QualityParent: Nifty 500

Nifty500 Flexicap Quality 30

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

Launch date: 04-04-2025. 90.9% 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

Nifty500 Flexicap Quality 30 and Nifty 500 on the same 4,234 observed dates, 01-10-2009 – 28-10-2026.

CAGR: 15.7%BT; Nifty 500: 11.4%
Annualized volatility: 15.7%BT; Nifty 500: 16.2%
Max drawdown: -36.2%BT; Nifty 500: -38.1%
Sharpe: 0.71BT; Nifty 500: 0.46
Sortino: 0.98BT; Nifty 500: 0.63
Median rolling 5Y CAGR: 19.0%BT; Nifty 500: 14.2%

Drawdown and recovery

Full history of Nifty500 Flexicap 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

-22.4%

High on 01-10-2024

Gain needed to recover

28.9%

From the latest close back to the high

Time below high

2y 1m

Since the last high

Worst decline

-36.2%

12-02-2020 to 23-03-2020; recovered 14-09-2020 (7m after the high)BT

Longest time below a high

2y 1m

01-10-2024 to still belowBT

Time spent below a high

86.9%

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	21.3%	12.5%	-30.1%	120.5%	3,982
3 years	0.2%	17.2%	-1.7%	44.0%	3,471
5 years	0.0%	19.0%	1.7%	33.0%	2,983
7 years	0.0%	17.5%	10.3%	24.4%	2,493
10 years	0.0%	17.9%	9.8%	21.9%	1,754

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

Versus Nifty 500

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

98.4%

Average of 124 months Nifty 500 rose

Downside capture

75.3%

Average of 80 months Nifty 500 fell; lower is better

Months ahead

54.4%

Beat Nifty 500 in this share of 204 months

Longest stretch behind

2y 11m

Relative wealth below its high, 22-11-2023 to still behind

Now 19.4% behind its best point relative to Nifty 500, for 2y 11m. Relative wealth was below an earlier peak on 94.3% of shared trading days.

Backtest Hero? · vs its own history

04-04-2025 – 28-10-2026 · 1 year 6 months 24 days. Compared with 3,459 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty 500: -3.8 pp.

Open full analysis

CAGR

0.1%

Historical percentile 6.8median 17.3%

Volatility

14.5%

Historical percentile 51.5median 14.3%

Max drawdown

-17.8%

Historical percentile 26.5median -13.3%

Sharpe

-0.26

Historical percentile 5.9median 0.87

Growth of 100

On 4,234 shared dates from 01-10-2009: 100 became 1,211 vs 635 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 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

Nifty500 Flexicap Quality 30 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	Nifty500 Flexicap Quality 30	Nifty 500	Difference
2026 (YTD)	-10.2%	-8.2%	-2.0 pp
2025	-8.3%	+7.8%	-16.1 pp
2024	+14.0%	+16.2%	-2.2 pp
2023	+40.8%	+26.9%	+13.9 pp
2022	-1.7%	+4.2%	-6.0 pp
2021	+54.4%	+31.6%	+22.8 pp
2020	+32.4%	+17.9%	+14.5 pp
2019	+6.0%	+9.0%	-3.0 pp
2018	+0.5%	-2.1%	+2.6 pp
2017	+49.5%	+37.7%	+11.9 pp
2016	+1.0%	+5.1%	-4.1 pp
2015	+7.5%	+0.2%	+7.3 pp
2014	+41.4%	+39.3%	+2.1 pp
2013	+13.9%	+4.8%	+9.1 pp
2012	+22.6%	+33.5%	-10.8 pp
2011	-17.5%	-26.4%	+8.9 pp
2010	+46.2%	+15.3%	+30.9 pp
2009 (partial)	+10.7%	+5.2%	+5.4 pp