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NIFTYSMALLCAP250

Nifty Smallcap 250

Nifty Smallcap 250 Total Price Index

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End Amount
₹214,249.90
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.25%
NIFTYSMALLCAP250 Return
Benchmark CAGR
13.20%
Nifty 50
Inflation Adj. CAGR
8.37%
Real Annualized Return
Alpha
3%
Excess Return vs Benchmark
Beta
1.15
Volatility vs Benchmark
Sharpe Ratio
0.44
Risk-Adjusted Return
Sortino Ratio
0.67
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 54% 137% 42%
60 days 54% 63% 25%
90 days 54% 47% 20%
180 days 56% 28% 16%
1Yr 52% 21% 12%
3Yr 59% 9% 7%
5Yr 51% 7% 3%
7Yr 63% 3% 2%
10Yr 79% 2% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nifty Smallcap 250 Nifty 50
30 days -51.5% | -86.2% | 31.0% | 510.5% 26.6% | -76.9% | 18.3% | 308.6%
60 days -42.4% | -78.0% | 24.9% | 328.7% -23.0% | -63.5% | 18.6% | 173.4%
90 days -27.3% | -71.4% | 21.1% | 275.0% -25.0% | -58.3% | 16.0% | 144.9%
1 Year -3.2% | -48.8% | 10.0% | 114.4% -10.0% | -31.1% | 12.7% | 71.2%
3 Years 12.4% | -12.4% | 16.9% | 37.9% 7.7% | 0.4% | 12.4% | 26.6%
5 Years 12.9% | -2.5% | 14.0% | 33.4% 6.4% | 3.1% | 13.0% | 21.7%
7 Years 20.4% | 3.3% | 13.4% | 22.4% 11.2% | 7.1% | 12.4% | 16.3%
10 Years 13.3% | 5.2% | 14.6% | 20.7% 11.7% | 7.2% | 12.6% | 16.1%
Periods of Negative Return (Drawdowns) 26 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
June 15, 2005 July 6, 2005 21 days 5% Nifty 50: 0% 11644 11058 11750
Sept. 19, 2005 Dec. 31, 2005 103 days 18% Nifty 50: 10% 15793 12916 15823
May 10, 2006 Jan. 4, 2007 239 days 38% Nifty 50: 30% 21260 13255 21406
Feb. 7, 2007 May 26, 2007 108 days 17% Nifty 50: 15% 22836 18989 22918
July 16, 2007 Sept. 4, 2007 50 days 10% Nifty 50: 10% 25422 22952 25589
Jan. 2, 2008 June 5, 2014 2346 days 76% Nifty 50: 59% 42013 10268 42166
July 7, 2014 Sept. 6, 2014 61 days 8% Nifty 50: 4% 45667 41900 46389
Sept. 22, 2014 Nov. 12, 2014 51 days 8% Nifty 50: 5% 47911 43975 47921
Nov. 18, 2014 Jan. 2, 2015 45 days 9% Nifty 50: 5% 48906 44703 48948
March 3, 2015 April 7, 2015 35 days 8% Nifty 50: 7% 52045 47947 52394
April 13, 2015 Aug. 4, 2015 113 days 14% Nifty 50: 10% 53714 46369 54103
Aug. 5, 2015 July 2, 2016 332 days 23% Nifty 50: 18% 54497 41797 54799
Oct. 24, 2016 Feb. 4, 2017 103 days 16% Nifty 50: 9% 61322 51653 61774
May 16, 2017 July 8, 2017 53 days 8% Nifty 50: 2% 72759 66913 73026
July 26, 2017 Sept. 7, 2017 43 days 8% Nifty 50: 3% 74139 68402 74315
Sept. 19, 2017 Oct. 17, 2017 28 days 7% Nifty 50: 4% 76143 70780 76605
Jan. 15, 2018 May 1, 2021 1202 days 60% Nifty 50: 27% 89870 36149 90375
Aug. 2, 2021 Sept. 10, 2021 39 days 9% Nifty 50: 0% 113199 102793 113997
Oct. 18, 2021 Jan. 4, 2022 78 days 8% Nifty 50: 10% 123517 113052 123731
Jan. 17, 2022 June 15, 2023 514 days 27% Nifty 50: 16% 129348 94924 129644
Oct. 17, 2023 Nov. 8, 2023 22 days 6% Nifty 50: 5% 157284 148088 157340
Feb. 7, 2024 April 10, 2024 63 days 12% Nifty 50: 1% 193439 169480 193535
May 2, 2024 May 18, 2024 16 days 5% Nifty 50: 3% 199378 188797 200500
July 30, 2024 Aug. 22, 2024 23 days 6% Nifty 50: 3% 226685 212727 226953
Sept. 23, 2024 Aug. 26, 2026 702 days 26% Nifty 50: 15% 235248 174054 235653
Sept. 8, 2026 Oct. 30, 2026 52 days 12% Nifty 50: 6% 236613 209365 214250

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