QualityParent: Nifty 100

Nifty100 Quality 30

Total Return Index · Available history 01-10-2009 to 28-10-2026 · 4,234 observations

Launch date: 19-03-2015. 32.1% of this index's trading days are NSE's pre-launch backtest (marked BT, shaded on the charts). Backtests can benefit from hindsight; post-launch index returns are still not fund returns. Source: Curated catalog launch_date (not independently reverified).

BT = Backtested history by NSE— = not enough history

Nifty100 Quality 30 and Nifty 100 on the same 4,234 observed dates, 01-10-2009 – 28-10-2026.

CAGR: 12.0%BT; Nifty 100: 10.9%
Annualized volatility: 14.6%BT; Nifty 100: 16.3%
Max drawdown: -32.5%BT; Nifty 100: -37.9%
Sharpe: 0.53BT; Nifty 100: 0.43
Sortino: 0.74BT; Nifty 100: 0.59
Median rolling 5Y CAGR: 14.1%BT; Nifty 100: 13.7%

Drawdown and recovery

Full history of Nifty100 Quality 30, 01-10-2009 – 28-10-2026. A drawdown is the fall from the highest close before it.

BT = Backtested history by NSE— = not enough history

Current drawdown

-12.9%

High on 27-09-2024

Gain needed to recover

14.8%

From the latest close back to the high

Time below high

2y 1m

Since the last high

Worst decline

-32.5%

23-08-2018 to 23-03-2020; recovered 05-10-2020 (2y 1m after the high)

Longest time below a high

2y 1m

23-08-2018 to 05-10-2020

Time spent below a high

89.1%

2 declines of 20% or more

Outcomes by holding period

Every rolling window in the full history, ending on each trading day. Windows overlap, so this describes the past rather than predicting the future.

BT = Backtested history by NSE— = not enough history

Held for	Lost money	Median CAGR	Worst CAGR	Best CAGR	Windows
1 year	15.4%	11.9%	-28.7%	81.1%	3,982
3 years	0.4%	13.4%	-4.4%	28.3%	3,471
5 years	0.2%	14.1%	-1.5%	24.4%	2,983
7 years	0.0%	13.0%	7.3%	17.2%	2,493
10 years	0.0%	13.1%	8.0%	16.3%	1,754

Lost money: share of windows with a negative annualized return.

Versus Nifty 100

On the shared dates 01-10-2009 – 28-10-2026, using month-end returns for capture.

BT = Backtested history by NSE— = not enough history

Upside capture

85.6%

Average of 121 months Nifty 100 rose

Downside capture

69.6%

Average of 83 months Nifty 100 fell; lower is better

Months ahead

52.0%

Beat Nifty 100 in this share of 204 months

Longest stretch behind

10y 8m

Relative wealth below its high, 25-02-2016 to still behind

Now 12.9% behind its best point relative to Nifty 100, for 10y 8m. Relative wealth was below an earlier peak on 98.1% of shared trading days.

Backtest Hero? · vs its own history

28-10-2021 – 28-10-2026 · 5 years. Compared with 111 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty 100: +1.2 pp.

Open full analysis

CAGR

8.0%

Historical percentile 0.0median 18.6%

Volatility

13.1%

Historical percentile 0.0median 14.5%

Max drawdown

-21.0%

Historical percentile 0.0median -16.1%

Sharpe

0.29

Historical percentile 0.0median 0.93

Growth of 100

On 4,234 shared dates from 01-10-2009: 100 became 692 vs 588 in Nifty 100. Shaded: backtested history before launch.

Drawdown

Percentage decline from the previous peak.

Rolling 3Y CAGR

Calendar-anniversary rolling annualized return. Shared input history starts 01-10-2009; the first plotted rolling-return observation is 05-10-2012, after a complete 3Y-year window.

Rolling 1-year volatility

Up to 252 daily observations, minimum 126, annualized. First plotted observation: 09-04-2010.

Calendar-year returns

Nifty100 Quality 30 vs Nifty 100; the difference is in percentage points (pp). Incomplete historical years are labeled (partial); the ongoing year is labeled (YTD). Hover a year for its actual dates.

Year	Nifty100 Quality 30	Nifty 100	Difference
2026 (YTD)	-7.7%	-10.6%	+2.9 pp
2025	+7.3%	+10.2%	-3.0 pp
2024	+11.3%	+13.0%	-1.6 pp
2023	+32.0%	+21.2%	+10.8 pp
2022	-0.9%	+4.9%	-5.8 pp
2021	+22.2%	+26.4%	-4.2 pp
2020	+22.6%	+16.1%	+6.5 pp
2019	+5.7%	+11.8%	-6.1 pp
2018	+5.0%	+2.6%	+2.4 pp
2017	+23.5%	+32.9%	-9.4 pp
2016	+2.2%	+5.0%	-2.8 pp
2015	+3.5%	-1.3%	+4.8 pp
2014	+32.7%	+34.9%	-2.2 pp
2013	+21.8%	+7.9%	+13.9 pp
2012	+26.9%	+32.5%	-5.6 pp
2011	-14.3%	-24.9%	+10.7 pp
2010	+24.8%	+19.3%	+5.5 pp
2009 (partial)	+0.7%	+3.7%	-3.0 pp