NIFTY TOP 20 EQUAL WEIGHT

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 4.59
Weighted mean XIRR by duration 14.72
Mean XIRR 16.63
Standard deviation XIRR 3.62
Range XIRR 10.79

Summary

Duration Min Max Median Average XIRR (%)
1 year 7.31 36.04 23.54 23.22
3 year 11.21 19.71 15.88 15.83
5 year 14.29 21.39 16.66 16.99
7 year 12.17 16.99 14.66 14.69
10 year 10.33 14.63 12.32 12.43

Rolling return for 1 year

Average return: 23.22
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.33 12.65 15.82 7.31 3.12 11.53 01-2024 01-2025
16.22 15.41 21.86 10.07 4.18 15.89 12-2023 12-2024
22.09 20.68 27.32 15.71 4.14 21.45 11-2023 11-2024
26.41 29.39 36.04 20.23 5.69 28.02 10-2023 10-2024
28.35 30.68 35.6 23.7 4.29 29.58 09-2023 09-2024
23.9 28.14 31.01 21.19 3.78 26.06 08-2023 08-2024
22.31 23.68 28.05 18.13 3.54 23.04 07-2023 07-2024
17.77 22.87 27.53 13.47 5.29 20.41 06-2023 06-2024
22.79 22.42 28.35 17.12 3.97 22.67 05-2023 05-2024
27.39 27.54 32.19 22.91 3.28 27.51 04-2023 04-2024
30.08 26.93 33.44 23.74 3.61 28.55 03-2023 03-2024
24.38 23.39 28.68 19.27 3.35 23.93 02-2023 02-2024

Rolling return for 3 year

Average return: 15.83
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.57 13.02 15.42 11.21 1.5 13.3 01-2022 01-2025
15.5 15.25 17.34 13.45 1.38 15.39 12-2021 12-2024
14.28 13.38 15.89 11.8 1.48 13.84 11-2021 11-2024
13.95 15.04 16.77 12.26 1.64 14.5 10-2021 10-2024
16.37 16.27 18.52 14.16 1.54 16.33 09-2021 09-2024
17.5 16.52 19.71 14.37 1.92 17.02 08-2021 08-2024
17.54 18.61 19.35 16.81 0.97 18.08 07-2021 07-2024
14.62 16.99 17.7 13.92 1.58 15.81 06-2021 06-2024
17.24 16.17 18.98 14.47 1.64 16.72 05-2021 05-2024
17.87 17.28 19.34 15.84 1.25 17.58 04-2021 04-2024
17.03 15.64 18.03 14.67 1.29 16.34 03-2021 03-2024
15.87 14.3 17.19 13.01 1.58 15.09 02-2021 02-2024

Rolling return for 5 year

Average return: 16.99
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.91 16.31 17.05 15.18 0.68 16.11 01-2020 01-2025
16.6 16.85 17.71 15.75 0.7 16.73 12-2019 12-2024
16.2 16.62 17.18 15.64 0.56 16.41 11-2019 11-2024
18.43 18.42 20.19 16.69 1.24 18.43 10-2019 10-2024
20.07 19.38 21.39 18.08 1.2 19.73 09-2019 09-2024
18.48 19.11 19.81 17.79 0.75 18.8 08-2019 08-2024
17.91 17.56 18.99 16.49 0.89 17.74 07-2019 07-2024
15.21 16.12 17.06 14.29 1.03 15.67 06-2019 06-2024
16.18 15.53 17.21 14.51 0.98 15.86 05-2019 05-2024
15.37 15.79 16.23 14.94 0.48 15.58 04-2019 04-2024
16.63 15.77 17.23 15.18 0.79 16.2 03-2019 03-2024
16.82 16.41 17.61 15.62 0.72 16.62 02-2019 02-2024

Rolling return for 7 year

Average return: 14.69
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.23 12.96 14.02 12.17 0.66 13.1 01-2018 01-2025
14.22 14.11 15 13.34 0.59 14.17 12-2017 12-2024
13.99 14.19 14.67 13.5 0.42 14.09 11-2017 11-2024
15.38 15.56 16.59 14.35 0.79 15.47 10-2017 10-2024
16.08 16.39 16.99 15.48 0.54 16.24 09-2017 09-2024
15.29 15.36 16.21 14.44 0.63 15.32 08-2017 08-2024
15.12 15.09 15.88 14.34 0.54 15.11 07-2017 07-2024
13.95 14.89 15.26 13.59 0.68 14.42 06-2017 06-2024
14.25 14.33 14.97 13.61 0.48 14.29 05-2017 05-2024
14.64 14.75 15.25 14.15 0.39 14.7 04-2017 04-2024
14.59 14.65 15 14.23 0.27 14.62 03-2017 03-2024
14.68 14.8 15.24 14.24 0.36 14.74 02-2017 02-2024

Rolling return for 10 year

Average return: 12.43
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.4 10.87 11.94 10.33 0.6 11.14 01-2015 01-2025
11.72 11.52 12.25 10.99 0.45 11.62 12-2014 12-2024
11.13 11.29 11.6 10.82 0.28 11.21 11-2014 11-2024
12.25 12.27 13.08 11.45 0.58 12.26 10-2014 10-2024
12.45 12.58 13.07 11.97 0.39 12.52 09-2014 09-2024
12.33 12.31 12.96 11.68 0.45 12.32 08-2014 08-2024
12.52 12.46 13.03 11.94 0.39 12.49 07-2014 07-2024
11.72 12.17 12.61 11.28 0.5 11.94 06-2014 06-2024
13.04 12.28 13.54 11.79 0.67 12.66 05-2014 05-2024
13.17 13.19 13.59 12.77 0.29 13.18 04-2014 04-2024
14.01 13.38 14.3 13.1 0.48 13.7 03-2014 03-2024
14.24 14.08 14.63 13.7 0.33 14.16 02-2014 02-2024