NIFTY PSU BANK

Index type: Equity Mean-Variance Ratio (MVR): 1.75 Weighted mean CAGR by duration: 16.18 Mean CAGR: 18.95 Standard deviation CAGR: 10.81 Range for CAGR: 29.58

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -23.18 76.91 11.88 16.34
3 year 20.42 63.06 39.86 40.26
5 year -9.46 46.94 10.51 13.20
7 year 4.11 20.75 10.37 10.68
10 year 13.05 15.54 14.29 14.29

Rolling return for 1 year

Average return: 16.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
53.68 52.9 76.16 33.39 15.14 54.03 03-2025 03-2026
48.29 55.28 76.91 30.15 16.74 52.66 02-2025 02-2026
44.93 36.65 56.42 26.61 10.94 41.15 01-2025 01-2026
24.62 19.35 33.71 11.24 8.16 22.23 12-2024 12-2025
32.36 23.11 40.59 15.9 9.33 27.99 11-2024 11-2025
20.17 21.2 33.66 8.97 8.74 21 10-2024 10-2025
4.02 7.29 16.36 -4.09 7.33 5.89 09-2024 09-2025
-0.36 -4.13 5.84 -9.75 5.67 -2.1 08-2024 08-2025
-3.5 -3.15 3.77 -9.94 4.85 -3.21 07-2024 07-2025
4.12 -9.98 12.51 -16.69 11.47 -2.51 06-2024 06-2025
-11.35 -8.68 2.27 -20.84 8.23 -9.65 05-2024 05-2025
-12.77 -10.94 1.13 -23.18 8.63 -11.44 04-2024 04-2025

Rolling return for 3 year

Average return: 40.26
Min Max Min-Max Max-Min Standard Deviation Mean From To
34.04 34.11 40.29 28.14 4.3 34.15 03-2023 03-2026
32.43 34.69 40.45 26.99 4.83 33.64 02-2023 02-2026
31.34 27.57 34.72 24.37 3.89 29.5 01-2023 01-2026
28.02 23.28 31.06 20.42 4.12 25.7 12-2022 12-2025
34.17 27.86 36.89 25.32 4.66 31.06 11-2022 11-2025
36.84 33.18 41.78 28.54 4.86 35.09 10-2022 10-2025
33.3 32.3 38.38 27.45 3.88 32.86 09-2022 09-2025
34.5 33.34 37.24 30.68 2.36 33.94 08-2022 08-2025
41.28 36.86 44.74 33.59 4.24 39.12 07-2022 07-2025
43.22 39.89 46.97 36.32 3.95 41.6 06-2022 06-2025
36.44 36.03 43.1 29.7 4.74 36.32 05-2022 05-2025
29.48 31.8 36.02 25.46 3.82 30.69 04-2022 04-2025
31.54 32.06 37.9 25.97 4.22 31.87 03-2022 03-2025
30.32 26.79 36.11 21.4 5.35 28.65 02-2022 02-2025
32.42 30.8 38.52 25.04 4.8 31.7 01-2022 01-2025
38.61 36.8 43.96 31.72 4.38 37.77 12-2021 12-2024
34.56 32.08 40.65 26.36 5.13 33.41 11-2021 11-2024
36.26 32.05 40.78 27.82 4.82 34.23 10-2021 10-2024
41.13 39.84 45 36.11 3.18 40.52 09-2021 09-2024
45.24 43.34 50.11 38.69 4.09 44.34 08-2021 08-2024
44.12 43.34 47.47 40.08 2.63 43.75 07-2021 07-2024
40.9 46.13 51.77 35.66 5.99 43.62 06-2021 06-2024
50.53 45.84 56.32 40.44 5.85 48.28 05-2021 05-2024
52.44 50.67 59.04 44.42 5.21 51.64 04-2021 04-2024
47.67 44.24 53.84 38.45 5.58 46.05 03-2021 03-2024
50.72 39.88 58.88 32.7 10.02 45.55 02-2021 02-2024
47.78 46.58 53.63 41 4.49 47.25 01-2021 01-2024
48.07 45.09 54.99 38.61 5.89 46.69 12-2020 12-2023
57.22 49.45 60.78 46.14 5.86 53.4 11-2020 11-2023
55.06 57.93 63.06 50.18 4.67 56.56 10-2020 10-2023
53.4 50.77 62.83 42.04 7.41 52.26 09-2020 09-2023
46.12 41.21 49.32 38.19 4.3 43.71 08-2020 08-2023
44.19 43.96 50.02 38.36 4.12 44.13 07-2020 07-2023
51.2 37.94 53.29 36.06 7.69 44.62 06-2020 06-2023
53.49 48.91 57.95 44.7 4.96 51.26 05-2020 05-2023
44.44 44.15 50.37 38.46 4.21 44.36 04-2020 04-2023

Rolling return for 5 year

Average return: 13.2
Min Max Min-Max Max-Min Standard Deviation Mean From To
33.06 31.56 36.74 28.01 3.13 32.34 03-2021 03-2026
35.57 30.11 40.44 25.59 5.59 32.93 02-2021 02-2026
37.33 35.57 39.45 33.52 2.19 36.47 01-2021 01-2026
38.88 35.38 40.85 33.49 2.88 37.15 12-2020 12-2025
45.18 40.64 46.94 38.95 3.25 42.93 11-2020 11-2025
42.97 43.28 46.05 40.26 2.05 43.14 10-2020 10-2025
40.57 37.27 43.76 34.23 3.57 38.96 09-2020 09-2025
36.79 33.89 38.45 32.28 2.41 35.35 08-2020 08-2025
37.61 36.21 39.63 34.24 1.97 36.92 07-2020 07-2025
42.39 35.74 44.62 33.65 4.54 39.1 06-2020 06-2025
41.24 40.29 45.34 36.33 3.2 40.8 05-2020 05-2025
36.88 37.46 40.99 33.45 2.67 37.2 04-2020 04-2025
35.33 26.12 39.22 22.6 6.72 30.82 03-2020 03-2025
23.65 21.75 26.92 18.61 3.01 22.73 02-2020 02-2025
20.27 21.06 23.57 17.83 2.05 20.68 01-2020 01-2025
22.09 21.97 24.9 19.23 2.01 22.05 12-2019 12-2024
21.49 20.79 24.75 17.62 2.53 21.16 11-2019 11-2024
23.98 21.74 26.43 19.38 2.62 22.88 10-2019 10-2024
23.33 22.05 25.35 20.09 1.91 22.7 09-2019 09-2024
23.85 22.06 26.32 19.67 2.43 22.98 08-2019 08-2024
21.23 17.63 22.92 16.02 2.75 19.45 07-2019 07-2024
16.87 19.27 22.2 14.07 3 18.1 06-2019 06-2024
19.25 17.47 21.98 14.84 2.6 18.39 05-2019 05-2024
17.54 17.22 20.57 14.28 2.23 17.4 04-2019 04-2024
18.8 16.26 21.75 13.44 3.07 17.56 03-2019 03-2024
18.59 18.62 22.4 14.93 2.64 18.63 02-2019 02-2024
14.35 14.44 17.05 11.81 1.85 14.41 01-2019 01-2024
13.02 13.24 16.16 10.18 2.12 13.15 12-2018 12-2023
11.77 11.51 13.28 10.02 1.16 11.64 11-2018 11-2023
12.6 13.02 16.05 9.66 2.26 12.83 10-2018 10-2023
10.84 9.66 14.88 5.8 3.24 10.29 09-2018 09-2023
7.15 6.3 8.55 4.93 1.31 6.73 08-2018 08-2023
8.96 7.29 11.59 4.76 2.49 8.15 07-2018 07-2023
7.6 5.43 8.48 4.57 1.58 6.52 06-2018 06-2023
8.07 6.82 9.94 5 1.8 7.46 05-2018 05-2023
6.47 6.25 9.08 3.71 1.9 6.38 04-2018 04-2023
5.57 5.43 8.46 2.62 2.07 5.52 03-2018 03-2023
3.77 1.77 6.41 -0.76 2.63 2.8 02-2018 02-2023
1.42 1.97 4.79 -1.32 2.17 1.71 01-2018 01-2023
1.39 3.52 5.18 -0.21 2.05 2.47 12-2017 12-2022
-2.04 -0.22 2.05 -4.22 2.31 -1.11 11-2017 11-2022
-0.18 -4.18 3.64 -7.71 4.26 -2.11 10-2017 10-2022
-1.06 -0.36 1.64 -3.01 1.66 -0.7 09-2017 09-2022
-2.89 -4.26 -1.19 -5.9 1.73 -3.56 08-2017 08-2022
-5.42 -5.28 -2.19 -8.4 2.2 -5.32 07-2017 07-2022
-6.83 -5.85 -4.03 -8.6 1.65 -6.33 06-2017 06-2022
-6.95 -6.66 -4.07 -9.46 1.91 -6.79 05-2017 05-2022
-4.61 -4.04 -2.79 -5.84 1.1 -4.32 04-2017 04-2022
-5.44 -4.89 -2.95 -7.33 1.56 -5.15 03-2017 03-2022
-4.5 -2.26 -0.35 -6.33 2.26 -3.36 02-2017 02-2022
-2.66 -1.7 0.75 -5.02 2.07 -2.16 01-2017 01-2022
-3.42 -2.72 -0.41 -5.66 1.87 -3.05 12-2016 12-2021
-2.34 -2.71 1.42 -6.31 2.74 -2.48 11-2016 11-2021
-4.22 -2.13 -0.47 -5.82 2.03 -3.16 10-2016 10-2021
-5.27 -5.13 -3.19 -7.17 1.41 -5.19 09-2016 09-2021
-4.48 -4.31 -1.8 -6.93 1.81 -4.38 08-2016 08-2021
-2.9 -3.09 -1.23 -4.72 1.24 -2.99 07-2016 07-2021
-0.71 -1.28 1.57 -3.5 1.8 -0.98 06-2016 06-2021
-1.05 -0.28 3.16 -4.35 2.67 -0.63 05-2016 05-2021
-3.67 -2.78 -0.49 -5.88 1.93 -3.2 04-2016 04-2021

Rolling return for 7 year

Average return: 10.68
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.35 15.78 19.66 13.55 2.23 16.59 03-2019 03-2026
17.74 18.07 20.75 15.13 1.99 17.92 02-2019 02-2026
16.77 16.16 18.05 14.91 1.13 16.47 01-2019 01-2026
16.63 15.68 17.81 14.53 1.21 16.16 12-2018 12-2025
16.4 16.09 17.41 15.09 0.83 16.25 11-2018 11-2025
16.43 16 18.21 14.25 1.41 16.22 10-2018 10-2025
14.27 12.32 16.11 10.53 2.09 13.31 09-2018 09-2025
11.69 10.98 12.66 10.03 0.96 11.34 08-2018 08-2025
14.17 12.17 15.36 11.01 1.69 13.18 07-2018 07-2025
13.6 12.55 14.87 11.31 1.31 13.08 06-2018 06-2025
12.57 12.56 14.9 10.28 1.63 12.58 05-2018 05-2025
11.79 12.05 14.18 9.71 1.58 11.93 04-2018 04-2025
10.84 10.83 13.11 8.62 1.59 10.85 03-2018 03-2025
9.47 8.03 11.53 6.04 2.01 8.77 02-2018 02-2025
7.67 7.64 9.77 5.59 1.48 7.67 01-2018 01-2025
8.79 9.32 10.57 7.56 1.08 9.06 12-2017 12-2024
7.38 7.69 9.43 5.67 1.33 7.54 11-2017 11-2024
11.28 6.7 12.85 5.22 3.15 9.01 10-2017 10-2024
11.62 11.33 12.92 10.04 1.02 11.48 09-2017 09-2024
11.25 10.33 12.84 8.78 1.47 10.8 08-2017 08-2024
12.01 10.56 13.12 9.47 1.39 11.29 07-2017 07-2024
10.25 12.28 13.82 8.76 1.93 11.28 06-2017 06-2024
10.4 10.03 12.2 8.27 1.4 10.22 05-2017 05-2024
10.13 11.12 12.15 9.12 1.13 10.63 04-2017 04-2024
10.74 11.08 12.7 9.15 1.26 10.92 03-2017 03-2024
10.01 10.98 12.52 8.5 1.46 10.5 02-2017 02-2024
9.95 9.85 11.8 8.04 1.33 9.91 01-2017 01-2024
8.35 8.65 10.49 6.54 1.4 8.51 12-2016 12-2023
8.12 5.97 9.16 4.96 1.67 7.05 11-2016 11-2023
6.26 7.27 8.57 4.99 1.32 6.77 10-2016 10-2023
5.63 6.81 8.36 4.11 1.56 6.23 09-2016 09-2023
6.77 5.78 7.76 4.81 1.1 6.28 08-2016 08-2023
6.11 6.48 7.93 4.68 1.16 6.3 07-2016 07-2023
7.51 5.96 8.14 5.34 1.13 6.74 06-2016 06-2023
9.15 7.85 10.5 6.54 1.47 8.51 05-2016 05-2023
7.02 7.09 8.88 5.25 1.28 7.06 04-2016 04-2023
6.31 7.14 8.39 5.1 1.2 6.73 03-2016 03-2023

Rolling return for 10 year

Average return: 14.29
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.97 14.61 15.54 13.05 0.91 14.29 03-2016 03-2026