NIFTY TOP 15 EQUAL WEIGHT

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 7.28
Weighted mean XIRR by duration 13.71
Mean XIRR 14.82
Standard deviation XIRR 2.04
Range XIRR 6.26

Summary

Duration Min Max Median Average XIRR (%)
1 year 5.29 29.52 18.32 18.41
3 year 9.84 18.51 14.57 14.55
5 year 12.28 19.08 14.73 14.93
7 year 11.58 16.13 14.07 14.04
10 year 9.94 14.47 12.02 12.15

Rolling return for 1 year

Average return: 18.41
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.03 9.97 13.88 5.29 3.06 9.54 01-2024 01-2025
13.56 12.8 19.31 7.36 4.23 13.26 12-2023 12-2024
17.87 17.74 22.76 13.05 3.43 17.86 11-2023 11-2024
21.08 22.53 29.52 14.55 5.32 21.92 10-2023 10-2024
22.34 24.6 28.9 18.25 3.85 23.52 09-2023 09-2024
20.02 21.87 25.59 16.46 3.29 20.98 08-2023 08-2024
17.79 18.2 22.67 13.5 3.25 18.04 07-2023 07-2024
12.8 18.62 21.92 9.75 4.77 15.77 06-2023 06-2024
17.52 16.94 22.22 12.45 3.46 17.28 05-2023 05-2024
21.76 20.96 25.84 17.04 3.12 21.4 04-2023 04-2024
23.98 21.25 26.97 18.4 3.18 22.65 03-2023 03-2024
19.36 18.05 22.8 14.74 2.89 18.74 02-2023 02-2024

Rolling return for 3 year

Average return: 14.55
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.94 11.45 13.58 9.84 1.33 11.7 01-2022 01-2025
14.08 13.68 15.98 11.82 1.48 13.89 12-2021 12-2024
12.59 11.62 14.12 10.12 1.46 12.11 11-2021 11-2024
12.33 13.06 14.88 10.55 1.55 12.71 10-2021 10-2024
14.6 14.53 16.61 12.55 1.44 14.57 09-2021 09-2024
16.38 14.9 18.15 13.17 1.84 15.65 08-2021 08-2024
16.62 17.45 18.21 15.87 0.88 17.04 07-2021 07-2024
13.83 16 16.82 13.03 1.54 14.92 06-2021 06-2024
16.4 15.39 17.93 13.9 1.47 15.9 05-2021 05-2024
17.22 16.31 18.51 15.04 1.27 16.77 04-2021 04-2024
16.05 14.54 16.97 13.63 1.3 15.3 03-2021 03-2024
14.98 13.05 16.08 11.98 1.6 14.02 02-2021 02-2024

Rolling return for 5 year

Average return: 14.93
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.1 14.37 15.1 13.38 0.62 14.24 01-2020 01-2025
14.63 14.92 15.77 13.79 0.71 14.78 12-2019 12-2024
14.11 14.47 15.05 13.54 0.55 14.29 11-2019 11-2024
16.15 15.99 17.73 14.44 1.16 16.08 10-2019 10-2024
17.84 16.86 19.08 15.64 1.26 17.36 09-2019 09-2024
16.6 16.95 17.66 15.9 0.63 16.78 08-2019 08-2024
15.97 15.16 16.91 14.22 0.99 15.57 07-2019 07-2024
13.16 14.04 14.93 12.28 0.99 13.6 06-2019 06-2024
14.42 13.42 15.32 12.53 1.05 13.92 05-2019 05-2024
13.5 13.7 14.25 12.96 0.46 13.6 04-2019 04-2024
14.84 13.77 15.39 13.23 0.85 14.31 03-2019 03-2024
14.86 14.35 15.52 13.7 0.67 14.61 02-2019 02-2024

Rolling return for 7 year

Average return: 14.04
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.85 12.28 13.55 11.58 0.73 12.56 01-2018 01-2025
13.65 13.68 14.45 12.88 0.56 13.66 12-2017 12-2024
13.26 13.45 13.92 12.79 0.41 13.36 11-2017 11-2024
14.56 14.67 15.67 13.57 0.74 14.62 10-2017 10-2024
15.26 15.42 16.13 14.56 0.56 15.34 09-2017 09-2024
14.6 14.4 15.34 13.67 0.59 14.5 08-2017 08-2024
14.36 14.28 15.02 13.62 0.5 14.32 07-2017 07-2024
13.25 14.18 14.52 12.92 0.65 13.72 06-2017 06-2024
13.77 13.69 14.41 13.05 0.48 13.73 05-2017 05-2024
14.04 14.08 14.58 13.54 0.37 14.06 04-2017 04-2024
14.21 14.07 14.6 13.68 0.33 14.14 03-2017 03-2024
14.48 14.44 14.95 13.98 0.34 14.46 02-2017 02-2024

Rolling return for 10 year

Average return: 12.15
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.17 10.41 11.65 9.94 0.66 10.79 01-2015 01-2025
11.42 11.23 11.97 10.69 0.46 11.33 12-2014 12-2024
10.86 10.92 11.31 10.47 0.3 10.89 11-2014 11-2024
11.83 11.86 12.59 11.11 0.52 11.85 10-2014 10-2024
12.01 12.19 12.59 11.6 0.36 12.1 09-2014 09-2024
12.16 12 12.67 11.49 0.42 12.08 08-2014 08-2024
12.39 12.25 12.85 11.8 0.37 12.32 07-2014 07-2024
11.5 12.02 12.37 11.16 0.47 11.76 06-2014 06-2024
12.83 12 13.27 11.56 0.67 12.42 05-2014 05-2024
12.92 12.92 13.29 12.54 0.27 12.92 04-2014 04-2024
13.76 13.08 14.03 12.81 0.49 13.42 03-2014 03-2024
14.15 13.82 14.47 13.5 0.36 13.98 02-2014 02-2024