Rolling Returns Calculator

LIC Mutual Fund

LIC MF Infrastructure Fund — rolling returns

Infrastructure · NAV data as of

3,384 daily NAV records since 2 January 2013

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 — 2,157 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 2 January 2013 to 16 October 2026

Average rolling return

16.42%

Windows computed

2,157

Median return

13.74%

Standard deviation

9.40%

Best 5-year window

37.94%a year

Invested 24 Mar 2020 · exited 24 Mar 2025

Worst 5-year window

-4.37%a year

Invested 6 Apr 2015 · exited 3 Apr 2020

Consistency — share of 5-year windows

Above 0%
97.6% (2,105 of 2,157)
Above 8%
82.1% (1,770 of 2,157)
Above 12%
65.0% (1,401 of 2,157)
Above 15%
42.9% (926 of 2,157)

Each point is one 5-year holding period, plotted against the date it began. Showing 433 of 2,157 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 LIC MF Infrastructure Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average20.12%17.48%16.42%15.28%16.51%
Median14.41%16.12%13.74%14.33%17.09%
Minimum-32.44%-8.67%-4.37%4.25%11.72%
Maximum97.27%42.00%37.94%24.13%20.01%
Std deviation26.63%11.62%9.40%5.26%1.83%
Consistency
Above 0%75.10%93.02%97.59%100.00%100.00%
Above 8%62.21%77.55%82.06%95.73%100.00%
Above 12%54.70%60.87%64.95%63.09%99.67%
Above 15%48.62%52.30%42.93%46.84%80.17%
Coverage
Windows computed3,1412,6502,1571,661923

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 1.30% a year more than Regular.

This fund's Regular plan has NAV going back to 26 March 2008, but its Direct plan only began on 2 January 2013. The 1,151 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for LIC MF Infrastructure Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average16.42%15.11%
Best window37.94%from 24 Mar 202036.31%from 24 Mar 2020
Worst window-4.37%from 6 Apr 2015-5.43%from 6 Apr 2015
Windows computed2,1572,157

Common questions about LIC MF Infrastructure Fund

What is the 5-year rolling return of LIC MF Infrastructure Fund?
Across 2,157 overlapping 5-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of LIC MF Infrastructure Fund returned an average of 16.42% a year, with a median of 13.74%. The best 5-year stretch returned 37.94% a year and the worst returned -4.37%.
Has LIC MF Infrastructure Fund ever lost money over 5 years?
Yes. 2.4% of the 2,157 5-year holding periods in this fund's history ended below zero. The worst returned -4.37% a year, for someone who invested on 6 April 2015 and sold on 3 April 2020.
What is the difference between the Direct and Regular plans of LIC MF Infrastructure 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 16.42% a year on the Direct plan against 15.11% on the Regular plan, a difference of 1.30% a year.
What is the 1-year rolling return of LIC MF Infrastructure Fund?
Across 3,141 overlapping 1-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of LIC MF Infrastructure Fund returned an average of 20.12% a year, with a median of 14.41%. The best 1-year stretch returned 97.27% a year and the worst returned -32.44%.
What is the 3-year rolling return of LIC MF Infrastructure Fund?
Across 2,650 overlapping 3-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of LIC MF Infrastructure Fund returned an average of 17.48% a year, with a median of 16.12%. The best 3-year stretch returned 42.00% a year and the worst returned -8.67%.
What is the 7-year rolling return of LIC MF Infrastructure Fund?
Across 1,661 overlapping 7-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of LIC MF Infrastructure Fund returned an average of 15.28% a year, with a median of 14.33%. The best 7-year stretch returned 24.13% a year and the worst returned 4.25%.
What is the 10-year rolling return of LIC MF Infrastructure Fund?
Across 923 overlapping 10-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of LIC MF Infrastructure Fund returned an average of 16.51% a year, with a median of 17.09%. The best 10-year stretch returned 20.01% a year and the worst returned 11.72%.

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.