Nifty 50

Nifty 50 Total Price Index

Symbol NIFTY Initial Amount

Lumpsum SIP Number of Months

Start Date End Date End Amount: 309,595.98

Benchmark Symbol

Other Symbols

CAGR (%): 13.86% Benchmark CAGR (%): Not available Inflation Adjusted CAGR (%): 7.18%

Return Comparison

Period \ Rolling Returns Annualized % Current Value | 2.5th Percentile | Median Value | 97.5th Percentile	Nifty 50
90	15.54 | -58.08 | 16.04 | 176.47
365	6.27 | -29.11 | 12.89 | 79.12
1095	13.10 | -8.95 | 13.54 | 45.14
1825	15.28 | 3.60 | 13.72 | 40.03
2555	15.03 | 7.58 | 13.75 | 27.61
3650	14.35 | 7.52 | 13.93 | 20.83

Monthly Return Correlations

Correlation matrix 3Yr | 5Yr | 7Yr | 10Yr	Nifty 50
Nifty 50	1.00 | 1.00 | 1.00 | 1.00

Periods of negative return (drawdowns)

Start Date	End Date	Days	Max Drop (%)	Start Value	End Value	Min Value
Aug. 28, 1999	Oct. 6, 1999	39 days	5.06	12001.94	12400.31	11394.64
Oct. 14, 1999	Dec. 30, 1999	77 days	15.62	12699.42	13438.93	10715.31
Jan. 4, 2000	Feb. 7, 2000	34 days	5.64	13831.40	14034.37	13050.67
Feb. 11, 2000	Nov. 28, 2003	1386 days	50.23	14826.72	15012.97	7378.58
Jan. 14, 2004	Nov. 29, 2004	320 days	29.75	17972.99	18059.74	12625.96
Jan. 1, 2005	March 2, 2005	60 days	9.74	19572.02	19721.26	17665.67
March 8, 2005	June 20, 2005	104 days	12.26	20092.73	20182.43	17629.70
Oct. 4, 2005	Nov. 24, 2005	51 days	13.02	24985.83	25006.92	21733.47
May 10, 2006	Oct. 13, 2006	156 days	29.72	35396.14	35427.10	24875.44
Dec. 6, 2006	Dec. 29, 2006	23 days	7.45	38227.92	38266.85	35381.25
Feb. 7, 2007	May 16, 2007	98 days	15.17	40362.63	40544.26	34238.84
July 24, 2007	Sept. 18, 2007	56 days	11.72	44524.43	45713.24	39307.45
Oct. 13, 2007	Oct. 25, 2007	12 days	8.56	54774.99	55098.78	50084.77
Nov. 2, 2007	Nov. 13, 2007	11 days	5.30	57323.50	57387.02	54286.92
Nov. 14, 2007	Dec. 4, 2007	20 days	7.05	57387.02	57409.54	53342.22
Dec. 12, 2007	Jan. 1, 2008	20 days	6.77	59528.80	59783.35	55498.73
Jan. 8, 2008	Sept. 30, 2010	996 days	59.50	60832.63	61264.35	24640.16
Nov. 5, 2010	May 14, 2013	921 days	27.20	63018.20	63020.50	45876.88
May 17, 2013	Oct. 17, 2013	153 days	13.92	63435.90	64057.05	54605.29
Nov. 2, 2013	Dec. 6, 2013	34 days	5.17	65408.08	65900.60	62024.63
Dec. 7, 2013	March 5, 2014	88 days	5.61	65900.60	66386.84	62202.20
Sept. 6, 2014	Oct. 29, 2014	53 days	5.15	85551.27	85559.86	81141.14
Nov. 28, 2014	Jan. 19, 2015	52 days	6.48	89969.99	91117.10	84140.55
March 3, 2015	Sept. 1, 2016	548 days	21.71	94370.97	94380.36	73881.95
Sept. 8, 2016	Feb. 22, 2017	167 days	11.53	95955.05	96050.64	84895.18
Jan. 26, 2018	July 20, 2018	175 days	9.85	121017.69	121726.71	109099.08
Aug. 28, 2018	April 1, 2019	216 days	14.41	129104.65	129500.07	110499.61
April 16, 2019	May 17, 2019	31 days	5.40	130317.74	130802.54	123279.58
June 1, 2019	Nov. 6, 2019	158 days	10.83	133838.89	134164.58	119345.98
Jan. 14, 2020	Nov. 5, 2020	296 days	38.27	138088.16	138430.57	85248.17
Jan. 20, 2021	Feb. 1, 2021	12 days	6.88	165361.36	165425.19	153982.31
Feb. 13, 2021	May 25, 2021	101 days	6.49	173034.35	173286.35	161802.56
Oct. 15, 2021	Nov. 10, 2022	391 days	16.44	210662.46	212370.14	176021.35
Dec. 1, 2022	June 6, 2023	187 days	9.84	217726.64	217783.23	196298.33
Sept. 15, 2023	Nov. 30, 2023	76 days	6.52	235760.92	237056.78	220397.41
June 1, 2024	June 6, 2024	5 days	5.86	273556.81	274054.11	257513.65
Sept. 26, 2024	Oct. 21, 2025	390 days	15.43	309753.10	309844.39	261948.06