NIFTY AAA CPSE BOND PLUS SDL APR 2027 60:40 INDEX

Index type: Fixed Income Mean-Variance Ratio (MVR): 21.47 Weighted mean CAGR by duration: 7.65 Mean CAGR: 7.83 Standard deviation CAGR: 0.36 Range for CAGR: 0.73

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year 6.58 9.98 8.07 8.20
3 year 5.78 8.25 7.62 7.47

Rolling return for 1 year

Average return: 8.2
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.49 6.71 7.62 6.58 0.46 7.1 03-2025 03-2026
7.43 7.45 8.01 6.87 0.4 7.44 02-2025 02-2026
7.84 7.42 8.09 7.16 0.36 7.63 01-2025 01-2026
7.75 7.86 8.17 7.43 0.26 7.8 12-2024 12-2025
8.04 8.04 8.53 7.55 0.35 8.04 11-2024 11-2025
8.03 7.99 8.66 7.36 0.46 8.01 10-2024 10-2025
8.28 8.06 8.84 7.51 0.48 8.17 09-2024 09-2025
8.69 8.3 8.99 8 0.38 8.5 08-2024 08-2025
8.95 8.69 9.52 8.12 0.5 8.82 07-2024 07-2025
9.3 9 9.69 8.62 0.39 9.15 06-2024 06-2025
9.03 9.19 9.98 8.25 0.61 9.11 05-2024 05-2025
8.23 9.04 9.45 7.82 0.64 8.63 04-2024 04-2025

Rolling return for 3 year

Average return: 7.47
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.83 7.45 7.88 7.4 0.22 7.64 03-2023 03-2026
7.61 7.72 7.8 7.53 0.1 7.67 02-2023 02-2026
7.61 7.53 7.7 7.45 0.09 7.57 01-2023 01-2026
7.6 7.62 7.74 7.48 0.09 7.61 12-2022 12-2025
7.89 7.63 8.05 7.46 0.23 7.76 11-2022 11-2025
8.01 7.83 8.22 7.62 0.22 7.92 10-2022 10-2025
7.76 7.49 7.95 7.3 0.25 7.62 09-2022 09-2025
7.58 7.4 7.68 7.3 0.15 7.49 08-2022 08-2025
7.87 7.65 8.06 7.46 0.23 7.76 07-2022 07-2025
8.12 7.97 8.25 7.84 0.15 8.04 06-2022 06-2025
7.73 7.25 8.04 6.94 0.42 7.49 05-2022 05-2025
6.6 6.48 7 6.08 0.33 6.54 04-2022 04-2025
5.98 6.08 6.28 5.78 0.18 6.03 03-2022 03-2025