Data Extraction

Tables Identified

  • Broad Market (bm) – Total Return (date: May 25, 2026)
  • Broad Market (bm) – Price Return (date: May 25, 2026)
  • Thematic (th) – Total Return (date: May 25, 2026)
  • Thematic (th) – Price Return (date: May 25, 2026)
  • Sector (sc) – Total Return (date: May 25, 2026)
  • Sector (sc) – Price Return (date: May 25, 2026)
  • Strategy (st) – Total Return (date: May 25, 2026)
  • Strategy (st) – Price Return (date: May 25, 2026)
  • Fixed Income (fi) – Price Return (date: May 22, 2026)

Organized Tables

1. Broad Market – Total Return

| Symbol | 1M | 3M | 1YR | 3YR | 5YR | 10YR |

| Nifty 50 | 0.70 | -5.53 | -2.14 | 10.71 | 10.89 | 13.10 |

| Nifty Next 50 | 1.39 | 0.86 | 6.60 | 20.73 | 14.68 | 15.13 |

| Nifty 100 | 0.83 | -4.40 | -0.62 | 12.33 | 11.35 | 13.38 |

| Nifty 200 | 1.51 | -2.79 | 1.30 | 14.12 | 12.69 | 14.10 |

| Nifty 500 | 1.69 | -1.89 | 1.66 | 14.88 | 13.23 | 14.48 |

| Nifty Midcap 50 | 5.44 | 4.90 | 11.75 | 24.44 | 20.85 | 19.40 |

| NIFTY MIDCAP 100 | 4.39 | 4.34 | 9.97 | 23.92 | 20.27 | 17.96 |

| NIFTY Smallcap 100 | 3.66 | 6.39 | 3.85 | 23.09 | 15.60 | 14.62 |

| Nifty Midcap 150 | 3.77 | 3.39 | 9.39 | 23.09 | 19.57 | 18.97 |

| Nifty smallcap 250 | 3.46 | 5.92 | 3.28 | 20.99 | 17.37 | 16.00 |

| NIFTY SMALLCAP 50 | 4.57 | 6.70 | 6.77 | 26.77 | 15.43 | 13.36 |

| Nifty MidSmallcap 400 | 3.67 | 4.23 | 7.20 | 22.33 | 18.83 | 17.98 |

| NIFTY MID SELECT | 6.03 | 7.39 | 16.19 | 24.69 | 19.28 | 18.18 |

| NIFTY LargeMidcap 250 | 2.33 | -0.52 | 4.34 | 17.75 | 15.52 | 16.27 |

| NIFTY500 MULTICAP 50:25:25 | 2.30 | 0.15 | 2.98 | 17.34 | 15.07 | 15.62 |

| NIFTY MICROCAP250 | 4.86 | 10.09 | 2.54 | 26.59 | 24.37 | 20.56 |

| NIFTY TOTAL MKT | 1.82 | -1.45 | 1.71 | 15.23 | 13.53 | 14.63 |

| Nifty500 LargeMidSmall Equal-Cap Weighted | 2.76 | 1.66 | 4.14 | 18.95 | 16.26 | 16.24 |

2. Broad Market – Price Return

| Symbol | 1M | 3M | 1YR | 3YR | 5YR | 10YR |

| Nifty 50 | 0.56 | -5.69 | -3.31 | 9.46 | 9.58 | 11.72 |

| Nifty Next 50 | 1.33 | 0.59 | 5.54 | 19.77 | 13.72 | 13.93 |

| Nifty 100 | 0.70 | -4.58 | -1.77 | 11.14 | 10.11 | 12.03 |

| Nifty 200 | 1.41 | -2.94 | 0.23 | 13.00 | 11.50 | 12.80 |

| Nifty 500 | 1.59 | -2.03 | 0.65 | 13.81 | 12.08 | 13.22 |

| Nifty Midcap 50 | 5.43 | 4.88 | 11.14 | 23.67 | 19.87 | 18.32 |

| NIFTY MIDCAP 100 | 4.37 | 4.31 | 9.31 | 23.17 | 19.39 | 16.92 |

| NIFTY Smallcap 100 | 3.62 | 6.33 | 3.17 | 22.27 | 14.69 | 13.50 |

| Nifty Midcap 150 | 3.74 | 3.35 | 8.72 | 22.34 | 18.74 | 18.04 |

| Nifty smallcap 250 | 3.42 | 5.87 | 2.68 | 20.26 | 16.51 | 15.04 |

| NIFTY SMALLCAP 50 | 4.56 | 6.66 | 6.09 | 25.87 | 14.50 | 12.38 |

| Nifty MidSmallcap 400 | 3.63 | 4.18 | 6.56 | 21.59 | 17.99 | 17.03 |

| NIFTY MID SELECT | 6.03 | 7.39 | 15.63 | 23.88 | 18.42 | 17.14 |

| NIFTY LargeMidcap 250 | 2.25 | -0.63 | 3.42 | 16.77 | 14.47 | 15.12 |

| NIFTY500 MULTICAP 50:25:25 | 2.22 | 0.03 | 2.08 | 16.37 | 14.02 | 14.46 |

| NIFTY MICROCAP250 | 4.85 | 10.05 | 2.09 | 26.00 | 23.66 | 19.66 |

| NIFTY TOTAL MKT | 1.72 | -1.59 | 0.72 | 14.17 | 12.40 | 13.38 |

| Nifty500 LargeMidSmall Equal-Cap Weighted | 2.70 | 1.57 | 3.33 | 18.05 | 15.27 | 15.15 |

3. Thematic – Total Return (selected highlights)

| Symbol | 1M | 3M | 1YR | 3YR | 5YR | 10YR |

| Nifty Capital Markets | 9.96 | 19.99 | 38.18 | 69.76 | 35.88 | - |

| Nifty Midcap Liquid 15 | 7.92 | 11.48 | 15.53 | 29.82 | 23.61 | 21.09 |

| NIFTY MID SELECT | 6.03 | 7.39 | 16.19 | 24.69 | 19.28 | 18.18 |

| NIFTY MICROCAP250 | 4.86 | 10.09 | 2.54 | 26.59 | 24.37 | 20.56 |

| Nifty Services Sector | -0.12 | -7.00 | -5.90 | 9.53 | 8.73 | 12.74 |

| Nifty India Corporate Group Index - Aditya Birla Group | 8.09 | 5.44 | 27.68 | 23.58 | 16.53 | 12.32 |

| NIFTY INDIA DEFENCE | 4.24 | 14.01 | 9.62 | 58.78 | 57.77 | - |

| NIFTY HOUSING | 1.09 | -0.58 | 7.81 | 16.36 | 13.09 | 15.23 |

| Nifty EV & New Age Automotive | 3.69 | -1.41 | 5.31 | 17.77 | 21.84 | - |

| NIFTY100 ESG | 0.46 | -4.29 | 1.05 | 13.45 | 11.00 | 14.12 |

4. Thematic – Price Return (selected highlights)

| Symbol | 1M | 3M | 1YR | 3YR | 5YR | 10YR |

| Nifty Capital Markets | 9.85 | 19.82 | 37.21 | 68.21 | 34.22 | - |

| Nifty Midcap Liquid 15 | 7.92 | 11.48 | 15.00 | 28.85 | 22.50 | 19.94 |

| NIFTY MID SELECT | 6.03 | 7.39 | 15.63 | 23.88 | 18.42 | 17.14 |

| NIFTY MICROCAP250 | 4.85 | 10.05 | 2.09 | 26.00 | 23.66 | 19.66 |

| NIFTY INDIA DEFENCE | 4.24 | 13.91 | 9.04 | 57.79 | 56.29 | - |

| NIFTY HOUSING | 0.94 | -0.73 | 6.88 | 15.45 | 12.04 | 14.02 |

| Nifty EV & New Age Automotive | 3.66 | -1.49 | 4.46 | 16.92 | 20.91 | - |

| NIFTY100 ESG | 0.35 | -4.49 | -0.14 | 12.26 | 9.76 | 12.80 |

5. Sector – Total Return (selected highlights)

| Symbol | 1M | 3M | 1YR | 3YR | 5YR | 10YR |

| Nifty IT | 1.91 | -4.54 | -20.40 | 2.36 | 4.07 | 12.29 |

| Nifty Pharma | 9.28 | 7.05 | 15.95 | 26.50 | 12.68 | 9.25 |

| Nifty Metal | 4.77 | 7.96 | 45.68 | 32.37 | 22.83 | 23.68 |

| Nifty Auto | 3.16 | -7.00 | 13.65 | 24.60 | 21.70 | 13.55 |

| Nifty PSU Bank | -5.94 | -15.32 | 23.75 | 28.74 | 29.74 | 14.87 |

| Nifty Financial Services | 0.01 | -7.70 | -0.45 | 11.69 | 10.84 | 15.05 |

| NIFTY CONSUMER DURABLES | -3.76 | -4.88 | -4.89 | 12.41 | 11.08 | 16.49 |

| NIFTY OIL & GAS | 1.70 | -5.33 | 1.42 | 16.20 | 13.04 | 17.15 |

| Nifty MidSmall Financial Services | 6.60 | 7.42 | 29.99 | 36.63 | 23.37 | 15.90 |

| Nifty MidSmall Healthcare | 8.83 | 10.38 | 17.10 | 31.43 | 16.09 | 19.72 |

| Nifty MidSmall IT & Telecom | 13.92 | 10.18 | -3.81 | 12.56 | 15.44 | 19.31 |

6. Sector – Price Return (selected highlights)

| Symbol | 1M | 3M | 1YR | 3YR | 5YR | 10YR |

| Nifty IT | 1.57 | -5.07 | -22.52 | 0.06 | 1.89 | 9.96 |

| Nifty Pharma | 9.28 | 7.04 | 15.12 | 25.59 | 11.86 | 8.50 |

| Nifty Metal | 4.70 | 7.63 | 44.28 | 31.47 | 21.22 | 21.38 |

| Nifty Auto | 3.16 | -7.04 | 12.54 | 23.55 | 20.57 | 12.41 |

| Nifty PSU Bank | -6.50 | -15.83 | 22.91 | 27.55 | 28.34 | 14.07 |

| Nifty Financial Services | -0.15 | -7.90 | -1.45 | 10.70 | 9.84 | 14.14 |

| NIFTY CONSUMER DURABLES | -3.81 | -4.92 | -5.25 | 11.93 | 10.59 | 15.95 |

| NIFTY OIL & GAS | 1.70 | -5.45 | 0.50 | 15.17 | 11.64 | 14.93 |

| Nifty MidSmall Financial Services | 6.54 | 7.33 | 29.46 | 35.72 | 22.24 | 14.87 |

| Nifty MidSmall Healthcare | 8.82 | 10.36 | 16.62 | 30.86 | 15.51 | 19.00 |

| Nifty MidSmall IT & Telecom | 13.85 | 10.11 | -4.58 | 11.75 | 14.42 | 18.00 |

7. Strategy – Total Return (selected highlights)

| Symbol | 1M | 3M | 1YR | 3YR | 5YR | 10YR |

| Nifty Alpha 50 | 4.00 | 3.24 | 5.81 | 23.52 | 16.12 | 21.13 |

| Nifty High Beta 50 | 4.63 | 9.91 | 16.08 | 23.39 | 18.35 | 13.24 |

| NIFTY500 VALUE 50 | 1.23 | -0.92 | 21.80 | 33.42 | 28.11 | 20.32 |

| NIFTY200 ALPHA 30 | 3.70 | 1.52 | 8.83 | 23.72 | 19.49 | 20.77 |

| Nifty500 Multicap Momentum Quality 50 | 3.81 | 4.58 | 2.97 | 20.08 | 16.84 | 18.89 |

| Nifty MidSmallcap400 Momentum Quality 100 | 4.21 | 7.53 | 5.16 | 20.32 | 18.42 | 19.32 |

| Nifty Smallcap250 Momentum Quality 100 | 4.94 | 7.49 | 1.54 | 15.77 | 14.75 | 18.36 |

8. Strategy – Price Return (selected highlights)

| Symbol | 1M | 3M | 1YR | 3YR | 5YR | 10YR |

| Nifty Alpha 50 | 3.92 | 3.14 | 5.43 | 22.79 | 15.36 | 20.17 |

| Nifty High Beta 50 | 4.61 | 9.71 | 14.99 | 22.37 | 17.21 | 12.18 |

| NIFTY500 VALUE 50 | 1.12 | -1.21 | 20.06 | 31.56 | 25.62 | 17.61 |

| NIFTY200 ALPHA 30 | 3.58 | 1.35 | 8.40 | 22.85 | 18.42 | 19.62 |

| Nifty500 Multicap Momentum Quality 50 | 3.77 | 4.47 | 2.05 | 18.81 | 15.64 | 17.68 |

| Nifty MidSmallcap400 Momentum Quality 100 | 4.16 | 7.44 | 4.40 | 19.30 | 17.38 | 18.20 |

| Nifty Smallcap250 Momentum Quality 100 | 4.88 | 7.41 | 0.76 | 14.86 | 13.76 | 17.16 |

9. Fixed Income – Price Return (selected highlights)

| Symbol | 1M | 3M | 1YR | 3YR | 5YR |

| Nifty 8-13 yr G-Sec | -0.61 | -0.64 | 0.80 | 6.50 | 5.45 |

| Nifty 10 yr Benchmark G-Sec | -0.67 | -0.81 | -0.11 | 6.09 | 4.70 |

| Nifty 10 yr Benchmark G-Sec (Clean Price) | -1.23 | -2.55 | -6.45 | -0.84 | -2.13 |

| Nifty 4-8 yr G-Sec Index | -0.64 | -0.36 | 2.24 | 6.84 | 5.96 |

| Nifty 11-15 yr G-Sec Index | -0.82 | -0.76 | -1.20 | 6.27 | 5.81 |

| Nifty 15 yr and above G-Sec Index | -1.23 | -1.04 | -3.76 | 4.93 | 5.24 |

| Nifty Composite G-sec Index | -0.74 | -0.57 | 0.05 | 6.32 | 5.59 |

| Nifty 1D Rate Index | 0.42 | 1.27 | 5.35 | 6.24 | 5.62 |

Data Analysis

Trend Identification

  • Broad Market: 1‑month total returns modestly positive (0.5‑1.7%); 1‑year returns mixed, with Nifty 50 negative (-2.14%) and Nifty Total Market positive (+1.71%).
  • Mid‑cap/Small‑cap: Consistently strong across 1‑month (+4‑6%) and 1‑year (+10‑27%) periods, indicating continued investor appetite for higher‑growth segments.
  • Thematic: Capital Markets theme outperformed dramatically (+10% 1‑month, +38% 1‑year). Defence and Aditya Birla Group themes also posted double‑digit 1‑year gains. Services and Non‑Cyclical Consumer lagged.
  • Sector: IT suffered steep 1‑year decline (-20%). Pharma and Metal delivered robust gains (+15% and +45% respectively). Financial services showed mixed results; PSU banks posted strong 1‑year (+23%).
  • Strategy: Alpha‑focused and high‑beta strategies generated solid 1‑month (+4‑5%) and 3‑year (+20‑35%) returns. Value‑oriented strategies (e.g., NIFTY500 VALUE 50) posted strong 3‑year (+33%) and 5‑year (+28%) performance.
  • Fixed Income: Government‑bond indices posted slight negative 1‑month returns (‑0.5% to ‑1.2%) but modest positive 1‑year returns (0% to +0.8%). Longer‑term yields remained stable.

Comparative Analysis

  • Broad vs. Thematic: Thematic indices outperformed broad market by a wide margin; Nifty Capital Markets (+10% 1M) vs. Nifty 500 (+1.69% 1M total).
  • Mid/Small‑cap vs. Large‑cap: Small‑cap indices (e.g., NIFTY SMALLCAP 50) delivered 1‑month returns >4% and 1‑year returns >6%, whereas large‑cap Nifty 50 was flat to negative.
  • Sector Winners vs. Losers: Metal (+45% 1Y) and Pharma (+15% 1Y) outpaced IT (‑20% 1Y) and Services (‑5.9% 1Y). Defensive sectors (Pharma, Metal) provided upside despite overall market softness.
  • Strategy Performance: Alpha and High‑Beta strategies generated higher 3‑year returns (≈23‑35%) than pure value or low‑volatility strategies, suggesting momentum‑driven approaches are currently rewarded.

Outliers & Anomalies

  • NIFTY MID SELECT: 1‑month total return 6.03% and 1‑year 16.19% – strongest among broad‑market indices.
  • NIFTY CAPITAL MARKETS: 1‑month total return 9.96% and 1‑year 38.18% – extreme outperformance.
  • NIFTY METAL: 1‑year total return 45.68% – highest sectoral gain.
  • NIFTY SME EMERGE: 5‑year total return 43.81% – notable long‑term growth in SME space.
  • NIFTY50 DIVIDEND POINTS (Strategy): 1‑month return 610.13 (likely a data artifact) but 1‑year 113.19, indicating dividend‑focused index volatility.
  • Fixed Income Clean Price Index: 1‑year return –6.45% – stark contrast to other G‑Sec indices, reflecting price‑adjusted performance.

Impact Assessment

  • Investor Allocation: The data suggests a tilt toward mid‑cap, small‑cap, and thematic capital‑markets exposure for short‑term upside.
  • Sector Rotation: Rotation from large‑cap IT and Services toward Pharma, Metal, and Defence may enhance portfolio resilience.
  • Strategy Selection: Alpha and high‑beta strategies have delivered superior risk‑adjusted returns; low‑volatility strategies lagged.
  • Fixed Income Outlook: Slightly negative short‑term bond returns indicate rising yields; investors may consider duration management.

Actionable Recommendations

  • Increase exposure to mid‑cap and small‑cap indices (e.g., NIFTY MID SELECT, NIFTY MICROCAP250) to capture higher growth momentum.
  • Add thematic capital‑markets and defence exposure for strong 1‑year upside.
  • Consider sectoral overweight in Pharma and Metal while underweighting IT and Services.
  • Utilize alpha‑oriented or high‑beta strategy funds for enhanced 3‑year returns.
  • Monitor bond‑market duration; short‑term G‑Sec indices show modest declines, suggesting a potential shift to longer‑duration securities if yield curves flatten.