NIFTY SDL PLUS AAA PSU BOND JUL 2028 60:40 INDEX

Index type: Fixed Income Mean-Variance Ratio (MVR): 26.84 Weighted mean CAGR by duration: 8.43 Mean CAGR: 8.59 Standard deviation CAGR: 0.32 Range for CAGR: 0.64

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year 6.88 11.91 8.64 8.91
3 year 7.91 8.84 8.25 8.27

Rolling return for 1 year

Average return: 8.91
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.9 7.12 8.07 6.94 0.49 7.51 03-2025 03-2026
7.56 7.77 8.44 6.88 0.56 7.66 02-2025 02-2026
8.16 7.6 8.52 7.24 0.49 7.88 01-2025 01-2026
8.32 8.48 8.71 8.09 0.23 8.4 12-2024 12-2025
8.66 8.62 9.17 8.12 0.37 8.64 11-2024 11-2025
8.44 8.67 9.29 7.83 0.52 8.56 10-2024 10-2025
8.27 8.25 9.29 7.24 0.72 8.26 09-2024 09-2025
9.04 8.95 9.77 8.23 0.55 9 08-2024 08-2025
10.38 9.66 10.86 9.19 0.64 10.02 07-2024 07-2025
10.88 10.55 11.26 10.18 0.4 10.72 06-2024 06-2025
10.4 10.81 11.91 9.32 0.93 10.61 05-2024 05-2025
8.99 10.45 10.89 8.56 0.97 9.72 04-2024 04-2025

Rolling return for 3 year

Average return: 8.27
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.34 7.98 8.39 7.92 0.21 8.16 03-2023 03-2026
8.05 8.26 8.34 7.97 0.15 8.16 02-2023 02-2026
8.12 8.03 8.24 7.91 0.12 8.07 01-2023 01-2026
8.29 8.23 8.42 8.1 0.12 8.26 12-2022 12-2025
8.66 8.29 8.83 8.12 0.28 8.47 11-2022 11-2025
8.55 8.5 8.84 8.22 0.22 8.53 10-2022 10-2025
8.15 8.37 8.49 8.03 0.18 8.26 09-2022 09-2025