SectoralBenchmark: Nifty 500

Nifty Consumer Services

Total Return Index · Available history 01-07-2020 to 28-10-2026 · 1,572 observations

Launch date: 15-06-2026. 94.0% 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 Consumer Services and Nifty 500 on the same 1,572 observed dates, 01-07-2020 – 28-10-2026.

CAGR: 22.0%BT; Nifty 500: 17.1%
Annualized volatility: 20.7%BT; Nifty 500: 14.6%
Max drawdown: -35.7%BT; Nifty 500: -18.6%
Sharpe: 0.85BT; Nifty 500: 0.84
Sortino: 1.22BT; Nifty 500: 1.14
Median rolling 5Y CAGR: 16.1%BT; Nifty 500: 14.6%

Drawdown and recovery

Full history of Nifty Consumer Services, 01-07-2020 – 28-10-2026. A drawdown is the fall from the highest close before it.

BT = Backtested history by NSE— = not enough history

Current drawdown

-23.1%

High on 23-09-2024

Gain needed to recover

30.0%

From the latest close back to the high

Time below high

2y 1m

Since the last high

Worst decline

-35.7%

23-09-2024 to 23-03-2026; not yet recoveredBT

Longest time below a high

2y 2m

14-10-2021 to 04-12-2023BT

Time spent below a high

88.4%

2 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	34.2%	10.8%	-20.2%	111.2%	1,321
3 years	0.0%	22.7%	13.3%	31.7%	824
5 years	0.0%	16.1%	6.3%	32.4%	329
7 years	—	—	—	—	—
10 years	—	—	—	—	—

Lost money: share of windows with a negative annualized return.

Versus Nifty 500

On the shared dates 01-07-2020 – 28-10-2026, using month-end returns for capture.

BT = Backtested history by NSE— = not enough history

Upside capture

125.9%

Average of 49 months Nifty 500 rose

Downside capture

111.1%

Average of 26 months Nifty 500 fell; lower is better

Months ahead

56.0%

Beat Nifty 500 in this share of 75 months

Longest stretch behind

2y 10m

Relative wealth below its high, 14-10-2021 to 05-08-2024

Now 17.9% behind its best point relative to Nifty 500, for 1y 10m. Relative wealth was below an earlier peak on 96.0% of shared trading days.

Backtest Hero? · vs its own history

15-06-2026 – 28-10-2026 · 4 months 13 days. Compared with 1,381 equal-length periods from the pre-launch backtest.

Open full analysis

Total return

5.8%

Historical percentile 41.3median 10.7%

Volatility

16.2%

Historical percentile 25.0median 19.4%

Max drawdown

-9.7%

Historical percentile 56.0median -11.1%

Growth of 100

On 1,572 shared dates from 01-07-2020: 100 became 352 vs 271 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 01-07-2020; the first plotted rolling-return observation is 07-07-2023, after a complete 3Y-year window.

Rolling 1-year volatility

Up to 252 daily observations, minimum 126, annualized. First plotted observation: 01-01-2021.

Calendar-year returns

Nifty Consumer Services 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	Nifty Consumer Services	Nifty 500	Difference
2026 (YTD)	-5.8%	-8.2%	+2.4 pp
2025	-13.1%	+7.8%	-20.9 pp
2024	+55.5%	+16.2%	+39.3 pp
2023	+34.4%	+26.9%	+7.5 pp
2022	-7.9%	+4.2%	-12.2 pp
2021	+46.0%	+31.6%	+14.4 pp
2020 (partial)	+53.3%	+35.4%	+17.9 pp