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SectoralParent: Nifty 500

Nifty Financial Services 25/50

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

Compare with Nifty 500Backtest Hero?

Launch date: 20-05-2020. 71.7% 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 25/50 and Nifty 500 on the same 5,666 observed dates, 01-01-2004 – 28-10-2026.

CAGR
16.9%BT
Nifty 500: 13.6%
Annualized volatility
26.1%BT
Nifty 500: 20.5%
Max drawdown
-68.7%BT
Nifty 500: -63.7%
Sharpe
0.55BT
Nifty 500: 0.50
Sortino
0.78BT
Nifty 500: 0.68
Median rolling 5Y CAGR
16.4%BT
Nifty 500: 13.7%

Drawdown and recovery

Full history of Nifty Financial Services 25/50, 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
-14.6%
High on 12-02-2026
Gain needed to recover
17.1%
From the latest close back to the high
Time below high
8m
Since the last high
Worst decline
-68.7%
14-01-2008 to 09-03-2009; recovered 03-08-2010 (2y 7m after the high)BT
Longest time below a high
2y 7m
14-01-2008 to 03-08-2010BT
Time spent below a high
91.4%
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 year20.8%18.4%-60.4%174.0%5,406
3 years3.2%17.0%-5.8%66.6%4,885
5 years0.0%16.4%1.6%36.7%4,409
7 years0.0%15.8%8.2%30.4%3,917
10 years0.0%16.3%8.3%25.8%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
122.7%
Average of 172 months Nifty 500 rose
Downside capture
119.3%
Average of 101 months Nifty 500 fell; lower is better
Months ahead
50.2%
Beat Nifty 500 in this share of 273 months
Longest stretch behind
6y 10m
Relative wealth below its high, 26-12-2019 to still behind

Now 17.2% behind its best point relative to Nifty 500, for 6y 10m. Relative wealth was below an earlier peak on 96.6% of shared trading days.

Backtest Hero? · vs its own history

28-10-2021 – 28-10-2026 · 5 years. Compared with 2,815 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty 500: -0.5 pp.
Open full analysis
CAGR
8.0%
Historical percentile 4.8median 18.2%
Volatility
16.9%
Historical percentile 0.0median 23.8%
Max drawdown
-22.1%
Historical percentile 100.0median -38.5%
Sharpe
0.26
Historical percentile 5.3median 0.63

Growth of 100

On 5,666 shared dates from 01-01-2004: 100 became 3,541 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 25/50 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.
YearNifty Financial Services 25/50Nifty 500Difference
2026 (YTD)-12.3%-8.2%
-4.1 pp
2025+21.4%+7.8%
+13.6 pp
2024+12.4%+16.2%
-3.8 pp
2023+24.6%+26.9%
-2.3 pp
2022+7.1%+4.2%
+2.8 pp
2021+18.3%+31.6%
-13.3 pp
2020+4.0%+17.9%
-13.9 pp
2019+22.2%+9.0%
+13.2 pp
2018+4.2%-2.1%
+6.3 pp
2017+47.4%+37.7%
+9.7 pp
2016+10.1%+5.1%
+4.9 pp
2015-4.9%+0.2%
-5.2 pp
2014+62.0%+39.3%
+22.7 pp
2013-6.4%+4.8%
-11.2 pp
2012+59.4%+33.5%
+25.9 pp
2011-29.4%-26.4%
-3.0 pp
2010+25.7%+15.3%
+10.5 pp
2009+102.8%+91.0%
+11.8 pp
2008-55.3%-56.5%
+1.2 pp
2007+95.3%+64.6%
+30.7 pp
2006+42.5%+36.2%
+6.3 pp
2005+39.0%+38.8%
+0.2 pp
2004 (partial)+22.2%+18.5%
+3.7 pp