MarketGrader India Small Cap 100 Index



Calendar Year Total Returns
INDEX MG India Small Cap 100 (PR) - USD MG India Small Cap 100 (TR) - USD MG India Small Cap 100 (PR) - INR MG India Small Cap 100 (TR) - INR
2025 -5.7% -0.9% -5.0% -0.1%
2024 42.8% 46.9% 43.8% 47.8%
2023 55.1% 56.0% 56.8% 57.7%
2022 -7.2% 3.2% -6.0% 4.7%
2021 66.1% 69.0% 67.6% 70.5%
2020 19.1% 21.9% 20.9% 23.7%
2019 -2.2% -0.1% -1.0% 1.1%
2018 -20.8% -13.4% -20.0% -12.5%
2017 66.8% 56.9% 68.3% 58.3%
2016 -0.3% 2.3% 0.8% 3.4%
2015 2.0% 6.9% 3.2% 8.2%
2014 64.8% 68.2% 66.7% 70.1%
Cumulative Returns - through 03/20/2026
PR - (USD) TR - (USD) PR - (INR) TR - (INR)
YTD -14.8% -14.7% -10.9% -10.8%
1 Year -8.9% -8.1% -0.3% 0.5%
3 Years 84.0% 88.4% 109.7% 114.7%
5 Years 142.4% 153.9% 214.9% 229.9%
10 Years 368.4% 419.3% 560.9% 632.7%
Since Inception 242.8% 331.9% 716.0% 928.0%

Annualized Returns - through 03/20/2026
PR - (USD) TR - (USD) PR - (INR) TR - (INR)
3 Years 22.5% 23.5% 28.0% 29.0%
5 Years 19.5% 20.6% 25.9% 27.1%
10 Years 16.9% 18.1% 21.0% 22.2%
Since Inception 7.0% 8.3% 12.2% 13.6%

Standard Deviation - through 03/20/2026
PR - (USD) TR - (USD) PR - (INR) TR - (INR)
3 Years 22.9% 22.8% 21.0% 21.0%
5 Years 20.9% 20.9% 19.1% 19.1%
10 Years 23.5% 23.4% 21.1% 21.1%
Since Inception 30.2% 30.2% 25.7% 25.6%

Sharpe Ratio - through 03/20/2026
PR - (USD) TR - (USD) PR - (INR) TR - (INR)
3 Years 0.98 1.03 1.33 1.38
5 Years 0.93 0.99 1.35 1.42
10 Years 0.72 0.77 0.99 1.05
Since Inception 0.23 0.28 0.48 0.53

All returns in U.S. Dollars


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