NIFTY MULTI ASSET – EQUITY : DEBT : ARBITRAGE : REITS/INVITS (50:20:20:10)
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Close
-3.2%
From ATH
5.54
MVR
11.1%
Weighted CAGR
10.7%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -2.08 | 16.13 | 6.33 | 6.50 |
| 3 Years | 8.68 | 15.64 | 12.21 | 12.16 |
| 5 Years | 7.56 | 18.60 | 11.87 | 12.07 |
| 7 Years | 6.92 | 13.15 | 11.25 | 11.18 |
| 10 Years | 6.75 | 13.30 | 11.32 | 11.10 |
| 12 Years | 9.43 | 12.98 | 11.46 | 11.29 |
| 15 Years | 10.09 | 11.45 | 10.68 | 10.66 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 6.50%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | 0.48 | -0.59 | -0.05 | 1.72 |
| Sept 2025 | Sept 2026 | 3.24 | 3.60 | 3.44 | 2.17 |
| 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 |