NIFTY MIDSMALL FINANCIAL SERVICES

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.54
Weighted mean XIRR by duration 13.24
Mean XIRR 19.42
Standard deviation XIRR 12.59
Range XIRR 35.48

Summary

Duration Min Max Median Average XIRR (%)
1 year 7.14 75.14 42.05 43.14
3 year 12.51 29.18 21.02 20.54
5 year 7.75 20.61 14.72 14.31
7 year 5.59 10.13 7.59 7.66
10 year 8.48 15.17 11.05 11.44

Rolling return for 1 year

Average return: 43.14
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.03 19.48 26.04 7.14 7.06 16.42 01-2024 01-2025
25.18 26.45 33.52 18.56 5.31 25.93 12-2023 12-2024
34.89 28.03 43.91 20 8.8 31.71 11-2023 11-2024
38.68 38.35 48.62 29.09 6.91 38.68 10-2023 10-2024
40.11 41.7 49.5 32.8 5.93 41.03 09-2023 09-2024
34.75 41.65 48.77 28.3 7.64 38.37 08-2023 08-2024
42.41 41.39 48.67 35.44 4.69 41.98 07-2023 07-2024
39.06 46.26 57.83 28.87 10.56 43 06-2023 06-2024
51.97 54.93 63.84 43.7 7.2 53.61 05-2023 05-2024
64.46 63.18 74.65 53.66 7.44 63.99 04-2023 04-2024
59.88 59.33 75.14 45.44 10.51 59.95 03-2023 03-2024
62.97 62.81 71.82 54.42 6.15 63 02-2023 02-2024

Rolling return for 3 year

Average return: 20.54
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.18 23.22 26.7 18.82 2.81 22.73 01-2022 01-2025
26.43 24.16 29.18 21.52 2.82 25.32 12-2021 12-2024
21.87 19.51 24.53 16.96 2.8 20.72 11-2021 11-2024
21.02 21.12 23.84 18.35 1.94 21.08 10-2021 10-2024
22.94 23.66 25.62 21.02 1.65 23.31 09-2021 09-2024
21.4 21.22 25.47 17.28 2.9 21.34 08-2021 08-2024
19.47 19.48 21.2 17.77 1.21 19.48 07-2021 07-2024
15.8 18.38 20.79 13.48 2.74 17.11 06-2021 06-2024
19.6 19.42 22.64 16.46 2.19 19.53 05-2021 05-2024
21.09 19.18 23.54 16.82 2.47 20.16 04-2021 04-2024
16.17 15.99 19.76 12.51 2.56 16.11 03-2021 03-2024
21.23 17.94 23.38 15.88 2.9 19.61 02-2021 02-2024

Rolling return for 5 year

Average return: 14.31
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.94 16.11 17.47 13.61 1.43 15.53 01-2020 01-2025
17.29 17.72 18.81 16.21 0.93 17.51 12-2019 12-2024
16.81 16.37 18.34 14.88 1.23 16.6 11-2019 11-2024
18.96 18.92 20.61 17.29 1.17 18.94 10-2019 10-2024
18.52 17.84 20.07 16.32 1.35 18.19 09-2019 09-2024
15.76 16.6 18.07 14.31 1.36 16.18 08-2019 08-2024
15.25 12.17 16.24 11.21 2.09 13.72 07-2019 07-2024
9.69 10.85 12.5 8.08 1.62 10.28 06-2019 06-2024
11.21 10.63 12.89 8.97 1.4 10.92 05-2019 05-2024
10.39 10.42 11.72 9.1 0.93 10.41 04-2019 04-2024
10.34 9.73 12.37 7.75 1.65 10.05 03-2019 03-2024
13.36 13.31 14.56 12.12 0.86 13.34 02-2019 02-2024

Rolling return for 7 year

Average return: 7.66
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.92 7.57 8.6 5.91 0.98 7.25 01-2018 01-2025
8.09 8.44 9.09 7.44 0.6 8.26 12-2017 12-2024
7.05 7.27 8.04 6.28 0.63 7.16 11-2017 11-2024
7.33 7.67 8.4 6.61 0.64 7.5 10-2017 10-2024
7.99 7.84 9 6.84 0.77 7.92 09-2017 09-2024
7.27 7.74 8.8 6.22 0.93 7.51 08-2017 08-2024
7.61 7.27 8.27 6.62 0.6 7.44 07-2017 07-2024
6.26 7.52 8.2 5.59 1.02 6.89 06-2017 06-2024
7.36 7.25 8.52 6.1 0.86 7.31 05-2017 05-2024
7.56 7.46 8.49 6.54 0.69 7.51 04-2017 04-2024
7.78 8 9.19 6.6 0.92 7.89 03-2017 03-2024
9.3 9.31 10.13 8.48 0.58 9.3 02-2017 02-2024

Rolling return for 10 year

Average return: 11.44
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.38 9.67 10.58 8.48 0.75 9.53 01-2015 01-2025
10.86 10.78 11.58 10.06 0.54 10.82 12-2014 12-2024
10.2 10.53 10.91 9.82 0.4 10.36 11-2014 11-2024
11.25 11.19 12.03 10.42 0.57 11.22 10-2014 10-2024
11.45 11.5 12.17 10.77 0.5 11.47 09-2014 09-2024
10.73 11.22 11.83 10.13 0.63 10.98 08-2014 08-2024
10.8 10.4 11.28 9.93 0.5 10.6 07-2014 07-2024
9.45 10.14 10.85 8.75 0.78 9.8 06-2014 06-2024
12.32 10.49 13.17 9.66 1.4 11.41 05-2014 05-2024
13.03 12.91 13.71 12.23 0.52 12.97 04-2014 04-2024
13.61 13.19 14.65 12.17 0.89 13.4 03-2014 03-2024
14.56 14.89 15.17 14.28 0.34 14.73 02-2014 02-2024