.17 12-2017 12-2024
14.7 15.03 15.67 14.07 0.58 14.87 11-2017 11-2024
15.95 16.46 17.18 15.23 0.71 16.2 10-2017 10-2024
16.95 16.61 17.35 16.22 0.42 16.78 09-2017 09-2024
16.25 16.84 17.47 15.63 0.68 16.55 08-2017 08-2024
16.09 16.65 17.12 15.62 0.57 16.37 07-2017 07-2024
14.17 15.66 16.11 13.74 0.99 14.92 06-2017 06-2024
14.57 14.97 15.65 13.89 0.64 14.77 05-2017 05-2024
14.56 14.68 15.04 14.2 0.3 14.62 04-2017 04-2024
13.85 14.42 14.96 13.32 0.61 14.14 03-2017 03-2024
15.09 14.99 15.63 14.44 0.42 15.04 02-2017 02-2024
15.22 15.23 15.76 14.69 0.38 15.22 01-2017 01-2024

Rolling return for 10 year

Average return: 15.00
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.08 13.71 14.47 13.32 0.43 13.9 12-2014 12-2024
13.41 13.51 14.08 12.85 0.44 13.46 11-2014 11-2024
14.43 14.59 15.28 13.75 0.54 14.51 10-2014 10-2024
15.09 14.87 15.36 14.6 0.28 14.98 09-2014 09-2024
15.17 15.33 16.02 14.48 0.55 15.25 08-2014 08-2024
15.5 15.62 16.22 14.9 0.47 15.56 07-2014 07-2024
14.91 15.22 16.27 13.87 0.86 15.07 06-2014 06-2024
15.36 15.71 16.13 14.95 0.44 15.54 05-2014 05-2024
15.26 15.4 15.6 15.06 0.2 15.33 04-2014 04-2024
14.99 15.41 15.77 14.63 0.43 15.2 03-2014 03-2024
15.72 15.58 16.11 15.19 0.33 15.65 02-2014 02-2024
15.53 15.66 15.91 15.28 0.23 15.6 01-2014 01-2024