Broad Market (BM) – Total & Price Returns

  • 1‑Month Total Return: Nifty 50 +1.94%, Nifty Next 50 +4.78%, Nifty Smallcap 250 +6.45%, NIFTY MICROCAP250 +8.86% – the most aggressive short‑term gain.
  • 1‑Year Total Return: Nifty 50 –2.82%, Nifty Next 50 +10.59%, NIFTY MICROCAP250 +9.42%, NIFTY INDIA DEFENCE +10.03%.
  • 3‑Year Total Return: NIFTY MICROCAP250 +25.44%, NIFTY INDIA DEFENCE +53.55%, Nifty Midcap 50 +22.30%.
  • Price Return: Mirrors total return with slightly lower 1‑month figures (Nifty 50 +1.62%, Nifty Next 50 +4.71%).
  • Key Divergence: Small‑cap indices (e.g., NIFTY SMALLCAP 50) outperformed large‑cap, delivering +5.62% 1‑month total and +6.90% 1‑month price.

Thematic (TH) – Total & Price Returns

  • Top 3‑Month Total Performers: NIFTY MICROCAP250 (+27.12%), NIFTY INDIA DEFENCE (+25.77%), Nifty Midcap Liquid 15 (+16.76%).
  • Best 3‑Year Total: NIFTY INDIA DEFENCE (+53.55%), NIFTY MICROCAP250 (+25.44%), Nifty Capital Markets (+65.08%).
  • Strong 5‑Year Returns: NIFTY MICROCAP250 (+23.00%), NIFTY INDIA DEFENCE (+56.86%), Nifty Capital Markets (+34.07%).
  • Negative Movers: Nifty CPSE –3.81% 1‑month (both total and price), Nifty Shariah 25 –0.53% 1‑month total, Nifty50 Shariah –2.91% 1‑month total.
  • Price vs Total: Price returns are generally a few basis points lower than total returns; e.g., NIFTY MICROCAP250 price +8.82% vs total +8.86% 1‑month.

Sector (SC) – Total & Price Returns

  • Worst 1‑Month Total: Nifty IT –4.12% (price –4.44%).
  • Best 1‑Month Total: Nifty High Beta 50 (not in sector list) – but within sector, Nifty PSU Bank +9.54% (price +9.46%).
  • Top 1‑Year Total: Nifty PSU Bank +29.01% (price +28.04%); Nifty Metal +45.08% (price +43.25%).
  • 3‑Year Total Leaders: Nifty Metal +29.39%, Nifty PSU Bank +30.44%, Nifty MidSmall Financial Services +33.53%.
  • Mid‑Cap & Small‑Cap: Nifty MidSmall Financial Services posted +23.20% 1‑yr total, +22.74% price.
  • Healthcare & Pharma: Nifty Pharma +15.51% 1‑yr total, +14.57% price; NIFTY HEALTHCARE +12.93% total, +12.19% price.
  • Banking: Nifty Bank +4.12% 1‑yr total, +2.99% price; Nifty Private Bank modest +0.87% total, 0% price.

Strategy (ST) – Total & Price Returns

  • Data Gaps: Nifty50 PR 1x Inverse and 2x Leverage have no total‑return data; price return for PR 1x Inverse –1.31% 1‑month.
  • Top 3‑Month Total: Nifty High Beta 50 +24.56%, Nifty Alpha 50 +17.48%, Nifty Growth Sectors 15 –0.48% (negative).
  • Best 1‑Year Total: NIFTY500 VALUE 50 +22.03%, Nifty200 Value 30 +23.67%.
  • 5‑Year Total Highlights: NIFTY500 VALUE 50 +26.95%, Nifty200 Value 30 +28.17%.
  • Price Return Contrast: Most strategy indices show similar direction; e.g., Nifty High Beta 50 price +24.32% 3‑month, Nifty Alpha 50 price +17.31% 3‑month.
  • Notable Outliers: NIFTY50 Dividend Points price shows large volatility (+247.17% 1‑month, –61.51% 3‑month) – likely a data anomaly.

Fixed Income (FI) – Price Returns Only

  • Positive 1‑Month Returns: Nifty 10 yr Benchmark G‑Sec +2.01%, Nifty 4‑8 yr G‑Sec +2.13%.
  • 3‑Month Returns: All listed G‑Sec indices posted modest gains (0.89%‑1.66%).
  • 1‑Year Returns: Ranged from +2.12% (10‑yr Benchmark) to +3.23% (11‑15 yr G‑Sec).
  • 3‑Year Returns: Consistently around +6‑7% for all G‑Sec indices.
  • No Total‑Return data is provided for fixed‑income indices.

Overall Market Takeaways

  • Broad equity market remains flat to slightly negative on a 1‑year horizon, while mid‑cap and small‑cap segments delivered robust upside.
  • Thematic indices focused on micro‑caps, defence, and capital markets outperformed, indicating sector‑specific investor enthusiasm.
  • Sectoral performance was highly divergent; defensive IT lagged, whereas PSU banks, metals, and pharma led gains.
  • Strategy indices offered high‑beta and value‑oriented exposure with strong multi‑year returns, but some exhibit data irregularities.
  • Fixed‑income showed modest positive returns across the curve, suggesting a stable bond market backdrop.