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

Across 725 overlapping 5-year holding periods between 16 November 2018 and 16 October 2026, the Direct plan of Mahindra Manulife Consumption Fund returned an average of 17.82% a year, with a median of 17.64%. The best 5-year stretch returned 25.83% a year and the worst returned 9.74%.

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

No. Every one of the 725 5-year holding periods in this fund's history ended in profit. The weakest returned 9.74% a year, for someone who invested on 18 October 2021. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Mahindra Manulife Consumption 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 17.82% a year on the Direct plan against 15.88% on the Regular plan, a difference of 1.94% a year.

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

Across 1,709 overlapping 1-year holding periods between 16 November 2018 and 16 October 2026, the Direct plan of Mahindra Manulife Consumption Fund returned an average of 15.39% a year, with a median of 10.97%. The best 1-year stretch returned 65.95% a year and the worst returned -25.98%.

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

Across 1,218 overlapping 3-year holding periods between 16 November 2018 and 16 October 2026, the Direct plan of Mahindra Manulife Consumption Fund returned an average of 17.81% a year, with a median of 17.83%. The best 3-year stretch returned 27.41% a year and the worst returned 8.05%.

What is the 7-year rolling return of Mahindra Manulife Consumption Fund?

Mahindra Manulife Consumption Fund has 229 windows at the 7-year holding period, because its NAV record begins on 16 November 2018. 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.

Mahindra Manulife Mutual Fund

Mahindra Manulife Consumption Fund — rolling returns

Consumption · NAV data as of 16 October 2026

1,952 daily NAV records since 16 November 2018

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 — 725 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 16 November 2018 to 16 October 2026

Average rolling return

17.82%

Windows computed

725

Median return

17.64%

Standard deviation

3.83%

Best 5-year window

25.83%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

9.74%a year

Invested 18 Oct 2021 · exited 16 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (725 of 725)
Above 8%: 100.0% (725 of 725)
Above 12%: 94.2% (683 of 725)
Above 15%: 73.1% (530 of 725)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 146 of 725 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 Consumption Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	15.39%	17.81%	17.82%	13.75%	—
Median	10.97%	17.83%	17.64%	13.87%	—
Minimum	-25.98%	8.05%	9.74%	11.41%	—
Maximum	65.95%	27.41%	25.83%	15.74%	—
Std deviation	18.31%	4.43%	3.83%	0.98%	—
Consistency
Above 0%	80.81%	100.00%	100.00%	100.00%	—
Above 8%	57.40%	100.00%	100.00%	100.00%	—
Above 12%	46.58%	87.36%	94.21%	95.20%	—
Above 15%	39.96%	70.03%	73.10%	10.48%	—
Coverage
Windows computed	1,709	1,218	725	229	—

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 1.94% a year more than Regular.

5-year rolling returns for Mahindra Manulife Consumption Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	17.82%	15.88%
Best window	25.83%from 23 Mar 2020	23.79%from 23 Mar 2020
Worst window	9.74%from 18 Oct 2021	7.93%from 18 Oct 2021
Windows computed	725	725

Common questions about Mahindra Manulife Consumption Fund

What is the 5-year rolling return of Mahindra Manulife Consumption Fund?: Across 725 overlapping 5-year holding periods between 16 November 2018 and 16 October 2026, the Direct plan of Mahindra Manulife Consumption Fund returned an average of 17.82% a year, with a median of 17.64%. The best 5-year stretch returned 25.83% a year and the worst returned 9.74%.
Has Mahindra Manulife Consumption Fund ever lost money over 5 years?: No. Every one of the 725 5-year holding periods in this fund's history ended in profit. The weakest returned 9.74% a year, for someone who invested on 18 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Mahindra Manulife Consumption 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 17.82% a year on the Direct plan against 15.88% on the Regular plan, a difference of 1.94% a year.
What is the 1-year rolling return of Mahindra Manulife Consumption Fund?: Across 1,709 overlapping 1-year holding periods between 16 November 2018 and 16 October 2026, the Direct plan of Mahindra Manulife Consumption Fund returned an average of 15.39% a year, with a median of 10.97%. The best 1-year stretch returned 65.95% a year and the worst returned -25.98%.
What is the 3-year rolling return of Mahindra Manulife Consumption Fund?: Across 1,218 overlapping 3-year holding periods between 16 November 2018 and 16 October 2026, the Direct plan of Mahindra Manulife Consumption Fund returned an average of 17.81% a year, with a median of 17.83%. The best 3-year stretch returned 27.41% a year and the worst returned 8.05%.
What is the 7-year rolling return of Mahindra Manulife Consumption Fund?: Mahindra Manulife Consumption Fund has 229 windows at the 7-year holding period, because its NAV record begins on 16 November 2018. 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

Other Consumption funds

5-year rolling return (Direct)

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.