Nifty200 Value 30

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

Launch date: 12-06-2024. 89.0% 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 Value 30 and Nifty 200 on the same 5,351 observed dates, 01-04-2005 – 28-10-2026.

CAGR: 15.9%BT; Nifty 200: 13.4%
Annualized volatility: 25.9%BT; Nifty 200: 20.4%
Max drawdown: -63.1%BT; Nifty 200: -63.7%
Sharpe: 0.52BT; Nifty 200: 0.49
Sortino: 0.72BT; Nifty 200: 0.68
Median rolling 5Y CAGR: 13.2%BT; Nifty 200: 13.3%

Drawdown and recovery

Full history of Nifty200 Value 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

-15.0%

High on 26-02-2026

Gain needed to recover

17.7%

From the latest close back to the high

Time below high

Since the last high

Worst decline

-63.1%

03-01-2008 to 09-03-2009; recovered 16-09-2009 (1y 8m after the high)BT

Longest time below a high

3y 6m

10-11-2010 to 16-05-2014BT

Time spent below a high

92.7%

6 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	34.1%	16.0%	-51.0%	201.3%	5,094
3 years	14.7%	15.4%	-20.8%	55.3%	4,580
5 years	6.6%	13.2%	-8.4%	46.3%	4,106
7 years	0.2%	13.0%	-0.6%	26.9%	3,606
10 years	1.0%	14.1%	-0.9%	23.3%	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

128.4%

Average of 159 months Nifty 200 rose

Downside capture

128.1%

Average of 99 months Nifty 200 fell; lower is better

Months ahead

48.1%

Beat Nifty 200 in this share of 258 months

Longest stretch behind

13y 6m

Relative wealth below its high, 27-10-2010 to 03-05-2024

Now 8.2% behind its best point relative to Nifty 200, for 6m. Relative wealth was below an earlier peak on 98.3% of shared trading days.

Backtest Hero? · vs its own history

12-06-2024 – 28-10-2026 · 2 years 4 months 16 days. Compared with 4,166 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty 200: +2.4 pp.

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CAGR

2.9%

Historical percentile 24.0median 14.7%

Volatility

18.4%

Historical percentile 3.5median 26.9%

Max drawdown

-23.0%

Historical percentile 88.0median -41.1%

Sharpe

-0.02

Historical percentile 21.9median 0.47

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 2,415 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 Value 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.

Year	Nifty200 Value 30	Nifty 200	Difference
2026 (YTD)	-5.8%	-9.5%	+3.7 pp
2025	+20.3%	+9.6%	+10.7 pp
2024	+22.7%	+14.7%	+7.9 pp
2023	+62.8%	+24.7%	+38.1 pp
2022	+25.2%	+4.9%	+20.3 pp
2021	+48.0%	+28.9%	+19.1 pp
2020	+4.0%	+16.8%	-12.9 pp
2019	-8.8%	+10.0%	-18.8 pp
2018	-18.5%	+0.3%	-18.8 pp
2017	+35.4%	+35.2%	+0.2 pp
2016	+24.1%	+5.1%	+19.1 pp
2015	-20.1%	-0.8%	-19.4 pp
2014	+53.7%	+37.3%	+16.4 pp
2013	-10.8%	+5.9%	-16.7 pp
2012	+45.6%	+33.6%	+12.0 pp
2011	-33.9%	-26.1%	-7.8 pp
2010	+34.5%	+15.6%	+18.9 pp
2009	+123.4%	+88.8%	+34.5 pp
2008	-48.5%	-56.1%	+7.6 pp
2007	+87.7%	+65.6%	+22.1 pp
2006	+12.3%	+36.7%	-24.5 pp
2005 (partial)	+28.9%	+37.8%	-8.9 pp