NIFTY INDIA CORPORATE GROUP INDEX - ADITYA BIRLA GROUP

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2
Weighted mean XIRR by duration 13.3
Mean XIRR 17.65
Standard deviation XIRR 8.83
Range XIRR 24.34

Summary

Duration Min Max Median Average XIRR (%)
1 year -5.74 61.52 36.70 33.34
3 year 5.01 23.44 15.20 15.35
5 year 14.47 26.72 20.02 20.39
7 year 5.70 12.07 8.86 9.00
10 year 7.07 12.58 10.15 10.15

Rolling return for 1 year

Average return: 33.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
1.38 4 11.85 -5.74 6.29 2.87 01-2024 01-2025
14.41 9.62 23.79 1.31 8.13 12.28 12-2023 12-2024
21.98 22.52 30.84 14.22 5.88 22.39 11-2023 11-2024
30.72 36.88 44.85 23.53 7.85 33.99 10-2023 10-2024
38.59 35.33 44.26 30.01 5.17 37.05 09-2023 09-2024
41.26 47.32 52.21 36.73 5.88 44.38 08-2023 08-2024
48.14 48.79 55.18 42.04 4.65 48.54 07-2023 07-2024
36.98 52.93 61.52 29.7 12.59 45.28 06-2023 06-2024
36.67 42.75 48.25 31.61 6.26 39.82 05-2023 05-2024
36.83 41.49 46.81 31.87 5.53 39.25 04-2023 04-2024
35.37 38.31 44.18 29.86 5.17 36.93 03-2023 03-2024
36.33 38.06 43.96 30.74 4.71 37.27 02-2023 02-2024

Rolling return for 3 year

Average return: 15.35
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.51 8.51 12.13 5.01 2.52 8.54 01-2022 01-2025
11.8 12.29 14.78 9.38 1.92 12.06 12-2021 12-2024
11.7 10.77 14.34 8.21 2.19 11.26 11-2021 11-2024
12.94 14.61 16.87 10.75 2.24 13.79 10-2021 10-2024
16.36 15.54 17.93 14.01 1.42 15.96 09-2021 09-2024
18.05 17.31 21.03 14.43 2.35 17.7 08-2021 08-2024
20.35 18.02 22.22 16.21 2.28 19.2 07-2021 07-2024
15.73 20.68 22.26 14.23 3.34 18.23 06-2021 06-2024
16.83 17.58 20.04 14.44 2 17.22 05-2021 05-2024
17.77 16.17 20.57 13.48 2.57 17 04-2021 04-2024
13.84 14.42 16.26 12.04 1.51 14.14 03-2021 03-2024
21.22 16.96 23.44 14.86 3.39 19.12 02-2021 02-2024

Rolling return for 5 year

Average return: 20.39
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.8 19.4 21.16 17.08 1.46 19.11 01-2020 01-2025
20.84 21.23 22.76 19.33 1.22 21.04 12-2019 12-2024
22.52 21.06 24.25 19.37 1.8 21.8 11-2019 11-2024
23.99 24.24 26.56 21.71 1.72 24.12 10-2019 10-2024
25.21 23.51 26.22 22.52 1.44 24.36 09-2019 09-2024
24.84 24.55 26.72 22.71 1.42 24.7 08-2019 08-2024
23.57 20.77 24.73 19.66 2.05 22.18 07-2019 07-2024
17.97 20.12 21.92 16.23 2.15 19.06 06-2019 06-2024
17.76 17.45 19.69 15.56 1.46 17.62 05-2019 05-2024
16.65 16.61 18.3 14.98 1.17 16.64 04-2019 04-2024
15.72 15.92 17.19 14.47 0.96 15.82 03-2019 03-2024
18.63 17.81 19.92 16.53 1.23 18.22 02-2019 02-2024

Rolling return for 7 year

Average return: 9.00
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.66 7.2 8.17 5.7 0.89 6.93 01-2018 01-2025
8.55 8.35 9.78 7.14 0.94 8.46 12-2017 12-2024
7.8 7.69 8.89 6.62 0.8 7.75 11-2017 11-2024
9.38 9.18 10.99 7.6 1.2 9.29 10-2017 10-2024
10.75 9.92 11.38 9.3 0.79 10.34 09-2017 09-2024
10.01 10.44 11.19 9.27 0.7 10.23 08-2017 08-2024
10.87 10.5 11.6 9.77 0.66 10.68 07-2017 07-2024
9.46 11.13 12.07 8.54 1.38 10.3 06-2017 06-2024
8.59 8.75 9.86 7.5 0.84 8.68 05-2017 05-2024
8.59 8.74 9.69 7.65 0.72 8.67 04-2017 04-2024
7.88 7.99 8.85 7.02 0.65 7.94 03-2017 03-2024
8.69 8.86 9.54 8.02 0.54 8.78 02-2017 02-2024

Rolling return for 10 year

Average return: 10.15
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.24 8.13 9.31 7.07 0.79 8.19 01-2015 01-2025
9.55 9.53 10.42 8.67 0.62 9.54 12-2014 12-2024
8.72 9.26 9.49 8.49 0.4 8.99 11-2014 11-2024
10.14 10.1 11.28 8.98 0.81 10.12 10-2014 10-2024
9.76 9.72 10.21 9.28 0.33 9.74 09-2014 09-2024
9.81 10.16 10.64 9.34 0.48 9.99 08-2014 08-2024
10.97 10.68 11.48 10.16 0.48 10.82 07-2014 07-2024
9.72 10.33 11.54 8.53 1.09 10.03 06-2014 06-2024
11.18 10.48 12.09 9.59 0.92 10.84 05-2014 05-2024
10.79 10.75 11.57 9.97 0.57 10.77 04-2014 04-2024
11.19 10.31 11.89 9.62 0.86 10.75 03-2014 03-2024
11.97 11.97 12.58 11.36 0.43 11.97 02-2014 02-2024