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QualityParent: Nifty Smallcap 250

Nifty Smallcap250 Quality 50

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

Compare with Nifty Smallcap 250Backtest Hero?

Launch date: 15-03-2023. 83.2% 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 Smallcap250 Quality 50 and Nifty Smallcap 250 on the same 5,351 observed dates, 01-04-2005 – 28-10-2026.

CAGR
17.7%BT
Nifty Smallcap 250: 15.3%
Annualized volatility
19.5%BT
Nifty Smallcap 250: 21.5%
Max drawdown
-70.3%BT
Nifty Smallcap 250: -75.6%
Sharpe
0.70BT
Nifty Smallcap 250: 0.56
Sortino
0.93BT
Nifty Smallcap 250: 0.73
Median rolling 5Y CAGR
18.8%BT
Nifty Smallcap 250: 14.0%

Drawdown and recovery

Full history of Nifty Smallcap250 Quality 50, 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
-24.0%
High on 11-12-2024
Gain needed to recover
31.6%
From the latest close back to the high
Time below high
1y 11m
Since the last high
Worst decline
-70.3%
02-01-2008 to 12-03-2009; recovered 09-07-2010 (2y 6m after the high)BT
Longest time below a high
3y 1m
08-11-2010 to 02-12-2013BT
Time spent below a high
88.5%
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 year27.2%14.7%-64.5%194.1%5,094
3 years8.1%19.5%-18.6%50.3%4,580
5 years0.2%18.8%-1.5%41.0%4,106
7 years0.0%18.9%8.1%35.5%3,606
10 years0.0%19.2%9.6%28.7%2,862

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

Versus Nifty Smallcap 250

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
92.8%
Average of 156 months Nifty Smallcap 250 rose
Downside capture
83.8%
Average of 102 months Nifty Smallcap 250 fell; lower is better
Months ahead
52.7%
Beat Nifty Smallcap 250 in this share of 258 months
Longest stretch behind
5y 8m
Relative wealth below its high, 09-05-2005 to 10-01-2011

Now 18.2% behind its best point relative to Nifty Smallcap 250, for 1y 11m. Relative wealth was below an earlier peak on 96.1% of shared trading days.

Backtest Hero? · vs its own history

15-03-2023 – 28-10-2026 · 3 years 7 months 13 days. Compared with 3,550 equal-length periods from the pre-launch backtest. Difference in CAGR versus Nifty Smallcap 250: -5.8 pp.
Open full analysis
CAGR
14.6%
Historical percentile 44.5median 16.5%
Volatility
18.2%
Historical percentile 51.0median 16.8%
Max drawdown
-30.4%
Historical percentile 64.5median -31.9%
Sharpe
0.59
Historical percentile 48.7median 0.60

Growth of 100

On 5,351 shared dates from 01-04-2005: 100 became 3,395 vs 2,171 in Nifty Smallcap 250. 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 Smallcap250 Quality 50 vs Nifty Smallcap 250; 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 Smallcap250 Quality 50Nifty Smallcap 250Difference
2026 (YTD)-7.1%+2.3%
-9.4 pp
2025-11.5%-5.5%
-6.0 pp
2024+27.5%+27.2%
+0.3 pp
2023+52.1%+49.1%
+3.0 pp
2022+0.5%-2.6%
+3.1 pp
2021+66.1%+63.3%
+2.7 pp
2020+33.6%+26.5%
+7.1 pp
2019-7.4%-7.3%
-0.1 pp
2018-15.6%-26.1%
+10.5 pp
2017+45.5%+58.5%
-13.0 pp
2016+7.4%+1.4%
+6.0 pp
2015+19.8%+11.3%
+8.6 pp
2014+74.7%+71.7%
+3.0 pp
2013+11.7%-6.4%
+18.1 pp
2012+38.5%+40.4%
-1.9 pp
2011-26.4%-35.1%
+8.6 pp
2010+35.4%+17.6%
+17.7 pp
2009+140.6%+117.4%
+23.2 pp
2008-63.3%-68.6%
+5.3 pp
2007+62.9%+97.4%
-34.6 pp
2006+14.5%+32.9%
-18.3 pp
2005 (partial)+47.1%+55.8%
-8.6 pp