NIFTY SDL PLUS AAA PSU BOND JUL 2033 60:40 INDEX

Index type: Fixed Income Mean-Variance Ratio (MVR): 830 Weighted mean CAGR by duration: 8.3 Mean CAGR: 8.3 Standard deviation CAGR: 0.01 Range for CAGR: 0.02

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year 4.37 13.55 7.39 8.29
3 year 7.78 9.25 8.22 8.31

Rolling return for 1 year

Average return: 8.29
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.46 4.77 6.87 4.37 1.07 5.62 03-2025 03-2026
5.5 6.15 6.53 5.12 0.55 5.83 02-2025 02-2026
6.19 5.66 6.67 5.19 0.56 5.93 01-2025 01-2026
6.26 6.88 7.28 5.86 0.55 6.57 12-2024 12-2025
7.41 7.54 8.01 6.95 0.38 7.48 11-2024 11-2025
7 7.37 7.89 6.48 0.52 7.19 10-2024 10-2025
7.06 6.77 8.35 5.5 1.01 6.92 09-2024 09-2025
8.45 9 10.09 7.37 0.98 8.73 08-2024 08-2025
10.59 10.13 11.27 9.45 0.66 10.36 07-2024 07-2025
11.59 11.59 12.45 10.74 0.6 11.59 06-2024 06-2025
11.97 12.31 13.55 10.75 1 12.14 05-2024 05-2025
10.25 12.1 12.53 9.83 1.16 11.18 04-2024 04-2025

Rolling return for 3 year

Average return: 8.31
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.21 7.93 8.35 7.8 0.22 8.07 03-2023 03-2026
7.89 8.13 8.24 7.78 0.18 8.01 02-2023 02-2026
8.01 7.97 8.17 7.81 0.13 7.99 01-2023 01-2026
8.09 8.23 8.44 7.89 0.2 8.16 12-2022 12-2025
8.91 8.43 9.11 8.23 0.35 8.67 11-2022 11-2025
8.95 8.9 9.25 8.6 0.23 8.93 10-2022 10-2025