NIFTY PSU BOND PLUS SDL SEP 2027 40:60 INDEX

Index type: Fixed Income Mean-Variance Ratio (MVR): 11.2 Weighted mean CAGR by duration: 7.65 Mean CAGR: 8.01 Standard deviation CAGR: 0.72 Range for CAGR: 1.43

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year 7.09 10.90 8.60 8.72
3 year 5.49 8.79 7.79 7.29

Rolling return for 1 year

Average return: 8.72
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.08 7.16 8.16 7.09 0.5 7.62 03-2025 03-2026
7.87 8.02 8.6 7.3 0.46 7.95 02-2025 02-2026
8.31 7.86 8.63 7.53 0.42 8.08 01-2025 01-2026
8.23 8.31 8.63 7.91 0.26 8.27 12-2024 12-2025
8.57 8.64 9.07 8.14 0.33 8.61 11-2024 11-2025
8.34 8.48 9.11 7.71 0.5 8.41 10-2024 10-2025
8.53 8.4 9.26 7.68 0.56 8.47 09-2024 09-2025
9.17 8.6 9.41 8.36 0.42 8.88 08-2024 08-2025
9.68 9.3 10.24 8.74 0.55 9.49 07-2024 07-2025
10.03 9.68 10.48 9.23 0.46 9.86 06-2024 06-2025
9.72 10 10.9 8.82 0.74 9.86 05-2024 05-2025
8.62 9.78 10.1 8.3 0.76 9.2 04-2024 04-2025

Rolling return for 3 year

Average return: 7.29
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.22 7.78 8.25 7.75 0.24 8 03-2023 03-2026
7.96 8.13 8.2 7.89 0.13 8.04 02-2023 02-2026
7.98 7.91 8.09 7.81 0.1 7.95 01-2023 01-2026
7.93 7.93 8.06 7.8 0.09 7.93 12-2022 12-2025
8.32 7.98 8.49 7.82 0.27 8.15 11-2022 11-2025
8.4 8.27 8.66 8.01 0.23 8.34 10-2022 10-2025
8.11 7.79 8.35 7.55 0.3 7.95 09-2022 09-2025
8 7.8 8.08 7.72 0.15 7.9 08-2022 08-2025
8.33 8.13 8.52 7.94 0.22 8.23 07-2022 07-2025
8.64 8.43 8.79 8.28 0.2 8.54 06-2022 06-2025
8.2 7.81 8.59 7.42 0.44 8 05-2022 05-2025
7.05 6.96 7.53 6.48 0.37 7.01 04-2022 04-2025
6.47 6.47 6.8 6.14 0.23 6.47 03-2022 03-2025
6.59 6.25 6.78 6.06 0.28 6.42 02-2022 02-2025
6.13 6.2 6.38 5.95 0.15 6.17 01-2022 01-2025
5.92 5.89 6.02 5.79 0.08 5.9 12-2021 12-2024
5.94 5.81 6.08 5.67 0.15 5.88 11-2021 11-2024
5.85 5.87 6.06 5.67 0.14 5.86 10-2021 10-2024
5.69 5.77 5.97 5.49 0.17 5.73 09-2021 09-2024