What is the 3-year rolling return of ITI Mid Cap Fund?

Across 646 overlapping 3-year holding periods between 10 March 2021 and 16 October 2026, the Direct plan of ITI Mid Cap Fund returned an average of 25.04% a year, with a median of 25.13%. The best 3-year stretch returned 32.13% a year and the worst returned 17.57%.

Has ITI Mid Cap Fund ever lost money over 3 years?

No. Every one of the 646 3-year holding periods in this fund's history ended in profit. The weakest returned 17.57% a year, for someone who invested on 17 October 2023. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of ITI Mid Cap 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 25.04% a year on the Direct plan against 22.70% on the Regular plan, a difference of 2.34% a year.

What is the 1-year rolling return of ITI Mid Cap Fund?

Across 1,136 overlapping 1-year holding periods between 10 March 2021 and 16 October 2026, the Direct plan of ITI Mid Cap Fund returned an average of 20.35% a year, with a median of 10.70%. The best 1-year stretch returned 77.46% a year and the worst returned -11.26%.

What is the 5-year rolling return of ITI Mid Cap Fund?

ITI Mid Cap Fund has 153 windows at the 5-year holding period, because its NAV record begins on 10 March 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.

ITI Mutual Fund

ITI Mid Cap Fund — rolling returns

Mid Cap · NAV data as of 16 October 2026

1,379 daily NAV records since 10 March 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 — 646 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

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 10 March 2021 to 16 October 2026

Average rolling return

17.39%

Windows computed

153

Median return

17.36%

Standard deviation

1.31%

Best 5-year window

19.92%a year

Invested 22 Apr 2021 · exited 22 Apr 2026

Worst 5-year window

13.93%a year

Invested 18 Oct 2021 · exited 16 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (153 of 153)
Above 8%: 100.0% (153 of 153)
Above 12%: 100.0% (153 of 153)
Above 15%: 92.2% (141 of 153)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 32 of 153 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 ITI Mid Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	20.35%	25.04%	17.39%	—	—
Median	10.70%	25.13%	17.36%	—	—
Minimum	-11.26%	17.57%	13.93%	—	—
Maximum	77.46%	32.13%	19.92%	—	—
Std deviation	24.15%	2.57%	1.31%	—	—
Consistency
Above 0%	84.07%	100.00%	100.00%	—	—
Above 8%	58.27%	100.00%	100.00%	—	—
Above 12%	47.62%	100.00%	100.00%	—	—
Above 15%	41.90%	100.00%	92.16%	—	—
Coverage
Windows computed	1,136	646	153	—	—

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 2.23% a year more than Regular.

5-year rolling returns for ITI Mid Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	17.39%	15.16%
Best window	19.92%from 22 Apr 2021	17.61%from 22 Apr 2021
Worst window	13.93%from 18 Oct 2021	11.83%from 18 Oct 2021
Windows computed	153	153

Common questions about ITI Mid Cap Fund

What is the 3-year rolling return of ITI Mid Cap Fund?: Across 646 overlapping 3-year holding periods between 10 March 2021 and 16 October 2026, the Direct plan of ITI Mid Cap Fund returned an average of 25.04% a year, with a median of 25.13%. The best 3-year stretch returned 32.13% a year and the worst returned 17.57%.
Has ITI Mid Cap Fund ever lost money over 3 years?: No. Every one of the 646 3-year holding periods in this fund's history ended in profit. The weakest returned 17.57% a year, for someone who invested on 17 October 2023. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of ITI Mid Cap 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 25.04% a year on the Direct plan against 22.70% on the Regular plan, a difference of 2.34% a year.
What is the 1-year rolling return of ITI Mid Cap Fund?: Across 1,136 overlapping 1-year holding periods between 10 March 2021 and 16 October 2026, the Direct plan of ITI Mid Cap Fund returned an average of 20.35% a year, with a median of 10.70%. The best 1-year stretch returned 77.46% a year and the worst returned -11.26%.
What is the 5-year rolling return of ITI Mid Cap Fund?: ITI Mid Cap Fund has 153 windows at the 5-year holding period, because its NAV record begins on 10 March 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.