NIFTY PSU BOND PLUS SDL APR 2027 50:50 INDEX

Index type: Fixed Income Mean-Variance Ratio (MVR): 11.89 Weighted mean CAGR by duration: 7.41 Mean CAGR: 7.73 Standard deviation CAGR: 0.65 Range for CAGR: 1.3

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year 6.74 10.40 8.23 8.38
3 year 5.35 8.48 7.55 7.08

Rolling return for 1 year

Average return: 8.38
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.73 6.85 7.83 6.74 0.5 7.29 03-2025 03-2026
7.55 7.65 8.2 7 0.43 7.6 02-2025 02-2026
7.97 7.53 8.24 7.26 0.38 7.75 01-2025 01-2026
7.85 7.99 8.29 7.55 0.27 7.92 12-2024 12-2025
8.17 8.22 8.66 7.72 0.33 8.19 11-2024 11-2025
8.03 8.11 8.76 7.38 0.49 8.07 10-2024 10-2025
8.33 8.14 8.94 7.55 0.5 8.24 09-2024 09-2025
8.87 8.33 9.07 8.13 0.38 8.6 08-2024 08-2025
9.24 8.88 9.8 8.33 0.54 9.06 07-2024 07-2025
9.61 9.29 10.02 8.88 0.42 9.45 06-2024 06-2025
9.33 9.55 10.4 8.49 0.68 9.44 05-2024 05-2025
8.44 9.37 9.76 8.05 0.69 8.9 04-2024 04-2025

Rolling return for 3 year

Average return: 7.08
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.99 7.57 8.02 7.54 0.23 7.78 03-2023 03-2026
7.73 7.88 7.95 7.66 0.12 7.8 02-2023 02-2026
7.7 7.64 7.79 7.55 0.09 7.67 01-2023 01-2026
7.72 7.71 7.86 7.57 0.1 7.71 12-2022 12-2025
8 7.75 8.16 7.59 0.22 7.88 11-2022 11-2025
8.13 7.94 8.37 7.7 0.25 8.04 10-2022 10-2025
7.89 7.58 8.09 7.38 0.27 7.73 09-2022 09-2025
7.76 7.52 7.82 7.45 0.16 7.64 08-2022 08-2025
8.1 7.85 8.28 7.67 0.23 7.97 07-2022 07-2025
8.34 8.21 8.48 8.07 0.15 8.28 06-2022 06-2025
7.95 7.55 8.3 7.2 0.41 7.75 05-2022 05-2025
6.82 6.69 7.26 6.26 0.36 6.76 04-2022 04-2025
6.27 6.26 6.59 5.93 0.23 6.26 03-2022 03-2025
6.42 6.08 6.61 5.9 0.28 6.25 02-2022 02-2025
6.02 6.13 6.26 5.89 0.14 6.07 01-2022 01-2025
5.83 5.8 5.93 5.7 0.08 5.81 12-2021 12-2024
5.85 5.74 5.99 5.6 0.14 5.79 11-2021 11-2024
5.7 5.78 5.91 5.57 0.12 5.74 10-2021 10-2024
5.44 5.61 5.7 5.35 0.14 5.52 09-2021 09-2024