What is the 5-year rolling return of Groww Value Fund?

Across 1,506 overlapping 5-year holding periods between 9 September 2015 and 16 October 2026, the Direct plan of Groww Value Fund returned an average of 13.20% a year, with a median of 12.00%. The best 5-year stretch returned 27.64% a year and the worst returned 2.75%.

Has Groww Value Fund ever lost money over 5 years?

No. Every one of the 1,506 5-year holding periods in this fund's history ended in profit. The weakest returned 2.75% a year, for someone who invested on 24 September 2015. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Groww Value 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 13.20% a year on the Direct plan against 11.24% on the Regular plan, a difference of 1.95% a year.

What is the 1-year rolling return of Groww Value Fund?

Across 2,490 overlapping 1-year holding periods between 9 September 2015 and 16 October 2026, the Direct plan of Groww Value Fund returned an average of 13.93% a year, with a median of 9.21%. The best 1-year stretch returned 86.15% a year and the worst returned -28.16%.

What is the 3-year rolling return of Groww Value Fund?

Across 1,999 overlapping 3-year holding periods between 9 September 2015 and 16 October 2026, the Direct plan of Groww Value Fund returned an average of 12.33% a year, with a median of 15.10%. The best 3-year stretch returned 30.40% a year and the worst returned -13.06%.

What is the 7-year rolling return of Groww Value Fund?

Across 1,010 overlapping 7-year holding periods between 9 September 2015 and 16 October 2026, the Direct plan of Groww Value Fund returned an average of 12.24% a year, with a median of 11.99%. The best 7-year stretch returned 16.79% a year and the worst returned 8.82%.

What is the 10-year rolling return of Groww Value Fund?

Across 272 overlapping 10-year holding periods between 9 September 2015 and 16 October 2026, the Direct plan of Groww Value Fund returned an average of 12.22% a year, with a median of 12.32%. The best 10-year stretch returned 14.00% a year and the worst returned 10.52%.

Groww Mutual Fund

Groww Value Fund — rolling returns

Value & Contra · NAV data as of 16 October 2026

2,733 daily NAV records since 9 September 2015

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 — 1,506 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

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 9 September 2015 to 16 October 2026

Average rolling return

13.20%

Windows computed

1,506

Median return

12.00%

Standard deviation

5.70%

Best 5-year window

27.64%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

2.75%a year

Invested 24 Sept 2015 · exited 24 Sept 2020

Consistency — share of 5-year windows

Above 0%: 100.0% (1,506 of 1,506)
Above 8%: 75.7% (1,140 of 1,506)
Above 12%: 50.1% (755 of 1,506)
Above 15%: 37.2% (560 of 1,506)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 302 of 1,506 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 Value Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	13.93%	12.33%	13.20%	12.24%	12.22%
Median	9.21%	15.10%	12.00%	11.99%	12.32%
Minimum	-28.16%	-13.06%	2.75%	8.82%	10.52%
Maximum	86.15%	30.40%	27.64%	16.79%	14.00%
Std deviation	19.75%	8.57%	5.70%	1.91%	0.68%
Consistency
Above 0%	77.55%	89.19%	100.00%	100.00%	100.00%
Above 8%	52.97%	71.59%	75.70%	100.00%	100.00%
Above 12%	43.86%	61.18%	50.13%	49.80%	72.43%
Above 15%	39.12%	50.58%	37.18%	9.90%	0.00%
Coverage
Windows computed	2,490	1,999	1,506	1,010	272

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 1.95% a year more than Regular.

5-year rolling returns for Groww Value Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	13.20%	11.24%
Best window	27.64%from 23 Mar 2020	25.45%from 23 Mar 2020
Worst window	2.75%from 24 Sept 2015	0.86%from 24 Sept 2015
Windows computed	1,506	1,506

Common questions about Groww Value Fund

What is the 5-year rolling return of Groww Value Fund?: Across 1,506 overlapping 5-year holding periods between 9 September 2015 and 16 October 2026, the Direct plan of Groww Value Fund returned an average of 13.20% a year, with a median of 12.00%. The best 5-year stretch returned 27.64% a year and the worst returned 2.75%.
Has Groww Value Fund ever lost money over 5 years?: No. Every one of the 1,506 5-year holding periods in this fund's history ended in profit. The weakest returned 2.75% a year, for someone who invested on 24 September 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Groww Value 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 13.20% a year on the Direct plan against 11.24% on the Regular plan, a difference of 1.95% a year.
What is the 1-year rolling return of Groww Value Fund?: Across 2,490 overlapping 1-year holding periods between 9 September 2015 and 16 October 2026, the Direct plan of Groww Value Fund returned an average of 13.93% a year, with a median of 9.21%. The best 1-year stretch returned 86.15% a year and the worst returned -28.16%.
What is the 3-year rolling return of Groww Value Fund?: Across 1,999 overlapping 3-year holding periods between 9 September 2015 and 16 October 2026, the Direct plan of Groww Value Fund returned an average of 12.33% a year, with a median of 15.10%. The best 3-year stretch returned 30.40% a year and the worst returned -13.06%.
What is the 7-year rolling return of Groww Value Fund?: Across 1,010 overlapping 7-year holding periods between 9 September 2015 and 16 October 2026, the Direct plan of Groww Value Fund returned an average of 12.24% a year, with a median of 11.99%. The best 7-year stretch returned 16.79% a year and the worst returned 8.82%.
What is the 10-year rolling return of Groww Value Fund?: Across 272 overlapping 10-year holding periods between 9 September 2015 and 16 October 2026, the Direct plan of Groww Value Fund returned an average of 12.22% a year, with a median of 12.32%. The best 10-year stretch returned 14.00% a year and the worst returned 10.52%.

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.