NIFTY ALPHA 50

Index type: Equity Mean-Variance Ratio (MVR): 0.94 Weighted mean CAGR by duration: 15.76 Mean CAGR: 10.77 Standard deviation CAGR: 11.51 Range for CAGR: 26

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -21.54 23.52 -7.30 -5.38
3 year 1.68 31.07 21.27 20.62
5 year 15.21 18.96 17.08 17.08

Rolling return for 1 year

Average return: -5.38
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.61 4.8 23.31 -3.44 9.96 9.57 03-2025 03-2026
10.62 1.39 23.52 -9.2 12.03 6.58 02-2025 02-2026
3.27 -11.13 11.92 -17.99 11.75 -3.48 01-2025 01-2026
-11.25 -11.99 -5.02 -17.76 4.51 -11.5 12-2024 12-2025
-4.4 -9.21 0.04 -13.24 4.99 -6.7 11-2024 11-2025
-9.27 -14.8 -3.31 -20.06 6.24 -11.86 10-2024 10-2025
-15.99 -15.37 -9.57 -21.39 4.19 -15.58 09-2024 09-2025
-11.19 -13.69 -5.41 -18.96 4.87 -12.31 08-2024 08-2025
-5.24 -10.48 0.19 -15.34 5.8 -7.72 07-2024 07-2025
7.74 -5.07 14.23 -10.47 9.84 1.61 06-2024 06-2025
-4.48 -5.24 7.53 -15.83 8.27 -4.5 05-2024 05-2025
-15.13 -3.02 4.9 -21.54 10.29 -8.7 04-2024 04-2025

Rolling return for 3 year

Average return: 20.62
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.04 23.36 26.44 20.03 2.27 23.22 03-2023 03-2026
22.99 23.15 27.59 18.71 3.14 23.11 02-2023 02-2026
21.32 19.7 24.62 16.54 2.91 20.54 01-2023 01-2026
21.22 18.98 23.99 16.32 2.83 20.13 12-2022 12-2025
18.75 18.7 20.56 16.92 1.29 18.73 11-2022 11-2025
19.14 19.19 21.7 16.69 1.77 19.18 10-2022 10-2025
19.08 17.88 22.05 15.02 2.52 18.51 09-2022 09-2025
20.14 20.07 22.69 17.58 1.81 20.12 08-2022 08-2025
25.6 23.9 27.95 21.62 2.32 24.77 07-2022 07-2025
26.91 21.12 29.41 18.78 4.28 24.05 06-2022 06-2025
18.12 14.74 22.88 10.3 4.61 16.51 05-2022 05-2025
5.41 9.12 13.12 1.68 4.25 7.33 04-2022 04-2025
9.83 10.64 15.94 4.8 3.95 10.3 03-2022 03-2025
11.87 13.79 19.49 6.54 4.63 12.92 02-2022 02-2025
12.48 16.65 21.46 8.03 4.97 14.65 01-2022 01-2025
20.52 19.76 23.62 16.76 2.44 20.17 12-2021 12-2024
18.96 18.98 22.87 15.19 2.72 19 11-2021 11-2024
20.26 20.5 25.44 15.52 3.51 20.43 10-2021 10-2024
24.06 24.31 26.84 21.59 1.86 24.2 09-2021 09-2024
26.61 25.95 30.54 22.16 2.97 26.31 08-2021 08-2024
26.24 27.89 31.07 23.17 2.85 27.09 07-2021 07-2024
22.17 26.55 29.94 18.98 4.17 24.41 06-2021 06-2024
25.13 27.08 30.51 21.83 3.15 26.14 05-2021 05-2024
27.15 26.69 30.52 23.42 2.52 26.95 04-2021 04-2024
26.1 27.37 30.73 22.86 2.82 26.77 03-2021 03-2024

Rolling return for 5 year

Average return: 17.08
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.03 17.12 18.96 15.21 1.33 17.08 03-2021 03-2026