NIFTY50 VALUE 20

Close
-16.8%
From ATH
1.63
MVR
13.6%
Weighted CAGR
11.6%
Mean CAGR
Rolling Returns
Summary across all durations
Duration Min Max Median Avg XIRR (%)
1 Year -15.43 14.52 -5.19 -4.30
3 Years 4.68 25.51 14.97 14.95
5 Years 7.55 27.34 16.71 16.70
7 Years 5.07 19.81 13.75 13.77
10 Years 5.87 20.33 13.46 13.14
12 Years 10.10 19.62 13.73 13.70
15 Years 10.48 19.43 12.76 13.47
Rolling Returns Detail
All 1-year rolling windows
Average return: -4.30%
Data
FromToMinMaxMeanStd Dev
Jul 2025Jul 2026-4.89-6.61-5.722.87
Jun 2025Jun 2026-6.83-6.80-6.792.57
May 2025May 2026-5.01-5.46-5.173.92
Apr 2025Apr 20261.350.261.098.84
Mar 2025Mar 2026-2.900.23-1.157.23
Feb 2025Feb 20267.532.715.307.65
Jan 2025Jan 20260.51-2.11-0.753.96
Dec 2024Dec 2025-1.85-5.37-3.583.61
Nov 2024Nov 2025-4.36-5.43-4.843.71
Oct 2024Oct 2025-8.34-9.11-8.644.48
Sept 2024Sept 2025-10.83-11.84-11.293.45
Aug 2024Aug 2025-8.67-11.50-10.024.22