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NIFTY

Nifty 50

Nifty 50 Total Price Index

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End Amount
₹50,959.70
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.02%
NIFTY Return
Benchmark CAGR
9.02%
Nifty 50
Inflation Adj. CAGR
2.60%
Real Annualized Return
Alpha
0%
Excess Return vs Benchmark
Beta
1.00
Volatility vs Benchmark
Sharpe Ratio
0.22
Risk-Adjusted Return
Sortino Ratio
0.31
Downside Risk-Adjusted
Standard Deviation
20%
Annualized Volatility
Benchmark Std. Dev.
20%
Nifty 50 Volatility
Downward Deviation
14%
Assumed Rf = 6% annualized
Benchmark Down. Dev.
14%
Assumed Rf = 6% annualized
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Drift threshold to rebalance: 10 (either direction), +10 (gain), -10 (loss). Checked daily.
Comma-separated dates to rebalance portfolio constituents on top of frequency/drift (supports YYYY-MM-DD, DD-MM-YYYY, DD/MM/YYYY, DD-Mon-YYYY, etc.).
Capture all rebalance points with constituent gains, losses, and rebalance values in a dedicated report table.
Calculate and plot rolling 1, 3, 5, 7, and 10 year returns for all symbols on separate plots.
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols.
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 0% 0% 0%
60 days 0% 0% 0%
90 days 0% 0% 0%
180 days 0% 0% 0%
1Yr 0% 0% 0%
3Yr 0% 0% 0%
5Yr 0% 0% 0%
7Yr 0% 0% 0%
10Yr 0% 0% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nifty 50
30 days 248.8% | -75.0% | 13.3% | 267.1%
60 days 37.2% | -63.2% | 15.1% | 148.4%
90 days 8.0% | -59.7% | 13.4% | 125.3%
1 Year -0.8% | -23.3% | 11.4% | 69.2%
3 Years 10.1% | 1.3% | 12.8% | 24.3%
5 Years 8.0% | 4.0% | 13.1% | 20.3%
7 Years 12.5% | 8.1% | 12.6% | 16.3%
10 Years 12.7% | 7.5% | 13.0% | 15.8%
Periods of Negative Return (Drawdowns) 20 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 8, 2008 Oct. 1, 2010 997 days 59% - 10234 4145 10306
Nov. 5, 2010 May 15, 2013 922 days 27% - 10601 7718 10602
May 17, 2013 Oct. 18, 2013 154 days 14% - 10671 9186 10776
Nov. 3, 2013 Dec. 7, 2013 34 days 5% - 11003 10434 11086
Dec. 9, 2013 March 6, 2014 87 days 6% - 11086 10464 11168
Sept. 8, 2014 Oct. 30, 2014 52 days 5% - 14392 13650 14393
Nov. 28, 2014 Jan. 20, 2015 53 days 6% - 15135 14154 15328
March 3, 2015 Sept. 2, 2016 549 days 22% - 15875 12429 15877
Sept. 8, 2016 Feb. 23, 2017 168 days 12% - 16142 14281 16158
Jan. 29, 2018 July 21, 2018 173 days 10% - 20358 18353 20477
Aug. 28, 2018 April 2, 2019 217 days 14% - 21719 18589 21785
April 16, 2019 May 18, 2019 32 days 5% - 21923 20739 22004
June 3, 2019 Nov. 7, 2019 157 days 11% - 22515 20077 22570
Jan. 14, 2020 Nov. 6, 2020 297 days 38% - 23230 14341 23287
Feb. 15, 2021 May 26, 2021 100 days 6% - 29109 27219 29151
Oct. 18, 2021 Nov. 11, 2022 389 days 16% - 35439 29611 35726
Dec. 1, 2022 June 7, 2023 188 days 10% - 36627 33022 36636
Sept. 15, 2023 Dec. 1, 2023 77 days 7% - 39661 37076 39879
Sept. 26, 2024 Oct. 22, 2025 391 days 15% - 52108 44066 52123
Jan. 2, 2026 Nov. 6, 2026 308 days 15% - 53067 45063 50960

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