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SectoralBenchmark: Nifty 500

Nifty NBFC

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

Compare with Nifty 500Backtest Hero?

Launch date: 15-06-2026. 98.2% 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 NBFC and Nifty 500 on the same 5,351 observed dates, 01-04-2005 – 28-10-2026.

CAGR
21.3%BT
Nifty 500: 13.6%
Annualized volatility
25.9%BT
Nifty 500: 20.1%
Max drawdown
-75.4%BT
Nifty 500: -63.7%
Sharpe
0.70BT
Nifty 500: 0.50
Sortino
0.97BT
Nifty 500: 0.69
Median rolling 5Y CAGR
19.3%BT
Nifty 500: 13.4%

Drawdown and recovery

Full history of Nifty NBFC, 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
-21.0%
High on 06-08-2026
Gain needed to recover
26.5%
From the latest close back to the high
Time below high
3m
Since the last high
Worst decline
-75.4%
02-01-2008 to 09-03-2009; recovered 27-10-2010 (2y 10m after the high)BT
Longest time below a high
2y 10m
02-01-2008 to 27-10-2010BT
Time spent below a high
91.1%
12 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 year20.3%21.7%-69.0%171.4%5,094
3 years4.7%19.4%-8.0%67.4%4,580
5 years0.0%19.3%2.6%36.4%4,106
7 years0.0%18.9%8.9%33.2%3,606
10 years0.0%20.4%12.5%31.7%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
136.5%
Average of 162 months Nifty 500 rose
Downside capture
117.7%
Average of 96 months Nifty 500 fell; lower is better
Months ahead
54.3%
Beat Nifty 500 in this share of 258 months
Longest stretch behind
6y 5m
Relative wealth below its high, 25-02-2020 to 31-07-2026

Now 13.8% behind its best point relative to Nifty 500, for 3m. Relative wealth was below an earlier peak on 96.3% of shared trading days.

Backtest Hero? · vs its own history

15-06-2026 – 28-10-2026 · 4 months 13 days. Compared with 5,162 equal-length periods from the pre-launch backtest.
Open full analysis
Total return
-10.2%
Historical percentile 13.6median 8.5%
Volatility
21.1%
Historical percentile 44.4median 22.0%
Max drawdown
-21.9%
Historical percentile 16.3median -12.3%

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 6,396 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 NBFC 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 NBFCNifty 500Difference
2026 (YTD)-17.0%-8.2%
-8.8 pp
2025+43.4%+7.8%
+35.6 pp
2024+2.5%+16.2%
-13.8 pp
2023+36.6%+26.9%
+9.7 pp
2022+6.6%+4.2%
+2.4 pp
2021+24.0%+31.6%
-7.6 pp
2020+5.4%+17.9%
-12.4 pp
2019+15.5%+9.0%
+6.5 pp
2018-1.2%-2.1%
+0.9 pp
2017+71.7%+37.7%
+34.1 pp
2016+16.5%+5.1%
+11.4 pp
2015+2.1%+0.2%
+1.9 pp
2014+63.2%+39.3%
+23.9 pp
2013+1.5%+4.8%
-3.4 pp
2012+85.5%+33.5%
+52.1 pp
2011-35.1%-26.4%
-8.7 pp
2010+45.1%+15.3%
+29.8 pp
2009+88.8%+91.0%
-2.2 pp
2008-64.9%-56.5%
-8.3 pp
2007+159.5%+64.6%
+95.0 pp
2006+25.9%+36.2%
-10.2 pp
2005 (partial)+88.6%+38.5%
+50.2 pp