NIFTY 5 YEAR SDL

Index type: Fixed Income Mean-Variance Ratio (MVR): 10.22 Weighted mean CAGR by duration: 7.08 Mean CAGR: 7.47 Standard deviation CAGR: 0.73 Range for CAGR: 1.76

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year 5.35 13.34 7.61 8.45
3 year 5.56 9.72 7.02 7.28
5 year 6.54 6.84 6.69 6.69

Rolling return for 1 year

Average return: 8.45
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.53 6.27 7.32 5.48 0.66 6.4 03-2025 03-2026
5.97 6.91 7.54 5.35 0.84 6.44 02-2025 02-2026
6.6 6.34 7.22 5.73 0.53 6.47 01-2025 01-2026
6.73 7.32 7.53 6.52 0.41 7.03 12-2024 12-2025
7.42 7.82 8.25 6.99 0.47 7.62 11-2024 11-2025
7.21 7.67 8.16 6.72 0.53 7.44 10-2024 10-2025
7.49 7.08 8.22 6.36 0.67 7.29 09-2024 09-2025
8.42 8.62 9.66 7.4 0.8 8.52 08-2024 08-2025
10.42 10.17 11.37 9.23 0.76 10.3 07-2024 07-2025
11.3 11.55 12.32 10.53 0.64 11.43 06-2024 06-2025
11.6 12.11 13.34 10.39 1.06 11.86 05-2024 05-2025
9.78 11.41 12.22 8.99 1.28 10.6 04-2024 04-2025

Rolling return for 3 year

Average return: 7.28
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.09 7.77 8.36 7.51 0.32 7.93 03-2023 03-2026
7.67 8.06 8.2 7.53 0.27 7.87 02-2023 02-2026
7.79 7.74 8 7.54 0.16 7.77 01-2023 01-2026
7.93 8.04 8.2 7.77 0.16 7.98 12-2022 12-2025
8.36 8.2 8.64 7.92 0.26 8.28 11-2022 11-2025
8.45 8.42 8.77 8.1 0.24 8.43 10-2022 10-2025
8.2 7.92 8.44 7.68 0.29 8.06 09-2022 09-2025
8.14 8.28 8.55 7.87 0.25 8.21 08-2022 08-2025
8.92 8.78 9.23 8.47 0.27 8.85 07-2022 07-2025
9.38 9.28 9.72 8.95 0.27 9.33 06-2022 06-2025
9.12 8.88 9.68 8.32 0.49 9 05-2022 05-2025
7.66 7.71 8.45 6.93 0.54 7.69 04-2022 04-2025
6.93 7.03 7.28 6.68 0.22 6.98 03-2022 03-2025
7 6.74 7.21 6.54 0.25 6.87 02-2022 02-2025
6.65 6.78 6.95 6.49 0.17 6.72 01-2022 01-2025
6.55 6.39 6.62 6.32 0.12 6.47 12-2021 12-2024
6.47 6.35 6.62 6.21 0.15 6.41 11-2021 11-2024
6.4 6.44 6.56 6.27 0.1 6.42 10-2021 10-2024
6.18 6.29 6.56 5.91 0.23 6.23 09-2021 09-2024
6.45 6.29 6.79 5.96 0.3 6.37 08-2021 08-2024
6.21 6.42 6.6 6.03 0.21 6.31 07-2021 07-2024
6.07 6.05 6.32 5.8 0.18 6.06 06-2021 06-2024
6.01 6 6.39 5.62 0.27 6 05-2021 05-2024
5.87 5.81 6.13 5.56 0.2 5.84 04-2021 04-2024
5.99 5.97 6.21 5.75 0.16 5.98 03-2021 03-2024

Rolling return for 5 year

Average return: 6.69
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.68 6.7 6.84 6.54 0.11 6.69 03-2021 03-2026