NIFTY AAA PSU BOND PLUS SDL SEP 2026 50:50 INDEX

Index type: Fixed Income Mean-Variance Ratio (MVR): 52.13 Weighted mean CAGR by duration: 7.74 Mean CAGR: 7.82 Standard deviation CAGR: 0.15 Range for CAGR: 0.3

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year 6.59 9.48 7.91 7.97
3 year 7.34 8.11 7.62 7.67

Rolling return for 1 year

Average return: 7.97
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.32 6.74 7.48 6.59 0.38 7.03 03-2025 03-2026
7.45 7.31 7.94 6.83 0.4 7.38 02-2025 02-2026
7.68 7.44 8.1 7.02 0.39 7.56 01-2025 01-2026
7.56 7.7 8.06 7.2 0.31 7.63 12-2024 12-2025
7.81 7.76 8.27 7.31 0.34 7.79 11-2024 11-2025
7.87 7.77 8.43 7.22 0.43 7.82 10-2024 10-2025
8.08 7.84 8.59 7.33 0.45 7.96 09-2024 09-2025
8.38 8.02 8.77 7.64 0.42 8.2 08-2024 08-2025
8.59 8.38 9.17 7.8 0.49 8.48 07-2024 07-2025
8.8 8.61 9.29 8.12 0.42 8.71 06-2024 06-2025
8.66 8.76 9.48 7.94 0.55 8.71 05-2024 05-2025
8.07 8.69 9.16 7.6 0.59 8.38 04-2024 04-2025

Rolling return for 3 year

Average return: 7.67
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.79 7.39 7.84 7.34 0.23 7.59 03-2023 03-2026
7.6 7.66 7.76 7.5 0.09 7.63 02-2023 02-2026
7.61 7.57 7.75 7.43 0.11 7.59 01-2023 01-2026
7.58 7.62 7.75 7.45 0.11 7.6 12-2022 12-2025
7.85 7.59 8 7.44 0.22 7.72 11-2022 11-2025
7.93 7.82 8.11 7.63 0.17 7.87 10-2022 10-2025