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QualityParent: Nifty Midcap 150

Nifty Midcap150 Quality 50

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

Compare with Nifty Midcap 150Backtest Hero?

Launch date: 24-10-2019. 67.4% 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 Quality 50 and Nifty Midcap 150 on the same 5,351 observed dates, 01-04-2005 – 28-10-2026.

CAGR
17.1%BT
Nifty Midcap 150: 16.5%
Annualized volatility
17.7%BT
Nifty Midcap 150: 20.8%
Max drawdown
-58.5%BT
Nifty Midcap 150: -72.9%
Sharpe
0.72BT
Nifty Midcap 150: 0.62
Sortino
0.98BT
Nifty Midcap 150: 0.82
Median rolling 5Y CAGR
17.8%BT
Nifty Midcap 150: 16.8%

Drawdown and recovery

Full history of Nifty Midcap150 Quality 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
-13.1%
High on 01-10-2024
Gain needed to recover
15.1%
From the latest close back to the high
Time below high
2y 1m
Since the last high
Worst decline
-58.5%
07-01-2008 to 09-03-2009; recovered 14-10-2009 (1y 9m after the high)BT
Longest time below a high
3y
10-11-2010 to 01-11-2013BT
Time spent below a high
87.6%
6 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 year23.3%14.8%-52.8%171.5%5,094
3 years3.8%17.2%-12.4%49.9%4,580
5 years0.0%17.8%2.6%33.0%4,106
7 years0.0%17.2%10.9%31.9%3,606
10 years0.0%18.3%11.7%27.7%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
86.7%
Average of 166 months Nifty Midcap 150 rose
Downside capture
78.3%
Average of 92 months Nifty Midcap 150 fell; lower is better
Months ahead
50.8%
Beat Nifty Midcap 150 in this share of 258 months
Longest stretch behind
6y 6m
Relative wealth below its high, 12-05-2020 to still behind

Now 41.6% behind its best point relative to Nifty Midcap 150, for 6y 6m. Relative wealth was below an earlier peak on 95.9% of shared trading days.

Backtest Hero? · vs its own history

28-10-2021 – 28-10-2026 · 5 years. Compared with 2,371 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty Midcap 150: -8.1 pp.
Open full analysis
CAGR
5.7%
Historical percentile 0.0median 21.3%
Volatility
15.0%
Historical percentile 56.4median 13.9%
Max drawdown
-21.3%
Historical percentile 66.5median -29.0%
Sharpe
0.12
Historical percentile 0.0median 0.91

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 3,031 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 Quality 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 Quality 50Nifty Midcap 150Difference
2026 (YTD)-6.8%-4.9%
-1.9 pp
2025-0.6%+6.0%
-6.5 pp
2024+20.2%+24.5%
-4.3 pp
2023+28.7%+44.6%
-15.9 pp
2022-9.0%+3.9%
-12.9 pp
2021+38.1%+48.2%
-10.1 pp
2020+27.2%+25.6%
+1.7 pp
2019+4.2%+0.6%
+3.5 pp
2018-7.9%-12.6%
+4.7 pp
2017+54.7%+55.7%
-1.0 pp
2016+10.4%+6.5%
+3.9 pp
2015+5.5%+9.7%
-4.2 pp
2014+68.7%+62.7%
+6.0 pp
2013+9.8%-1.3%
+11.0 pp
2012+34.3%+46.7%
-12.4 pp
2011-21.3%-31.0%
+9.7 pp
2010+36.0%+20.1%
+16.0 pp
2009+121.6%+113.9%
+7.7 pp
2008-51.0%-64.9%
+14.0 pp
2007+47.4%+78.2%
-30.8 pp
2006+22.4%+28.5%
-6.1 pp
2005 (partial)+46.8%+43.4%
+3.4 pp