Rolling Returns Calculator

ICICI Prudential Mutual Fund

ICICI Prudential Business Cycle Fund — rolling returns

Opportunities & Special Situations · NAV data as of

1,413 daily NAV records since 19 January 2021

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 — 680 separate three-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 19 January 2021 to 15 October 2026

Average rolling return

17.96%

Windows computed

188

Median return

18.04%

Standard deviation

2.03%

Best 5-year window

22.01%a year

Invested 29 Jan 2021 · exited 29 Jan 2026

Worst 5-year window

13.34%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%
100.0% (188 of 188)
Above 8%
100.0% (188 of 188)
Above 12%
100.0% (188 of 188)
Above 15%
88.8% (167 of 188)

Each point is one 5-year holding period, plotted against the date it began. Showing 39 of 188 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 ICICI Prudential Business Cycle Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average19.32%22.88%17.96%——
Median14.52%23.44%18.04%——
Minimum-6.44%13.26%13.34%——
Maximum58.89%28.73%22.01%——
Std deviation15.42%3.37%2.03%——
Consistency
Above 0%97.18%100.00%100.00%——
Above 8%73.50%100.00%100.00%——
Above 12%58.46%100.00%100.00%——
Above 15%48.89%96.03%88.83%——
Coverage
Windows computed1,170680188——

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 1.34% a year more than Regular.

5-year rolling returns for ICICI Prudential Business Cycle Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average17.96%16.63%
Best window22.01%from 29 Jan 202120.56%from 29 Jan 2021
Worst window13.34%from 14 Oct 202112.11%from 14 Oct 2021
Windows computed188188

Common questions about ICICI Prudential Business Cycle Fund

What is the 3-year rolling return of ICICI Prudential Business Cycle Fund?
Across 680 overlapping 3-year holding periods between 19 January 2021 and 15 October 2026, the Direct plan of ICICI Prudential Business Cycle Fund returned an average of 22.88% a year, with a median of 23.44%. The best 3-year stretch returned 28.73% a year and the worst returned 13.26%.
Has ICICI Prudential Business Cycle Fund ever lost money over 3 years?
No. Every one of the 680 3-year holding periods in this fund's history ended in profit. The weakest returned 13.26% a year, for someone who invested on 12 October 2023. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of ICICI Prudential Business Cycle 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, 3-year rolling returns averaged 22.88% a year on the Direct plan against 21.52% on the Regular plan, a difference of 1.36% a year.
What is the 1-year rolling return of ICICI Prudential Business Cycle Fund?
Across 1,170 overlapping 1-year holding periods between 19 January 2021 and 15 October 2026, the Direct plan of ICICI Prudential Business Cycle Fund returned an average of 19.32% a year, with a median of 14.52%. The best 1-year stretch returned 58.89% a year and the worst returned -6.44%.
What is the 5-year rolling return of ICICI Prudential Business Cycle Fund?
ICICI Prudential Business Cycle Fund has 188 windows at the 5-year holding period, because its NAV record begins on 19 January 2021. 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.