strategy · Total Return Index
Nifty 500 Value 50 (TRI)
15897
-0.62% 1dEOD · 07 Sept 2026
Inception
01 Apr 2005
CAGR (lifetime)
13.77%
Sharpe (lifetime)
0.40
Max DD (lifetime)
−66.1%
–
- Return
- -32.30%
- CAGR
- -32.17%
- Sharpe
- -0.75
- Max DD
- −44.6%
Notes
Source: niftyindices.com. Daily values upserted by the daily-indices GitHub Actions workflow at 17:15 IST on weekdays. This is a Total Return Index — dividends are reinvested into the index.
Sharpe ratio uses annualized daily log returns and a risk-free rate of 6.50% sourced from fallback (6.5%). CAGR is calendar-day annualized from the first to last point in the selected window. Max drawdown is the largest peak-to-trough fall in the same window.