1 | Lumpsum Rolling CAGR - Nifty Next 50 (Junior) Total Return Index | |||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|

2 | From 2.12.2002 to 1.6.2018 | |||||||||||||||

3 | Note: How to read this data | |||||||||||||||

4 | Total Return Index value of first working day of the month is considered for the calculations | |||||||||||||||

5 | In case of 1 Year data, first CAGR return is calculated from 2.12.2002 to 1.12.2003, second CAGR return is calcualted from 1.1.2003 to 1.1.2004. Such calculation is rolled over up to 1.6.2018 | |||||||||||||||

6 | Thus, for 1 year period we have 175 data points, out of which 144 i.e. 82% are positive. For this period average return was 30% with a volatility (i.e. Standard Deviation) of 43% | |||||||||||||||

7 | Similarly for 10 year period, average return was 17% with standard deviation of 4% | |||||||||||||||

8 | ||||||||||||||||

9 | Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 |

10 | Min Gain / Max Loss | -67% | -26% | -13% | -9% | 1% | 2% | 7% | 7% | 7% | 11% | 14% | 14% | 17% | 18% | 23% |

11 | Maximum Gain | 181% | 89% | 76% | 57% | 58% | 33% | 38% | 34% | 28% | 26% | 26% | 27% | 25% | 26% | 25% |

12 | Average | 30% | 23% | 21% | 19% | 18% | 17% | 17% | 17% | 17% | 17% | 18% | 19% | 20% | 21% | 24% |

13 | Standard Deviation | 43% | 23% | 16% | 13% | 10% | 7% | 7% | 6% | 5% | 4% | 3% | 4% | 3% | 3% | 1% |

14 | Total Data Points | 175 | 163 | 151 | 139 | 127 | 115 | 103 | 91 | 79 | 67 | 55 | 43 | 31 | 19 | 7 |

15 | +ve Data Points | 144 | 136 | 140 | 135 | 127 | 115 | 103 | 91 | 79 | 67 | 55 | 43 | 31 | 19 | 7 |

16 | % of +ve Data Points | 82% | 83% | 93% | 97% | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% |

17 | % of +ve Data Points | 18% | 17% | 7% | 3% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |

18 | ||||||||||||||||

19 | ||||||||||||||||

20 | Monthly SIP of Rs. 10,000 - Rolling CAGR - Nifty Next 50 (Junior) Total Return Index | |||||||||||||||

21 | From 2.12.2002 to 1.6.2018 | |||||||||||||||

22 | Note: How to read this data | |||||||||||||||

23 | Total Return Index value of first working day of the month is considered for the calculations | |||||||||||||||

24 | In case of 1 year data, every month Rs. 10,000 is invested in Index from 2.12.2002 to 3.11.2003 & valued on 1.12.2003 i.e. in 12 months total Rs. 1.20 is invested. Similarly second data point is from 1.1.2003 to 1.12.2003 & valued on 1.1.2004. This is rolled over up to 1.6.2018. | |||||||||||||||

25 | Thus for 1 year rolling period, there is a period where investment of Rs. 1.20 Lakh have grown to Rs. 2.44 Lakh at annualised rate of 233%. In one of the period Rs. 1.20 Lakh have gone down to Rs. 0.6 Lakh. i.e. annualized loss of 76%. On an average this investment has grown at annualized 32% with volatility i.e. Standard Deviation of 48% | |||||||||||||||

26 | Similarly for 10 year period, there is a period where investment amount of Rs. 12 Lakh have grown to Rs. 35.19 at annualized rate of 20%. During this period average growth was at 17% with a volatility i.e. Standard Deviation of 2%. | |||||||||||||||

27 | Annualized return is calculated considering monthly return as provided by "Rate()" function of Excel and then converting it to annual return using formula (1+Monthly Return)^12-1 | |||||||||||||||

28 | Growth of Rs. 10,000 invested monthly | |||||||||||||||

29 | Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 |

30 | Amount Invested (in Rs. Lakh) | 1.20 | 2.40 | 3.60 | 4.80 | 6.00 | 7.20 | 8.40 | 9.60 | 10.80 | 12.00 | 13.20 | 14.40 | 15.60 | 16.80 | 18.00 |

31 | Amount Grown to (Minimum) | 0.60 | 1.18 | 1.98 | 3.04 | 4.48 | 7.03 | 10.33 | 13.40 | 16.88 | 21.74 | 28.91 | 35.94 | 46.87 | 61.19 | 77.68 |

32 | Amount Grown to (Maximum) | 2.44 | 4.87 | 7.78 | 12.56 | 21.97 | 15.31 | 22.59 | 29.70 | 29.58 | 35.19 | 40.30 | 53.95 | 59.09 | 71.31 | 95.91 |

33 | Amount Grown to (Average) | 1.38 | 3.05 | 4.97 | 7.14 | 9.46 | 12.03 | 15.70 | 18.96 | 23.09 | 28.71 | 35.54 | 44.18 | 52.93 | 67.50 | 87.56 |

34 | ||||||||||||||||

35 | Rolling CAGR | |||||||||||||||

36 | Minimum Gain / Maximum Loss | -76% | -54% | -35% | -22% | -11% | -1% | 6% | 8% | 10% | 11% | 14% | 14% | 16% | 17% | 18% |

37 | Maximum Gain | 233% | 86% | 57% | 52% | 55% | 25% | 28% | 27% | 21% | 20% | 19% | 20% | 19% | 19% | 20% |

38 | Average Return | 32% | 24% | 21% | 19% | 17% | 16% | 17% | 16% | 16% | 17% | 17% | 17% | 17% | 18% | 19% |

39 | Standard Deviation | 48% | 25% | 17% | 13% | 9% | 6% | 5% | 4% | 3% | 2% | 1% | 1% | 1% | 1% | 1% |

40 | Total Data Points | 175 | 163 | 151 | 139 | 127 | 115 | 103 | 91 | 79 | 67 | 55 | 43 | 31 | 19 | 7 |

41 | +ve Data Points | 141 | 139 | 136 | 132 | 121 | 114 | 103 | 91 | 79 | 67 | 55 | 43 | 31 | 19 | 7 |

42 | % of +ve Data Points | 81% | 85% | 90% | 95% | 95% | 99% | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% |

43 | % of +ve Data Points | 19% | 15% | 10% | 5% | 5% | 1% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |