Nifty500 Value 50

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

Launch date: 28-09-2018. 62.6% 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 Value 50 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: 25.5%BT; Nifty 500: 20.1%
Max drawdown: -66.1%BT; Nifty 500: -63.7%
Sharpe: 0.53BT; Nifty 500: 0.50
Sortino: 0.72BT; Nifty 500: 0.69
Median rolling 5Y CAGR: 14.9%BT; Nifty 500: 13.4%

Drawdown and recovery

Full history of Nifty500 Value 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

-13.1%

High on 26-02-2026

Gain needed to recover

15.1%

From the latest close back to the high

Time below high

Since the last high

Worst decline

-66.1%

03-01-2008 to 09-03-2009; recovered 05-01-2010 (2y after the high)BT

Longest time below a high

3y 8m

08-01-2018 to 13-09-2021BT

Time spent below a high

92.6%

7 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 for	Lost money	Median CAGR	Worst CAGR	Best CAGR	Windows
1 year	34.4%	14.0%	-58.1%	193.5%	5,094
3 years	17.7%	17.9%	-23.3%	52.0%	4,580
5 years	3.6%	14.9%	-8.1%	47.9%	4,106
7 years	0.0%	12.8%	3.0%	27.4%	3,606
10 years	0.0%	15.1%	0.2%	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

127.7%

Average of 162 months Nifty 500 rose

Downside capture

127.6%

Average of 96 months Nifty 500 fell; lower is better

Months ahead

51.2%

Beat Nifty 500 in this share of 258 months

Longest stretch behind

13y 3m

Relative wealth below its high, 11-11-2010 to 02-02-2024

Now 8.7% behind its best point relative to Nifty 500, for 5m. Relative wealth was below an earlier peak on 97.9% of shared trading days.

Backtest Hero? · vs its own history

28-10-2021 – 28-10-2026 · 5 years. Compared with 2,111 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty 500: +12.2 pp.

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CAGR

20.7%

Historical percentile 73.6median 15.7%

Volatility

19.8%

Historical percentile 0.0median 25.6%

Max drawdown

-22.2%

Historical percentile 100.0median -56.1%

Sharpe

0.82

Historical percentile 97.4median 0.50

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 2,493 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 Value 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.

Year	Nifty500 Value 50	Nifty 500	Difference
2026 (YTD)	-4.8%	-8.2%	+3.5 pp
2025	+16.9%	+7.8%	+9.2 pp
2024	+20.2%	+16.2%	+4.0 pp
2023	+62.6%	+26.9%	+35.7 pp
2022	+23.2%	+4.2%	+18.9 pp
2021	+56.4%	+31.6%	+24.8 pp
2020	+8.5%	+17.9%	-9.4 pp
2019	-13.7%	+9.0%	-22.7 pp
2018	-26.2%	-2.1%	-24.0 pp
2017	+47.0%	+37.7%	+9.4 pp
2016	+25.1%	+5.1%	+19.9 pp
2015	-7.2%	+0.2%	-7.4 pp
2014	+78.9%	+39.3%	+39.6 pp
2013	-14.0%	+4.8%	-18.8 pp
2012	+32.1%	+33.5%	-1.4 pp
2011	-37.7%	-26.4%	-11.3 pp
2010	+30.9%	+15.3%	+15.7 pp
2009	+133.0%	+91.0%	+42.1 pp
2008	-56.7%	-56.5%	-0.1 pp
2007	+109.0%	+64.6%	+44.4 pp
2006	+14.1%	+36.2%	-22.1 pp
2005 (partial)	+26.3%	+38.5%	-12.2 pp