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MomentumParent: Nifty 500

Nifty500 Momentum 50

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

Compare with Nifty 500Backtest Hero?

Launch date: 04-06-2024. 88.9% 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 Momentum 50 and Nifty 500 on the same 5,351 observed dates, 01-04-2005 – 28-10-2026.

CAGR
21.1%BT
Nifty 500: 13.6%
Annualized volatility
22.4%BT
Nifty 500: 20.1%
Max drawdown
-70.2%BT
Nifty 500: -63.7%
Sharpe
0.77BT
Nifty 500: 0.50
Sortino
1.04BT
Nifty 500: 0.69
Median rolling 5Y CAGR
21.6%BT
Nifty 500: 13.4%

Drawdown and recovery

Full history of Nifty500 Momentum 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
-19.4%
High on 27-09-2024
Gain needed to recover
24.1%
From the latest close back to the high
Time below high
2y 1m
Since the last high
Worst decline
-70.2%
07-01-2008 to 27-10-2008; recovered 30-05-2014 (6y 5m after the high)BT
Longest time below a high
6y 5m
07-01-2008 to 30-05-2014BT
Time spent below a high
89.4%
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 year24.7%18.1%-66.6%158.1%5,094
3 years3.3%19.6%-14.9%66.6%4,580
5 years1.6%21.6%-4.4%36.3%4,106
7 years0.0%20.5%6.1%28.5%3,606
10 years0.0%19.7%11.2%28.3%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
119.4%
Average of 162 months Nifty 500 rose
Downside capture
98.9%
Average of 96 months Nifty 500 fell; lower is better
Months ahead
57.8%
Beat Nifty 500 in this share of 258 months
Longest stretch behind
6y 8m
Relative wealth below its high, 08-01-2008 to 25-08-2014

Now 16.2% behind its best point relative to Nifty 500, for 2y 4m. Relative wealth was below an earlier peak on 94.4% of shared trading days.

Backtest Hero? · vs its own history

04-06-2024 – 28-10-2026 · 2 years 4 months 24 days. Compared with 4,154 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty 500: -4.8 pp.
Open full analysis
CAGR
-0.9%
Historical percentile 7.2median 20.1%
Volatility
20.7%
Historical percentile 60.9median 19.5%
Max drawdown
-31.6%
Historical percentile 35.0median -26.0%
Sharpe
-0.18
Historical percentile 4.4median 0.82

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 6,262 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 Momentum 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 Momentum 50Nifty 500Difference
2026 (YTD)-1.7%-8.2%
+6.6 pp
2025-7.6%+7.8%
-15.4 pp
2024+27.2%+16.2%
+11.0 pp
2023+47.7%+26.9%
+20.8 pp
2022-7.6%+4.2%
-11.8 pp
2021+78.9%+31.6%
+47.3 pp
2020+21.0%+17.9%
+3.1 pp
2019+8.6%+9.0%
-0.4 pp
2018-10.7%-2.1%
-8.5 pp
2017+69.5%+37.7%
+31.9 pp
2016-0.8%+5.1%
-6.0 pp
2015+11.3%+0.2%
+11.1 pp
2014+70.3%+39.3%
+31.0 pp
2013+12.8%+4.8%
+8.0 pp
2012+51.6%+33.5%
+18.1 pp
2011-20.4%-26.4%
+6.0 pp
2010+20.6%+15.3%
+5.3 pp
2009+61.3%+91.0%
-29.7 pp
2008-64.2%-56.5%
-7.7 pp
2007+128.9%+64.6%
+64.3 pp
2006+60.3%+36.2%
+24.1 pp
2005 (partial)+70.9%+38.5%
+32.5 pp