SectoralBenchmark: Nifty 500

Nifty REITs & Realty

Total Return Index · Available history 01-07-2021 to 28-10-2026 · 1,321 observations

Launch date: 02-03-2026. 87.7% 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 REITs & Realty and Nifty 500 on the same 1,321 observed dates, 01-07-2021 – 28-10-2026.

CAGR: 15.8%BT; Nifty 500: 10.5%
Annualized volatility: 13.9%BT; Nifty 500: 14.3%
Max drawdown: -19.1%BT; Nifty 500: -18.6%
Sharpe: 0.79BT; Nifty 500: 0.44
Sortino: 1.14BT; Nifty 500: 0.60
Median rolling 5Y CAGR: 16.6%BT; Nifty 500: 11.7%

Drawdown and recovery

Full history of Nifty REITs & Realty, 01-07-2021 – 28-10-2026. A drawdown is the fall from the highest close before it.

BT = Backtested history by NSE— = not enough history

Current drawdown

-9.1%

High on 24-08-2026

Gain needed to recover

10.1%

From the latest close back to the high

Time below high

Since the last high

Worst decline

-19.1%

12-09-2022 to 15-03-2023; recovered 08-09-2023 (1y after the high)BT

Longest time below a high

12-09-2022 to 08-09-2023BT

Time spent below a high

89.6%

0 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	11.8%	9.6%	-11.7%	56.9%	1,072
3 years	0.0%	19.0%	11.1%	25.9%	578
5 years	0.0%	16.6%	11.5%	18.4%	83
7 years	—	—	—	—	—
10 years	—	—	—	—	—

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

Versus Nifty 500

On the shared dates 01-07-2021 – 28-10-2026, using month-end returns for capture.

BT = Backtested history by NSE— = not enough history

Upside capture

96.9%

Average of 39 months Nifty 500 rose

Downside capture

69.7%

Average of 24 months Nifty 500 fell; lower is better

Months ahead

54.0%

Beat Nifty 500 in this share of 63 months

Longest stretch behind

4y 1m

Relative wealth below its high, 13-06-2022 to 03-07-2026

Now 4.1% behind its best point relative to Nifty 500, for 28d. Relative wealth was below an earlier peak on 95.7% of shared trading days.

Backtest Hero? · vs its own history

02-03-2026 – 28-10-2026 · 7 months 26 days. Compared with 994 equal-length periods from the pre-launch backtest.

Open full analysis

Total return

1.2%

Historical percentile 27.1median 7.9%

Volatility

15.1%

Historical percentile 89.3median 13.0%

Max drawdown

-9.3%

Historical percentile 33.7median -8.4%

Growth of 100

On 1,321 shared dates from 01-07-2021: 100 became 218 vs 170 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 01-07-2021; the first plotted rolling-return observation is 05-07-2024, after a complete 3Y-year window.

Rolling 1-year volatility

Up to 252 daily observations, minimum 126, annualized. First plotted observation: 07-01-2022.

Calendar-year returns

Nifty REITs & 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 REITs & Realty	Nifty 500	Difference
2026 (YTD)	-2.3%	-8.2%	+5.9 pp
2025	+9.1%	+7.8%	+1.3 pp
2024	+25.5%	+16.2%	+9.2 pp
2023	+28.9%	+26.9%	+2.0 pp
2022	+1.0%	+4.2%	-3.3 pp
2021 (partial)	+25.2%	+12.0%	+13.2 pp