Nifty Smallcap 50 CAGR — 5, 10, 15 & 20-Year Historical Returns (Dec 2005–Aug 2025)
Data as of 2025-08-31 · Window: Dec 2005 – Aug 2025 · Source: NSE index month-end closing values
Answer
As of 31 Aug 2025, the Nifty Smallcap 50 index had compounded at 26.29% over 5 years, 12.15% over 10 years and 9.51% over 15 years (price return, month-end closes, dividends excluded). Since inception in Dec 2005, it compounded at 10.27% per annum. Past performance does not predict future results.
Trailing CAGR of the Nifty Smallcap 50 (as of 31 Aug 2025)
| Period | Start | End | Start close | End close | CAGR |
|---|---|---|---|---|---|
| 5 years | Aug 2020 | Aug 2025 | 2,130.00 | 6,843.00 | 26.29% |
| 10 years | Aug 2015 | Aug 2025 | 2,174.00 | 6,843.00 | 12.15% |
| 15 years | Aug 2010 | Aug 2025 | 1,752.00 | 6,843.00 | 9.51% |
| Since Dec 2005 (19.7 years) | Dec 2005 | Aug 2025 | 1,000.00 | 6,843.00 | 10.27% |
Nifty Smallcap 50 calendar-year returns
| Year | Return |
|---|---|
| 2006 | +22.00% |
| 2007 | +122.05% |
| 2008 | -72.20% |
| 2009 | +119.52% |
| 2010 | +8.71% |
| 2011 | -39.45% |
| 2012 | +36.12% |
| 2013 | -8.98% |
| 2014 | +65.28% |
| 2015 | +4.80% |
| 2016 | +0.21% |
| 2017 | +55.34% |
| 2018 | -32.32% |
| 2019 | -10.37% |
| 2020 | +26.98% |
| 2021 | +52.07% |
| 2022 | -17.64% |
| 2023 | +65.44% |
| 2024 | +26.35% |
| 2025 (to 31 Aug 2025) | -6.66% |
December-close to December-close; final row is a partial year.
Source & methodology
- Source: NSE index month-end closing values. Data window: Dec 2005 – Aug 2025. As of: 2025-08-31.
- Source: NSE index month-end closing 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 50's 10-year CAGR as of Aug 2025?
The Nifty Smallcap 50 recorded a 10-year price-return CAGR of 12.15% between Aug 2015 and Aug 2025, 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 50?
In this dataset, the Nifty Smallcap 50's best full calendar year was 2007 (+122.05%) and its worst was 2008 (-72.20%), measured December-close to December-close. Past performance does not predict future results.
Do these Nifty Smallcap 50 returns include dividends?
No. These figures are computed from Nifty Smallcap 50 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.