NIFTY AAA BOND PLUS SDL APR 2026 50:50 INDEX

Index type: Fixed Income Mean-Variance Ratio (MVR): -1.34 Weighted mean CAGR by duration: -11.1 Mean CAGR: -8.07 Standard deviation CAGR: 6.04 Range for CAGR: 12.09

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -13.88 10.54 -1.90 -2.03
3 year -45.62 -2.81 -8.60 -14.12

Rolling return for 1 year

Average return: -2.03
Min Max Min-Max Max-Min Standard Deviation Mean From To
-1.91 -1.47 6.76 -9.48 5.75 -1.52 03-2025 03-2026
-6.95 -7.5 -0.2 -13.76 4.8 -7.1 02-2025 02-2026
-5.23 -5.73 0.47 -11.07 4.08 -5.39 01-2025 01-2026
-2.62 -6.11 -0.09 -8.48 3.21 -4.33 12-2024 12-2025
-3.57 -5.41 -0.06 -8.74 3.14 -4.44 11-2024 11-2025
2.59 0.61 8.55 -4.91 4.81 1.71 10-2024 10-2025
6.37 4.39 10.54 0.45 3.64 5.44 09-2024 09-2025
3.53 1.38 6.96 -1.88 3.22 2.5 08-2024 08-2025
0.49 0.92 4.75 -3.19 2.81 0.74 07-2024 07-2025
-2.68 -9.72 2.02 -13.88 6.15 -6.07 06-2024 06-2025
-5.33 -5.98 -0.57 -10.48 3.51 -5.59 05-2024 05-2025
-3.82 2.98 7.8 -8.12 6.12 -0.29 04-2024 04-2025

Rolling return for 3 year

Average return: -14.12
Min Max Min-Max Max-Min Standard Deviation Mean From To
-7.41 -6.57 -4.76 -9.17 1.59 -6.98 03-2023 03-2026
-8.46 -7.89 -6.3 -10.02 1.33 -8.17 02-2023 02-2026
-8.18 -7.95 -6.38 -9.72 1.18 -8.06 01-2023 01-2026
-7.08 -8.25 -6.28 -9.03 1.06 -7.66 12-2022 12-2025
-7.18 -7.41 -6.07 -8.51 0.87 -7.29 11-2022 11-2025
-8.26 -8.51 -6.51 -10.22 1.31 -8.38 10-2022 10-2025
-7.38 -8.6 -6.19 -9.76 1.33 -7.98 09-2022 09-2025
-7.24 -7.69 -6.23 -8.69 0.88 -7.46 08-2022 08-2025
-9.28 -11.06 -8.02 -12.28 1.63 -10.16 07-2022 07-2025
-10.03 -11.59 -8.6 -12.97 1.64 -10.8 06-2022 06-2025
-8.95 -9.99 -7.44 -11.45 1.46 -9.46 05-2022 05-2025
-6.44 -5.16 -2.81 -8.69 2.13 -5.77 04-2022 04-2025
-6.68 -43.46 -4.15 -44.95 19.42 -24.81 03-2022 03-2025
-6.51 -6.91 -4.12 -9.24 1.82 -6.7 02-2022 02-2025
-6.22 -6.89 -4.21 -8.84 1.65 -6.54 01-2022 01-2025
-8.33 -8.61 -6.41 -10.49 1.45 -8.46 12-2021 12-2024
-7.05 -7.85 -5.33 -9.53 1.51 -7.44 11-2021 11-2024
-8.17 -7.76 -5.81 -10.07 1.51 -7.95 10-2021 10-2024
-9.66 -9.45 -7.92 -11.16 1.15 -9.55 09-2021 09-2024
-9.94 -10.69 -8.31 -12.27 1.43 -10.3 08-2021 08-2024
-11.89 -44.94 -10.79 -45.62 16.98 -28.31 07-2021 07-2024
-45.04 -42.84 -42.75 -45.12 1.14 -43.94 06-2021 06-2024
-43.98 -43.1 -42.92 -44.16 0.54 -43.54 05-2021 05-2024
-43.68 -42.91 -42.81 -43.77 0.44 -43.29 04-2021 04-2024