SectoralParent: Nifty 500

Nifty Realty

Total Return Index · Available history 29-12-2006 to 28-10-2026 · 4,912 observations

Launch date: 30-08-2007. 3.4% 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 Realty and Nifty 500 on the same 4,912 observed dates, 29-12-2006 – 28-10-2026.

CAGR: -0.6%BT; Nifty 500: 11.2%
Annualized volatility: 38.5%BT; Nifty 500: 19.9%
Max drawdown: -92.8%BT; Nifty 500: -63.7%
Sharpe: 0.05BT; Nifty 500: 0.40
Sortino: 0.07BT; Nifty 500: 0.55
Median rolling 5Y CAGR: 5.7%BT; Nifty 500: 13.3%

Drawdown and recovery

Full history of Nifty Realty, 29-12-2006 – 28-10-2026. A drawdown is the fall from the highest close before it.

BT = Backtested history by NSE— = not enough history

Current drawdown

-52.8%

High on 14-01-2008

Gain needed to recover

111.9%

From the latest close back to the high

Time below high

18y 9m

Since the last high

Worst decline

-92.8%

14-01-2008 to 25-02-2016; not yet recovered

Longest time below a high

18y 9m

14-01-2008 to still below

Time spent below a high

99.3%

2 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 for	Lost money	Median CAGR	Worst CAGR	Best CAGR	Windows
1 year	52.2%	-2.2%	-88.0%	180.9%	4,658
3 years	41.4%	6.9%	-43.4%	50.0%	4,157
5 years	36.8%	5.7%	-30.7%	42.3%	3,670
7 years	35.4%	4.1%	-27.1%	26.1%	3,171
10 years	37.6%	5.7%	-16.0%	21.1%	2,432

Lost money: share of windows with a negative annualized return.

Versus Nifty 500

On the shared dates 29-12-2006 – 28-10-2026, using month-end returns for capture.

BT = Backtested history by NSE— = not enough history

Upside capture

159.8%

Average of 145 months Nifty 500 rose

Downside capture

213.3%

Average of 93 months Nifty 500 fell; lower is better

Months ahead

45.0%

Beat Nifty 500 in this share of 238 months

Longest stretch behind

18y 9m

Relative wealth below its high, 15-01-2008 to still behind

Now 90.6% behind its best point relative to Nifty 500, for 18y 9m. Relative wealth was below an earlier peak on 99.8% 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. Difference in CAGR versus Nifty 500: +1.8 pp.

Open full analysis

CAGR

10.3%

Percentile unavailablemedian —

Volatility

27.0%

Percentile unavailablemedian —

Max drawdown

-43.1%

Percentile unavailablemedian —

Sharpe

0.33

Percentile unavailablemedian —

Growth of 100

On 4,912 shared dates from 29-12-2006: 100 became 89 vs 824 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 29-12-2006; the first plotted rolling-return observation is 31-12-2009, after a complete 3Y-year window.

Rolling 1-year volatility

Up to 252 daily observations, minimum 126, annualized. First plotted observation: 06-07-2007.

Calendar-year returns

Nifty Realty 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 Realty	Nifty 500	Difference
2026 (YTD)	-8.7%	-8.2%	-0.5 pp
2025	-16.3%	+7.8%	-24.1 pp
2024	+34.8%	+16.2%	+18.5 pp
2023	+82.0%	+26.9%	+55.1 pp
2022	-10.5%	+4.2%	-14.8 pp
2021	+54.7%	+31.6%	+23.1 pp
2020	+5.7%	+17.9%	-12.2 pp
2019	+29.3%	+9.0%	+20.3 pp
2018	-32.7%	-2.1%	-30.5 pp
2017	+110.7%	+37.7%	+73.0 pp
2016	-3.5%	+5.1%	-8.6 pp
2015	-14.3%	+0.2%	-14.6 pp
2014	+10.8%	+39.3%	-28.5 pp
2013	-33.6%	+4.8%	-38.4 pp
2012	+53.6%	+33.5%	+20.1 pp
2011	-51.3%	-26.4%	-24.9 pp
2010	-25.3%	+15.3%	-40.5 pp
2009	+71.4%	+91.0%	-19.6 pp
2008	-82.5%	-56.5%	-26.0 pp
2007	+73.7%	+64.6%	+9.1 pp