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SectoralParent: Nifty 500

Nifty Private Bank

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

Compare with Nifty 500Backtest Hero?

Launch date: 05-01-2016. 49.9% 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 Private Bank and Nifty 500 on the same 5,351 observed dates, 01-04-2005 – 28-10-2026.

CAGR
17.4%BT
Nifty 500: 13.6%
Annualized volatility
27.8%BT
Nifty 500: 20.1%
Max drawdown
-74.4%BT
Nifty 500: -63.7%
Sharpe
0.55BT
Nifty 500: 0.50
Sortino
0.79BT
Nifty 500: 0.69
Median rolling 5Y CAGR
16.2%BT
Nifty 500: 13.4%

Drawdown and recovery

Full history of Nifty Private Bank, 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
-7.9%
High on 18-02-2026
Gain needed to recover
8.6%
From the latest close back to the high
Time below high
8m
Since the last high
Worst decline
-74.4%
14-01-2008 to 09-03-2009; recovered 18-08-2010 (2y 7m after the high)BT
Longest time below a high
2y 7m
14-01-2008 to 18-08-2010BT
Time spent below a high
92.3%
7 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 year19.6%15.6%-63.8%235.5%5,094
3 years4.2%15.9%-9.4%62.8%4,580
5 years0.2%16.2%-1.4%41.5%4,106
7 years0.0%17.1%5.5%34.9%3,606
10 years0.0%16.2%8.8%31.4%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
125.4%
Average of 162 months Nifty 500 rose
Downside capture
118.0%
Average of 96 months Nifty 500 fell; lower is better
Months ahead
53.5%
Beat Nifty 500 in this share of 258 months
Longest stretch behind
7y 7m
Relative wealth below its high, 28-03-2019 to still behind

Now 34.4% behind its best point relative to Nifty 500, for 7y 7m. 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 1,434 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty 500: -2.3 pp.
Open full analysis
CAGR
6.2%
Historical percentile 0.0median 22.2%
Volatility
17.1%
Historical percentile 0.0median 38.3%
Max drawdown
-20.4%
Historical percentile 100.0median -69.2%
Sharpe
0.16
Historical percentile 0.0median 0.67

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 3,163 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 Private Bank 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 Private BankNifty 500Difference
2026 (YTD)-6.4%-8.2%
+1.8 pp
2025+16.6%+7.8%
+8.8 pp
2024+0.4%+16.2%
-15.8 pp
2023+14.6%+26.9%
-12.3 pp
2022+22.0%+4.2%
+17.7 pp
2021+4.9%+31.6%
-26.7 pp
2020-2.9%+17.9%
-20.8 pp
2019+16.8%+9.0%
+7.8 pp
2018+8.6%-2.1%
+10.7 pp
2017+41.7%+37.7%
+4.0 pp
2016+8.5%+5.1%
+3.3 pp
2015-2.4%+0.2%
-2.7 pp
2014+69.5%+39.3%
+30.2 pp
2013-2.0%+4.8%
-6.8 pp
2012+69.0%+33.5%
+35.5 pp
2011-24.7%-26.4%
+1.6 pp
2010+36.8%+15.3%
+21.6 pp
2009+104.6%+91.0%
+13.6 pp
2008-56.6%-56.5%
-0.1 pp
2007+93.6%+64.6%
+29.1 pp
2006+55.8%+36.2%
+19.7 pp
2005 (partial)+37.6%+38.5%
-0.9 pp