NIFTY SDL PLUS AAA PSU BOND DEC 2027 60:40 INDEX

Index type: Fixed Income Mean-Variance Ratio (MVR): 21.36 Weighted mean CAGR by duration: 8.13 Mean CAGR: 8.33 Standard deviation CAGR: 0.39 Range for CAGR: 0.78

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year 7.02 11.12 8.48 8.72
3 year 6.23 8.92 8.02 7.94

Rolling return for 1 year

Average return: 8.72
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.94 7.11 8.03 7.02 0.46 7.53 03-2025 03-2026
7.68 7.9 8.45 7.13 0.47 7.79 02-2025 02-2026
8.1 7.65 8.47 7.28 0.45 7.88 01-2025 01-2026
8.08 8.15 8.44 7.79 0.23 8.12 12-2024 12-2025
8.5 8.62 9.03 8.1 0.33 8.56 11-2024 11-2025
8.25 8.47 9.06 7.66 0.5 8.36 10-2024 10-2025
8.54 8.35 9.19 7.7 0.53 8.45 09-2024 09-2025
9.18 8.66 9.48 8.36 0.44 8.92 08-2024 08-2025
9.83 9.38 10.37 8.84 0.56 9.61 07-2024 07-2025
10.23 9.96 10.69 9.5 0.43 10.1 06-2024 06-2025
9.84 10.23 11.12 8.95 0.78 10.04 05-2024 05-2025
8.64 9.9 10.33 8.22 0.87 9.27 04-2024 04-2025

Rolling return for 3 year

Average return: 7.94
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.21 7.77 8.24 7.74 0.24 7.99 03-2023 03-2026
7.96 8.13 8.21 7.87 0.13 8.04 02-2023 02-2026
7.95 7.88 8.08 7.76 0.12 7.92 01-2023 01-2026
7.98 7.95 8.1 7.83 0.1 7.96 12-2022 12-2025
8.33 8.05 8.51 7.88 0.24 8.19 11-2022 11-2025
8.39 8.29 8.67 8.02 0.23 8.34 10-2022 10-2025
8.16 7.84 8.38 7.62 0.29 8 09-2022 09-2025
8.11 7.89 8.21 7.79 0.17 8 08-2022 08-2025
8.56 8.21 8.74 8.03 0.28 8.39 07-2022 07-2025
8.77 8.59 8.92 8.44 0.18 8.68 06-2022 06-2025
8.3 7.9 8.72 7.48 0.46 8.1 05-2022 05-2025
7.07 7.07 7.62 6.53 0.39 7.07 04-2022 04-2025
6.51 6.53 6.82 6.23 0.21 6.52 03-2022 03-2025