SectoralBenchmark: Nifty 500

Nifty Hospitals

Total Return Index · Available history 31-03-2021 to 28-10-2026 · 1,383 observations

Launch date: 15-06-2026. 93.2% 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 Hospitals and Nifty 500 on the same 1,383 observed dates, 31-03-2021 – 28-10-2026.

CAGR: 27.9%BT; Nifty 500: 11.9%
Annualized volatility: 18.0%BT; Nifty 500: 14.3%
Max drawdown: -20.8%BT; Nifty 500: -18.6%
Sharpe: 1.21BT; Nifty 500: 0.53
Sortino: 1.81BT; Nifty 500: 0.72
Median rolling 5Y CAGR: 29.6%BT; Nifty 500: 12.3%

Drawdown and recovery

Full history of Nifty Hospitals, 31-03-2021 – 28-10-2026. A drawdown is the fall from the highest close before it.

BT = Backtested history by NSE— = not enough history

Current drawdown

-16.6%

High on 03-07-2026

Gain needed to recover

19.9%

From the latest close back to the high

Time below high

Since the last high

Worst decline

-20.8%

03-07-2026 to 23-10-2026; not yet recovered

Longest time below a high

03-01-2022 to 15-09-2022BT

Time spent below a high

86.8%

1 decline 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	1.9%	29.8%	-18.6%	81.7%	1,135
3 years	0.0%	33.4%	20.2%	44.4%	639
5 years	0.0%	29.6%	21.8%	32.1%	143
7 years	—	—	—	—	—
10 years	—	—	—	—	—

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

Versus Nifty 500

On the shared dates 31-03-2021 – 28-10-2026, using month-end returns for capture.

BT = Backtested history by NSE— = not enough history

Upside capture

131.9%

Average of 43 months Nifty 500 rose

Downside capture

54.2%

Average of 24 months Nifty 500 fell; lower is better

Months ahead

56.7%

Beat Nifty 500 in this share of 67 months

Longest stretch behind

Relative wealth below its high, 13-08-2025 to 21-05-2026

Now 10.9% behind its best point relative to Nifty 500, for 4m. Relative wealth was below an earlier peak on 91.9% of shared trading days.

Backtest Hero? · vs its own history

15-06-2026 – 28-10-2026 · 4 months 13 days. Compared with 1,197 equal-length periods from the pre-launch backtest.

Open full analysis

Total return

-11.9%

Historical percentile 2.3median 10.8%

Volatility

17.9%

Historical percentile 59.9median 16.4%

Max drawdown

-20.8%

Historical percentile 0.0median -8.7%

Growth of 100

On 1,383 shared dates from 31-03-2021: 100 became 395 vs 187 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 31-03-2021; the first plotted rolling-return observation is 05-04-2024, after a complete 3Y-year window.

Rolling 1-year volatility

Up to 252 daily observations, minimum 126, annualized. First plotted observation: 08-10-2021.

Calendar-year returns

Nifty Hospitals 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 Hospitals	Nifty 500	Difference
2026 (YTD)	-2.5%	-8.2%	+5.8 pp
2025	+8.7%	+7.8%	+1.0 pp
2024	+45.7%	+16.2%	+29.5 pp
2023	+48.4%	+26.9%	+21.5 pp
2022	+4.7%	+4.2%	+0.4 pp
2021 (partial)	+64.5%	+22.8%	+41.7 pp