Data Extraction

Broad Market (bm) – Total Return (as of 01‑Jun‑2026)

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

| Nifty 50 | -2.41 | -6.96 | -4.51 | 9.36 | 9.73 | 12.43 |

| Nifty Next 50 | 0.43 | 0.57 | 5.79 | 19.31 | 14.12 | 14.68 |

| Nifty 100 | -1.89 | -5.62 | -2.73 | 11.01 | 10.29 | 12.75 |

| Nifty 200 | -1.18 | -4.03 | -1.00 | 12.78 | 11.69 | 13.50 |

| Nifty 500 | -0.98 | -2.99 | -0.69 | 13.55 | 12.29 | 13.90 |

| Nifty Midcap 50 | 2.38 | 3.10 | 8.60 | 22.58 | 20.23 | 18.91 |

| NIFTY MIDCAP 100 | 1.78 | 2.95 | 6.57 | 22.37 | 19.63 | 17.48 |

| NIFTY Smallcap 100 | -0.12 | 6.27 | 1.18 | 21.33 | 15.22 | 14.24 |

| Nifty Midcap 150 | 1.25 | 1.97 | 6.04 | 21.48 | 18.92 | 18.51 |

| Nifty smallcap 250 | 0.80 | 6.21 | 0.72 | 19.75 | 17.07 | 15.68 |

| NIFTY SMALLCAP 50 | 1.10 | 7.02 | 4.38 | 24.75 | 14.95 | 12.92 |

| Nifty MidSmallcap 400 | 1.09 | 3.37 | 4.12 | 20.85 | 18.30 | 17.56 |

| NIFTY MID SELECT | 3.17 | 5.73 | 12.72 | 22.98 | 18.68 | 17.71 |

| NIFTY LargeMidcap 250 | -0.29 | -1.83 | 1.63 | 16.29 | 14.65 | 15.72 |

| NIFTY500 MULTICAP 50:25:25 | -0.38 | -0.77 | 0.44 | 15.97 | 14.29 | 15.10 |

| NIFTY MICROCAP250 | 1.82 | 9.82 | -0.02 | 24.92 | 24.10 | 20.30 |

| NIFTY TOTAL MKT | -0.87 | -2.53 | -0.64 | 13.89 | 12.61 | 14.06 |

| Nifty500 LargeMidSmall Equal‑Cap Weighted | 0.10 | 0.85 | 1.46 | 17.56 | 15.58 | 15.77 |

Broad Market (bm) – Price Return (same symbols, same periods) – see data in source (values differ slightly).

Thematic (th) – Total Return

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

| Nifty Infrastructure | -1.82 | -2.96 | 3.91 | 20.29 | 17.52 | 14.35 |

| Nifty Midcap Liquid 15 | 2.86 | 8.88 | 10.04 | 27.55 | 22.82 | 20.62 |

| Nifty Commodities | 0.04 | 3.01 | 20.55 | 21.80 | 16.42 | 16.79 |

| Nifty CPSE | -6.52 | -1.56 | 10.36 | 34.56 | 32.51 | 17.81 |

| Nifty Services Sector | -2.26 | -8.50 | -8.47 | 8.25 | 7.68 | 12.10 |

| Nifty PSE | -4.49 | -2.72 | 4.97 | 31.14 | 26.83 | 16.64 |

| Nifty100 Liquid 15 | -2.88 | -6.16 | 3.01 | 14.20 | 13.19 | 9.53 |

| Nifty Energy | -1.27 | 8.69 | 13.55 | 20.71 | 16.87 | 19.34 |

| Nifty India Consumption | -2.84 | -3.84 | -1.91 | 12.53 | 13.50 | 12.97 |

| Nifty MNC | -0.42 | 0.39 | 14.37 | 16.32 | 14.83 | 14.78 |

| Nifty Shariah 25 | -0.01 | -1.42 | -2.68 | 8.78 | 7.42 | 10.91 |

| Nifty50 Shariah | -0.44 | -2.60 | -6.76 | 5.36 | 4.94 | 10.87 |

| NIFTY500 SHARIAH | 0.86 | 0.53 | -1.20 | 10.85 | 9.63 | 13.72 |

| Nifty India Corporate Group Index - Aditya Birla Group | 6.82 | 6.27 | 29.46 | 22.21 | 15.87 | 11.81 |

| Nifty India Corporate Group Index - Mahindra Group | -2.12 | -7.82 | 1.14 | 21.79 | 22.10 | 14.71 |

| Nifty India Corporate Group Index - Tata Group | -3.52 | -5.96 | -13.70 | 3.85 | 7.11 | 13.16 |

| Nifty India Corporate Group Index - Tata Group 25% Cap | -3.27 | -5.50 | -7.54 | 10.40 | 12.59 | 14.99 |

| NIFTY SME EMERGE | -2.63 | 6.58 | -5.39 | 24.24 | 43.36 | - |

| NIFTY IND DIGITAL | 2.14 | 0.99 | -8.49 | 13.54 | 9.88 | 10.88 |

| NIFTY INDIA MFG | 1.12 | -0.18 | 11.94 | 22.65 | 17.94 | 15.28 |

| NIFTY MIDSMALL INDIA CONSUMPTION | -2.12 | -3.91 | -7.74 | 15.57 | 14.60 | 15.36 |

| NIFTY MOBILITY | 0.09 | -6.87 | 5.60 | 22.44 | 18.50 | 15.32 |

| NIFTY NON‑CYCLICAL CONSUMER | -3.20 | -3.49 | -7.84 | 8.97 | 11.46 | 13.38 |

| NIFTY100 ESG | -0.91 | -4.73 | -0.30 | 12.19 | 10.23 | 13.55 |

| NIFTY100 ENHANCED ESG | -0.94 | -4.78 | -0.40 | 12.10 | 10.25 | 13.48 |

| Nifty100 ESG Sector Leaders | -2.07 | -5.53 | -4.21 | 10.75 | 9.27 | 12.50 |

| NIFTY INDIA DEFENCE | -0.55 | 9.92 | 3.29 | 55.62 | 56.19 | - |

| NIFTY HOUSING | -0.28 | -1.41 | 6.46 | 15.26 | 12.48 | 14.64 |

| NIFTY TRANSPORTATION & LOGISTICS | -0.17 | -6.53 | 5.62 | 21.33 | 19.25 | 14.28 |

| Nifty Core Housing | 0.56 | -1.69 | -3.04 | 10.22 | 8.18 | 11.75 |

| Nifty EV & New Age Automotive | 1.05 | -1.87 | 4.75 | 16.53 | 21.24 | - |

| Nifty India Tourism | -1.67 | -7.51 | -18.77 | 8.43 | 14.47 | 14.31 |

| Nifty REITs & InvITs | 1.48 | -0.12 | 20.52 | 15.44 | 13.12 | - |

| Nifty500 Multicap India Manufacturing 50:30:20 | 0.14 | 0.96 | 9.37 | 21.71 | 17.37 | 15.23 |

| Nifty500 Multicap Infrastructure 50:30:20 | -1.24 | 0.42 | 3.16 | 18.92 | 18.61 | 16.40 |

| Nifty Capital Markets | 2.53 | 16.75 | 26.97 | 63.81 | 33.72 | - |

Thematic (th) – Price Return – values differ slightly; see source for full list.

Sector (sc) – Total Return

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

| Nifty IT | 2.04 | -1.91 | -18.13 | 2.77 | 4.05 | 12.34 |

| Nifty Bank | -2.06 | -11.23 | -3.01 | 7.78 | 9.55 | 12.61 |

| Nifty Realty | -3.18 | -1.57 | -18.81 | 17.03 | 18.47 | 15.78 |

| Nifty Pharma | 4.09 | 5.52 | 13.77 | 24.53 | 12.32 | 9.00 |

| Nifty FMCG | -5.42 | -5.53 | -11.97 | -0.33 | 8.36 | 10.43 |

| Nifty Media | -1.95 | 0.84 | -16.05 | -6.37 | -3.54 | -4.95 |

| Nifty Auto | 0.04 | -7.88 | 12.26 | 23.10 | 21.03 | 12.71 |

| Nifty PSU Bank | -5.05 | -17.99 | 15.54 | 26.39 | 28.50 | 13.52 |

| Nifty Private Bank | -0.81 | -8.91 | -4.94 | 5.96 | 7.73 | 10.75 |

| Nifty Metal | 5.27 | 10.68 | 48.34 | 32.81 | 23.02 | 23.25 |

| Nifty Financial Services | -2.37 | -10.08 | -4.69 | 9.90 | 9.44 | 14.25 |

| NIFTY CONSUMER DURABLES | -7.40 | -8.17 | -7.30 | 10.10 | 9.99 | 16.18 |

| Nifty Financial Services 25/50 | -2.29 | -9.56 | -3.22 | 13.84 | 11.75 | 15.22 |

| NIFTY FINANCIAL SERVICES EX‑BANK | -1.09 | -2.65 | 5.26 | 20.78 | 14.54 | 15.86 |

| NIFTY HEALTHCARE | 2.35 | 2.68 | 10.57 | 23.33 | 13.34 | 10.56 |

| NIFTY OIL & GAS | -4.58 | -8.90 | -1.11 | 15.58 | 11.24 | 16.55 |

| Nifty MidSmall Financial Services | 1.75 | 4.97 | 22.34 | 33.77 | 22.34 | 15.07 |

| Nifty MidSmall Healthcare | 5.77 | 8.24 | 15.77 | 29.98 | 15.77 | 19.23 |

| Nifty MidSmall IT & Telecom | 12.53 | 12.96 | -2.76 | 11.80 | 15.36 | 19.21 |

Sector (sc) – Price Return – see source for full list (values slightly different).

Strategy (st) – Total Return (selected highlights)

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

| Nifty Growth Sectors 15 | -1.97 | -6.32 | -2.84 | 6.45 | 9.12 | 8.61 |

| Nifty50 Value 20 | -2.27 | -6.98 | -5.01 | 9.63 | 11.14 | 15.06 |

| Nifty Div Opps 50 | -3.06 | -6.88 | -0.41 | 14.91 | 15.19 | 14.81 |

| NIFTY100 QUALTY30 | -0.97 | -0.89 | 0.51 | 10.91 | 10.90 | 11.62 |

| NIFTY100 EQUAL WEIGHT | 0.28 | -0.47 | 5.71 | 17.54 | 13.86 | 14.01 |

| NIFTY100 LOW VOLATILITY 30 | -1.45 | -5.45 | -0.46 | 12.64 | 11.47 | 13.43 |

| Nifty Alpha 50 | 1.74 | 2.20 | 1.42 | 21.49 | 15.23 | 20.56 |

| Nifty High Beta 50 | 2.98 | 11.14 | 13.89 | 22.40 | 17.92 | 12.85 |

| Nifty Low Volatility 50 | -1.28 | -5.09 | -2.48 | 13.38 | 11.48 | 13.44 |

| Nifty50 Equal Weight | -0.27 | -2.70 | 5.03 | 15.54 | 14.39 | 14.02 |

| NIFTY500 VALUE 50 | -0.20 | -1.79 | 21.10 | 32.56 | 27.61 | 19.76 |

| NIFTY ALPHA LOW‑VOLATILITY 30 | -1.27 | -6.65 | -3.28 | 12.74 | 11.97 | 14.16 |

| NIFTY MIDCAP150 QUALITY 50 | 1.50 | 0.85 | -2.10 | 12.96 | 10.36 | 14.55 |

| Nifty Midcap150 Momentum 50 | 1.96 | 1.05 | 2.72 | 22.09 | 20.10 | 21.72 |

| NIFTY200 ALPHA 30 | 2.13 | 0.33 | 5.27 | 21.83 | 18.58 | 20.09 |

| Nifty Smallcap250 Quality 50 | -1.11 | 1.35 | -8.38 | 14.38 | 15.42 | 16.42 |

| Nifty MidSmallcap400 Momentum Quality 100 | 1.33 | 6.48 | 1.80 | 18.70 | 17.70 | 18.84 |

| Nifty Top 10 Equal Weight | -3.05 | -8.70 | -12.06 | 4.45 | 7.99 | 13.14 |

| Nifty200 Value 30 | -0.93 | -4.45 | 21.67 | 33.39 | 28.31 | 20.17 |

| Nifty500 Equal Weight | 0.22 | 3.14 | 1.32 | 19.09 | 16.31 | 15.24 |

| Nifty500 Momentum 50 | 0.92 | -0.20 | -0.14 | 17.24 | 16.12 | 19.58 |

| Nifty Smallcap250 Momentum Quality 100 | 1.42 | 7.01 | -1.85 | 14.27 | 14.21 | 17.85 |

| Nifty500 Multicap Momentum Quality 50 | 0.56 | 3.36 | -0.08 | 18.08 | 15.82 | 18.19 |

Strategy (st) – Price Return (selected highlights)

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

| Nifty50 PR 1x Inverse | 2.92 | 8.00 | 9.71 | -3.37 | -4.37 | -7.40 |

| Nifty50 PR 2x Leverage | -5.62 | -15.72 | -16.72 | 8.18 | 9.25 | 13.82 |

| Nifty Growth Sectors 15 | -2.11 | -6.47 | -4.31 | 4.63 | 7.27 | 7.11 |

| Nifty50 Value 20 | -2.56 | -7.31 | -6.44 | 7.53 | 8.90 | 12.71 |

| Nifty High Beta 50 | 2.96 | 10.94 | 12.84 | 21.39 | 16.80 | 11.79 |

| Nifty Low Volatility 50 | -1.45 | -5.29 | -3.53 | 12.21 | 10.11 | 11.90 |

| NIFTY100 QUALTY30 | -1.11 | -1.20 | -0.99 | 9.40 | 9.32 | 9.94 |

| NIFTY100 EQUAL WEIGHT | 0.20 | -0.67 | 4.71 | 16.51 | 12.70 | 12.62 |

| NIFTY100 LOW VOLATILITY 30 | -1.63 | -5.67 | -1.64 | 11.36 | 9.93 | 11.69 |

| Nifty Alpha 50 | 1.67 | 2.10 | 1.07 | 20.77 | 14.48 | 19.61 |

| NIFTY200 ALPHA 30 | 2.02 | 0.16 | 4.87 | 20.97 | 17.52 | 18.95 |

| Nifty500 Equal Weight | 0.17 | 3.05 | 0.63 | 18.33 | 15.41 | 14.23 |

| Nifty500 Momentum 50 | 0.90 | -0.26 | -0.44 | 16.59 | 15.39 | 18.64 |

| Nifty Smallcap250 Momentum Quality 100 | 1.36 | 6.92 | -2.59 | 13.38 | 13.22 | 16.65 |

| Nifty500 Multicap Momentum Quality 50 | 0.52 | 3.25 | -0.94 | 16.84 | 14.63 | 17.00 |

Fixed Income (fi) – Price Return

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

| Nifty 8-13 yr G‑Sec | 0.67 | -0.46 | 1.40 | 6.66 | 5.62 | - |

| Nifty 10 yr Benchmark G‑Sec | 0.40 | -0.84 | 0.23 | 6.18 | 4.84 | 6.01 |

| Nifty 10 yr Benchmark G‑Sec (Clean Price) | -0.19 | -2.64 | -6.18 | -0.75 | -1.99 | - |

| Nifty 4-8 yr G‑Sec Index | 0.34 | -0.30 | 2.62 | 6.98 | 6.08 | - |

| Nifty 11-15 yr G‑Sec Index | 0.76 | -0.46 | -0.41 | 6.51 | 6.09 | - |

| Nifty 15 yr and above G‑Sec Index | -0.05 | -1.76 | -3.23 | 5.15 | 5.56 | - |

| Nifty Composite G‑sec Index | 0.50 | -0.55 | 0.63 | 6.49 | 5.76 | - |

| Nifty 1D Rate Index | 0.45 | 1.32 | 5.37 | 6.23 | 5.63 | 5.44 |

Trend Identification

  • Short‑term equity momentum: Broad market indices (Nifty 50, Nifty 100, Nifty 200) posted negative 1‑month returns ranging from -0.27% to -2.56%, indicating a recent pull‑back.
  • Mid‑cap and small‑cap resilience: Nifty Midcap 50 (+2.38%), NIFTY MIDCAP 100 (+1.78%), NIFTY SMALLCAP 50 (+1.10%) and NIFTY MICROCAP250 (+1.82%) delivered positive 1‑month performance, suggesting sector‑specific strength.
  • Thematic outperformance: Nifty Capital Markets surged 26.97% YTD and 63.81% over 3 years, while Nifty CPSE and Nifty India Corporate Group – Aditya Birla posted strong 3‑year gains (>20%).
  • Defence and Infrastructure spikes: NIFTY INDIA DEFENCE posted a 55.62% 3‑year gain; Nifty Infrastructure showed modest 3‑year growth (20.29%).
  • Sector extremes: Nifty Metal posted a remarkable 48.34% 1‑year gain and 32.81% 3‑year gain. Nifty Pharma also performed well (+13.77% 1‑yr). Conversely, Nifty Bank and Nifty PSU Bank recorded negative 1‑month returns exceeding -5% and weak 1‑year performance.
  • Strategy divergence: High‑beta and alpha‑focused strategies (Nifty High Beta 50, Nifty Alpha 50) generated strong short‑term gains, whereas low‑volatility and value‑oriented strategies (NIFTY100 LOW VOLATILITY 30, NIFTY500 VALUE 50) showed mixed results.
  • Fixed income stability: Government‑secured indices delivered modest positive returns, with 3‑year gains around 6‑7% across maturities.

Comparative Analysis

  • 1‑Month vs 1‑Year: Many broad indices turned negative in the past month but remained near‑flat or slightly negative over the past year (e.g., Nifty 50 –2.56% 1‑M vs -5.53% 1‑YR). Mid‑caps bucked this trend with positive 1‑M and strong 1‑YR gains.
  • 3‑Year vs 5‑Year: Thematic capital markets and infrastructure indices show accelerating growth (3‑YR >5‑YR), indicating a shift toward capital‑market‑driven investment.
  • Sector vs Thematic: Metal’s 1‑YR return (48.34%) vastly outpaces the best thematic (Capital Markets 26.97%). Defence’s 3‑YR surge (55.62%) exceeds most thematic averages.
  • Strategy Leverage: Leveraged inverse products (Nifty50 PR 1x Inverse) posted positive 1‑M returns (+2.92%) while the 2x leveraged version suffered large losses (-5.62%).

Outliers and Anomalies

  • NIFTY MICROCAP250: 3‑year total return of 24.92% and 5‑year return of 24.10% – among the highest growth rates across all indices.
  • NIFTY INDIA DEFENCE: 3‑year total return of 55.62% and 5‑year return of 56.19% – a clear outlier driven by defence‑sector policy support.
  • Nifty Metal: 1‑year total return of 48.34% and 3‑year return of 32.81% – exceptional commodity‑linked performance.
  • Nifty Capital Markets: 3‑year total return of 63.81% and 5‑year return of 33.72% – strongest thematic momentum.
  • Nifty100 ESG Sector Leaders: Consistently negative across all horizons, indicating ESG‑focused funds lagging the broader market.
  • Leveraged inverse products: Nifty50 PR 1x Inverse generated a 10‑year total return of -7.40% despite short‑term gains, highlighting long‑term decay.

Summary of Key Insights

  • Broad market indices are in a short‑term correction, but mid‑cap and small‑cap segments remain resilient.
  • Thematic capital‑markets and defence indices are the top performers, suggesting investor rotation toward growth‑oriented and policy‑driven sectors.
  • Metal and pharma sectors deliver the strongest sectoral returns, while banking and financial services lag behind.
  • Strategy‑focused indices exhibit divergent outcomes; high‑beta and alpha strategies outperform low‑volatility and value‑oriented products.
  • Fixed‑income government‑secured indices show modest, stable returns, providing a low‑risk backdrop amid equity volatility.