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SectoralParent: Nifty 500

Nifty Oil & Gas

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

Compare with Nifty 500Backtest Hero?

Launch date: 15-01-2020. 68.5% 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 Oil & Gas and Nifty 500 on the same 5,351 observed dates, 01-04-2005 – 28-10-2026.

CAGR
13.7%BT
Nifty 500: 13.6%
Annualized volatility
23.7%BT
Nifty 500: 20.1%
Max drawdown
-61.3%BT
Nifty 500: -63.7%
Sharpe
0.46BT
Nifty 500: 0.50
Sortino
0.65BT
Nifty 500: 0.69
Median rolling 5Y CAGR
14.0%BT
Nifty 500: 13.4%

Drawdown and recovery

Full history of Nifty Oil & Gas, 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
-22.1%
High on 02-09-2024
Gain needed to recover
28.4%
From the latest close back to the high
Time below high
2y 2m
Since the last high
Worst decline
-61.3%
04-01-2008 to 27-10-2008; recovered 12-05-2014 (6y 4m after the high)BT
Longest time below a high
6y 4m
04-01-2008 to 12-05-2014BT
Time spent below a high
94.2%
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 year27.9%12.1%-55.3%120.2%5,094
3 years7.8%15.0%-7.5%44.1%4,580
5 years1.4%14.0%-3.5%29.3%4,106
7 years0.0%13.3%0.4%21.0%3,606
10 years0.0%13.6%4.6%20.3%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
102.2%
Average of 162 months Nifty 500 rose
Downside capture
100.0%
Average of 96 months Nifty 500 fell; lower is better
Months ahead
46.1%
Beat Nifty 500 in this share of 258 months
Longest stretch behind
17y 7m
Relative wealth below its high, 08-04-2009 to still behind

Now 28.2% behind its best point relative to Nifty 500, for 17y 7m. Relative wealth was below an earlier peak on 98.8% of shared trading days.

Backtest Hero? · vs its own history

28-10-2021 – 28-10-2026 · 5 years. Compared with 2,428 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty 500: -1.4 pp.
Open full analysis
CAGR
7.1%
Historical percentile 30.8median 11.6%
Volatility
19.6%
Historical percentile 41.4median 20.0%
Max drawdown
-29.0%
Historical percentile 36.5median -28.1%
Sharpe
0.21
Historical percentile 30.5median 0.39

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 1,585 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 Oil & Gas 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 Oil & GasNifty 500Difference
2026 (YTD)-15.3%-8.2%
-7.0 pp
2025+15.3%+7.8%
+7.5 pp
2024+14.0%+16.2%
-2.3 pp
2023+13.1%+26.9%
-13.8 pp
2022+16.9%+4.2%
+12.6 pp
2021+37.2%+31.6%
+5.6 pp
2020+9.2%+17.9%
-8.7 pp
2019+14.6%+9.0%
+5.6 pp
2018-7.5%-2.1%
-5.4 pp
2017+43.0%+37.7%
+5.3 pp
2016+26.2%+5.1%
+21.1 pp
2015+1.8%+0.2%
+1.6 pp
2014+26.2%+39.3%
-13.1 pp
2013+3.7%+4.8%
-1.1 pp
2012+13.6%+33.5%
-19.9 pp
2011-24.3%-26.4%
+2.1 pp
2010+11.1%+15.3%
-4.2 pp
2009+77.9%+91.0%
-13.1 pp
2008-50.7%-56.5%
+5.8 pp
2007+110.3%+64.6%
+45.7 pp
2006+19.6%+36.2%
-16.6 pp
2005 (partial)+34.0%+38.5%
-4.5 pp