What is the 5-year rolling return of Mahindra Manulife Arbitrage Fund?

Across 289 overlapping 5-year holding periods between 25 August 2020 and 16 October 2026, the Direct plan of Mahindra Manulife Arbitrage Fund returned an average of 5.60% a year, with a median of 5.64%. The best 5-year stretch returned 5.90% a year and the worst returned 5.27%.

Has Mahindra Manulife Arbitrage Fund ever lost money over 5 years?

No. Every one of the 289 5-year holding periods in this fund's history ended in profit. The weakest returned 5.27% a year, for someone who invested on 21 September 2020. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Mahindra Manulife Arbitrage 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 5.60% a year on the Direct plan against 4.74% on the Regular plan, a difference of 0.86% a year.

What is the 1-year rolling return of Mahindra Manulife Arbitrage Fund?

Across 1,273 overlapping 1-year holding periods between 25 August 2020 and 16 October 2026, the Direct plan of Mahindra Manulife Arbitrage Fund returned an average of 5.59% a year, with a median of 6.15%. The best 1-year stretch returned 7.35% a year and the worst returned 3.16%.

What is the 3-year rolling return of Mahindra Manulife Arbitrage Fund?

Across 782 overlapping 3-year holding periods between 25 August 2020 and 16 October 2026, the Direct plan of Mahindra Manulife Arbitrage Fund returned an average of 5.88% a year, with a median of 6.11%. The best 3-year stretch returned 6.73% a year and the worst returned 4.42%.

Mahindra Manulife Mutual Fund

Mahindra Manulife Arbitrage Fund — rolling returns

Arbitrage · NAV data as of 16 October 2026

1,516 daily NAV records since 25 August 2020

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 — 289 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 25 August 2020 to 16 October 2026

Average rolling return

5.60%

Windows computed

289

Median return

5.64%

Standard deviation

0.17%

Best 5-year window

5.90%a year

Invested 19 Oct 2021 · exited 16 Oct 2026

Worst 5-year window

5.27%a year

Invested 21 Sept 2020 · exited 19 Sept 2025

Consistency — share of 5-year windows

Above 0%: 100.0% (289 of 289)
Above 8%: 0.0% (0 of 289)
Above 12%: 0.0% (0 of 289)
Above 15%: 0.0% (0 of 289)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 59 of 289 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 Mahindra Manulife Arbitrage Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	5.59%	5.88%	5.60%	—	—
Median	6.15%	6.11%	5.64%	—	—
Minimum	3.16%	4.42%	5.27%	—	—
Maximum	7.35%	6.73%	5.90%	—	—
Std deviation	1.31%	0.69%	0.17%	—	—
Consistency
Above 0%	100.00%	100.00%	100.00%	—	—
Above 8%	0.00%	0.00%	0.00%	—	—
Above 12%	0.00%	0.00%	0.00%	—	—
Above 15%	0.00%	0.00%	0.00%	—	—
Coverage
Windows computed	1,273	782	289	—	—

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 0.86% a year more than Regular.

5-year rolling returns for Mahindra Manulife Arbitrage Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	5.60%	4.74%
Best window	5.90%from 19 Oct 2021	5.05%from 19 Oct 2021
Worst window	5.27%from 21 Sept 2020	4.41%from 21 Sept 2020
Windows computed	289	289

Common questions about Mahindra Manulife Arbitrage Fund

What is the 5-year rolling return of Mahindra Manulife Arbitrage Fund?: Across 289 overlapping 5-year holding periods between 25 August 2020 and 16 October 2026, the Direct plan of Mahindra Manulife Arbitrage Fund returned an average of 5.60% a year, with a median of 5.64%. The best 5-year stretch returned 5.90% a year and the worst returned 5.27%.
Has Mahindra Manulife Arbitrage Fund ever lost money over 5 years?: No. Every one of the 289 5-year holding periods in this fund's history ended in profit. The weakest returned 5.27% a year, for someone who invested on 21 September 2020. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Mahindra Manulife Arbitrage 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 5.60% a year on the Direct plan against 4.74% on the Regular plan, a difference of 0.86% a year.
What is the 1-year rolling return of Mahindra Manulife Arbitrage Fund?: Across 1,273 overlapping 1-year holding periods between 25 August 2020 and 16 October 2026, the Direct plan of Mahindra Manulife Arbitrage Fund returned an average of 5.59% a year, with a median of 6.15%. The best 1-year stretch returned 7.35% a year and the worst returned 3.16%.
What is the 3-year rolling return of Mahindra Manulife Arbitrage Fund?: Across 782 overlapping 3-year holding periods between 25 August 2020 and 16 October 2026, the Direct plan of Mahindra Manulife Arbitrage Fund returned an average of 5.88% a year, with a median of 6.11%. The best 3-year stretch returned 6.73% a year and the worst returned 4.42%.

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.