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GrowthParent: Nifty 500

Nifty500 Growth 50

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

Compare with Nifty 500Backtest Hero?

Launch date: 26-08-2026. 99.2% 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 Growth 50 and Nifty 500 on the same 5,351 observed dates, 01-04-2005 – 28-10-2026.

CAGR
18.3%BT
Nifty 500: 13.6%
Annualized volatility
23.6%BT
Nifty 500: 20.1%
Max drawdown
-76.2%BT
Nifty 500: -63.7%
Sharpe
0.64BT
Nifty 500: 0.50
Sortino
0.87BT
Nifty 500: 0.69
Median rolling 5Y CAGR
18.1%BT
Nifty 500: 13.4%

Drawdown and recovery

Full history of Nifty500 Growth 50, 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
-7.8%
High on 31-08-2026
Gain needed to recover
8.5%
From the latest close back to the high
Time below high
2m
Since the last high
Worst decline
-76.2%
04-01-2008 to 09-03-2009; recovered 30-05-2014 (6y 5m after the high)BT
Longest time below a high
6y 5m
04-01-2008 to 30-05-2014BT
Time spent below a high
89.8%
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 forLost moneyMedian CAGRWorst CAGRBest CAGRWindows
1 year24.1%15.9%-70.7%164.2%5,094
3 years8.4%19.0%-12.0%55.0%4,580
5 years2.3%18.1%-3.7%39.3%4,106
7 years0.0%17.0%5.0%29.8%3,606
10 years0.0%17.3%8.1%24.3%2,862

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

Versus Nifty 500

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
122.3%
Average of 162 months Nifty 500 rose
Downside capture
111.7%
Average of 96 months Nifty 500 fell; lower is better
Months ahead
57.4%
Beat Nifty 500 in this share of 258 months
Longest stretch behind
6y 10m
Relative wealth below its high, 02-01-2008 to 11-11-2014

Now 3.0% behind its best point relative to Nifty 500, for 16d. Relative wealth was below an earlier peak on 95.9% of shared trading days.

Backtest Hero? · vs its own history

26-08-2026 – 28-10-2026 · 2 months 2 days. Compared with 5,264 equal-length periods from the pre-launch backtest. Difference in total return versus Nifty 500: 0.0 pp.
Open full analysis
Total return
-7.7%
Historical percentile 12.3median 4.4%
Volatility
18.1%
Historical percentile 52.9median 17.3%
Max drawdown
-11.5%
Historical percentile 22.6median -6.6%

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 3,773 vs 1,554 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 01-04-2005; 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

Nifty500 Growth 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.
YearNifty500 Growth 50Nifty 500Difference
2026 (YTD)+2.1%-8.2%
+10.3 pp
2025-4.0%+7.8%
-11.7 pp
2024+35.2%+16.2%
+19.0 pp
2023+52.3%+26.9%
+25.4 pp
2022-4.9%+4.2%
-9.1 pp
2021+59.7%+31.6%
+28.1 pp
2020+22.1%+17.9%
+4.2 pp
2019+1.6%+9.0%
-7.4 pp
2018-15.3%-2.1%
-13.2 pp
2017+57.0%+37.7%
+19.3 pp
2016+0.9%+5.1%
-4.2 pp
2015+11.4%+0.2%
+11.2 pp
2014+62.7%+39.3%
+23.4 pp
2013+7.7%+4.8%
+2.9 pp
2012+58.4%+33.5%
+24.9 pp
2011-29.1%-26.4%
-2.7 pp
2010+15.4%+15.3%
+0.1 pp
2009+96.6%+91.0%
+5.6 pp
2008-67.2%-56.5%
-10.7 pp
2007+101.0%+64.6%
+36.4 pp
2006+61.9%+36.2%
+25.7 pp
2005 (partial)+39.6%+38.5%
+1.1 pp