Nifty Smallcap 250

Nifty Smallcap 250 Total Price Index

Symbol NIFTYSMALLCAP250 Initial Amount

Lumpsum SIP Number of Months

Start Date End Date End Amount: 207,020.80

Benchmark Symbol

Other Symbols

CAGR (%): 15.77% Benchmark CAGR (%): Not available Inflation Adjusted CAGR (%): 8.38%

Return Comparison

Period \ Rolling Returns Annualized % Current Value | 2.5th Percentile | Median Value | 97.5th Percentile	Nifty Smallcap 250
90	-17.51 | -74.27 | 21.78 | 283.82
365	-10.99 | -49.64 | 12.18 | 115.34
1095	19.46 | -12.44 | 16.22 | 38.03
1825	23.73 | -2.57 | 13.39 | 33.56
2555	19.38 | 3.26 | 13.12 | 21.34
3650	15.17 | 5.18 | 13.96 | 20.72

Monthly Return Correlations

Correlation matrix 3Yr | 5Yr | 7Yr | 10Yr	Nifty Smallcap 250
Nifty Smallcap 250	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
June 15, 2005	July 5, 2005	20 days	5.03	11643.50	11749.90	11058.00
Sept. 17, 2005	Dec. 30, 2005	104 days	18.22	15793.40	15822.50	12916.10
May 10, 2006	Jan. 3, 2007	238 days	37.65	21259.70	21406.10	13254.50
Feb. 7, 2007	May 25, 2007	107 days	16.85	22836.20	22917.60	18988.80
July 14, 2007	Sept. 3, 2007	51 days	9.72	25421.80	25589.40	22952.00
Oct. 16, 2007	Oct. 24, 2007	8 days	5.66	29941.40	29995.40	28247.60
Nov. 17, 2007	Nov. 30, 2007	13 days	6.43	34569.20	35194.50	32346.60
Jan. 2, 2008	June 4, 2014	2345 days	75.56	42012.70	42165.50	10268.10
July 5, 2014	Sept. 5, 2014	62 days	8.25	45667.40	46389.40	41900.20
Sept. 20, 2014	Nov. 11, 2014	52 days	8.22	47911.30	47920.60	43974.50
Nov. 18, 2014	Jan. 1, 2015	44 days	8.59	48906.10	48948.00	44703.20
March 3, 2015	April 6, 2015	34 days	7.87	52044.50	52394.30	47946.70
April 11, 2015	Aug. 3, 2015	114 days	13.68	53714.30	54103.40	46368.70
Aug. 5, 2015	July 1, 2016	331 days	23.30	54496.50	54798.70	41797.30
Oct. 22, 2016	Feb. 3, 2017	104 days	15.77	61322.40	61774.10	51652.50
May 16, 2017	July 7, 2017	52 days	8.03	72758.80	73025.50	66913.40
July 26, 2017	Sept. 6, 2017	42 days	7.74	74139.40	74314.50	68401.70
Sept. 19, 2017	Oct. 16, 2017	27 days	7.04	76143.40	76605.20	70780.20
Jan. 13, 2018	April 30, 2021	1203 days	59.78	89869.80	90374.70	36148.80
July 31, 2021	Sept. 9, 2021	40 days	9.19	113198.60	113996.60	102792.80
Oct. 15, 2021	Jan. 3, 2022	80 days	8.47	123517.20	123730.70	113052.20
Jan. 15, 2022	June 14, 2023	515 days	26.61	129348.30	129643.70	94924.10
Oct. 17, 2023	Nov. 7, 2023	21 days	5.85	157284.00	157340.20	148087.70
Feb. 7, 2024	April 9, 2024	62 days	12.39	193439.40	193534.90	169479.60
May 1, 2024	May 17, 2024	16 days	5.31	199377.90	200499.50	188797.10
June 1, 2024	June 6, 2024	5 days	7.45	200702.30	202623.00	185756.40
July 30, 2024	Aug. 21, 2024	22 days	6.16	226684.80	226953.00	212726.50
Sept. 21, 2024	Dec. 9, 2025	444 days	26.01	235248.20	207020.80	174054.00