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MomentumParent: Nifty Midcap 150

Nifty Midcap150 Momentum 50

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

Compare with Nifty Midcap 150Backtest Hero?

Launch date: 16-08-2022. 80.5% 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 Midcap150 Momentum 50 and Nifty Midcap 150 on the same 5,351 observed dates, 01-04-2005 – 28-10-2026.

CAGR
22.0%BT
Nifty Midcap 150: 16.5%
Annualized volatility
21.1%BT
Nifty Midcap 150: 20.8%
Max drawdown
-72.5%BT
Nifty Midcap 150: -72.9%
Sharpe
0.83BT
Nifty Midcap 150: 0.62
Sortino
1.13BT
Nifty Midcap 150: 0.82
Median rolling 5Y CAGR
23.9%BT
Nifty Midcap 150: 16.8%

Drawdown and recovery

Full history of Nifty Midcap150 Momentum 50, 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
-12.5%
High on 24-09-2024
Gain needed to recover
14.3%
From the latest close back to the high
Time below high
2y 1m
Since the last high
Worst decline
-72.5%
07-01-2008 to 09-03-2009; recovered 27-11-2012 (4y 11m after the high)BT
Longest time below a high
4y 11m
07-01-2008 to 27-11-2012BT
Time spent below a high
87.8%
5 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%21.1%-67.5%137.2%5,094
3 years4.1%22.7%-15.1%46.4%4,580
5 years0.0%23.9%1.2%40.7%4,106
7 years0.0%23.3%10.6%35.5%3,606
10 years0.0%22.5%15.8%29.9%2,862

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

Versus Nifty Midcap 150

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
103.7%
Average of 166 months Nifty Midcap 150 rose
Downside capture
88.3%
Average of 92 months Nifty Midcap 150 fell; lower is better
Months ahead
60.1%
Beat Nifty Midcap 150 in this share of 258 months
Longest stretch behind
2y 8m
Relative wealth below its high, 28-11-2008 to 05-08-2011

Now 10.7% behind its best point relative to Nifty Midcap 150, for 2y 5m. Relative wealth was below an earlier peak on 92.6% of shared trading days.

Backtest Hero? · vs its own history

16-08-2022 – 28-10-2026 · 4 years 2 months 12 days. Compared with 3,268 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty Midcap 150: -0.1 pp.
Open full analysis
CAGR
15.4%
Historical percentile 32.7median 19.9%
Volatility
18.4%
Historical percentile 51.5median 16.8%
Max drawdown
-25.5%
Historical percentile 65.9median -26.4%
Sharpe
0.62
Historical percentile 38.9median 0.83

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 7,298 vs 2,694 in Nifty Midcap 150. 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 Midcap150 Momentum 50 vs Nifty Midcap 150; 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 Midcap150 Momentum 50Nifty Midcap 150Difference
2026 (YTD)-4.0%-4.9%
+1.0 pp
2025-3.5%+6.0%
-9.4 pp
2024+32.3%+24.5%
+7.8 pp
2023+52.5%+44.6%
+7.9 pp
2022+0.3%+3.9%
-3.6 pp
2021+78.3%+48.2%
+30.1 pp
2020+26.9%+25.6%
+1.3 pp
2019+5.6%+0.6%
+5.0 pp
2018-17.0%-12.6%
-4.4 pp
2017+74.2%+55.7%
+18.5 pp
2016+6.0%+6.5%
-0.6 pp
2015+17.5%+9.7%
+7.8 pp
2014+75.6%+62.7%
+12.9 pp
2013+12.4%-1.3%
+13.7 pp
2012+55.6%+46.7%
+8.9 pp
2011-17.3%-31.0%
+13.7 pp
2010+31.3%+20.1%
+11.3 pp
2009+88.0%+113.9%
-25.9 pp
2008-65.1%-64.9%
-0.1 pp
2007+86.1%+78.2%
+8.0 pp
2006+40.5%+28.5%
+12.0 pp
2005 (partial)+57.9%+43.4%
+14.6 pp