Nifty Next

Nifty Next 50 Total Price Index

Symbol NIFTYNEXT Initial Amount

Lumpsum SIP Number of Months

Start Date End Date End Amount: 715,353.00

Benchmark Symbol

Other Symbols

CAGR (%): 20.32% Benchmark CAGR (%): Not available Inflation Adjusted CAGR (%): 12.92%

Return Comparison

Period \ Rolling Returns Annualized % Current Value | 2.5th Percentile | Median Value | 97.5th Percentile	Nifty Next
90	0.12 | -62.65 | 22.35 | 267.41
365	-6.02 | -39.70 | 17.87 | 148.12
1095	16.48 | -4.95 | 16.81 | 60.36
1825	17.22 | 3.52 | 15.17 | 46.11
2555	15.13 | 9.18 | 14.61 | 34.93
3650	14.71 | 9.37 | 15.54 | 25.82

Monthly Return Correlations

Correlation matrix 3Yr | 5Yr | 7Yr | 10Yr	Nifty Next
Nifty Next	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
Jan. 21, 2003	May 13, 2003	112 days	13.33	11632.60	11896.71	10081.98
July 16, 2003	July 25, 2003	9 days	5.40	16060.04	16143.28	15192.86
Oct. 17, 2003	Oct. 30, 2003	13 days	6.22	21657.16	21722.67	20310.21
Jan. 14, 2004	April 12, 2004	89 days	13.94	29826.70	29996.84	25669.25
April 23, 2004	Nov. 22, 2004	213 days	29.99	31555.62	31623.48	22091.04
Jan. 4, 2005	March 2, 2005	57 days	11.30	37891.90	37900.50	33608.64
March 8, 2005	July 8, 2005	122 days	13.70	39166.94	39542.73	33800.40
Aug. 17, 2005	Sept. 6, 2005	20 days	5.54	43410.56	43531.00	41007.54
Sept. 17, 2005	Oct. 3, 2005	16 days	7.03	45884.61	46101.66	42657.79
Oct. 4, 2005	Dec. 12, 2005	69 days	15.04	46101.66	46312.53	39166.42
April 5, 2006	April 28, 2006	23 days	5.46	57398.16	58282.40	54264.87
May 10, 2006	Dec. 1, 2006	205 days	37.12	61336.50	61830.83	38568.57
Dec. 2, 2006	Jan. 2, 2007	31 days	9.10	61830.83	62078.17	56202.02
Feb. 7, 2007	April 27, 2007	79 days	16.16	64698.54	65009.34	54241.79
July 21, 2007	Sept. 18, 2007	59 days	13.87	79345.75	80593.95	68336.81
Oct. 2, 2007	Oct. 10, 2007	8 days	6.90	87762.64	88714.08	81709.95
Oct. 16, 2007	Oct. 26, 2007	10 days	11.44	89416.78	90311.68	79191.35
Nov. 17, 2007	Nov. 30, 2007	13 days	6.88	100804.39	101962.15	93869.22
Dec. 14, 2007	Dec. 27, 2007	13 days	5.21	106792.67	107452.94	101224.52
Jan. 4, 2008	Sept. 17, 2010	987 days	72.13	113571.00	113843.49	31647.60
Nov. 9, 2010	March 26, 2014	1233 days	38.11	121582.31	121622.38	75248.01
July 5, 2014	Aug. 20, 2014	46 days	7.52	158624.97	159384.72	146701.05
Sept. 9, 2014	Oct. 30, 2014	51 days	7.30	166076.59	166674.14	153947.46
Dec. 4, 2014	Jan. 15, 2015	42 days	7.68	178481.29	179340.90	164781.70
Jan. 31, 2015	Feb. 28, 2015	28 days	5.00	185658.88	187966.16	176369.15
April 11, 2015	July 6, 2015	86 days	9.63	193252.48	193462.99	174647.07
Aug. 6, 2015	July 11, 2016	340 days	20.97	204506.78	205768.58	161619.00
Oct. 21, 2016	Jan. 31, 2017	102 days	13.84	228189.76	228819.15	196599.29
May 13, 2017	July 7, 2017	55 days	6.61	262751.10	264839.12	245378.81
Aug. 5, 2017	Sept. 6, 2017	32 days	5.68	278844.37	280026.40	263010.50
Sept. 19, 2017	Oct. 24, 2017	35 days	6.33	284060.17	284791.04	266083.13
Jan. 6, 2018	Dec. 1, 2020	1060 days	40.36	313513.21	314631.41	186987.96
Jan. 9, 2021	Feb. 10, 2021	32 days	7.87	349818.61	350776.15	322301.11
March 4, 2021	May 6, 2021	63 days	6.18	363384.24	364159.29	340941.52
Oct. 15, 2021	Sept. 9, 2022	329 days	20.07	455904.02	460945.27	364399.80
Sept. 15, 2022	July 28, 2023	316 days	18.35	468977.24	469978.09	382921.46
Sept. 9, 2023	Nov. 15, 2023	67 days	7.69	483816.80	484487.52	446595.17
March 7, 2024	March 27, 2024	20 days	5.26	628198.88	631703.55	595141.83
June 1, 2024	June 12, 2024	11 days	9.34	736311.06	738691.44	667517.06
July 31, 2024	Aug. 23, 2024	23 days	5.99	781023.57	781682.01	734224.07
Sept. 27, 2024	Dec. 9, 2025	438 days	26.44	813709.38	715353.00	598589.23