Broad MarketBenchmark: Nifty 500
Nifty 50
Total Return Index · Available history 30-06-1999 to 28-10-2026 · 6,798 observations
Launch date: 22-04-1996. All stored history is after this date. Source: Curated catalog launch_date (not independently reverified).
Nifty 50 and Nifty 500 on the same 6,798 observed dates, 30-06-1999 – 28-10-2026.
- CAGR
- 12.9%
- Nifty 500: 14.4%
- Annualized volatility
- 21.6%
- Nifty 500: 21.7%
- Max drawdown
- -59.5%
- Nifty 500: -67.0%
- Sharpe
- 0.45
- Nifty 500: 0.51
- Sortino
- 0.63
- Nifty 500: 0.71
- Median rolling 5Y CAGR
- 13.6%
- Nifty 500: 14.7%
Drawdown and recovery
Full history of Nifty 50, 30-06-1999 – 28-10-2026. A drawdown is the fall from the highest close before it.
Current drawdown
-12.9%
High on 02-01-2026
Gain needed to recover
14.9%
From the latest close back to the high
Time below high
10m
Since the last high
Worst decline
-59.5%
08-01-2008 to 27-10-2008; recovered 01-10-2010 (2y 9m after the high)
Longest time below a high
3y 10m
11-02-2000 to 01-12-2003
Time spent below a high
91.5%
7 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.
| Held for | Lost money | Median CAGR | Worst CAGR | Best CAGR | Windows |
|---|---|---|---|---|---|
| 1 year | 23.8% | 12.3% | -56.9% | 107.6% | 6,540 |
| 3 years | 6.1% | 13.4% | -15.2% | 62.4% | 6,013 |
| 5 years | 0.1% | 13.6% | -1.0% | 47.2% | 5,534 |
| 7 years | 0.0% | 13.7% | 4.9% | 30.4% | 5,034 |
| 10 years | 0.0% | 13.8% | 5.1% | 22.4% | 4,293 |
Lost money: share of windows with a negative annualized return.
Versus Nifty 500
On the shared dates 30-06-1999 – 28-10-2026, using month-end returns for capture.
Upside capture
89.8%
Average of 203 months Nifty 500 rose
Downside capture
90.7%
Average of 125 months Nifty 500 fell; lower is better
Months ahead
44.8%
Beat Nifty 500 in this share of 328 months
Longest stretch behind
25y
Relative wealth below its high, 15-10-2001 to still behind
Now 35.2% behind its best point relative to Nifty 500, for 25y. Relative wealth was below an earlier peak on 99.7% of shared trading days.
Backtest Hero? · vs its own history
28-10-2021 – 28-10-2026 · 5 years. Compared with 0 equal-length periods from the pre-launch backtest.
CAGR
6.1%
Percentile unavailablemedian —
Volatility
13.9%
Percentile unavailablemedian —
Max drawdown
-15.8%
Percentile unavailablemedian —
Sharpe
0.15
Percentile unavailablemedian —
Growth of 100
On 6,798 shared dates from 30-06-1999: 100 became 2,746 vs 3,970 in Nifty 500. Shaded: backtested history before launch.
Drawdown
Percentage decline from the previous peak.
Rolling 3Y CAGR
Calendar-anniversary rolling annualized return. Shared input history starts 30-06-1999; the first plotted rolling-return observation is 05-07-2002, after a complete 3Y-year window.
Rolling 1-year volatility
Up to 252 daily observations, minimum 126, annualized. First plotted observation: 30-12-1999.
Calendar-year returns
Nifty 50 vs Nifty 500; 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 | Nifty 50 | Nifty 500 | Difference |
|---|---|---|---|
| 2026 (YTD) | -12.3% | -8.2% | -4.0 pp |
| 2025 | +11.9% | +7.8% | +4.1 pp |
| 2024 | +10.1% | +16.2% | -6.2 pp |
| 2023 | +21.3% | +26.9% | -5.6 pp |
| 2022 | +5.7% | +4.2% | +1.4 pp |
| 2021 | +25.6% | +31.6% | -6.0 pp |
| 2020 | +16.1% | +17.9% | -1.8 pp |
| 2019 | +13.5% | +9.0% | +4.5 pp |
| 2018 | +4.6% | -2.1% | +6.8 pp |
| 2017 | +30.3% | +37.7% | -7.4 pp |
| 2016 | +4.4% | +5.1% | -0.7 pp |
| 2015 | -3.0% | +0.2% | -3.2 pp |
| 2014 | +32.9% | +39.3% | -6.4 pp |
| 2013 | +8.1% | +4.8% | +3.3 pp |
| 2012 | +29.4% | +33.5% | -4.0 pp |
| 2011 | -23.8% | -26.4% | +2.6 pp |
| 2010 | +19.2% | +15.3% | +4.0 pp |
| 2009 | +77.6% | +91.0% | -13.4 pp |
| 2008 | -51.3% | -56.5% | +5.3 pp |
| 2007 | +56.8% | +64.6% | -7.8 pp |
| 2006 | +41.9% | +36.2% | +5.7 pp |
| 2005 | +38.6% | +38.8% | -0.1 pp |
| 2004 | +13.0% | +21.1% | -8.0 pp |
| 2003 | +76.6% | +104.9% | -28.2 pp |
| 2002 | +5.3% | +13.9% | -8.6 pp |
| 2001 | -15.0% | -21.6% | +6.5 pp |
| 2000 | -13.4% | -23.5% | +10.1 pp |
| 1999 (partial) | +24.4% | +50.2% | -25.8 pp |