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

Across 1,161 overlapping 5-year holding periods between 8 February 2017 and 16 October 2026, the Direct plan of Mahindra Manulife Equity Savings Fund returned an average of 11.61% a year, with a median of 11.35%. The best 5-year stretch returned 17.54% a year and the worst returned 7.83%.

Has Mahindra Manulife Equity Savings Fund ever lost money over 5 years?

No. Every one of the 1,161 5-year holding periods in this fund's history ended in profit. The weakest returned 7.83% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Mahindra Manulife Equity Savings 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 11.61% a year on the Direct plan against 9.67% on the Regular plan, a difference of 1.94% a year.

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

Across 2,145 overlapping 1-year holding periods between 8 February 2017 and 16 October 2026, the Direct plan of Mahindra Manulife Equity Savings Fund returned an average of 10.44% a year, with a median of 8.55%. The best 1-year stretch returned 48.61% a year and the worst returned -10.36%.

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

Across 1,654 overlapping 3-year holding periods between 8 February 2017 and 16 October 2026, the Direct plan of Mahindra Manulife Equity Savings Fund returned an average of 11.37% a year, with a median of 11.87%. The best 3-year stretch returned 19.87% a year and the worst returned -0.21%.

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

Across 665 overlapping 7-year holding periods between 8 February 2017 and 16 October 2026, the Direct plan of Mahindra Manulife Equity Savings Fund returned an average of 11.23% a year, with a median of 11.18%. The best 7-year stretch returned 12.59% a year and the worst returned 10.09%.

Mahindra Manulife Mutual Fund

Mahindra Manulife Equity Savings Fund — rolling returns

Equity Savings · NAV data as of 16 October 2026

2,388 daily NAV records since 8 February 2017

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 — 1,161 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

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Index or category average

Direct plan · showing data from 8 February 2017 to 16 October 2026

Average rolling return

11.61%

Windows computed

1,161

Median return

11.35%

Standard deviation

1.97%

Best 5-year window

17.54%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

7.83%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (1,161 of 1,161)
Above 8%: 99.7% (1,157 of 1,161)
Above 12%: 46.5% (540 of 1,161)
Above 15%: 4.7% (54 of 1,161)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 233 of 1,161 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 Equity Savings Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	10.44%	11.37%	11.61%	11.23%	—
Median	8.55%	11.87%	11.35%	11.18%	—
Minimum	-10.36%	-0.21%	7.83%	10.09%	—
Maximum	48.61%	19.87%	17.54%	12.59%	—
Std deviation	8.93%	3.26%	1.97%	0.55%	—
Consistency
Above 0%	92.77%	99.88%	100.00%	100.00%	—
Above 8%	53.71%	87.00%	99.66%	100.00%	—
Above 12%	31.93%	46.61%	46.51%	10.98%	—
Above 15%	23.64%	10.04%	4.65%	0.00%	—
Coverage
Windows computed	2,145	1,654	1,161	665	—

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 Equity Savings Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	11.61%	9.67%
Best window	17.54%from 23 Mar 2020	15.53%from 23 Mar 2020
Worst window	7.83%from 14 Oct 2021	6.01%from 14 Oct 2021
Windows computed	1,161	1,161

Common questions about Mahindra Manulife Equity Savings Fund

What is the 5-year rolling return of Mahindra Manulife Equity Savings Fund?: Across 1,161 overlapping 5-year holding periods between 8 February 2017 and 16 October 2026, the Direct plan of Mahindra Manulife Equity Savings Fund returned an average of 11.61% a year, with a median of 11.35%. The best 5-year stretch returned 17.54% a year and the worst returned 7.83%.
Has Mahindra Manulife Equity Savings Fund ever lost money over 5 years?: No. Every one of the 1,161 5-year holding periods in this fund's history ended in profit. The weakest returned 7.83% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Mahindra Manulife Equity Savings 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 11.61% a year on the Direct plan against 9.67% on the Regular plan, a difference of 1.94% a year.
What is the 1-year rolling return of Mahindra Manulife Equity Savings Fund?: Across 2,145 overlapping 1-year holding periods between 8 February 2017 and 16 October 2026, the Direct plan of Mahindra Manulife Equity Savings Fund returned an average of 10.44% a year, with a median of 8.55%. The best 1-year stretch returned 48.61% a year and the worst returned -10.36%.
What is the 3-year rolling return of Mahindra Manulife Equity Savings Fund?: Across 1,654 overlapping 3-year holding periods between 8 February 2017 and 16 October 2026, the Direct plan of Mahindra Manulife Equity Savings Fund returned an average of 11.37% a year, with a median of 11.87%. The best 3-year stretch returned 19.87% a year and the worst returned -0.21%.
What is the 7-year rolling return of Mahindra Manulife Equity Savings Fund?: Across 665 overlapping 7-year holding periods between 8 February 2017 and 16 October 2026, the Direct plan of Mahindra Manulife Equity Savings Fund returned an average of 11.23% a year, with a median of 11.18%. The best 7-year stretch returned 12.59% a year and the worst returned 10.09%.

Compare with other funds

Other Equity Savings 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.