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NIFTYMIDCAP150

Nifty Midcap 150

Nifty Midcap 150 Total Price Index

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End Amount
₹269,238.40
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.47%
NIFTYMIDCAP150 Return
Benchmark CAGR
13.20%
Nifty 50
Inflation Adj. CAGR
9.52%
Real Annualized Return
Alpha
3%
Excess Return vs Benchmark
Beta
1.11
Volatility vs Benchmark
Sharpe Ratio
0.50
Risk-Adjusted Return
Sortino Ratio
0.75
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 56% 89% 35%
60 days 57% 43% 19%
90 days 58% 32% 15%
180 days 62% 20% 12%
1Yr 59% 15% 9%
3Yr 68% 8% 5%
5Yr 78% 6% 1%
7Yr 85% 5% 2%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nifty Midcap 150 Nifty 50
30 days -36.7% | -84.0% | 30.7% | 441.0% 26.6% | -76.9% | 18.3% | 308.6%
60 days -49.1% | -79.3% | 26.1% | 253.0% -23.0% | -63.5% | 18.6% | 173.4%
90 days -34.7% | -70.5% | 21.3% | 212.4% -25.0% | -58.3% | 16.0% | 144.9%
1 Year -4.4% | -44.5% | 13.8% | 103.7% -10.0% | -31.1% | 12.7% | 71.2%
3 Years 13.7% | -7.6% | 18.2% | 34.5% 7.7% | 0.4% | 12.4% | 26.6%
5 Years 13.5% | 2.2% | 16.7% | 31.4% 6.4% | 3.1% | 13.0% | 21.7%
7 Years 19.9% | 6.2% | 16.6% | 23.6% 11.2% | 7.1% | 12.4% | 16.3%
10 Years 15.7% | 9.6% | 16.9% | 22.4% 11.7% | 7.2% | 12.6% | 16.1%
Periods of Negative Return (Drawdowns) 27 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 19, 2005 Dec. 9, 2005 81 days 13% Nifty 50: 10% 13884 12012 14015
May 10, 2006 Jan. 13, 2007 248 days 38% Nifty 50: 30% 19122 11861 19187
Feb. 7, 2007 May 19, 2007 101 days 17% Nifty 50: 15% 19568 16309 19613
July 23, 2007 Sept. 13, 2007 52 days 11% Nifty 50: 12% 21842 19440 21950
Jan. 7, 2008 May 16, 2014 2321 days 73% Nifty 50: 59% 34573 9373 34598
July 7, 2014 Sept. 2, 2014 57 days 8% Nifty 50: 4% 42868 39617 42935
Sept. 15, 2014 Nov. 4, 2014 50 days 7% Nifty 50: 4% 45317 42061 45341
Dec. 4, 2014 Jan. 2, 2015 29 days 8% Nifty 50: 6% 48525 44872 48612
March 3, 2015 April 10, 2015 38 days 6% Nifty 50: 7% 52147 49236 52212
April 13, 2015 July 17, 2015 95 days 10% Nifty 50: 10% 52321 47065 52326
Aug. 6, 2015 June 30, 2016 329 days 18% Nifty 50: 19% 54174 44182 54374
Oct. 30, 2016 Feb. 9, 2017 102 days 15% Nifty 50: 8% 62909 53735 62965
May 16, 2017 July 8, 2017 53 days 7% Nifty 50: 2% 72308 67396 72547
Aug. 7, 2017 Sept. 1, 2017 25 days 6% Nifty 50: 3% 74308 70082 74699
Sept. 19, 2017 Oct. 17, 2017 28 days 6% Nifty 50: 4% 77710 73202 77880
Jan. 8, 2018 Nov. 21, 2020 1048 days 43% Nifty 50: 26% 89244 50817 89298
Jan. 12, 2021 Feb. 3, 2021 22 days 6% Nifty 50: 6% 102719 96729 103322
March 4, 2021 May 6, 2021 63 days 7% Nifty 50: 5% 114031 106601 114166
Oct. 18, 2021 Sept. 9, 2022 326 days 21% Nifty 50: 16% 151040 119140 151375
Sept. 15, 2022 Dec. 2, 2022 78 days 7% Nifty 50: 6% 152872 142879 153574
Dec. 14, 2022 May 23, 2023 160 days 10% Nifty 50: 9% 154325 138448 154365
Sept. 11, 2023 Nov. 16, 2023 66 days 8% Nifty 50: 6% 194756 179715 195260
Feb. 7, 2024 April 2, 2024 55 days 7% Nifty 50: 1% 229003 213395 230322
July 31, 2024 Aug. 27, 2024 27 days 6% Nifty 50: 4% 275907 260153 276225
Sept. 24, 2024 Nov. 12, 2025 414 days 21% Nifty 50: 15% 284214 224678 284721
Jan. 7, 2026 May 7, 2026 120 days 14% Nifty 50: 14% 287515 247532 290561
Aug. 31, 2026 Oct. 30, 2026 60 days 12% Nifty 50: 8% 300810 263315 269238

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