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SectoralParent: Nifty 500

Nifty500 Healthcare

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

Compare with Nifty 500Backtest Hero?

Launch date: 25-06-2025. 93.8% 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 Healthcare and Nifty 500 on the same 5,351 observed dates, 01-04-2005 – 28-10-2026.

CAGR
16.1%BT
Nifty 500: 13.6%
Annualized volatility
17.4%BT
Nifty 500: 20.1%
Max drawdown
-44.6%BT
Nifty 500: -63.7%
Sharpe
0.68BT
Nifty 500: 0.50
Sortino
0.95BT
Nifty 500: 0.69
Median rolling 5Y CAGR
15.4%BT
Nifty 500: 13.4%

Drawdown and recovery

Full history of Nifty500 Healthcare, 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
-4.8%
High on 23-09-2026
Gain needed to recover
5.0%
From the latest close back to the high
Time below high
1m
Since the last high
Worst decline
-44.6%
02-01-2008 to 09-03-2009; recovered 25-09-2009 (1y 9m after the high)BT
Longest time below a high
4y 10m
21-08-2015 to 23-06-2020BT
Time spent below a high
90.7%
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 year25.9%13.3%-35.7%126.9%5,094
3 years12.4%17.6%-11.0%41.1%4,580
5 years0.6%15.4%-4.9%33.8%4,106
7 years0.0%15.1%4.6%33.0%3,606
10 years0.0%14.4%8.7%23.4%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
79.1%
Average of 162 months Nifty 500 rose
Downside capture
54.6%
Average of 96 months Nifty 500 fell; lower is better
Months ahead
52.7%
Beat Nifty 500 in this share of 258 months
Longest stretch behind
11y 2m
Relative wealth below its high, 01-09-2015 to still behind

Now 18.2% behind its best point relative to Nifty 500, for 11y 2m. Relative wealth was below an earlier peak on 97.8% of shared trading days.

Backtest Hero? · vs its own history

25-06-2025 – 28-10-2026 · 1 year 4 months 3 days. Compared with 4,680 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty 500: +14.5 pp.
Open full analysis
CAGR
10.4%
Historical percentile 43.4median 14.3%
Volatility
13.2%
Historical percentile 18.9median 16.1%
Max drawdown
-10.4%
Historical percentile 76.2median -16.1%
Sharpe
0.46
Historical percentile 45.8median 0.60

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 2,524 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 Healthcare 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 HealthcareNifty 500Difference
2026 (YTD)+12.6%-8.2%
+20.9 pp
2025-2.0%+7.8%
-9.8 pp
2024+41.4%+16.2%
+25.2 pp
2023+38.3%+26.9%
+11.4 pp
2022-13.6%+4.2%
-17.8 pp
2021+19.0%+31.6%
-12.6 pp
2020+63.6%+17.9%
+45.7 pp
2019-4.6%+9.0%
-13.5 pp
2018-3.3%-2.1%
-1.2 pp
2017+2.9%+37.7%
-34.7 pp
2016-8.8%+5.1%
-13.9 pp
2015+22.4%+0.2%
+22.2 pp
2014+50.0%+39.3%
+10.7 pp
2013+16.9%+4.8%
+12.1 pp
2012+36.6%+33.5%
+3.1 pp
2011-14.2%-26.4%
+12.2 pp
2010+37.0%+15.3%
+21.7 pp
2009+80.1%+91.0%
-10.8 pp
2008-31.6%-56.5%
+24.9 pp
2007+18.5%+64.6%
-46.1 pp
2006+21.3%+36.2%
-14.8 pp
2005 (partial)+31.5%+38.5%
-6.9 pp