Tools
Equity and debt, 25/75
25% Nifty 500 and 75% 5-year G-sec, rebalanced to target at the end of March and September, when NSE's broad indices are reviewed. It holds 75% G-secs, 25% Nifty 500 . From Apr 2005 it returned 8.6% a year after tax; its worst fall was −18%.
What it holds now
Target : 75% G-secs, 25% Nifty 500.
Its record
Growth of one rupee after costs, before tax, on a log scale. The marks show when the rule was published and when it entered this library; only the stretch after the second mark is free of hindsight.
Equity and debt, 25/75: growth of one rupee
How to read it. Log scale, so equal slopes are equal returns.
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Equity and debt, 25/75: fall from its previous peak
How to read it. How far it was below its previous high, weekly. Its worst fall was −18% on daily closes; the weekly line can look a little shallower.
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Apr 2005 to Oct 2026. Percentages except the Sharpe ratio, turnover and tax cost.
| This model | Benchmark | |
|---|---|---|
| Return a year, before tax | 9.1 | – |
| Return a year, after tax | 8.6 | – |
| Volatility | 6.5 | – |
| Worst fall | −17.6 | – |
| Sharpe ratio | 0.4 | – |
| Average share in equity | 25.5 | – |
| Turnover a year | 0.0 | – |
| Tax cost, points a year | 0.5 | – |
The live log holds 1 sessions; its return differs from today's backtest over the same days by 0.13 points.
| Period | Dates | Total return | A year | More |
|---|---|---|---|---|
| Before it entered this library | Apr 2005 to Oct 2026 | 552.1% | 9.1% | |
| Since it entered this library (live) | – | – | – |
As an index: Tipsheet Equity–Debt 25/75
The same rule published as an index: total return, before any fund cost, trading cost or tax, set to 1,000 at the end of 2006 like every Tipsheet index. Its launch date is 15 Oct 2026, when the rule entered this library; the lighter line before it is back-calculated. Tipsheet indices are reference series for research only: not official indices, not investable, and not advice.
Tipsheet Equity–Debt 25/75, 1,000 at the end of 2006
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- Rule
- 25% Nifty 500 and 75% 5-year G-sec, rebalanced to target at the end of March and September, when NSE's broad indices are reviewed.
- Rebalancing
- Rebalanced to target at the end of March and September.
- Basis
- Total return, before any fund cost, trading cost or tax; 1,000 on 31 December 2006.
- Launch
- 15 Oct 2026. Earlier levels are back-calculated with a rule chosen after that history was known; later ones chain returns written once to a hash-chained log and are never restated.
- Download
- Daily levels, CSV · JSON · every index
What it held
The share of the model in each asset at every month-end.
Equity and debt, 25/75: holdings at each month-end
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The rule
25% Nifty 500 and 75% 5-year G-sec, rebalanced to target at the end of March and September, when NSE's broad indices are reviewed.
A fixed conservative mix, at the equity ceiling of SEBI's conservative hybrid category. The debt leg is one 5-year G-sec index, not a broad bond index. Rule published –; entered this library 15 Oct 2026.
The workings
Data
Every chart has a table view, a CSV download and a link to its published JSON. Bundles are listed in data status.