NIFTY SMALLCAP 250

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.16
Weighted mean XIRR by duration 20.71
Mean XIRR 27
Standard deviation XIRR 12.49
Range XIRR 34.94

Summary

Duration Min Max Median Average XIRR (%)
1 year 0.48 78.76 51.31 50.13
3 year 13.06 34.95 25.76 25.32
5 year 19.89 33.38 27.94 27.48
7 year 10.41 17.84 15.53 15.19
10 year 13.27 20.80 16.46 16.87

Rolling return for 1 year

Average return: 50.13
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.16 19.55 27.5 0.48 10.51 13.67 01-2024 01-2025
32.2 31.77 38.84 25.47 4.73 32.07 12-2023 12-2024
38.91 36.03 50.22 25.79 8.7 37.74 11-2023 11-2024
43.73 47.89 57.09 35.32 7.84 46.01 10-2023 10-2024
51.26 49.13 55.15 45.39 3.53 50.23 09-2023 09-2024
50.21 52.71 62.21 41.41 7.41 51.64 08-2023 08-2024
61.34 58.37 69.05 51.15 6.42 59.98 07-2023 07-2024
47.68 62.28 71.19 39.99 12.18 55.28 06-2023 06-2024
58.75 60.75 68.58 51.37 6.13 59.86 05-2023 05-2024
66.67 68.57 78.76 57.17 7.66 67.79 04-2023 04-2024
58.32 64.71 78.24 46.31 11.52 61.9 03-2023 03-2024
64.05 66.5 73.06 57.83 5.45 65.36 02-2023 02-2024

Rolling return for 3 year

Average return: 25.32
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.34 19.81 23.28 13.06 3.82 18.12 01-2022 01-2025
24.25 23.31 26.29 21.31 1.79 23.79 12-2021 12-2024
22.12 22.53 25.34 19.37 2.12 22.34 11-2021 11-2024
22.24 22.77 25.91 19.19 2.38 22.53 10-2021 10-2024
26.96 25.75 28.04 24.69 1.26 26.36 09-2021 09-2024
26.42 25.55 29.7 22.38 2.61 26.01 08-2021 08-2024
26.38 25.35 28.37 23.41 1.79 25.88 07-2021 07-2024
22.9 26.5 29.11 20.42 3.33 24.73 06-2021 06-2024
27.05 25.76 29.62 23.26 2.29 26.42 05-2021 05-2024
29.03 29.49 32.08 26.5 1.98 29.28 04-2021 04-2024
25.91 27.96 30.98 23.01 2.91 26.97 03-2021 03-2024
32.56 30.24 34.95 27.93 2.61 31.42 02-2021 02-2024

Rolling return for 5 year

Average return: 27.48
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.36 27.81 29.8 23.44 2.41 26.6 01-2020 01-2025
30.57 30.67 31.85 29.39 0.87 30.62 12-2019 12-2024
28.63 30.09 30.66 28.07 1.05 29.36 11-2019 11-2024
30.45 31.08 32.79 28.77 1.44 30.77 10-2019 10-2024
32.68 31.03 33.35 30.37 1.2 31.86 09-2019 09-2024
31.34 32 33.38 29.99 1.22 31.68 08-2019 08-2024
30.31 28.23 31.53 27.04 1.75 29.28 07-2019 07-2024
23.97 25.87 27.68 22.2 2.05 24.93 06-2019 06-2024
24.41 23.8 25.91 22.32 1.29 24.11 05-2019 05-2024
22.61 23.43 24.34 21.71 0.97 23.02 04-2019 04-2024
21.82 22.77 24.74 19.89 1.75 22.3 03-2019 03-2024
25.45 25.09 26.8 23.76 1.08 25.28 02-2019 02-2024

Rolling return for 7 year

Average return: 15.19
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.6 13.18 14.4 10.41 1.52 12.4 01-2018 01-2025
14.76 14.36 15.57 13.56 0.72 14.56 12-2017 12-2024
14.28 14.68 15.57 13.4 0.78 14.48 11-2017 11-2024
15.68 15.65 17.15 14.19 1.05 15.67 10-2017 10-2024
17.24 16.44 17.67 16.02 0.65 16.84 09-2017 09-2024
16.55 16.56 17.84 15.29 0.9 16.56 08-2017 08-2024
16.07 16.25 16.84 15.48 0.49 16.16 07-2017 07-2024
14.02 15.8 16.45 13.38 1.25 14.91 06-2017 06-2024
14.91 14.52 15.9 13.55 0.84 14.72 05-2017 05-2024
14.64 14.83 15.8 13.68 0.75 14.74 04-2017 04-2024
14.38 15.31 16.33 13.37 1.1 14.85 03-2017 03-2024
16.32 16.48 17.21 15.59 0.58 16.4 02-2017 02-2024

Rolling return for 10 year

Average return: 16.87
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.89 15.26 15.89 13.27 1.05 14.58 01-2015 01-2025
16.37 15.95 16.94 15.39 0.57 16.16 12-2014 12-2024
15.14 15.59 16.04 14.69 0.5 15.36 11-2014 11-2024
16.11 16.41 17.14 15.38 0.63 16.26 10-2014 10-2024
16.79 16.18 17.09 15.89 0.48 16.49 09-2014 09-2024
16.52 16.79 17.42 15.9 0.55 16.66 08-2014 08-2024
16.73 16.26 17.27 15.72 0.57 16.5 07-2014 07-2024
15.43 15.98 17.15 14.28 1.03 15.71 06-2014 06-2024
18.12 16.31 18.84 15.62 1.31 17.22 05-2014 05-2024
18.57 18.58 19.4 17.75 0.58 18.58 04-2014 04-2024
18.63 18.92 20.05 17.52 0.9 18.78 03-2014 03-2024
20.16 20.22 20.8 19.58 0.43 20.19 02-2014 02-2024