Nifty Midcap 150

Nifty Midcap 150 Total Price Index

Symbol NIFTYMIDCAP150 Initial Amount

Lumpsum SIP Number of Months

Start Date End Date End Amount: 278,669.90

Benchmark Symbol

Other Symbols

CAGR (%): 17.45% Benchmark CAGR (%): Not available Inflation Adjusted CAGR (%): 9.95%

Return Comparison

Period \ Rolling Returns Annualized % Current Value | 2.5th Percentile | Median Value | 97.5th Percentile	Nifty Midcap 150
90	8.51 | -70.99 | 22.91 | 218.70
365	1.33 | -45.15 | 15.38 | 104.49
1095	22.22 | -7.85 | 17.46 | 34.55
1825	24.21 | 2.14 | 16.09 | 31.55
2555	21.20 | 6.18 | 16.34 | 23.81
3650	18.69 | 9.51 | 16.44 | 22.49

Monthly Return Correlations

Correlation matrix 3Yr | 5Yr | 7Yr | 10Yr	Nifty Midcap 150
Nifty Midcap 150	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
Sept. 17, 2005	Dec. 8, 2005	82 days	13.48	13883.80	14014.70	12012.20
May 10, 2006	Jan. 12, 2007	247 days	37.97	19122.10	19186.60	11860.60
Feb. 7, 2007	May 18, 2007	100 days	16.66	19568.00	19613.40	16308.60
July 21, 2007	Sept. 12, 2007	53 days	11.00	21842.10	21950.00	19440.40
Oct. 16, 2007	Oct. 25, 2007	9 days	7.30	25337.60	25877.20	23487.00
Nov. 17, 2007	Nov. 30, 2007	13 days	8.49	29101.40	29254.10	26631.70
Dec. 14, 2007	Dec. 27, 2007	13 days	5.33	31681.40	32206.00	29991.70
Jan. 5, 2008	May 15, 2014	2322 days	72.89	34573.20	34597.70	9373.20
July 5, 2014	Sept. 1, 2014	58 days	7.58	42867.60	42934.80	39617.20
Sept. 13, 2014	Nov. 3, 2014	51 days	7.19	45317.20	45341.40	42060.80
Dec. 4, 2014	Jan. 1, 2015	28 days	7.53	48525.10	48611.80	44871.60
March 3, 2015	April 9, 2015	37 days	5.58	52146.80	52211.60	49235.90
April 11, 2015	July 16, 2015	96 days	10.05	52321.40	52325.50	47064.70
Aug. 6, 2015	June 29, 2016	328 days	18.45	54174.40	54374.10	44181.90
Oct. 29, 2016	Feb. 8, 2017	102 days	14.58	62909.10	62964.90	53735.00
May 16, 2017	July 7, 2017	52 days	6.79	72307.90	72547.00	67395.80
Aug. 5, 2017	Aug. 31, 2017	26 days	5.69	74307.90	74698.80	70082.10
Sept. 19, 2017	Oct. 16, 2017	27 days	5.80	77709.80	77880.00	73201.80
Jan. 6, 2018	Nov. 20, 2020	1049 days	43.06	89243.50	89297.90	50817.40
Jan. 12, 2021	Feb. 2, 2021	21 days	5.83	102718.80	103322.40	96729.00
March 4, 2021	May 5, 2021	62 days	6.52	114031.30	114166.10	106600.60
Oct. 15, 2021	Sept. 8, 2022	328 days	21.12	151040.20	151374.70	119139.80
Sept. 15, 2022	Dec. 1, 2022	77 days	6.54	152872.00	153574.20	142878.50
Dec. 14, 2022	May 22, 2023	159 days	10.29	154325.20	154365.10	138447.80
Sept. 9, 2023	Nov. 15, 2023	67 days	7.72	194755.90	195259.50	179715.10
Feb. 7, 2024	April 1, 2024	54 days	6.82	229002.90	230321.90	213395.40
June 1, 2024	June 7, 2024	6 days	7.11	250597.30	251455.20	232786.70
July 31, 2024	Aug. 26, 2024	26 days	5.71	275907.30	276224.90	260152.70
Sept. 24, 2024	Nov. 11, 2025	413 days	20.95	284213.90	284720.50	224678.00