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Low VolatilityParent: Nifty 500

Nifty500 Low Volatility 50

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

Compare with Nifty 500Backtest Hero?

Launch date: 20-12-2024. 91.4% 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 Low Volatility 50 and Nifty 500 on the same 5,351 observed dates, 01-04-2005 – 28-10-2026.

CAGR
16.9%BT
Nifty 500: 13.6%
Annualized volatility
16.0%BT
Nifty 500: 20.1%
Max drawdown
-48.3%BT
Nifty 500: -63.7%
Sharpe
0.77BT
Nifty 500: 0.50
Sortino
1.06BT
Nifty 500: 0.69
Median rolling 5Y CAGR
15.7%BT
Nifty 500: 13.4%

Drawdown and recovery

Full history of Nifty500 Low Volatility 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
-9.6%
High on 06-01-2026
Gain needed to recover
10.6%
From the latest close back to the high
Time below high
10m
Since the last high
Worst decline
-48.3%
04-01-2008 to 20-11-2008; recovered 14-10-2009 (1y 9m after the high)BT
Longest time below a high
2y 1m
05-11-2010 to 27-11-2012BT
Time spent below a high
85.9%
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 year12.8%14.7%-43.3%110.4%5,094
3 years0.4%16.1%-1.6%38.8%4,580
5 years0.0%15.7%2.8%29.6%4,106
7 years0.0%15.2%9.6%24.3%3,606
10 years0.0%15.4%8.9%22.2%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
86.6%
Average of 162 months Nifty 500 rose
Downside capture
66.9%
Average of 96 months Nifty 500 fell; lower is better
Months ahead
55.4%
Beat Nifty 500 in this share of 258 months
Longest stretch behind
6y 7m
Relative wealth below its high, 03-04-2020 to still behind

Now 3.9% behind its best point relative to Nifty 500, for 6y 7m. Relative wealth was below an earlier peak on 96.8% of shared trading days.

Backtest Hero? · vs its own history

20-12-2024 – 28-10-2026 · 1 year 10 months 8 days. Compared with 4,426 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty 500: +4.1 pp.
Open full analysis
CAGR
3.6%
Historical percentile 12.4median 15.4%
Volatility
12.4%
Historical percentile 27.6median 13.5%
Max drawdown
-12.4%
Historical percentile 83.4median -15.5%
Sharpe
-0.04
Historical percentile 10.6median 0.76

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 2,899 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 Low Volatility 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 Low Volatility 50Nifty 500Difference
2026 (YTD)-7.9%-8.2%
+0.4 pp
2025+16.1%+7.8%
+8.3 pp
2024+16.0%+16.2%
-0.3 pp
2023+33.4%+26.9%
+6.5 pp
2022+7.3%+4.2%
+3.1 pp
2021+20.9%+31.6%
-10.7 pp
2020+24.7%+17.9%
+6.8 pp
2019+8.2%+9.0%
-0.8 pp
2018+6.5%-2.1%
+8.7 pp
2017+31.7%+37.7%
-5.9 pp
2016+2.0%+5.1%
-3.1 pp
2015+7.7%+0.2%
+7.5 pp
2014+35.6%+39.3%
-3.7 pp
2013+7.2%+4.8%
+2.4 pp
2012+32.2%+33.5%
-1.3 pp
2011-18.9%-26.4%
+7.5 pp
2010+29.3%+15.3%
+14.1 pp
2009+90.8%+91.0%
-0.2 pp
2008-41.8%-56.5%
+14.7 pp
2007+42.0%+64.6%
-22.6 pp
2006+39.3%+36.2%
+3.1 pp
2005 (partial)+46.8%+38.5%
+8.3 pp