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QualityParent: Nifty 200

Nifty200 Quality 30

Total Return Index · Available history 01-04-2005 to 28-10-2026 · 5,351 observations

Compare with Nifty 200Backtest Hero?

Launch date: 17-04-2018. 60.5% 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

Nifty200 Quality 30 and Nifty 200 on the same 5,351 observed dates, 01-04-2005 – 28-10-2026.

CAGR
16.5%BT
Nifty 200: 13.4%
Annualized volatility
17.9%BT
Nifty 200: 20.4%
Max drawdown
-55.6%BT
Nifty 200: -63.7%
Sharpe
0.69BT
Nifty 200: 0.49
Sortino
0.97BT
Nifty 200: 0.68
Median rolling 5Y CAGR
16.7%BT
Nifty 200: 13.3%

Drawdown and recovery

Full history of Nifty200 Quality 30, 01-04-2005 – 28-10-2026. A drawdown is the fall from the highest close before it.

BT = Backtested history by NSE— = not enough history

Current drawdown
-17.4%
High on 27-09-2024
Gain needed to recover
21.0%
From the latest close back to the high
Time below high
2y 1m
Since the last high
Worst decline
-55.6%
07-01-2008 to 09-03-2009; recovered 12-10-2009 (1y 9m after the high)BT
Longest time below a high
2y 1m
27-09-2024 to still below
Time spent below a high
87.1%
4 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 forLost moneyMedian CAGRWorst CAGRBest CAGRWindows
1 year15.8%15.1%-51.7%164.1%5,094
3 years2.1%15.8%-7.4%49.9%4,580
5 years0.0%16.7%1.3%36.9%4,106
7 years0.0%15.8%10.1%31.1%3,606
10 years0.0%15.8%10.7%25.4%2,862

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

Versus Nifty 200

On the shared dates 01-04-2005 – 28-10-2026, using month-end returns for capture.

BT = Backtested history by NSE— = not enough history

Upside capture
87.3%
Average of 159 months Nifty 200 rose
Downside capture
66.8%
Average of 99 months Nifty 200 fell; lower is better
Months ahead
55.0%
Beat Nifty 200 in this share of 258 months
Longest stretch behind
6y 6m
Relative wealth below its high, 15-04-2020 to still behind

Now 19.3% behind its best point relative to Nifty 200, for 6y 6m. Relative wealth was below an earlier peak on 96.5% of shared trading days.

Backtest Hero? · vs its own history

28-10-2021 – 28-10-2026 · 5 years. Compared with 1,998 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty 200: -1.2 pp.
Open full analysis
CAGR
6.7%
Historical percentile 0.0median 18.1%
Volatility
13.6%
Historical percentile 45.3median 16.7%
Max drawdown
-22.4%
Historical percentile 44.2median -15.5%
Sharpe
0.19
Historical percentile 0.0median 0.88

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 2,721 vs 1,498 in Nifty 200. Shaded: backtested history before launch.

Drawdown

Percentage decline from the previous peak.

Rolling 3Y CAGR

Calendar-anniversary rolling annualized return. Shared input history starts 01-04-2005; the first plotted rolling-return observation is 04-04-2008, after a complete 3Y-year window.

Rolling 1-year volatility

Up to 252 daily observations, minimum 126, annualized. First plotted observation: 30-09-2005.

Calendar-year returns

Nifty200 Quality 30 vs Nifty 200; 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.
YearNifty200 Quality 30Nifty 200Difference
2026 (YTD)-11.1%-9.5%
-1.6 pp
2025+4.7%+9.6%
-4.9 pp
2024+14.4%+14.7%
-0.3 pp
2023+31.7%+24.7%
+7.0 pp
2022-4.4%+4.9%
-9.3 pp
2021+26.2%+28.9%
-2.7 pp
2020+26.3%+16.8%
+9.5 pp
2019+5.6%+10.0%
-4.4 pp
2018+8.9%+0.3%
+8.5 pp
2017+30.3%+35.2%
-4.9 pp
2016+1.0%+5.1%
-4.1 pp
2015+2.4%-0.8%
+3.1 pp
2014+40.5%+37.3%
+3.1 pp
2013+19.6%+5.9%
+13.7 pp
2012+31.4%+33.6%
-2.2 pp
2011-10.1%-26.1%
+16.0 pp
2010+28.4%+15.6%
+12.7 pp
2009+131.0%+88.8%
+42.2 pp
2008-50.0%-56.1%
+6.1 pp
2007+50.5%+65.6%
-15.0 pp
2006+31.9%+36.7%
-4.9 pp
2005 (partial)+40.9%+37.8%
+3.1 pp