NIFTY PSU BOND PLUS SDL APR 2026 50:50 INDEX

Index type: Fixed Income

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) -0.61
Weighted mean XIRR by duration -19.29
Mean XIRR -11
Standard deviation XIRR 18
Range XIRR 41.43

Summary

Duration Min Max Median Average XIRR (%)
1 year 6.22 8.77 7.69 7.66
3 year 5.12 6.09 5.57 5.57
5 year -34.50 -32.72 -33.80 -33.77
7 year -24.63 -22.63 -23.36 -23.46

Rolling return for 1 year

Average return: 7.66
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.91 7.85 8.5 7.27 0.44 7.88 01-2024 01-2025
8.35 7.91 8.74 7.53 0.46 8.13 12-2023 12-2024
8.29 8.09 8.77 7.61 0.42 8.19 11-2023 11-2024
8.09 8.28 8.73 7.64 0.39 8.18 10-2023 10-2024
7.74 7.97 8.45 7.27 0.43 7.86 09-2023 09-2024
7.6 7.73 8.26 7.06 0.43 7.66 08-2023 08-2024
7.29 7.58 8.09 6.79 0.47 7.44 07-2023 07-2024
6.91 7.27 7.51 6.66 0.33 7.09 06-2023 06-2024
7.04 6.91 7.73 6.22 0.54 6.98 05-2023 05-2024
7.36 6.95 7.89 6.43 0.54 7.16 04-2023 04-2024
8.08 7.33 8.69 6.73 0.74 7.71 03-2023 03-2024
7.37 7.82 8.03 7.15 0.35 7.59 02-2023 02-2024

Rolling return for 3 year

Average return: 5.57
Min Max Min-Max Max-Min Standard Deviation Mean From To
5.89 5.95 6.09 5.76 0.12 5.92 01-2022 01-2025
5.71 5.71 5.84 5.59 0.09 5.71 12-2021 12-2024
5.72 5.67 5.88 5.52 0.13 5.7 11-2021 11-2024
5.55 5.68 5.76 5.47 0.11 5.62 10-2021 10-2024
5.43 5.43 5.66 5.2 0.16 5.43 09-2021 09-2024
5.62 5.44 5.83 5.23 0.22 5.53 08-2021 08-2024
5.57 5.61 5.83 5.35 0.17 5.59 07-2021 07-2024
5.37 5.4 5.57 5.21 0.13 5.39 06-2021 06-2024
5.48 5.34 5.71 5.12 0.21 5.41 05-2021 05-2024
5.43 5.43 5.6 5.25 0.12 5.43 04-2021 04-2024
5.53 5.52 5.73 5.32 0.15 5.52 03-2021 03-2024

Rolling return for 5 year

Average return: -33.77
Min Max Min-Max Max-Min Standard Deviation Mean From To
-33.45 -34.03 -33.38 -34.1 0.33 -33.74 01-2020 01-2025
-33.36 -33.77 -33.32 -33.81 0.23 -33.56 12-2019 12-2024
-33.59 -34.15 -33.53 -34.2 0.31 -33.87 11-2019 11-2024
-33.42 -34.25 -33.34 -34.33 0.46 -33.84 10-2019 10-2024
-32.99 -33.97 -32.9 -34.05 0.53 -33.48 09-2019 09-2024
-32.8 -33.27 -32.72 -33.35 0.28 -33.03 08-2019 08-2024
-32.9 -33.72 -32.8 -33.82 0.46 -33.31 07-2019 07-2024
-33.78 -34.2 -33.71 -34.27 0.25 -33.99 06-2019 06-2024
-33.64 -34.11 -33.55 -34.19 0.28 -33.87 05-2019 05-2024
-34.21 -34.41 -34.15 -34.48 0.14 -34.31 04-2019 04-2024
-34.05 -34.29 -33.98 -34.37 0.16 -34.17 03-2019 03-2024
-33.74 -34.42 -33.66 -34.5 0.38 -34.08 02-2019 02-2024

Rolling return for 7 year

Average return: -23.46
Min Max Min-Max Max-Min Standard Deviation Mean From To
-24.19 -24.57 -24.13 -24.63 0.22 -24.38 01-2018 01-2025
-23.7 -24.31 -23.66 -24.35 0.33 -24.01 12-2017 12-2024
-23.76 -23.99 -23.71 -24.04 0.14 -23.88 11-2017 11-2024
-23.39 -23.73 -23.32 -23.8 0.21 -23.56 10-2017 10-2024
-23.35 -23.72 -23.28 -23.79 0.22 -23.53 09-2017 09-2024
-23.12 -23.37 -23.05 -23.44 0.16 -23.24 08-2017 08-2024
-23.27 -23.42 -23.19 -23.5 0.12 -23.34 07-2017 07-2024
-23.17 -23.38 -23.11 -23.45 0.14 -23.28 06-2017 06-2024
-23.06 -23.32 -22.99 -23.39 0.17 -23.19 05-2017 05-2024
-22.98 -23.17 -22.93 -23.22 0.12 -23.08 04-2017 04-2024
-23.07 -23.29 -23.01 -23.35 0.14 -23.18 03-2017 03-2024
-22.7 -23.06 -22.63 -23.13 0.22 -22.88 02-2017 02-2024