NIFTY FINANCIAL SERVICES 9 TO 12 MONTHS DEBT

Index type: Fixed Income Mean-Variance Ratio (MVR): 13.29 Weighted mean CAGR by duration: 6.73 Mean CAGR: 7.01 Standard deviation CAGR: 0.53 Range for CAGR: 1.29

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year 6.22 9.01 7.62 7.68
3 year 5.58 7.92 7.04 6.97
5 year 6.34 6.43 6.39 6.39

Rolling return for 1 year

Average return: 7.68
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.01 6.4 7.2 6.22 0.41 6.71 03-2025 03-2026
6.95 6.99 7.59 6.35 0.44 6.97 02-2025 02-2026
7.31 6.95 7.55 6.72 0.32 7.13 01-2025 01-2026
7.59 7.41 8 7 0.36 7.5 12-2024 12-2025
7.7 7.56 8.21 7.06 0.41 7.63 11-2024 11-2025
7.81 7.66 8.35 7.12 0.44 7.73 10-2024 10-2025
7.92 7.83 8.47 7.29 0.42 7.88 09-2024 09-2025
8.08 7.89 8.53 7.45 0.39 7.99 08-2024 08-2025
8.18 8.08 8.78 7.49 0.46 8.13 07-2024 07-2025
8.25 8.15 8.82 7.58 0.44 8.2 06-2024 06-2025
8.18 8.25 8.9 7.54 0.48 8.22 05-2024 05-2025
8.05 8.19 9.01 7.23 0.63 8.12 04-2024 04-2025

Rolling return for 3 year

Average return: 6.97
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.56 7.37 7.63 7.31 0.13 7.47 03-2023 03-2026
7.5 7.55 7.72 7.34 0.14 7.53 02-2023 02-2026
7.62 7.51 7.7 7.43 0.1 7.56 01-2023 01-2026
7.71 7.65 7.85 7.51 0.12 7.68 12-2022 12-2025
7.75 7.71 7.92 7.54 0.14 7.73 11-2022 11-2025
7.71 7.74 7.9 7.56 0.12 7.73 10-2022 10-2025
7.61 7.7 7.79 7.52 0.1 7.65 09-2022 09-2025
7.63 7.6 7.77 7.45 0.11 7.61 08-2022 08-2025
7.61 7.64 7.81 7.44 0.13 7.62 07-2022 07-2025
7.56 7.6 7.75 7.41 0.12 7.58 06-2022 06-2025
7.4 7.51 7.64 7.28 0.13 7.46 05-2022 05-2025
7.1 7.28 7.41 6.97 0.17 7.19 04-2022 04-2025
6.99 7.09 7.26 6.83 0.16 7.04 03-2022 03-2025
6.89 6.98 7.09 6.78 0.11 6.94 02-2022 02-2025
6.81 6.87 7 6.67 0.12 6.84 01-2022 01-2025
6.7 6.8 6.9 6.61 0.11 6.75 12-2021 12-2024
6.62 6.71 6.84 6.5 0.12 6.67 11-2021 11-2024
6.47 6.62 6.7 6.39 0.12 6.54 10-2021 10-2024
6.32 6.46 6.53 6.25 0.11 6.39 09-2021 09-2024
6.26 6.32 6.47 6.11 0.13 6.29 08-2021 08-2024
6.19 6.25 6.42 6.02 0.14 6.22 07-2021 07-2024
6.04 6.18 6.26 5.96 0.12 6.11 06-2021 06-2024
5.94 6.04 6.15 5.83 0.12 5.99 05-2021 05-2024
5.82 5.94 6.09 5.67 0.15 5.88 04-2021 04-2024
5.68 5.81 5.91 5.58 0.13 5.75 03-2021 03-2024

Rolling return for 5 year

Average return: 6.39
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.4 6.38 6.43 6.34 0.03 6.39 03-2021 03-2026