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SectoralBenchmark: Nifty 500

Nifty Capital Goods

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

Compare with Nifty 500Backtest Hero?

Launch date: 15-06-2026. 98.2% 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

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

CAGR
14.7%BT
Nifty 500: 13.6%
Annualized volatility
23.0%BT
Nifty 500: 20.1%
Max drawdown
-74.5%BT
Nifty 500: -63.7%
Sharpe
0.51BT
Nifty 500: 0.50
Sortino
0.70BT
Nifty 500: 0.69
Median rolling 5Y CAGR
10.8%BT
Nifty 500: 13.4%

Drawdown and recovery

Full history of Nifty Capital Goods, 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
-12.9%
High on 22-06-2026
Gain needed to recover
14.8%
From the latest close back to the high
Time below high
4m
Since the last high
Worst decline
-74.5%
07-01-2008 to 09-03-2009; recovered 24-04-2017 (9y 4m after the high)BT
Longest time below a high
9y 4m
07-01-2008 to 24-04-2017BT
Time spent below a high
92.7%
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 year38.4%14.5%-72.3%167.4%5,094
3 years23.6%11.2%-22.1%57.2%4,580
5 years16.0%10.8%-13.4%49.1%4,106
7 years9.4%8.7%-4.9%31.0%3,606
10 years3.3%10.8%-2.5%23.2%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
119.2%
Average of 162 months Nifty 500 rose
Downside capture
122.6%
Average of 96 months Nifty 500 fell; lower is better
Months ahead
48.8%
Beat Nifty 500 in this share of 258 months
Longest stretch behind
18y 11m
Relative wealth below its high, 13-11-2007 to still behind

Now 17.2% behind its best point relative to Nifty 500, for 18y 11m. Relative wealth was below an earlier peak on 98.8% of shared trading days.

Backtest Hero? · vs its own history

15-06-2026 – 28-10-2026 · 4 months 13 days. Compared with 5,162 equal-length periods from the pre-launch backtest.
Open full analysis
Total return
-8.6%
Historical percentile 22.7median 5.8%
Volatility
18.6%
Historical percentile 46.9median 18.9%
Max drawdown
-15.5%
Historical percentile 32.1median -11.3%

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 1,939 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

Nifty Capital Goods 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.
YearNifty Capital GoodsNifty 500Difference
2026 (YTD)+5.1%-8.2%
+13.4 pp
20250.0%+7.8%
-7.7 pp
2024+33.6%+16.2%
+17.4 pp
2023+61.0%+26.9%
+34.1 pp
2022+22.6%+4.2%
+18.3 pp
2021+68.6%+31.6%
+37.0 pp
2020+13.5%+17.9%
-4.4 pp
2019-9.5%+9.0%
-18.5 pp
2018-18.6%-2.1%
-16.5 pp
2017+45.0%+37.7%
+7.3 pp
2016-6.8%+5.1%
-12.0 pp
2015+0.6%+0.2%
+0.4 pp
2014+75.8%+39.3%
+36.5 pp
2013-4.5%+4.8%
-9.3 pp
2012+13.1%+33.5%
-20.4 pp
2011-40.5%-26.4%
-14.1 pp
2010+14.9%+15.3%
-0.4 pp
2009+110.1%+91.0%
+19.1 pp
2008-68.4%-56.5%
-11.8 pp
2007+74.1%+64.6%
+9.5 pp
2006+44.6%+36.2%
+8.4 pp
2005 (partial)+68.1%+38.5%
+29.6 pp