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NIFTY

Nifty 50

Nifty 50 Total Price Index

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End Amount
₹278,923.97
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.94%
NIFTY Return
Benchmark CAGR
12.94%
Nifty 50
Inflation Adj. CAGR
6.69%
Real Annualized Return
Alpha
0%
Excess Return vs Benchmark
Beta
1.00
Volatility vs Benchmark
Sharpe Ratio
0.39
Risk-Adjusted Return
Sortino Ratio
0.58
Downside Risk-Adjusted
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 26.6% | -81.0% | 17.9% | 340.4%
60 days -23.0% | -68.4% | 17.2% | 208.3%
90 days -25.0% | -56.8% | 14.8% | 172.9%
1 Year -10.0% | -28.8% | 12.3% | 78.6%
3 Years 7.7% | -8.9% | 13.4% | 45.0%
5 Years 6.4% | 3.7% | 13.5% | 39.8%
7 Years 11.2% | 7.6% | 13.7% | 27.5%
10 Years 11.7% | 7.6% | 13.8% | 20.8%
Periods of Negative Return (Drawdowns) 34 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Aug. 30, 1999 Oct. 7, 1999 38 days 5% - 12002 11395 12400
Oct. 14, 1999 Dec. 31, 1999 78 days 16% - 12699 10715 13439
Jan. 4, 2000 Feb. 8, 2000 35 days 6% - 13831 13051 14034
Feb. 11, 2000 Nov. 29, 2003 1387 days 50% - 14827 7379 15013
Jan. 14, 2004 Nov. 30, 2004 321 days 30% - 17973 12626 18060
Jan. 3, 2005 March 3, 2005 59 days 10% - 19572 17666 19721
March 8, 2005 June 21, 2005 105 days 12% - 20093 17630 20182
Oct. 4, 2005 Nov. 25, 2005 52 days 13% - 24986 21733 25007
May 10, 2006 Oct. 14, 2006 157 days 30% - 35396 24875 35427
Dec. 6, 2006 Dec. 30, 2006 24 days 7% - 38228 35381 38267
Feb. 7, 2007 May 17, 2007 99 days 15% - 40363 34239 40544
July 24, 2007 Sept. 19, 2007 57 days 12% - 44524 39307 45713
Nov. 14, 2007 Dec. 5, 2007 21 days 7% - 57387 53342 57410
Dec. 12, 2007 Jan. 2, 2008 21 days 7% - 59529 55499 59783
Jan. 8, 2008 Oct. 1, 2010 997 days 59% - 60833 24640 61264
Nov. 5, 2010 May 15, 2013 922 days 27% - 63018 45877 63021
May 17, 2013 Oct. 18, 2013 154 days 14% - 63436 54605 64057
Nov. 3, 2013 Dec. 7, 2013 34 days 5% - 65408 62025 65901
Dec. 9, 2013 March 6, 2014 87 days 6% - 65901 62202 66387
Sept. 8, 2014 Oct. 30, 2014 52 days 5% - 85551 81141 85560
Nov. 28, 2014 Jan. 20, 2015 53 days 6% - 89970 84141 91117
March 3, 2015 Sept. 2, 2016 549 days 22% - 94371 73882 94380
Sept. 8, 2016 Feb. 23, 2017 168 days 12% - 95955 84895 96051
Jan. 29, 2018 July 21, 2018 173 days 10% - 121018 109099 121727
Aug. 28, 2018 April 2, 2019 217 days 14% - 129105 110500 129500
April 16, 2019 May 18, 2019 32 days 5% - 130318 123280 130803
June 3, 2019 Nov. 7, 2019 157 days 11% - 133839 119346 134165
Jan. 14, 2020 Nov. 6, 2020 297 days 38% - 138088 85248 138431
Feb. 15, 2021 May 26, 2021 100 days 6% - 173034 161803 173286
Oct. 18, 2021 Nov. 11, 2022 389 days 16% - 210662 176021 212370
Dec. 1, 2022 June 7, 2023 188 days 10% - 217727 196298 217783
Sept. 15, 2023 Dec. 1, 2023 77 days 7% - 235761 220397 237057
Sept. 26, 2024 Oct. 22, 2025 391 days 15% - 309753 261948 309844
Jan. 2, 2026 Oct. 30, 2026 301 days 15% - 315454 267876 278924

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