Nifty Smallcap 100 CAGR — 5, 10, 15 & 20-Year Historical Returns (Jan 2004–Mar 2026)
Data as of 2026-03-31 · Window: Jan 2004 – Mar 2026 · Source: NSE index month-end closing values (retrieved via the EODHD historical data API; month-end closes validated against NSE published values)
Answer
As of 31 Mar 2026, the Nifty Smallcap 100 index had compounded at 13.38% over 5 years, 12.02% over 10 years, 10.11% over 15 years and 9.21% over 20 years (price return, month-end closes, dividends excluded). Since inception in Jan 2004, it compounded at 13.75% per annum. Past performance does not predict future results.
Trailing CAGR of the Nifty Smallcap 100 (as of 31 Mar 2026)
| Period | Start | End | Start close | End close | CAGR |
|---|---|---|---|---|---|
| 5 years | Mar 2021 | Mar 2026 | 8,113.15 | 15,203.80 | 13.38% |
| 10 years | Mar 2016 | Mar 2026 | 4,884.85 | 15,203.80 | 12.02% |
| 15 years | Mar 2011 | Mar 2026 | 3,583.74 | 15,203.80 | 10.11% |
| 20 years | Mar 2006 | Mar 2026 | 2,612.58 | 15,203.80 | 9.21% |
| Since Jan 2004 (22.2 years) | Jan 2004 | Mar 2026 | 874.16 | 15,203.80 | 13.75% |
Nifty Smallcap 100 calendar-year returns
| Year | Return |
|---|---|
| 2005 | +62.20% |
| 2006 | +41.59% |
| 2007 | +87.27% |
| 2008 | -70.97% |
| 2009 | +107.01% |
| 2010 | +17.63% |
| 2011 | -33.87% |
| 2012 | +36.81% |
| 2013 | -8.28% |
| 2014 | +54.95% |
| 2015 | +7.21% |
| 2016 | +2.26% |
| 2017 | +57.30% |
| 2018 | -29.08% |
| 2019 | -9.53% |
| 2020 | +21.47% |
| 2021 | +59.28% |
| 2022 | -13.80% |
| 2023 | +55.62% |
| 2024 | +23.94% |
| 2025 | -5.62% |
| 2026 (to 31 Mar 2026) | -14.17% |
December-close to December-close; final row is a partial year.
Source & methodology
- Source: NSE index month-end closing values (retrieved via the EODHD historical data API; month-end closes validated against NSE published values). Data window: Jan 2004 – Mar 2026. As of: 2026-03-31.
- Source: NSE index month-end closing values (retrieved via the EODHD historical data API; month-end closes validated against NSE published values) (price return — closing values exclude dividends; total-return variants of these indices compounded higher).
- CAGR computed between month-end closes: (end / start)^(1/years) − 1.
- Calendar-year returns computed December-close to December-close.
- Drawdowns computed on month-end closes (month-end basis). Intra-month daily drawdowns were deeper than month-end figures.
- All statements are historical observations, not forecasts or recommendations.
Frequently asked questions
What was the Nifty Smallcap 100's 10-year CAGR as of Mar 2026?
The Nifty Smallcap 100 recorded a 10-year price-return CAGR of 12.02% between Mar 2016 and Mar 2026, based on month-end closes excluding dividends. Past performance does not predict future results.
What were the best and worst calendar years for the Nifty Smallcap 100?
In this dataset, the Nifty Smallcap 100's best full calendar year was 2009 (+107.01%) and its worst was 2008 (-70.97%), measured December-close to December-close. Past performance does not predict future results.
Do these Nifty Smallcap 100 returns include dividends?
No. These figures are computed from Nifty Smallcap 100 index closing values, which are price-return (dividends excluded). The total-return (TRI) variant of the index compounded higher over the same periods.
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BacktestIndia is an educational research platform, not a SEBI-registered investment adviser or research analyst. Everything on this page is a historical computation from recorded market data, presented for education. It is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not predict future results. Backtested results have inherent limitations and do not represent actual trading. Consult a SEBI-registered investment adviser before making investment decisions.