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SectoralParent: Nifty 500

Nifty Financial Services

Total Return Index · Available history 01-01-2004 to 28-10-2026 · 5,666 observations

Compare with Nifty 500Backtest Hero?

Launch date: 07-09-2011. 33.8% 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 Financial Services and Nifty 500 on the same 5,666 observed dates, 01-01-2004 – 28-10-2026.

CAGR
16.3%BT
Nifty 500: 13.6%
Annualized volatility
26.8%BT
Nifty 500: 20.5%
Max drawdown
-69.6%BT
Nifty 500: -63.7%
Sharpe
0.52BT
Nifty 500: 0.50
Sortino
0.75BT
Nifty 500: 0.68
Median rolling 5Y CAGR
15.8%BT
Nifty 500: 13.7%

Drawdown and recovery

Full history of Nifty Financial Services, 01-01-2004 – 28-10-2026. A drawdown is the fall from the highest close before it.

BT = Backtested history by NSE— = not enough history

Current drawdown
-13.5%
High on 18-02-2026
Gain needed to recover
15.6%
From the latest close back to the high
Time below high
8m
Since the last high
Worst decline
-69.6%
14-01-2008 to 09-03-2009; recovered 19-08-2010 (2y 7m after the high)BT
Longest time below a high
2y 7m
14-01-2008 to 19-08-2010BT
Time spent below a high
92.3%
8 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 year19.9%17.6%-60.3%168.6%5,406
3 years2.3%15.5%-6.5%65.2%4,885
5 years0.0%15.8%2.5%34.3%4,409
7 years0.0%15.4%8.0%29.6%3,917
10 years0.0%15.7%8.4%25.1%3,168

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

Versus Nifty 500

On the shared dates 01-01-2004 – 28-10-2026, using month-end returns for capture.

BT = Backtested history by NSE— = not enough history

Upside capture
118.7%
Average of 172 months Nifty 500 rose
Downside capture
115.7%
Average of 101 months Nifty 500 fell; lower is better
Months ahead
49.8%
Beat Nifty 500 in this share of 273 months
Longest stretch behind
6y 10m
Relative wealth below its high, 18-12-2019 to still behind

Now 25.3% behind its best point relative to Nifty 500, for 6y 10m. Relative wealth was below an earlier peak on 97.1% of shared trading days.

Backtest Hero? · vs its own history

28-10-2021 – 28-10-2026 · 5 years. Compared with 664 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty 500: -2.3 pp.
Open full analysis
CAGR
6.2%
Historical percentile 0.0median 25.8%
Volatility
16.8%
Historical percentile 0.0median 38.2%
Max drawdown
-21.4%
Historical percentile 100.0median -69.6%
Sharpe
0.16
Historical percentile 0.0median 0.67

Growth of 100

On 5,666 shared dates from 01-01-2004: 100 became 3,125 vs 1,846 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 01-01-2004; the first plotted rolling-return observation is 05-01-2007, after a complete 3Y-year window.

Rolling 1-year volatility

Up to 252 daily observations, minimum 126, annualized. First plotted observation: 02-07-2004.

Calendar-year returns

Nifty Financial 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.
YearNifty Financial ServicesNifty 500Difference
2026 (YTD)-10.8%-8.2%
-2.6 pp
2025+18.6%+7.8%
+10.8 pp
2024+10.5%+16.2%
-5.7 pp
2023+14.3%+26.9%
-12.6 pp
2022+10.5%+4.2%
+6.2 pp
2021+14.6%+31.6%
-17.0 pp
2020+4.7%+17.9%
-13.2 pp
2019+26.4%+9.0%
+17.4 pp
2018+11.3%-2.1%
+13.4 pp
2017+42.7%+37.7%
+5.0 pp
2016+6.1%+5.1%
+1.0 pp
2015-4.5%+0.2%
-4.7 pp
2014+59.1%+39.3%
+19.8 pp
2013-6.1%+4.8%
-10.9 pp
2012+54.1%+33.5%
+20.6 pp
2011-28.3%-26.4%
-1.9 pp
2010+31.3%+15.3%
+16.0 pp
2009+91.3%+91.0%
+0.3 pp
2008-54.6%-56.5%
+1.9 pp
2007+84.8%+64.6%
+20.3 pp
2006+41.8%+36.2%
+5.6 pp
2005+38.5%+38.8%
-0.3 pp
2004 (partial)+26.9%+18.5%
+8.4 pp