NIFTY NEXT 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.63
Weighted mean XIRR by duration 17.98
Mean XIRR 24.91
Standard deviation XIRR 15.31
Range XIRR 41.36

Summary

Duration Min Max Median Average XIRR (%)
1 year 9.82 79.75 58.50 55.14
3 year 11.58 25.57 19.88 20.12
5 year 15.11 24.71 19.90 19.88
7 year 9.62 16.24 13.76 13.78
10 year 11.93 17.68 15.89 15.62

Rolling return for 1 year

Average return: 55.14
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.99 25.12 29.87 9.82 8.11 19.7 01-2024 01-2025
40.22 37.39 51.16 27.45 8.45 39.05 12-2023 12-2024
52.49 48.67 63.05 39.04 8.6 50.81 11-2023 11-2024
62.15 69.53 79.75 52.93 9.84 66.09 10-2023 10-2024
66.91 67.03 74.67 59.61 5.33 67.06 09-2023 09-2024
60.9 66.32 72.34 55.27 6.33 63.71 08-2023 08-2024
63.06 65.14 70.91 57.56 4.78 64.17 07-2023 07-2024
51.87 64.7 71.62 45.75 10.21 58.48 06-2023 06-2024
59.43 64.42 73.82 50.8 8.33 62.12 05-2023 05-2024
62.66 64.25 71.28 55.98 5.44 63.54 04-2023 04-2024
54.53 57.66 63.93 48.62 5.53 56.18 03-2023 03-2024
49.41 51.94 59.34 42.47 6.03 50.79 02-2023 02-2024

Rolling return for 3 year

Average return: 20.12
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.65 16.54 19.74 11.58 2.96 15.63 01-2022 01-2025
19.16 19.48 22.18 16.53 2 19.34 12-2021 12-2024
16.91 17.19 19.55 14.6 1.75 17.06 11-2021 11-2024
18.55 20.01 22.69 15.96 2.43 19.3 10-2021 10-2024
21.08 21.38 22.93 19.55 1.2 21.23 09-2021 09-2024
21.46 21.87 24.28 19.12 1.83 21.68 08-2021 08-2024
22.8 23.85 24.74 21.93 1.06 23.33 07-2021 07-2024
19.32 22.56 24.28 17.67 2.6 20.96 06-2021 06-2024
22 22.37 25.57 18.9 2.36 22.21 05-2021 05-2024
22.28 22.44 24.4 20.35 1.43 22.37 04-2021 04-2024
19.42 19.22 21.8 16.9 1.73 19.34 03-2021 03-2024
19.34 18.72 21.92 16.2 2.03 19.05 02-2021 02-2024

Rolling return for 5 year

Average return: 19.88
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.84 18.87 19.92 15.81 1.62 17.86 01-2020 01-2025
19.88 20.76 21.69 18.96 1.01 20.32 12-2019 12-2024
18.93 19.94 20.53 18.34 0.85 19.44 11-2019 11-2024
21.53 21.89 24.06 19.41 1.65 21.72 10-2019 10-2024
23.58 22.73 24.71 21.62 1.13 23.16 09-2019 09-2024
22.83 23.31 24.53 21.63 1.04 23.08 08-2019 08-2024
22.53 21.92 23.68 20.78 1.05 22.23 07-2019 07-2024
19.25 20.78 22.2 17.87 1.62 20.03 06-2019 06-2024
19.52 19.95 21.6 17.9 1.32 19.74 05-2019 05-2024
17.26 17.86 18.48 16.65 0.68 17.56 04-2019 04-2024
16.31 16.47 17.69 15.11 0.91 16.4 03-2019 03-2024
17.02 17.04 18.54 15.54 1.06 17.04 02-2019 02-2024

Rolling return for 7 year

Average return: 13.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.34 11.69 12.41 9.62 1.1 11.01 01-2018 01-2025
12.82 13.1 14.04 11.89 0.77 12.96 12-2017 12-2024
12.64 13.05 13.73 11.98 0.64 12.85 11-2017 11-2024
14.02 14.65 15.72 12.98 0.99 14.34 10-2017 10-2024
15.49 15.16 16.24 14.42 0.65 15.33 09-2017 09-2024
14.72 14.89 15.85 13.76 0.74 14.8 08-2017 08-2024
15.17 15.11 15.95 14.34 0.57 15.14 07-2017 07-2024
13.76 15.31 15.76 13.32 1.02 14.54 06-2017 06-2024
14.12 14.41 15.54 13 0.9 14.27 05-2017 05-2024
13.62 13.67 14.46 12.84 0.57 13.65 04-2017 04-2024
13.17 13.41 14.13 12.46 0.6 13.29 03-2017 03-2024
12.95 13.36 13.99 12.32 0.61 13.16 02-2017 02-2024

Rolling return for 10 year

Average return: 15.62
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.74 13.4 14.22 11.93 0.84 13.07 01-2015 01-2025
14.53 14.47 15.39 13.62 0.63 14.5 12-2014 12-2024
14.15 14.4 14.92 13.64 0.46 14.28 11-2014 11-2024
15.6 15.87 16.79 14.68 0.75 15.74 10-2014 10-2024
16.15 15.98 16.68 15.46 0.44 16.07 09-2014 09-2024
15.92 16.05 16.72 15.26 0.52 15.99 08-2014 08-2024
16.38 16 16.93 15.46 0.54 16.19 07-2014 07-2024
15.04 15.78 16.45 14.37 0.78 15.41 06-2014 06-2024
16.67 15.72 17.68 14.72 1.1 16.2 05-2014 05-2024
16.47 16.66 17.07 16.06 0.36 16.56 04-2014 04-2024
16.73 16.23 17.42 15.55 0.68 16.48 03-2014 03-2024
16.75 17.13 17.51 16.38 0.42 16.94 02-2014 02-2024