Broad MarketBenchmark: Nifty 500
Nifty Next 50
Total Return Index · Available history 08-11-2002 to 28-10-2026 · 5,956 observations
Launch date: 24-12-1996. All stored history is after this date. Source: Curated catalog launch_date (not independently reverified).
Nifty Next 50 and Nifty 500 on the same 5,956 observed dates, 08-11-2002 – 28-10-2026.
- CAGR
- 19.5%
- Nifty 500: 17.0%
- Annualized volatility
- 23.1%
- Nifty 500: 20.5%
- Max drawdown
- -72.1%
- Nifty 500: -63.7%
- Sharpe
- 0.69
- Nifty 500: 0.64
- Sortino
- 0.94
- Nifty 500: 0.88
- Median rolling 5Y CAGR
- 15.0%
- Nifty 500: 14.2%
Drawdown and recovery
Full history of Nifty Next 50, 08-11-2002 – 28-10-2026. A drawdown is the fall from the highest close before it.
Current drawdown
-11.8%
High on 27-09-2024
Gain needed to recover
13.4%
From the latest close back to the high
Time below high
2y 1m
Since the last high
Worst decline
-72.1%
04-01-2008 to 09-03-2009; recovered 20-09-2010 (2y 9m after the high)
Longest time below a high
3y 5m
09-11-2010 to 27-03-2014
Time spent below a high
90.1%
8 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.
| Held for | Lost money | Median CAGR | Worst CAGR | Best CAGR | Windows |
|---|---|---|---|---|---|
| 1 year | 21.7% | 16.7% | -67.3% | 201.8% | 5,697 |
| 3 years | 6.7% | 17.1% | -15.6% | 76.2% | 5,174 |
| 5 years | 0.0% | 15.0% | 0.3% | 59.4% | 4,691 |
| 7 years | 0.0% | 14.7% | 6.2% | 37.9% | 4,206 |
| 10 years | 0.0% | 15.3% | 7.1% | 26.5% | 3,453 |
Lost money: share of windows with a negative annualized return.
Versus Nifty 500
On the shared dates 08-11-2002 – 28-10-2026, using month-end returns for capture.
Upside capture
111.9%
Average of 182 months Nifty 500 rose
Downside capture
107.5%
Average of 105 months Nifty 500 fell; lower is better
Months ahead
53.3%
Beat Nifty 500 in this share of 287 months
Longest stretch behind
8y 10m
Relative wealth below its high, 08-01-2018 to still behind
Now 7.6% behind its best point relative to Nifty 500, for 8y 10m. Relative wealth was below an earlier peak on 97.3% of shared trading days.
Backtest Hero? · vs its own history
28-10-2021 – 28-10-2026 · 5 years. Compared with 0 equal-length periods from the pre-launch backtest.
CAGR
10.9%
Percentile unavailablemedian —
Volatility
17.9%
Percentile unavailablemedian —
Max drawdown
-26.4%
Percentile unavailablemedian —
Sharpe
0.41
Percentile unavailablemedian —
Growth of 100
On 5,956 shared dates from 08-11-2002: 100 became 7,173 vs 4,289 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 08-11-2002; the first plotted rolling-return observation is 11-11-2005, after a complete 3Y-year window.
Rolling 1-year volatility
Up to 252 daily observations, minimum 126, annualized. First plotted observation: 16-05-2003.
Calendar-year returns
Nifty Next 50 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 Next 50 | Nifty 500 | Difference |
|---|---|---|---|
| 2026 (YTD) | -2.1% | -8.2% | +6.1 pp |
| 2025 | +2.9% | +7.8% | -4.9 pp |
| 2024 | +28.4% | +16.2% | +12.1 pp |
| 2023 | +27.2% | +26.9% | +0.3 pp |
| 2022 | +1.0% | +4.2% | -3.3 pp |
| 2021 | +30.9% | +31.6% | -0.7 pp |
| 2020 | +15.9% | +17.9% | -2.0 pp |
| 2019 | +1.6% | +9.0% | -7.4 pp |
| 2018 | -7.9% | -2.1% | -5.7 pp |
| 2017 | +47.7% | +37.7% | +10.1 pp |
| 2016 | +8.4% | +5.1% | +3.3 pp |
| 2015 | +8.1% | +0.2% | +7.8 pp |
| 2014 | +46.4% | +39.3% | +7.1 pp |
| 2013 | +6.0% | +4.8% | +1.2 pp |
| 2012 | +49.8% | +33.5% | +16.4 pp |
| 2011 | -31.1% | -26.4% | -4.7 pp |
| 2010 | +18.9% | +15.3% | +3.7 pp |
| 2009 | +130.5% | +91.0% | +39.6 pp |
| 2008 | -63.1% | -56.5% | -6.6 pp |
| 2007 | +77.4% | +64.6% | +12.8 pp |
| 2006 | +30.0% | +36.2% | -6.1 pp |
| 2005 | +26.4% | +38.8% | -12.4 pp |
| 2004 | +33.3% | +21.1% | +12.3 pp |
| 2003 | +147.3% | +104.9% | +42.4 pp |
| 2002 (partial) | +12.9% | +11.1% | +1.9 pp |