Rolling Returns Calculator

Groww Mutual Fund

Groww Aggressive Hybrid Fund — rolling returns

Aggressive Hybrid · NAV data as of

1,931 daily NAV records since 14 December 2018

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 704 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan
Holding period
Compare against

Direct plan · showing data from 14 December 2018 to 16 October 2026

Average rolling return

14.28%

Windows computed

704

Median return

14.76%

Standard deviation

3.03%

Best 5-year window

21.16%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

6.43%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%
100.0% (704 of 704)
Above 8%
97.4% (686 of 704)
Above 12%
75.0% (528 of 704)
Above 15%
45.6% (321 of 704)

Each point is one 5-year holding period, plotted against the date it began. Showing 142 of 704 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Groww Aggressive Hybrid Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average13.07%14.14%14.28%11.96%—
Median9.21%13.84%14.76%11.80%—
Minimum-18.79%7.63%6.43%10.66%—
Maximum65.50%24.22%21.16%13.51%—
Std deviation14.35%2.80%3.03%0.79%—
Consistency
Above 0%87.38%100.00%100.00%100.00%—
Above 8%53.32%99.58%97.44%100.00%—
Above 12%43.60%78.28%75.00%44.23%—
Above 15%34.12%35.67%45.60%0.00%—
Coverage
Windows computed1,6881,197704208—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.79% a year more than Regular.

5-year rolling returns for Groww Aggressive Hybrid Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average14.28%12.49%
Best window21.16%from 23 Mar 202019.21%from 23 Mar 2020
Worst window6.43%from 14 Oct 20215.03%from 14 Oct 2021
Windows computed704704

Common questions about Groww Aggressive Hybrid Fund

What is the 5-year rolling return of Groww Aggressive Hybrid Fund?
Across 704 overlapping 5-year holding periods between 14 December 2018 and 16 October 2026, the Direct plan of Groww Aggressive Hybrid Fund returned an average of 14.28% a year, with a median of 14.76%. The best 5-year stretch returned 21.16% a year and the worst returned 6.43%.
Has Groww Aggressive Hybrid Fund ever lost money over 5 years?
No. Every one of the 704 5-year holding periods in this fund's history ended in profit. The weakest returned 6.43% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Groww Aggressive Hybrid Fund?
Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 14.28% a year on the Direct plan against 12.49% on the Regular plan, a difference of 1.79% a year.
What is the 1-year rolling return of Groww Aggressive Hybrid Fund?
Across 1,688 overlapping 1-year holding periods between 14 December 2018 and 16 October 2026, the Direct plan of Groww Aggressive Hybrid Fund returned an average of 13.07% a year, with a median of 9.21%. The best 1-year stretch returned 65.50% a year and the worst returned -18.79%.
What is the 3-year rolling return of Groww Aggressive Hybrid Fund?
Across 1,197 overlapping 3-year holding periods between 14 December 2018 and 16 October 2026, the Direct plan of Groww Aggressive Hybrid Fund returned an average of 14.14% a year, with a median of 13.84%. The best 3-year stretch returned 24.22% a year and the worst returned 7.63%.
What is the 7-year rolling return of Groww Aggressive Hybrid Fund?
Groww Aggressive Hybrid Fund has 208 windows at the 7-year holding period, because its NAV record begins on 14 December 2018. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.