NIFTY MULTI ASSET – EQUITY : ARBITRAGE : REITS/INVITS (50:40:10)
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Close
-2.9%
From ATH
6.22
MVR
10.7%
Weighted CAGR
10.5%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -1.11 | 16.30 | 6.89 | 6.99 |
| 3 Years | 8.80 | 15.72 | 12.34 | 12.26 |
| 5 Years | 7.84 | 18.14 | 11.44 | 11.72 |
| 7 Years | 6.54 | 12.66 | 10.66 | 10.65 |
| 10 Years | 6.36 | 12.71 | 10.84 | 10.62 |
| 12 Years | 9.07 | 12.54 | 11.05 | 10.86 |
| 15 Years | 9.74 | 11.13 | 10.34 | 10.34 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 6.99%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | 1.41 | 0.53 | 0.98 | 1.75 |
| Sept 2025 | Sept 2026 | 4.08 | 4.39 | 4.25 | 2.10 |
| Aug 2025 | Aug 2026 | 7.82 | 6.79 | 7.31 | 1.24 |
| Jul 2025 | Jul 2026 | 5.21 | 5.57 | 5.39 | 1.18 |
| Jun 2025 | Jun 2026 | 4.10 | 4.23 | 4.18 | 2.24 |
| May 2025 | May 2026 | 7.13 | 5.92 | 6.54 | 2.26 |
| Apr 2025 | Apr 2026 | 7.85 | 7.84 | 7.92 | 4.75 |
| Mar 2025 | Mar 2026 | 7.80 | 9.20 | 8.56 | 4.19 |
| Feb 2025 | Feb 2026 | 12.93 | 11.26 | 12.13 | 3.44 |
| Jan 2025 | Jan 2026 | 10.42 | 8.95 | 9.71 | 3.12 |
| Dec 2024 | Dec 2025 | 8.70 | 7.12 | 7.92 | 1.65 |
| Nov 2024 | Nov 2025 | 9.83 | 8.08 | 8.96 | 1.91 |