NIFTY SDL PLUS PSU BOND SEP 2026 60:40 INDEX

Index type: Fixed Income Mean-Variance Ratio (MVR): 15.1 Weighted mean CAGR by duration: 7.23 Mean CAGR: 7.47 Standard deviation CAGR: 0.49 Range for CAGR: 0.99

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year 6.50 9.51 7.86 7.97
3 year 5.28 8.24 7.43 6.98

Rolling return for 1 year

Average return: 7.97
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.24 6.7 7.43 6.5 0.38 6.97 03-2025 03-2026
7.4 7.22 7.84 6.78 0.38 7.31 02-2025 02-2026
7.65 7.38 8.05 6.99 0.39 7.52 01-2025 01-2026
7.57 7.68 8.03 7.22 0.29 7.62 12-2024 12-2025
7.84 7.8 8.29 7.35 0.33 7.82 11-2024 11-2025
7.87 7.8 8.44 7.24 0.42 7.84 10-2024 10-2025
8.05 7.84 8.61 7.29 0.47 7.95 09-2024 09-2025
8.4 8.03 8.77 7.66 0.41 8.21 08-2024 08-2025
8.59 8.4 9.2 7.79 0.5 8.5 07-2024 07-2025
8.83 8.62 9.32 8.13 0.43 8.72 06-2024 06-2025
8.68 8.77 9.51 7.94 0.56 8.72 05-2024 05-2025
8.12 8.71 9.21 7.63 0.6 8.42 04-2024 04-2025

Rolling return for 3 year

Average return: 6.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.8 7.41 7.86 7.35 0.23 7.61 03-2023 03-2026
7.63 7.68 7.77 7.53 0.09 7.65 02-2023 02-2026
7.67 7.59 7.8 7.46 0.12 7.63 01-2023 01-2026
7.65 7.68 7.81 7.53 0.1 7.67 12-2022 12-2025
7.9 7.66 8.05 7.51 0.21 7.78 11-2022 11-2025
7.96 7.86 8.15 7.67 0.17 7.91 10-2022 10-2025
7.79 7.55 7.97 7.37 0.23 7.67 09-2022 09-2025
7.63 7.44 7.75 7.32 0.17 7.54 08-2022 08-2025
7.84 7.71 8.04 7.51 0.19 7.78 07-2022 07-2025
8.07 7.91 8.24 7.75 0.18 7.99 06-2022 06-2025
7.77 7.31 8.04 7.04 0.39 7.54 05-2022 05-2025
6.77 6.53 7.12 6.17 0.35 6.65 04-2022 04-2025
6.2 6.22 6.45 5.98 0.17 6.21 03-2022 03-2025
6.34 6.09 6.55 5.89 0.25 6.22 02-2022 02-2025
6.03 6.09 6.25 5.87 0.14 6.06 01-2022 01-2025
5.82 5.79 5.93 5.67 0.09 5.8 12-2021 12-2024
5.8 5.77 5.96 5.61 0.12 5.79 11-2021 11-2024
5.63 5.76 5.84 5.55 0.11 5.7 10-2021 10-2024
5.48 5.53 5.73 5.28 0.16 5.51 09-2021 09-2024