Rolling Returns Calculator

Groww Mutual Fund

Groww ELSS Tax Saver Fund — rolling returns

ELSS · NAV data as of

2,167 daily NAV records since 29 December 2017

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 — 940 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 29 December 2017 to 16 October 2026

Average rolling return

14.45%

Windows computed

940

Median return

14.95%

Standard deviation

4.29%

Best 5-year window

24.28%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

6.38%a year

Invested 29 Jan 2018 · exited 27 Jan 2023

Consistency — share of 5-year windows

Above 0%
100.0% (940 of 940)
Above 8%
90.7% (853 of 940)
Above 12%
65.9% (619 of 940)
Above 15%
49.5% (465 of 940)

Each point is one 5-year holding period, plotted against the date it began. Showing 189 of 940 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 ELSS Tax Saver Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average12.51%14.94%14.45%12.43%—
Median7.16%15.33%14.95%12.50%—
Minimum-25.77%1.86%6.38%9.64%—
Maximum76.49%26.75%24.28%15.17%—
Std deviation18.30%4.13%4.29%1.22%—
Consistency
Above 0%73.44%100.00%100.00%100.00%—
Above 8%47.92%93.23%90.74%100.00%—
Above 12%38.62%76.34%65.85%61.26%—
Above 15%32.02%52.41%49.47%1.13%—
Coverage
Windows computed1,9241,433940444—

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 2.08% a year more than Regular.

5-year rolling returns for Groww ELSS Tax Saver Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average14.45%12.37%
Best window24.28%from 23 Mar 202021.81%from 23 Mar 2020
Worst window6.38%from 29 Jan 20184.58%from 29 Jan 2018
Windows computed940940

Common questions about Groww ELSS Tax Saver Fund

What is the 5-year rolling return of Groww ELSS Tax Saver Fund?
Across 940 overlapping 5-year holding periods between 29 December 2017 and 16 October 2026, the Direct plan of Groww ELSS Tax Saver Fund returned an average of 14.45% a year, with a median of 14.95%. The best 5-year stretch returned 24.28% a year and the worst returned 6.38%.
Has Groww ELSS Tax Saver Fund ever lost money over 5 years?
No. Every one of the 940 5-year holding periods in this fund's history ended in profit. The weakest returned 6.38% a year, for someone who invested on 29 January 2018. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Groww ELSS Tax Saver 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 14.45% a year on the Direct plan against 12.37% on the Regular plan, a difference of 2.08% a year.
What is the 1-year rolling return of Groww ELSS Tax Saver Fund?
Across 1,924 overlapping 1-year holding periods between 29 December 2017 and 16 October 2026, the Direct plan of Groww ELSS Tax Saver Fund returned an average of 12.51% a year, with a median of 7.16%. The best 1-year stretch returned 76.49% a year and the worst returned -25.77%.
What is the 3-year rolling return of Groww ELSS Tax Saver Fund?
Across 1,433 overlapping 3-year holding periods between 29 December 2017 and 16 October 2026, the Direct plan of Groww ELSS Tax Saver Fund returned an average of 14.94% a year, with a median of 15.33%. The best 3-year stretch returned 26.75% a year and the worst returned 1.86%.
What is the 7-year rolling return of Groww ELSS Tax Saver Fund?
Across 444 overlapping 7-year holding periods between 29 December 2017 and 16 October 2026, the Direct plan of Groww ELSS Tax Saver Fund returned an average of 12.43% a year, with a median of 12.50%. The best 7-year stretch returned 15.17% a year and the worst returned 9.64%.

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.