NIFTY MULTI ASSET – EQUITY : DEBT : ARBITRAGE : REITS/INVITS (50:20:20:10)
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Close
-0.5%
From ATH
6.02
MVR
11.1%
Weighted CAGR
10.8%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | 0.87 | 16.13 | 6.77 | 7.02 |
| 3 Years | 8.68 | 16.60 | 12.52 | 12.44 |
| 5 Years | 8.63 | 18.60 | 12.11 | 12.19 |
| 7 Years | 6.92 | 13.15 | 11.23 | 11.16 |
| 10 Years | 6.75 | 13.30 | 11.34 | 11.12 |
| 12 Years | 9.43 | 12.98 | 11.52 | 11.33 |
| 15 Years | 10.09 | 11.45 | 10.62 | 10.62 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 7.02%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 7.09 | 6.04 | 6.57 | 1.16 |
| Jul 2025 | Jul 2026 | 4.50 | 4.77 | 4.64 | 1.16 |
| Jun 2025 | Jun 2026 | 3.37 | 3.64 | 3.52 | 2.18 |
| May 2025 | May 2026 | 6.45 | 5.08 | 5.78 | 2.35 |
| Apr 2025 | Apr 2026 | 7.23 | 7.21 | 7.30 | 4.82 |
| Mar 2025 | Mar 2026 | 7.35 | 9.01 | 8.24 | 4.35 |
| Feb 2025 | Feb 2026 | 12.70 | 11.04 | 11.91 | 3.48 |
| Jan 2025 | Jan 2026 | 10.25 | 8.95 | 9.63 | 3.14 |
| Dec 2024 | Dec 2025 | 8.75 | 7.15 | 7.96 | 1.66 |
| Nov 2024 | Nov 2025 | 9.96 | 8.14 | 9.06 | 1.92 |
| Oct 2024 | Oct 2025 | 6.63 | 5.73 | 6.21 | 2.62 |
| Sept 2024 | Sept 2025 | 3.50 | 3.34 | 3.44 | 2.09 |