NIFTY MOBILITY

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.75
Weighted mean XIRR by duration 20.55
Mean XIRR 28.81
Standard deviation XIRR 16.44
Range XIRR 45.69

Summary

Duration Min Max Median Average XIRR (%)
1 year 9.29 86.33 65.75 60.00
3 year 20.06 36.27 28.66 28.47
5 year 19.39 32.16 24.21 24.80
7 year 10.96 16.81 14.32 14.31
10 year 12.51 19.50 16.82 16.46

Rolling return for 1 year

Average return: 60.00
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.83 21.27 28.52 9.29 7.07 18.73 01-2024 01-2025
34.26 30.32 42.38 22.88 7.04 32.46 12-2023 12-2024
49.09 42.42 57.95 34.43 8.65 45.97 11-2023 11-2024
54.83 68.59 76.05 48.27 10.96 61.94 10-2023 10-2024
67.61 70.76 78.01 60.78 6.19 69.29 09-2023 09-2024
65.93 71.38 74.82 62.67 4.71 68.7 08-2023 08-2024
71.32 71.88 80.85 62.82 6.38 71.72 07-2023 07-2024
62.85 71.83 80.48 55.05 9.54 67.55 06-2023 06-2024
70.08 71.37 82.58 59.64 8.13 70.92 05-2023 05-2024
78.98 73.62 86.33 66.78 7.17 76.43 04-2023 04-2024
73.7 70.5 85.7 59.49 9.34 72.35 03-2023 03-2024
62.16 65.56 73.09 55.11 6.47 63.98 02-2023 02-2024

Rolling return for 3 year

Average return: 28.47
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.47 24.3 26.79 20.06 2.47 23.4 01-2022 01-2025
27.72 27.3 30.24 24.83 1.92 27.52 12-2021 12-2024
26.9 24.97 29.36 22.58 2.49 25.95 11-2021 11-2024
27.92 29.53 33.51 24.1 3.38 28.76 10-2021 10-2024
33.33 33.36 36.03 30.71 1.88 33.36 09-2021 09-2024
33.92 33.94 36.27 31.63 1.64 33.94 08-2021 08-2024
33.39 32.77 35.82 30.4 1.93 33.1 07-2021 07-2024
26.99 29.11 31.42 24.77 2.47 28.07 06-2021 06-2024
29.44 28.77 32.53 25.76 2.41 29.13 05-2021 05-2024
29.26 28.57 31 26.86 1.48 28.92 04-2021 04-2024
25.92 24.58 28.75 21.83 2.49 25.27 03-2021 03-2024
24.53 23.78 27.27 21.12 2.19 24.18 02-2021 02-2024

Rolling return for 5 year

Average return: 24.80
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.34 23.64 24.91 21.1 1.42 23 01-2020 01-2025
24.31 24.48 25.78 23.02 0.98 24.4 12-2019 12-2024
23.77 24.39 25.2 22.96 0.82 24.08 11-2019 11-2024
26.34 26.91 29.63 23.69 2.11 26.64 10-2019 10-2024
30.58 28.8 32.16 27.25 1.85 29.7 09-2019 09-2024
29.81 30 31.17 28.65 0.89 29.91 08-2019 08-2024
29.53 27.03 30.94 25.66 2.07 28.29 07-2019 07-2024
24.11 25.09 26.68 22.54 1.5 24.6 06-2019 06-2024
23.72 23.63 25.49 21.89 1.27 23.68 05-2019 05-2024
21.39 21.18 22.37 20.21 0.77 21.29 04-2019 04-2024
20.71 20.99 22.34 19.39 1.05 20.86 03-2019 03-2024
21.1 21.09 22.69 19.52 1.12 21.1 02-2019 02-2024

Rolling return for 7 year

Average return: 14.31
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.4 12.62 13.07 10.96 0.86 12.01 01-2018 01-2025
13.08 12.88 14.03 11.94 0.74 12.98 12-2017 12-2024
12.94 13.43 13.88 12.5 0.52 13.19 11-2017 11-2024
14.06 15.18 16.17 13.09 1.16 14.62 10-2017 10-2024
15.81 15.92 16.81 14.92 0.67 15.86 09-2017 09-2024
15.39 15.32 16.25 14.47 0.63 15.36 08-2017 08-2024
15.68 15.88 16.58 14.99 0.57 15.78 07-2017 07-2024
14.31 15.4 16 13.72 0.89 14.86 06-2017 06-2024
14.22 14.68 15.39 13.53 0.68 14.46 05-2017 05-2024
14.38 14.31 15.04 13.66 0.49 14.35 04-2017 04-2024
13.93 14.47 15.02 13.38 0.61 14.2 03-2017 03-2024
13.78 14.34 14.84 13.28 0.59 14.06 02-2017 02-2024

Rolling return for 10 year

Average return: 16.46
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.31 13.68 14.49 12.51 0.71 13.5 01-2015 01-2025
14.48 14.29 15.15 13.62 0.55 14.38 12-2014 12-2024
14.23 14.36 14.89 13.7 0.42 14.3 11-2014 11-2024
15.57 16.08 17.07 14.6 0.89 15.83 10-2014 10-2024
16.26 16.46 16.96 15.76 0.43 16.36 09-2014 09-2024
17.05 16.67 17.67 16.06 0.58 16.86 08-2014 08-2024
17.32 17.17 17.95 16.54 0.5 17.24 07-2014 07-2024
16.56 17.15 17.76 15.95 0.67 16.86 06-2014 06-2024
18.02 17.12 18.86 16.3 0.96 17.58 05-2014 05-2024
17.87 17.93 18.34 17.46 0.31 17.9 04-2014 04-2024
18.27 17.78 19.06 16.99 0.75 18.02 03-2014 03-2024
18.72 18.7 19.5 17.93 0.56 18.71 02-2014 02-2024