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Broad MarketBenchmark: Nifty 500

Nifty LargeMidcap 250

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

Compare with Nifty 500Backtest Hero?

Launch date: 30-11-2017. 58.8% 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 LargeMidcap 250 and Nifty 500 on the same 5,351 observed dates, 01-04-2005 – 28-10-2026.

CAGR
14.9%BT
Nifty 500: 13.6%
Annualized volatility
20.0%BT
Nifty 500: 20.1%
Max drawdown
-67.6%BT
Nifty 500: -63.7%
Sharpe
0.56BT
Nifty 500: 0.50
Sortino
0.77BT
Nifty 500: 0.69
Median rolling 5Y CAGR
14.9%BT
Nifty 500: 13.4%

Drawdown and recovery

Full history of Nifty LargeMidcap 250, 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
-9.2%
High on 03-08-2026
Gain needed to recover
10.2%
From the latest close back to the high
Time below high
3m
Since the last high
Worst decline
-67.6%
07-01-2008 to 09-03-2009; recovered 02-04-2014 (6y 3m after the high)BT
Longest time below a high
6y 3m
07-01-2008 to 02-04-2014BT
Time spent below a high
89.3%
3 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 year19.0%12.8%-62.7%140.8%5,094
3 years6.5%15.5%-12.2%37.6%4,580
5 years0.8%14.9%-1.5%31.8%4,106
7 years0.0%14.8%4.6%23.6%3,606
10 years0.0%15.1%6.4%20.6%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
105.5%
Average of 162 months Nifty 500 rose
Downside capture
102.6%
Average of 96 months Nifty 500 fell; lower is better
Months ahead
58.9%
Beat Nifty 500 in this share of 258 months
Longest stretch behind
3y 9m
Relative wealth below its high, 03-09-2010 to 23-05-2014

Now 1.4% behind its best point relative to Nifty 500, for 5m. Relative wealth was below an earlier peak on 94.8% of shared trading days.

Backtest Hero? · vs its own history

28-10-2021 – 28-10-2026 · 5 years. Compared with 1,906 equal-length periods from the pre-launch backtest.
Open full analysis
CAGR
10.3%
Historical percentile 35.6median 12.7%
Volatility
15.0%
Historical percentile 9.1median 20.0%
Max drawdown
-18.8%
Historical percentile 82.8median -34.0%
Sharpe
0.42
Historical percentile 40.3median 0.50

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 2,018 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 LargeMidcap 250 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 LargeMidcap 250Nifty 500Difference
2026 (YTD)-7.7%-8.2%
+0.5 pp
2025+8.2%+7.8%
+0.4 pp
2024+18.7%+16.2%
+2.4 pp
2023+32.7%+26.9%
+5.7 pp
2022+4.5%+4.2%
+0.2 pp
2021+37.0%+31.6%
+5.4 pp
2020+20.9%+17.9%
+3.0 pp
2019+6.0%+9.0%
-2.9 pp
2018-5.2%-2.1%
-3.0 pp
2017+44.1%+37.7%
+6.4 pp
2016+6.0%+5.1%
+0.9 pp
2015+4.1%+0.2%
+3.9 pp
2014+48.4%+39.3%
+9.1 pp
2013+3.4%+4.8%
-1.4 pp
2012+39.1%+33.5%
+5.7 pp
2011-28.0%-26.4%
-1.6 pp
2010+17.2%+15.3%
+1.9 pp
2009+100.1%+91.0%
+9.2 pp
2008-59.9%-56.5%
-3.3 pp
2007+71.5%+64.6%
+6.9 pp
2006+33.2%+36.2%
-3.0 pp
2005 (partial)+40.4%+38.5%
+1.9 pp