NIFTY AAA BOND PLUS SDL APR 2031 70:30 INDEX

Index type: Fixed Income Mean-Variance Ratio (MVR): 15.38 Weighted mean CAGR by duration: 8.33 Mean CAGR: 8.61 Standard deviation CAGR: 0.56 Range for CAGR: 1.12

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year 6.29 12.72 8.89 9.17
3 year 6.35 9.86 8.25 8.05

Rolling return for 1 year

Average return: 9.17
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.79 6.48 7.98 6.29 0.76 7.13 03-2025 03-2026
7.22 7.74 8.28 6.69 0.59 7.48 02-2025 02-2026
7.92 7.52 8.44 7 0.53 7.72 01-2025 01-2026
8.18 8.69 8.86 8.01 0.35 8.43 12-2024 12-2025
8.88 9.06 9.46 8.49 0.35 8.97 11-2024 11-2025
8.6 8.85 9.52 7.94 0.57 8.73 10-2024 10-2025
8.75 8.45 9.53 7.68 0.66 8.6 09-2024 09-2025
9.85 9.6 10.57 8.89 0.6 9.73 08-2024 08-2025
10.66 10.41 11.54 9.54 0.71 10.54 07-2024 07-2025
11.18 11.34 11.94 10.59 0.48 11.26 06-2024 06-2025
10.84 11.65 12.72 9.79 1.07 11.25 05-2024 05-2025
9.37 10.95 11.26 9.08 0.95 10.16 04-2024 04-2025

Rolling return for 3 year

Average return: 8.05
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.46 8.15 8.52 8.09 0.19 8.3 03-2023 03-2026
8.15 8.42 8.51 8.07 0.18 8.29 02-2023 02-2026
8.24 8.25 8.41 8.08 0.12 8.25 01-2023 01-2026
8.37 8.45 8.6 8.22 0.14 8.41 12-2022 12-2025
8.96 8.59 9.15 8.4 0.3 8.78 11-2022 11-2025
8.97 8.98 9.28 8.68 0.21 8.98 10-2022 10-2025
8.54 8.29 8.8 8.03 0.29 8.41 09-2022 09-2025
8.93 8.6 9.17 8.36 0.31 8.77 08-2022 08-2025
9.14 9.15 9.43 8.86 0.2 9.14 07-2022 07-2025
9.61 9.49 9.86 9.25 0.22 9.55 06-2022 06-2025
9.08 8.78 9.69 8.17 0.55 8.93 05-2022 05-2025
7.82 7.89 8.44 7.27 0.41 7.86 04-2022 04-2025
7.08 7.23 7.58 6.73 0.31 7.15 03-2022 03-2025
7.48 6.96 7.66 6.78 0.36 7.22 02-2022 02-2025
6.93 7.05 7.23 6.74 0.18 6.99 01-2022 01-2025
6.71 6.53 6.77 6.47 0.12 6.62 12-2021 12-2024
6.72 6.48 6.85 6.35 0.2 6.6 11-2021 11-2024
6.6 6.69 6.82 6.48 0.12 6.65 10-2021 10-2024