NIFTY FINANCIAL SERVICES 3 TO 6 MONTHS DEBT

Index type: Fixed Income Mean-Variance Ratio (MVR): 16.57 Weighted mean CAGR by duration: 6.9 Mean CAGR: 7.13 Standard deviation CAGR: 0.43 Range for CAGR: 1.05

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year 6.26 9.00 7.56 7.63
3 year 5.85 8.01 7.37 7.19
5 year 6.53 6.63 6.58 6.58

Rolling return for 1 year

Average return: 7.63
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.01 6.53 7.28 6.26 0.4 6.77 03-2025 03-2026
6.98 6.98 7.6 6.36 0.44 6.98 02-2025 02-2026
7.29 6.98 7.58 6.69 0.33 7.13 01-2025 01-2026
7.42 7.32 7.94 6.81 0.4 7.37 12-2024 12-2025
7.55 7.4 8.06 6.88 0.42 7.47 11-2024 11-2025
7.67 7.51 8.19 6.99 0.43 7.59 10-2024 10-2025
7.84 7.69 8.36 7.17 0.42 7.77 09-2024 09-2025
8 7.81 8.49 7.31 0.42 7.9 08-2024 08-2025
8.11 7.99 8.7 7.4 0.46 8.05 07-2024 07-2025
8.21 8.09 8.76 7.54 0.43 8.15 06-2024 06-2025
8.2 8.21 8.87 7.55 0.47 8.21 05-2024 05-2025
8.16 8.2 9 7.37 0.58 8.18 04-2024 04-2025

Rolling return for 3 year

Average return: 7.19
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.68 7.52 7.77 7.42 0.14 7.6 03-2023 03-2026
7.64 7.67 7.85 7.46 0.14 7.65 02-2023 02-2026
7.75 7.65 7.85 7.55 0.11 7.7 01-2023 01-2026
7.8 7.76 7.98 7.58 0.14 7.78 12-2022 12-2025
7.84 7.8 8.01 7.63 0.14 7.82 11-2022 11-2025
7.83 7.83 8 7.66 0.12 7.83 10-2022 10-2025
7.76 7.82 7.94 7.65 0.1 7.79 09-2022 09-2025
7.76 7.75 7.92 7.58 0.12 7.75 08-2022 08-2025
7.73 7.76 7.93 7.56 0.13 7.75 07-2022 07-2025
7.69 7.72 7.87 7.54 0.12 7.71 06-2022 06-2025
7.58 7.69 7.8 7.47 0.12 7.63 05-2022 05-2025
7.4 7.54 7.67 7.26 0.15 7.47 04-2022 04-2025
7.31 7.39 7.56 7.14 0.15 7.35 03-2022 03-2025
7.22 7.3 7.43 7.1 0.12 7.26 02-2022 02-2025
7.14 7.21 7.34 7.01 0.12 7.17 01-2022 01-2025
7.03 7.13 7.24 6.92 0.12 7.08 12-2021 12-2024
6.95 7.03 7.17 6.81 0.13 6.99 11-2021 11-2024
6.82 6.94 7.04 6.72 0.12 6.88 10-2021 10-2024
6.66 6.8 6.88 6.58 0.12 6.73 09-2021 09-2024
6.56 6.66 6.78 6.43 0.13 6.61 08-2021 08-2024
6.46 6.55 6.69 6.32 0.13 6.5 07-2021 07-2024
6.34 6.45 6.56 6.23 0.12 6.39 06-2021 06-2024
6.22 6.33 6.44 6.12 0.12 6.28 05-2021 05-2024
6.08 6.22 6.34 5.96 0.14 6.15 04-2021 04-2024
5.92 6.08 6.15 5.85 0.12 6 03-2021 03-2024

Rolling return for 5 year

Average return: 6.58
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.57 6.58 6.63 6.53 0.04 6.58 03-2021 03-2026