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QualityParent: Nifty 500

Nifty500 Quality 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 Quality 50 and Nifty 500 on the same 5,351 observed dates, 01-04-2005 – 28-10-2026.

CAGR
16.3%BT
Nifty 500: 13.6%
Annualized volatility
18.2%BT
Nifty 500: 20.1%
Max drawdown
-53.6%BT
Nifty 500: -63.7%
Sharpe
0.67BT
Nifty 500: 0.50
Sortino
0.92BT
Nifty 500: 0.69
Median rolling 5Y CAGR
16.5%BT
Nifty 500: 13.4%

Drawdown and recovery

Full history of Nifty500 Quality 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
-11.2%
High on 01-10-2024
Gain needed to recover
12.6%
From the latest close back to the high
Time below high
2y 1m
Since the last high
Worst decline
-53.6%
04-01-2008 to 20-11-2008; recovered 22-09-2009 (1y 9m after the high)BT
Longest time below a high
2y 2m
27-08-2018 to 13-10-2020BT
Time spent below a high
87.5%
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 year20.6%14.7%-50.8%147.4%5,094
3 years2.9%17.0%-9.2%41.3%4,580
5 years0.0%16.5%-0.6%31.8%4,106
7 years0.0%15.8%9.7%30.3%3,606
10 years0.0%16.0%9.1%23.6%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
91.6%
Average of 162 months Nifty 500 rose
Downside capture
75.8%
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
10y 9m
Relative wealth below its high, 11-02-2016 to still behind

Now 6.9% behind its best point relative to Nifty 500, for 10y 9m. Relative wealth was below an earlier peak on 96.4% 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: -2.4 pp.
Open full analysis
CAGR
-2.8%
Historical percentile 5.7median 15.7%
Volatility
17.5%
Historical percentile 66.2median 14.7%
Max drawdown
-19.5%
Historical percentile 46.4median -18.6%
Sharpe
-0.36
Historical percentile 6.0median 0.73

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 2,588 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 Quality 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 Quality 50Nifty 500Difference
2026 (YTD)-3.0%-8.2%
+5.2 pp
2025-2.6%+7.8%
-10.3 pp
2024+23.3%+16.2%
+7.1 pp
2023+41.9%+26.9%
+15.0 pp
2022-2.8%+4.2%
-7.1 pp
2021+29.9%+31.6%
-1.7 pp
2020+27.6%+17.9%
+9.7 pp
2019+1.8%+9.0%
-7.2 pp
2018-2.4%-2.1%
-0.2 pp
2017+33.6%+37.7%
-4.0 pp
2016+0.8%+5.1%
-4.3 pp
2015+8.6%+0.2%
+8.4 pp
2014+48.5%+39.3%
+9.3 pp
2013+18.0%+4.8%
+13.2 pp
2012+35.2%+33.5%
+1.7 pp
2011-19.2%-26.4%
+7.2 pp
2010+26.2%+15.3%
+10.9 pp
2009+121.4%+91.0%
+30.4 pp
2008-48.8%-56.5%
+7.8 pp
2007+42.1%+64.6%
-22.5 pp
2006+25.7%+36.2%
-10.5 pp
2005 (partial)+36.7%+38.5%
-1.8 pp